Understanding the Buying Group Filter Agent

The Buying Group Filter Agent is an AI-powered, chat-based feature that lets you filter accounts and people in the Buying Group Insights page using natural language. Instead of navigating complex selectors, you can simply ask the agent for what you need, and it guides you to the right results

Access the Filter Agent

1. From the left navigate bar, go to   AI Dashboard.
2. Click the top right Filters button. A chat panel appears on the right side of the page.

Using the Filter Agent

When the Filter Agent opens, it displays a set of suggested prompts to get you started.

1. Select a prompt type to get started:
   • Click a suggested prompt, such as:
     "Show me marketing executives who haven’t engaged yet."
     “Show me Likely Accounts that have more than 100M in Revenue and no Open Opportunities”
     
   • Or type your own, such as:
     “Filter by accounts whose number of employees is 500 or more”
2. The agent then generates a visual query, showing the underlying selectors and operators it uses to filter the data. 
   
3. When you're ready, click Yes, apply filter. This filters all sections: the Buying Group Overview heatmap, Engagement by Personas bar chart, and both the Accounts and People tables. 
   Important: Filters apply across all Buying Group tabs, not just the one you're currently viewing.

Reset the Filter Agent

You can clear all filters by clicking the top right Reset View. 

Tips: 

• The link only appears when a filter is applied.
• You can use the Filter and Action agents together.
  

Refine the Filter with Natural Language

After a filter is applied, you can continue adjusting it using explicit natural language commands. For example:

• Add: To add new conditions
  e.g., “Add a filter for revenue greater than 100M”
• Modify: To edit existing criteria
  e.g., “Modify the industry to finance”
• Remove: To delete a selector
  e.g., “Remove the pipeline predict filter”

Prompt Examples

The following are some prompt examples:

• See engagement by engagement type:
  • “Total engagement value per buying group”
  • “Known engagement value per buying group”
  • “Anonymous engagement value per buying group”
  • “Total marketing engagement per buying group”
  • “Total sales engagement per buying group”
• Prioritize sales-ready accounts:
  “Show me accounts that are Likely to become pipeline and have over 75% persona completeness”
• Identify net-new opportunities:
  “Filter people in the IT job function at accounts with no open opportunities”
• Address Persona gaps in Buying Groups:
  “Filter for accounts missing Finance Personas and with high intent signals”
• Segment Buying Groups by Industry
  • “Show me companies in the Retail sub-industry.”
  • “List accounts in the Healthcare industry that have decision makers.”
  • “Show me Manufacturing companies with a revenue greater than $100 million.”
  • “Find accounts in the Defense sector with open opportunities.”
• Segment Buying Groups by Geography
  • “Show me enterprises from California and New York.”
  • “List companies with zip code 94102.”
  • “Show me only US and Canada companies.”
  • “Find tech accounts in North America with high intent.”
  • “Show me Financial Services companies in EMEA that are in MQA.”
  • “List Healthcare accounts in APAC with low engagement.”
  • “Show me companies in Texas and California.”

Supported Fields

The Filter Agent supports system account and people fields. See Filter Agent Fields.