Ask AI - Add Smart Column Entry Point
Version | 1.0 |
Release Date | 8/1/2026 |
Document Owner | Ayan Dhanda |
Part 1: Release Notes
What's New: Ask AI
This feature transforms how you research and analyze accounts, reducing manual research time from hours to minutes.
Key Benefits
Custom Intelligence: Create AI-powered insights tailored to your specific sales motion and ICP
Data Synthesis: Combine company info, contacts, tech stack, and ICP scores intelligently
No Technical Skills Required: Natural language interface accessible to all users
Auto-Generated Column Names: Column names are automatically generated based on your prompt when you click Create Column
Advanced Filtering: Search and filter enriched accounts by text content in the results
Feature Highlights
1. Dynamic Prompt Builder
Write natural language questions with dynamic column references. Simply type '/' to insert data fields from your account or contact lists.
Ask AI Panel - Write your question with example prompts
Capabilities:
Multi-line text input supporting up to 500 words
Type '/' to trigger instant column dropdown (<100ms response)
Fuzzy search matching for quick column discovery
Visual column pills with hover tooltips showing data type
Real-time word count tracking
Support for up to 10 column references per prompt
2. AI Prompt Enhancement ("Help Me" Button)
Not sure how to write the perfect prompt? Click the "Help Me" button to let AI analyze and enhance your draft prompt with better structure, clarity, and additional relevant columns for more accurate results.
Help Me Feature - AI-powered prompt refinement with suggested columns
3. Flexible Model Selection
Choose from multiple AI models based on your needs and budget. Each model displays its credit cost per account.
Model | Credits/Account | Best For |
GPT-5 | 5 | Balanced performance |
GPT-5 Mini | 1 | Cost-efficient tasks |
Claude 4.5 Haiku | 1 | Fast responses |
Claude 4.5 Sonnet | 5 | High quality |
Claude 4.5 Opus | 15 | Complex analysis |
Gemini 2.5 Flash | 1 | Quick analysis |
Gemini 2.5 Pro | 5 | Advanced tasks |
4. Preview & Testing
Test your enrichments on sample accounts before running on your entire list. Preview results show AI outputs for each account with expandable details.
Preview Results - Test on sample accounts before full enrichment
5. Configuration & Execution
Review your configuration summary, set the column name (auto-generated from your prompt as default), and choose how many accounts to enrich. The total credit cost is calculated automatically.
Configuration Summary - Review settings and set enrichment scope
6. Results & Column Management
AI-generated columns appear in your account table with a sparkle icon (✨) for easy identification. Click any cell to view the full enrichment response with detailed insights.
Results Table - View enriched data with expandable details
7. Advanced Filtering
Filter your accounts based on Ask AI enrichment results. Use the sidebar filters to search by text content, filter by enriched/not enriched status, and quickly find the accounts you need.
Advanced Filters - Search and filter by Ask AI enrichment results
💡 Configuration Limits You can create up to 10 Ask AI columns on your Target Account List (TAL) and 10 on your Target Contact List (TCL). This limit will increase to 20 in Phase 2. |
Known Limitations & Upcoming Improvements
Maximum 10 column references per prompt
Maximum 10 Ask AI columns per list (TAL/TCL) - expanding to 20 in Phase 2
TCL columns cannot be referenced in TAL prompts (TAL columns can be used in TCL)
Preview limited to sample accounts from your list
Part 2: Customer Success Guide
This guide will walk you through using Ask AI to create custom AI-powered enrichment columns. By the end, you'll be able to generate actionable insights tailored to your specific sales needs.
Getting Started
Accessing Ask AI
Navigate to your Target Account List (TAL) or Target Contact List (TCL)
Click the "+ Enrichment" button or "Add Smart Column"
Select "Ask AI" from the options
Step 1: Click 'Add Smart Column' and select 'Ask AI'
Step-by-Step Guide
Step 1: Write Your Question
The Ask AI panel opens with a text area where you can write your question in natural language. You'll see helpful example prompts to guide you, showing how to use column references like {{COMPANY_NAME}}.
Ask AI Panel with example prompts and word count tracker
Example questions:
"What problem does {{COMPANY_NAME}} solve for its customers?"
"Is {{COMPANY_NAME}} a startup, SMB, or enterprise?"
"What market segment does {{COMPANY_NAME}} serve?"
"Is the {{Account Name}} selling its product in India?"
💡 Pro Tip Start with a simple question and iterate. You can always refine your prompt after seeing preview results. |
Step 2: Add Column References
To make your question dynamic, you need to reference data fields from your list. Type "/" anywhere in your prompt to open the column selector.
Column dropdown showing available fields when you type '/'
How to add columns:
Type "/" to trigger the column dropdown
Use the search box to filter columns (e.g., type "account" to find Account Name)
Browse by category: Account (29 fields), Contact fields, etc.
Click on a field to insert it into your prompt
The field appears as a highlighted pill in your prompt
Available field categories:
Account: Account Name, Intent Score, Intent Topics, Employee Count, Industry, etc.
Contact: Contact Name, Job Title, Seniority Level, Department, etc.
Custom: Any custom columns you've created
⚠️ Important Your prompt must include at least one column reference. You'll see a validation warning if you try to proceed without one. Maximum 10 columns per prompt. |
Step 3: Use "Help Me" to Enhance Your Prompt (Optional)
If you're unsure about your prompt's structure, click the "Help Me" button. The AI will analyze your draft and suggest a refined prompt with better structure and additional relevant columns for more accurate results.
Refined Prompt modal showing enhanced prompt with additional columns
What Help Me does:
Analyzes your original prompt intent
Suggests additional relevant columns (e.g., Account Country, Company HQ) for better accuracy
Adds analysis/search instructions for more thorough results
Click "Replace Prompt" to use the enhanced version
Example: A simple prompt "Is the Account Name selling its product in India" becomes a comprehensive query that checks Account Country, Company HQ, Account City, and Account State fields for explicit evidence.
Step 4: Select Your AI Model
Choose the AI model that best fits your needs. Each model displays its credit cost. GPT-5 is selected by default (5 credits per account).
Model recommendations:
For simple yes/no questions: GPT-5 Mini, Claude 4.5 Haiku, or Gemini 2.5 Flash (1 credit)
For standard analysis: GPT-5, Claude 4.5 Sonnet, or Gemini 2.5 Pro (5 credits)
For complex reasoning: Claude 4.5 Opus (15 credits)
Step 5: Preview Your Enrichment
Click "Preview" to test your enrichment on sample accounts before processing your entire list. The preview shows AI outputs for each account with "Show more" links to view full responses.
Preview results showing sample accounts with AI-generated insights
Understanding preview results:
Name column: Shows the account name being analyzed
Signal column: Shows the AI-generated response with "Show more" to expand
Refresh button: Click to test again after making changes to your prompt
Results may show "Unknown" when data is insufficient or "No" with explanation when criteria isn't met.
💡 Pro Tip Review preview results carefully. If the AI outputs don't match your expectations, refine your prompt or try the 'Help Me' feature before running on all accounts. |
Step 6: Configure and Generate
Click "Create Column" to open the configuration screen. Here you'll see your settings summary and can configure the enrichment scope.
Configuration screen with model info, column name, and enrichment scope
Configuration options:
Configuration Summary: Shows selected model (e.g., GPT-5) and output field type (Text)
Column Name: Auto-generated based on your prompt (e.g., "Sells In India") - you can edit this
Enrichment Scope: Choose how many accounts to enrich (e.g., "Enrich for the first 1 account(s)")
Credit Cost: Total credits shown at bottom (accounts × credits per account)
Click "Generate" to start the enrichment process.
Step 7: View Results in Your Account Table
Once complete, your new AI-generated column appears in your account table. The column is marked with a sparkle icon (✨) for easy identification. Click any cell to view the full response details.
Account table with new 'Sells In India' column showing AI results
Working with results:
Column header: Shows column name with sparkle icon (✨ Sells In India)
Cell values: Show truncated results - click to see full details
Enrich button: Appears for accounts not yet enriched - click to process individually
Expanded view: Click any result to see the full AI response with all evidence and reasoning
Export: Include Ask AI fields in CSV/Excel exports
Step 8: Filter and Search Results
Use the sidebar filters to search and filter your accounts based on Ask AI enrichment results. This helps you quickly identify accounts that match your criteria.
Filters sidebar showing Ask AI filter options with Enriched/Not Enriched toggle
Filter capabilities:
Ask AI section: Find your Ask AI columns under INSIGHTS > Ask AI in the filters sidebar
Enriched/Not Enriched toggle: Filter to see only accounts that have been enriched or those pending
Response Format: Shows the data type (Text) of your enrichment column
Search text: Search within the enrichment results to find specific content (e.g., search "India" to find accounts with India-related results)
Click "Apply" to filter your account list based on selected criteria
💡 Pro Tip Combine Ask AI filters with other filters (Industry, Employee Count, Revenue) to create highly targeted account segments for your outreach campaigns. |
Example Use Cases
Here are practical examples of how to use Ask AI for common sales intelligence needs:
Use Case 1: Geographic Market Presence
Goal | Identify accounts that sell products in India |
Prompt | "Is the {{Account Name}} selling its product in India?" |
Columns Used | Account Name, Account Country, Company HQ, Account City, Account State |
Output | Text response: Yes/No/Unknown with evidence and reasoning |
Use Case 2: Company Problem Statement
Goal | Understand what problem each company solves for personalized outreach |
Prompt | "What problem does {{COMPANY_NAME}} solve for its customers?" |
Columns Used | COMPANY_NAME |
Output | Text response with problem statement summary |
Use Case 3: Company Segmentation
Goal | Classify accounts by company size for targeted messaging |
Prompt | "Is {{COMPANY_NAME}} a startup, SMB, or enterprise?" |
Columns Used | COMPANY_NAME, Employee Count, Revenue |
Output | Classification: Startup / SMB / Enterprise with reasoning |
Use Case 4: Market Segment Analysis
Goal | Identify target market segments for each account |
Prompt | "What market segment does {{COMPANY_NAME}} serve?" |
Columns Used | COMPANY_NAME, Industry |
Output | Market segment description (B2B, B2C, B2B2C, etc.) |
Best Practices
Writing Effective Prompts
Be specific: "Is {{Account Name}} selling in India?" is better than "Tell me about {{Account Name}}"
Use the "Help Me" feature: Let AI suggest additional relevant columns for better accuracy
Test with preview: Always preview before running on all accounts
Iterate: Start simple, review results, and refine your prompt
Add multiple columns: More context leads to more accurate results
Optimizing Credit Usage
Use 1-credit models (GPT-5 Mini, Claude Haiku, Gemini Flash) for simple yes/no questions
Reserve 5-credit models for standard analysis tasks
Use Claude 4.5 Opus (15 credits) only for complex multi-factor analysis
Filter your account list first to process only relevant accounts
Start with a small batch to validate results before processing all accounts
Troubleshooting
Issue | Cause | Solution |
"Unknown" results in preview | Insufficient data in referenced columns | Use "Help Me" to add more relevant columns |
Column not appearing | Enrichment still processing | Wait for processing to complete or refresh the page |
"Enrich" button on some cells | Account wasn't in initial enrichment scope | Click "Enrich" to process that account |
"No Result Available" in filters | Account hasn't been enriched yet | Use "Not Enriched" filter to find and enrich these accounts |
Can't add more Ask AI columns | Reached 10 column limit | Remove unused columns or wait for Phase 2 (20 limit) |
Frequently Asked Questions
Q: How are credits calculated?
A: Credits are calculated as: Number of accounts × Credits per model. For example, 100 accounts × 5 credits (GPT-5) = 500 credits.
Q: How is the column name generated?
A: Column names are auto-generated based on your prompt when you click "Create Column". For example, "Is the Account Name selling in India" generates "Sells In India" as the column name. You can edit this before generating.
Q: Can I use Ask AI columns in other Ask AI prompts?
A: Yes! You can reference any existing Ask AI columns in new prompts. This lets you build on previous enrichments.
Q: Can I export Ask AI data?
A: Yes, all Ask AI fields are included in CSV and Excel exports automatically.
Q: Why do some accounts show "Enrich" instead of results?
A: These accounts weren't included in your initial enrichment scope. Click the "Enrich" button to process them individually, or run a new enrichment for remaining accounts.
Q: How do I filter accounts by Ask AI results?
A: Go to Filters sidebar > INSIGHTS > Ask AI > Select your column. You can filter by Enriched/Not Enriched status and search within the response text.