Velaxe
PeopleGraph — Unified People & Company Directory with Labels, Segments, Sync & Dedupe | Velaxe

PeopleGraph

Create labels and smart segments for targeting

Tag profiles and define rule-based segments that auto-update.

15 min Beginner Sales Ops, Support Lead, Marketing Ops Updated Aug 2, 2025
View App All Guides

Overview

Tag profiles and define rule-based segments that auto-update.

Prerequisites

None.

Permissions required

labels:write segments:write

Steps (3)

Estimated: 15 min
  1. 1

    Create workspace labels

    Sales Ops 3 min Back to top

    PeopleGraph → Labels → New. Define name, color, and visibility.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Attach labels to profiles

    Agents/Ops 3 min Back to top

    From a person/company profile, attach one or more labels.

    Tips

    —

    Validation

    • Labels appear in profile header and search filters.

    Success criteria

    —

  3. 3

    Build a smart segment

    Support Lead/Marketing Ops 9 min Back to top

    Segments → New. Add rules (e.g., label = VIP AND last_activity < 30d). Save and preview members.

    Tips

    —

    Validation

    —

    Success criteria

    • Segment shows a dynamic member count and exports correctly.

About this guide

PeopleGraph gives teams a single workspace to create, link, and manage people and companies. Build rich profiles with emails, phones, addresses, websites, and custom fields. Attach labels and define smart segments that drive marketing, support, and permissions in other apps.

Two-way connectors keep sources like Google Contacts and Microsoft 365 aligned. Dedupe suggestions and a merge workflow maintain clean data with provenance. Every change emits events for downstream automation.

Search is first-class: quick find in-app and registration with the platform-wide index so you can jump to any profile from anywhere.