Build lists with chat

Find and refine companies and people in chat.

Overview

Use chat to find companies and people that match your criteria. You can begin with a description of your target buyers, an existing Unify list, or a file of accounts you want to investigate. Chat organizes the results in a table that you can refine before saving a list or preparing outreach.

Your criteria can combine company and person information with research and connected CRM data. For example, find accounts in a particular industry, narrow them to companies with an open opportunity, and identify people in the roles you want to reach.

Build your list

1. Define who you want to find

   Open chat. Describe the companies or people you want, how many results you need, and the evidence that should qualify them.

   Include the criteria that matter to your outreach, such as company size, location, industry, role, or a recent business development. If you want to start with existing data, type @ to select a list or attach a CSV.

   For example:

   From my target-account list, find companies with 100–500 employees in the United States. Add their industry and account owner to a table.

2. Refine the table

   Review the results and ask chat to make specific changes. You can add columns, enrich missing information, research each row, or apply a qualification rubric.

   For example: “Add a column explaining whether each company sells to other businesses, with a source for the answer.”

   Use the table’s column controls to sort and filter the displayed results. When an enriched cell has supporting evidence, double-click it to review the reasoning and references. Use that evidence to assess whether the result meets your criteria.

3. Save the results

   Click Save as Unify list to save every record in the table, or ask chat to save the companies or people to a named list. Specify whether you want a new list or an existing one.

   To save only part of a table, include the criteria in your request. For example: “Save the companies with at least 100 employees to a new list named Mid-market planning accounts.”

   Chat summarizes which records were added and identifies any records it could not save. Open the resulting list to review its members. Companies need a website domain and people need an email address to be saved from new prospect data.

Use your results

Once you have reviewed the results, you can prepare outreach from the same conversation. Click Add to sequence or ask chat to prepare a sequence for the people you selected. For personalized drafts and their approval workflow, see Agentic sequences.

To work with the table outside Unify, use its download control to export a CSV. The export follows the table’s current filters, search, and sorting. A single export includes up to 50,000 rows; narrow the table if you need to export a larger result in smaller groups.

You can return to the conversation to keep refining the table. To use it in another conversation, type @ and select it from Chat tables.

Troubleshooting

Why is a result missing information?

Research and enrichment depend on the information available for that company or person. Ask chat to investigate the missing value and show its sources. Review the result before relying on it for qualification or personalization.

Why could chat save only part of the list?

Review chat’s result for invalid or failed records. Check that each company has a usable website domain or each person has an email address, then ask chat to retry the affected records. Duplicate inputs and records already in the list are counted separately from newly added members.