Overview
List Building Chat is the AI contact-discovery workspace for the selected client. Describe who you want to find in plain language, refine the structured search criteria, set company and department headcount criteria, set the preview scope, and run a vendor search. Results load into a paged preview on the right. Contacts per company starts at Unlimited, or you can choose a numeric cap for the rows shown and eligible for redemption. Download CSV retrieves the complete preview range for the current criteria, while Redeem preview pulls selected preview rows into the client's contacts. Previewing matches does not spend credits; redeeming full contact data spends ZoomInfo credits.
How to use this page
Select the client
Pick the client in the top-right switcher so discovered contacts belong to that deal.
Describe your target
Tell the AI who you want to find, including titles, company criteria, locations to include, and states or provinces to exclude. It turns your description into structured search criteria. ZoomInfo targeting in this chat is limited to the United States; accepting a province exclusion such as Quebec does not add Canadian coverage.
Refine the criteria
Adjust titles, seniority and function, keywords, industries, SIC or NAICS codes, technology, geography, company size, revenue, and required fields. Use OR and NOT where the field supports Boolean filtering. In Company size, Department employee count filters companies by a function headcount, such as 50+ Sales Employees. It is separate from total company employees and the contact department, and can be combined with company hashtags.
Set the preview scope
In Quality & display, Results per page controls the page size. Contacts per company starts at Unlimited; choose 1, 2, 3, 5, 10, or 25 to cap the rows shown and eligible for redemption on the current preview page. Score, required-field, sort, and suppression controls further shape the visible rows.
Run the search
Click Run search to load the first preview page and the total match count. Use the pager below the results to inspect additional pages. Previewing validates targeting without spending credits.
Download or redeem
Download CSV retrieves the complete preview range for the current criteria across all result pages, not just the page currently visible. Redeem preview uses the currently shown rows after the company cap and suppression filter, asks for confirmation because it spends ZoomInfo credits, adds the returned contacts to the client's pool, and downloads an enriched CSV. The success toast reports returned contacts and any unmatched requested IDs.
What the buttons do
- Describe input
- Plain-language prompt that the AI turns into search criteria.
- Search criteria
- Structured filters for contact, company, technology, geography, quality, display, and suppression settings.
- Contacts per company
- Starts at Unlimited and optionally caps the rows shown and eligible for redemption on the current preview page.
- Run search
- Runs the current criteria through ZoomInfo and loads a paged preview with the total match count.
- Download CSV
- Exports the complete preview range for the current criteria across all result pages.
- Redeem preview
- Pulls the currently shown preview rows into Contacts and downloads an enriched CSV. It spends ZoomInfo credits after confirmation and reports returned and unmatched counts.
- Department employee count
- Filters companies by the number of employees in a function, such as 50+ Sales Employees. This is separate from total company size and the contact department.