List Building Chat

How to use this page

1. 1

   Select the client

   Pick the client in the top-right switcher so discovered contacts belong to that deal.

2. 2

   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. Contact targeting in this chat is limited to the United States; accepting a province exclusion such as Quebec does not add Canadian coverage. For nationwide targeting, ask for United States without listing every state. If the AI rejects a long state filter, ask for smaller state groups only when they preserve your requested geography. When both the contact office and company headquarters must match, separate state groups can miss pairs that fall in different groups.

3. 3

   Recover an interrupted reply

   If the connection closes before a reply finishes, open History in the Chat header and select the same saved conversation before sending the request again. Reopening restores that conversation's saved criteria and clears the previous preview. Check the restored form, including filters you removed. Criteria changes can be saved even when the reply does not finish; a disconnected browser does not automatically stop work already underway.

4. 4

   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. Edit the form directly or ask the AI to change or clear a filter. Chat updates use the current form, including manual edits; removed filters should stay cleared rather than return from an older conversation.

5. 5

   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.

6. 6

   Review the automatic preview

   Set at least one targeting filter, such as a job title or company criterion, then pause typing. The preview runs automatically after criteria change and shows the total match count on the right. Use Run search to retry manually and the pager below the results to inspect additional pages. After a preview completes, ask the AI to review it if needed. Its review summarizes the latest preview, not every matching contact or independently verified company fit. Previewing does not spend credits; check fit before redeeming.

7. 7

   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 and asks for confirmation because it spends data credits. It saves returned results to the enrichment pool and downloads an enriched CSV, including available direct, mobile and company numbers. This page does not automatically add results to All Contacts. 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

Manually runs or retries the current criteria. With a targeting filter set, the preview also runs automatically after criteria change and you pause typing.

Download CSV

Exports the complete preview range for the current criteria across all result pages.

Redeem preview

Redeems the currently shown preview rows after credit confirmation, saves results to the enrichment pool and downloads an enriched CSV. Reports returned and unmatched counts; does not automatically add results to All Contacts.

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.

History

Lists saved conversations for this client. Select one to restore its messages and saved criteria, replacing the current form and clearing the previous preview. Check the same conversation after an interrupted reply before retrying.

Reset defaults

Replaces the search form with its initial defaults, including Required fields set to Email and Score min set to 85. Add a targeting filter to run another preview.

Common questions