> For the complete documentation index, see [llms.txt](https://docs.usepylon.com/pylon-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.usepylon.com/pylon-docs/account-intelligence/fields/ai-fields.md).

# AI Fields

Rollup qualitative data onto your account views to quickly assess accounts

AI fields allow you to rollup qualitative insights into structured fields and provide **explainability** for account signals. AI fields can be any data type and can be prompted to look through particular data, most commonly [Blocks](/pylon-docs/account-intelligence/notebooks/blocks.md#ai-context) in [Notebooks](/pylon-docs/account-intelligence/notebooks.md). AI fields can draw from context in any communication source, call recordings, CRM data fields, and much more.

{% hint style="info" %}
Fields are fully customizable based on your use case!
{% endhint %}

### Example: Low Sentiment

For example, rollup a "Low Sentiment" field on accounts into a True/False value to use in calculations, and also surface the reason the customer has low sentiment.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FqJohDfOcdLj8kw6BI4gL%2FCleanShot%202025-08-11%20at%2022.09.30%402x.png?alt=media&amp;token=a1761f9d-e914-4f80-b088-477869fe0df1" alt=""><figcaption></figcaption></figure>

### Example: Upsell Opportunities

Use AI fields to surface upsell signals into a multiselect [Custom Fields](/pylon-docs/platform/custom-fields.md) based on a prompt and set of options.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FGLn8WsuEb60zIkwninaI%2FCleanShot%202025-08-11%20at%2022.25.28%402x.png?alt=media&amp;token=bfbd5a2a-f035-427e-8108-1416cde3a4e6" alt="" width="375"><figcaption></figcaption></figure>

This field is extracting structured data from [Blocks](/pylon-docs/account-intelligence/notebooks/blocks.md#ai-context) in[Notebooks](/pylon-docs/account-intelligence/notebooks.md), which has its own prompt. It interprets and structures the data into a field that can now be filtered on and used in views, triggers, etc.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2F5ZA9D5LkfTWyF3oODr3c%2FCleanShot%202025-08-11%20at%2022.27.58%402x.png?alt=media&amp;token=2f192b0c-b557-4296-a1f5-9dddffa33cbd" alt=""><figcaption><p>Prompt for upsell opportunities notebook block</p></figcaption></figure>

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FG01mNpyyrWR1E62jXIFw%2FCleanShot%202025-08-11%20at%2022.26.13%402x.png?alt=media&amp;token=ce2cad0f-c47e-4e15-bba4-9b0225497177" alt=""><figcaption><p>Resulting output for upsell opportunities notebook block</p></figcaption></figure>


---

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