Understanding Demandbase AI Chat

  • Updated

Demandbase AI Chat is a conversational intelligence experience that enables users to explore and analyze their Demandbase data using natural language.

Instead of navigating multiple dashboards, building reports, or waiting for analyst support, users can ask questions in plain English and receive insights based on the data available within their Demandbase tenant.

By making complex data easier to access and understand, Demandbase AI Chat helps teams uncover insights across pipeline, account engagement, campaigns, buying groups, opportunities, intent signals, and advertising performance - enabling faster, more informed go-to-market decisions.

Beta Access and Token Usage

Demandbase AI Chat is currently available as a beta offering and is free to use for a limited time.

As part of the beta program, usage is subject to token limits and may change over time. By using Demandbase AI Chat, you acknowledge that features, limits, and availability may be updated as we continue to improve the experience.

Important: Token usage resets daily at midnight UTC.

Who Should Use Demandbase AI Chat?

Demandbase AI Chat is designed primarily for:

  • Demand Generation Managers
  • ABM Managers
  • Field Marketers
  • Marketing Operations
  • Revenue Operations
  • CMOs and Marketing Leaders

Supported Insights

Demandbase AI Chat can help uncover the following insights:

  • Account & Contact Intelligence
    • Look up firmographic and technographic details on accounts.
    • Find contacts and recommended outreach targets for specific accounts.
    • Identify accounts by industry, geography, size, or segment.
  • Intent & Engagement
    • Surface accounts showing high intent on specific keywords or keyword sets.
    • Analyze web engagement - which accounts are visiting your site, how often, and which pages.
    • Identify known contacts engaging with your content.
  • Journey & Pipeline
    • Track accounts across journey stages (e.g., Qualified, Engaged, Opportunity).
    • Analyze stage transitions - velocity, conversion rates, and volume.
    • Correlate pipeline and opportunity data with engagement signals.
  • Advertising Performance
    • Review campaign performance across accounts and domains.
    • Analyze impressions, clicks, spend, and lift by account or domain.
    • Evaluate creative performance and publisher breakdowns.
  • Buying Groups
    • Assess buying group completeness per account.
    • Identify missing personas or roles in your target buying groups.
    • Explore member-level engagement within buying groups.

Expected Behavior

Demandbase AI Chat is designed to:

  1. Explain What It Is Doing: Before running complex analysis, Demandbase AI Chat may present:
    • Filters
    • Fields being used
    • Interpretation assumptions
  2. Ask Clarifying Questions: If a request is ambiguous, Demandbase AI Chat may ask a clarifying question before proceeding.
  3. Provide In-depth Results: Demandbase AI Chat provides detailed analysis that includes text and tables, and supporting insights to help you better understand patterns, performance, and relationships within your data.
  4. Suggest Next Questions: After returning results, Demandbase AI Chat may recommend relevant follow-up analysis.
  5. Provide Transparency: Demandbase AI Chat explains the assumptions it used so you can understand how the results were calculated.
  6. Provide Helpful Error Messages: If Demandbase AI Chat cannot answer a question;
    • It explains why.
    • It may suggest alternative questions.
    • It does not fabricate data.

Privacy and Data Retention

Demandbase AI Chat follows existing Demandbase security and governance controls.

  • Data Isolation: Demandbase AI is trained exclusively on customers' tenant data and no cross training of data is permitted across tenants.
  • Permissions: Users only see data they are authorized to access..
  • Conversation Privacy: Users can only view their own conversations.
  • Retention: Conversation history is retained for up to 28 days.

Demandbase AI Chat Interface Overview

The Demandbase AI Chat interface includes the following:

  • Sidebar: Located on the far left, this collapsible panel keeps you organized. You can start a new chat, access Pipeline Influence Insights, and manage existing threads.
  • Main chat area: Central canvas where your conversation takes place. 
  • Goal-based prompts: Goal-based prompts provided by Demandbase.
  • Preferences: Select between light, dark, and system color mode.
  • About > Release notes: Click to see the latest enhancements, fixes, and feature announcements.

Prompt Examples

Persona Insights Example Prompt Follow-up Prompt
CMO/VP of Marketing Prove marketing's impact on revenue and board-level outcomes. Generate an executive summary of our top 3 marketing channels that influenced closed-won revenue this quarter. Show results by campaign type and contribution to pipeline.
CMO/VP of Marketing Understand revenue-driving channel mix. What was the win rate for opportunities influenced by our Q4 Enterprise ad campaign vs. deals with no ad exposure? Break down results by segment and opportunity size.
CMO/VP of Marketing Optimize future investments. Based on closed-won patterns, which channel mix resulted in the highest win rate for enterprise deals last year? Compare against this year's performance.
RevOps/Marketing Ops Validate attribution accuracy. Identify discrepancies between our first-touch lead source and the actual dominant activities driving pipeline creation this quarter. Show the largest attribution mismatches by channel.
RevOps/Marketing Ops Measure influence across the funnel. Show me the top 5 most influential touchpoints across all closed-won deals in Q3. Break down influence by opportunity stage.
RevOps/Marketing Ops Identify process gaps. Which accounts engaged with at least two campaigns this quarter but have no open opportunity attached? Group results by account owner.
Demand Gen Manager Understand campaign influence on pipeline. Which campaigns are driving the most pipeline this quarter? Show results by campaign type.
Demand Gen Manager Improve funnel performance. Which journey stages have the lowest ad coverage rate? Show me the gap between exposed and total accounts per stage. Which stages have the highest conversion rates?
Demand Gen Manager Detect account risk early. Which accounts with open opportunities have shown three consecutive weeks of declining engagement? Show only enterprise accounts.
Demand Gen Manager Optimize marketing investments. Which content types are associated with accounts moving into the Opportunity stage? Compare against last quarter.
Demand Gen Manager Compare campaign effectiveness. Compare the pipeline influence of the Q4 Executive Dinner vs. Q4 Digital Nurture. Which had higher correlation with Closed-Won stage? Break down by industry and account size.
ABM Manager Find buying group gaps. Which buying group members in my top accounts have gone dark in the last 30 days? Focus on decision-maker personas.
ABM Manager Improve buying group coverage. List accounts missing the Decision Maker persona that still have high engagement scores. Show open opportunities associated with these accounts.
ABM Manager Identify expansion opportunities. Which accounts on my Named Accounts list have increased research activity but no open opportunity? Prioritize by engagement score.
ABM Manager Analyze account lists. Which accounts on my Q3 Enterprise Target List have increased research activity? Show accounts with no open opportunity.
Sales (AE/SDR/Sales Leader) Monitor deal health. Show me opportunities with zero sales touches in the last 30 days. Prioritize by close date and deal size.
Sales (AE/SDR/Sales Leader) Learn from wins and losses. What's different about the deals we won vs. lost in terms of content engagement and channel mix? Highlight the strongest predictors of success.
Sales (AE/SDR/Sales Leader) Take action on at-risk deals. Why is the Acme Corp deal flagged as at-risk, and what specific play should I run to re-engage their buying committee? Show similar deals that were successfully recovered.
Sales (AE/SDR/Sales Leader) Manage forecast risk. Summarize the top risk factors across all deals slated to close this month. Recommend next-best actions for each deal.
Sales/Marketing Leadership Identify disengaging accounts. Show me accounts with declining engagement this month. Which accounts have shown increased competitor intent?
Sales/Marketing Leadership Surface pipeline opportunities. Which target accounts have increased engagement but no open opportunities? Group these accounts by industry.

Prerequisites

  • You must have Admin privileges or be assigned to a permission set that has access to the following objects: 
    • Go to Settings N.png Settings > User Management > Permission Set > [Permission Set] > Configuration > Database:
      • Accounts
      • People
      • Activities
      • Opportunities
  • Your organization must not opt-out of Demandbase AI features. See Manage Agentbase Generative AI Capabilities.
  • We highly recommend integrating with a CRM and Marketing Automation System to provide the most complete and accurate insights.

Access Demandbase AI Chat

  1. Log in to Demandbase.
  2. From the left navigation bar, go to AI Chat.
  3. Start a new conversation or continue an existing conversation.
    Tip: Demandbase AI Chat supports multi-turn conversations, allowing you to refine analysis, apply additional filters, and explore related insights through follow-up questions without starting over.

Troubleshooting and Feedback

If you encounter an issue or see unexpected results in Demandbase AI Chat, copy the URL from your browser while you are in the relevant conversation. The URL includes the conversation ID, which helps Support locate and review the interaction.

When creating a support ticket, include:

  • The Demandbase AI Chat conversation URL.
  • A brief description of the issue.
  • The specific response, data, or behavior that seemed unexpected.

For general feedback about Demandbase AI Chat, contact your Demandbase Account Team.

FAQs

Can Demandbase AI Chat execute actions?

Not yet. We are actively working on enabling actions directly from Demandbase AI Chat.

Can other users see my conversations?

No. Conversation threads are private and only visible to the user who created them.

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