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 in Notebooks. AI fields can draw from context in any communication source, call recordings, CRM data fields, and much more.

Fields are fully customizable based on your use case!

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.

Example: Upsell Opportunities

Use AI fields to surface upsell signals into a multiselect Custom Fields based on a prompt and set of options.

This field is extracting structured data from Blocks inNotebooks, 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.

Prompt for upsell opportunities notebook block

Resulting output for upsell opportunities notebook block