AI Chat in Demandbase One for Sales (DBS) enables sellers to ask questions in natural language and receive insights about accounts. It combines first-party customer data with third-party Demandbase intelligence, including firmographic, technographic, and intent data, to deliver richer account insights, prioritization, and outreach recommendations.
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.
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 AI Chat in DBS?
AI Chat in DBS is designed primarily for:
- Account Executive (AE)
- Business Development Representative (BDR)
- Chief Revenue Officer (CRO)
- Customer Success Manager (for expansion and renewals)
- Director of Sales
- Revenue Operations (RevOps) Manager
- Sales Development Representative (SDR)
- Sales Operations Manager
- Vice President (VP) of Sales
Supported Insights
AI Chat in DBS 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.
-
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:
-
Explain What It Is Doing: Before running complex analysis, Demandbase AI Chat may present:
- Filters
- Fields being used
- Interpretation assumptions
- Ask Clarifying Questions: If a request is ambiguous, Demandbase AI Chat may ask a clarifying question before proceeding.
- 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.
- Suggest Next Questions: After returning results, Demandbase AI Chat may recommend relevant follow-up analysis.
- Provide Transparency: Demandbase AI Chat explains the assumptions it used so you can understand how the results were calculated.
-
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.
AI Chat in DBS Interface Overview
The AI Chat in DBS interface includes the following:
- Sidebar: Located on the far left, this collapsible panel keeps you organized. You can start a new chat and manage existing threads.
- Main chat area: Central canvas where your conversation takes place.
- Goal-based prompts: Goal-based prompts provided by Demandbase.
- New chat: Click draft icon to start a new chat.
- Expand chat: Click expand icon to expand the chat.
- Close chat: Click X to close the chat.
Goal-based Prompts
AI Chat in DBS provides the following goal-based prompts:
Identify Target Accounts
| Goal | Prompt |
| Find Fresh Accounts to Work | I am an SDR finding fresh accounts. Show accounts assigned to {owner.name} in MQA or earlier with no Sales Touches in the last 14 days, as a table with account, journey stage, pipeline-predict score, marketing engagement points in the last month, top intent topic, and recommended outreach angle, sorted by pipeline-predict score. |
| Find Accounts Showing Buying Intent | Show accounts assigned to {Owner.name} with the largest increase in Demandbase intent in the last 14 days that are not yet in pipeline, as a table with account, top surging keywords, qualification score, pipeline-predict score, and recommended outreach reason, sorted by intent increase. |
| Find Re-Engaged Accounts | I am an SDR. Show accounts assigned to {Owner.name} that re-engaged in the last 7 days after going quiet, as a table with account, what they re-engaged with, who engaged, title, last sales touch, and recommended follow-up action. |
| Find Accounts Most Likely to Convert | Show accounts assigned to {Owner.name} in MQA or earlier that are most likely to convert to an opportunity, as a table with account, journey stage, pipeline-predict score, marketing engagement points in the last month, top intent topic, and Sales Touches in the last 14 days, sorted by pipeline-predict score. |
Prioritize My Accounts
| Goal | Prompt |
| Surface My Hottest Accounts | For {account.list}, show accounts ranked by pipeline-predict score, marketing engagement points in the last month, top intent topic, Sales Touches in the last 14 days, engaged contact, and recommended next step, sorted by highest outreach priority. |
| Accounts Needing Attention | For {account.list}, show accounts with high engagement or intent and no Sales Touches in the last 14 days, as a table with account, owner, pipeline-predict score, recent engagement signal, engaged person, title, and recommended SDR action. |
| Find Accounts Ready for Follow-Up | For {account.list}, show accounts with recent marketing engagement in the last 30 days and fewer than 2 Sales Touches in the last 14 days, as a table with account, engaged person, title, engagement activity, top intent topic, and suggested follow-up reason. |
| Accounts with rising intent | For {account.list}, Show accounts with increasing Demandbase intent over the last 30 days and recent engagement activity, sorted by intent increase. |
Book More Meetings
| Goal | Prompt |
| Find the Best Contact to Reach | For {account.list}, show the most engaged buying group members by persona in the last month, as a table with account, member name, title, persona, what they engaged with, engagement points, and suggested outreach angle, sorted by engagement points. |
| Find Executive Engagement | For {account.list}, show accounts where a Director-level or above buying group member engaged in the last 14 days, as a table with account, member name, title, activity detail, engagement date, and recommended meeting ask. |
| Check Buying Group Coverage | For {account.list}, show engaged buying group personas and missing personas from the last 2 months, one row per account, sorted by number of missing personas. |
| Find Meeting-Ready Prospects | For {account.list}, show buying group members who engaged multiple times in the last 14 days across website visits, content, webinars, events, or email, as a table with account, member name, title, recent engagement activities, top intent topic, and recommended meeting outreach angle, sorted by engagement intensity. |
Research & Qualify
| Goal | Prompt |
| Build a Pre-Outreach Brief | For {account.name}, give a short pre-outreach research brief with journey stage, marketing engagement points trend, top intent topics, high-value pages visited, engaged buying group members, and a suggested opening angle. |
| Understand Account Interest | For {account.name}, show the topics and products it is most engaged with, its journey stage, marketing engagement points trend over the last month, top intent topics, and high-value pages visited. |
| Map the Buying Group | For {account.name}, show the most engaged buying group members by persona with titles and what they engaged with, as a table of the top 3 people to reach. |
| Find Similar Accounts to Prospect | Show look-alike accounts not in our pipeline that are similar to {account.name}, as a table with industry, qualification score, top intent topics, and recommended reason to reach out, sorted by qualification score. |
Identify Outreach Opportunities
| Goal | Prompt |
| Find Accounts Ready for Opportunity Creation | For {account.name}, show the top intent topics, high-value pages visited, recent engagement activity, and the likely business problem to reference, as a table with suggested outreach angle. |
| Find Contacts Ready for Follow-Up | For {account.list}, show buying group members with recent marketing engagement and no Sales Touch in the last 14 days, as a table with account, contact name, title, engagement activity, activity details, last activity date, and recommended follow-up reason. |
| Find Re-Engagement Reasons | For {account.list}, show accounts that re-engaged after going quiet, as a table with account, re-engagement activity details, engaged person, title, top intent topic, and reason to follow up now. |
| Find Persona-Specific Outreach Hooks | For {account.name}, show engaged buying group members by persona, what each persona engaged with, top intent topics, and recommended business topic to reference for each person. |
Monitor & Re-Engage
| Goal | Prompt |
| Find Deals Losing Momentum | I am an SDR. Show accounts assigned to {owner.name} that re-engaged in the last 7 days after going quiet, as a table with account, what they re-engaged with, who engaged, title, and recommended follow-up action. |
| Find Accounts Losing Momentum | Show accounts assigned to {owner.name} where marketing engagement points are trending down over the last month, as a table with account, prior engagement, current engagement, top intent topic, last sales touch, and recommended re-engagement action. |
| Find Single-Threaded Accounts | For accounts assigned to {owner.name} that are single-threaded, show the current engaged contact, persona, missing buying group personas, top intent topic, and recommended next contact to add, as a table by account. |
| Find Accounts Needing AE Support | Show accounts assigned to {owner.name} with high intent, engaged buying group members, and recent SDR activity but no meeting or opportunity created, as a table with account, engaged contacts, top intent topic, last sales touch, and suggested AE next step. |
Handoff & Improve Conversion
| Goal | Prompt |
| Build an AE Handoff Brief | For {account.name}, build a handoff brief for the AE with engaged buying group members, top intent topics, high-value pages visited, recent sales activity, and a suggested next step. |
| Identify Meeting-to-Opportunity Risks | Show accounts assigned to {owner.name} with meetings created but no opportunity opened, as a table with account, meeting date, engaged contacts, top intent topic, last activity, and recommended follow-up action. |
| Improve Single-Threaded Account Conversion | For accounts assigned to {owner.name} that are single-threaded, show the missing buying group personas to add, as a table with account, current engaged contact, missing personas, recommended persona to prospect, and outreach angle. |
| Review My Week | Give me my week for accounts assigned to {owner.name}: priority untouched accounts, re-engaged accounts, marketing responses needing follow-up, and accounts ready for AE handoff, as a table with a suggested next step for each. |
Prompts Examples by Persona
The following are prompt examples for AI Chat for DBS, based on persona:
| SDR/BDR | SDR Leader | Account Executive | VP of Sales |
| For {account.name}, show the most engaged buying group members by persona with titles and what they engaged with, as a table of the top 3 to reach. | I am an SDR Leader. For reps reporting to [your name] this quarter, show a table by rep with meetings created, opportunities created, accounts worked, and accounts untouched, flagging reps below pacing. | I am an Account Executive prioritizing this week. From accounts owned by [your name] in MQA or earlier, show a table with pipeline-predict score, marketing engagement points in the last month, and Sales Touches in the last 14 days, sorted by pipeline-predict score, flagging those with fewer than 2 Sales Touches. | I am a VP of Sales. For accounts owned by reps reporting to [your name] with high marketing engagement and intent in the last month, an engaged buying group, and no Sales Touches in the last 14 days, show a table grouped by rep. |
| I am an SDR. Show accounts assigned to [your name] that re-engaged in the last 7 days after going quiet, as a table with what they re-engaged with and who. | I am an SDR Leader. For accounts assigned to reps reporting to [your name] with a high qualification score and high intent and no Sales Touches in the last 14 days, show a table of the count by rep. | For {account.name}, show the most engaged buying group members and personas, and flag any buying group personas with no engagement, as a table with the top 3 personas to reach. | For the top open opportunities owned by [rep name], show account context for a 1:1: marketing engagement points trend over the last month, buying group coverage, top intent topics, and any competitive intent. |
| I am an SDR. For accounts assigned to [your name] that are single-threaded, show the missing buying group personas to add, as a table by account. | I am an SDR Leader. For accounts worked by reps reporting to [your name] with only one buying group persona engaged, show a table of the missing personas, grouped by rep. | I am an Account Executive. For my open opportunities owned by [your name] in Pipeline or SQL stage, show a table with value, days in stage, pipeline-predict trend, buying group members engaged in the last 14 days, and any intent surge, flagging opportunities with declining engagement or competitive intent. | I am a VP of Sales. Compare closed-won versus closed-lost deals from reps reporting to [your name] over the last 6 months on marketing engagement, buying group members engaged, and time in each stage, as a table. |
| For {account.name}, build a handoff brief for the AE with the engaged buying group, top intent topics, and a suggested next step. | I am an SDR Leader. Show MQA accounts handed to AEs in the last month and whether the buying group stayed engaged after handoff, flagging accounts that went quiet. | I am an Account Executive. Compare my closed-won versus closed-lost opportunities owned by [your name] in the last 6 months on marketing engagement, buying group members engaged, and time in each stage, as a table. | I am a VP of Sales. For customer accounts owned by reps reporting to [your name] with products showing rising intent and no open expansion opportunity, show a table by account and rep. |
Prerequisites
- Your organization must not opt-out of Demandbase AI features. See Manage Agentbase Generative AI Capabilities.
- You must have licenses for Demandbase One for Marketing and Demandbase One for Sales.
- You must have Admin privileges or be assigned to a permission set that has access to the following:
- Log in to Demandbase One for Marketing.
- From the left navigation bar, go to
Settings > User Management > Permission Set > [Permission Set] > Configuration tab.
- Go to Database tab and grant access to:
- Accounts
- People
- Activities
- Opportunities
- Export Data
- Take Action
- We highly recommend integrating with a CRM and Sales Automation System to provide the most complete and accurate insights.
Access AI Chat in DBS
- Log in to Demandbase One for Sales.
- From the left navigation bar, go to
AI Chat.
- 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.