AI attributes
Leverage AI to generate attribute data for your records and lists.
Leverage AI to automatically generate useful attribute data for your records or lists. When creating an attribute, simply enable the AI autofill toggle to activate AI-powered generation for that attribute.
Best practices for AI attributes
Follow these tips to improve the effectiveness and reliability of results using AI autofill.
Writing effective prompts
While the AI may have access to your attributes, keep in mind that it may not understand what they represent. If a prompt requires an understanding of your data model or use case, be sure to include an explanation in your prompt.
Even when the Guidance field is optional, it's best to provide clear and detailed instructions. If the AI doesn't understand a prompt, it will not return a value.
Tell the AI how you want the response formatted, and include an example if possible. For instance:
"List the city, state, and country in this order, separated by a comma and space. Example: 'San Francisco, California, United States'".
Filtering bulk recalculations
To recalculate in bulk but skip certain records, filter and save the view first. Telling the AI to skip specific records in the prompt (e.g. "Only run for accounts with a known subscription status") will not work.
Understanding recalculations that return no results
If AI can't return a value during recalculation, the cell will stay blank, and you won't be charged. This can happen if there's no information available or if the prompt is unclear.
Keep in mind, the agent may not be able to reliably reference some websites such as LinkedIn that are private or require a login.
Attribute AI autofill options
Choose from the following AI Autofill options. Note that the options available depend on the attribute type.
Summarize record
Available for text type attributes, Summarize record creates a written summary of the record based on its existing attributes’ values.
Optionally, you can add Guidance to specify the key record details you’d like included in the summary. For example, for an attribute on Companies, you could ask it to tell you the companies’ estimated size in employee count and revenue.
Research agent
Available for text, number, and currency type attributes, Research agent generates a summary or answers questions using the record's attributes and information gathered from online research. The research will be based on the attribute’s name. To provide more specific research instructions, add Guidance.
For example, if the attribute name is Twitter handle, it will search for the handle without guidance. If the attribute name is SOC II, you may want to provide additional guidance, such as, “Research whether this company is SOC II compliant”.
As another example, you could ask it to summarize recent news about company records.
Prompt completion
Available for text, number, and currency type attributes, Prompt completion produces a text response based on a custom prompt you define. Use the Use variable option to incorporate specific attribute data into the prompt for it to utilize.
Classify record
Available for select and multi-select type attributes, Classify record analyzes the record's attributes and assigns relevant tags.
Use the toggle to choose whether to Allow AI to generate new options:
When disabled, AI can only select from the options you’ve created for the attribute.
When enabled, AI can create and select new options beyond those you’ve already defined.
Optionally, provide Guidance to clarify how you want the classification to work. For example, if you have an “Other” tag and have enabled Allow AI to generate new options, you could specify: “Prefer new options to ‘Other’”. This encourages AI to create a more specific tag instead of defaulting to the generalized “Other” option.
Recalculate values
After creating an AI attribute, you can generate values either for a single record or for all records in a view at once.
For a single record: Hover over the attribute's cell in the record and click the Recalculate value with AI icon.
For all records in a view: Click the attribute's column header and select Recalculate values with AI. A confirmation will appear, showing the number of credits that will be used. Click Confirm to proceed.
AI attributes billing
Each recalculation of AI attributes uses automations credits, which are limited per plan. The research agent attribute type consumes 10 credits for each record, and all other types consume one credit for each record. If you run a recalculation, but it returns no value for a record (due to an inability to find data or a vague prompt), no credits are charged for that record.