Demandbase AI Chat allows you to activate lists directly within the conversational chat interface. Users can instantly push accounts and people into targeted workflows without navigating away from their conversation.
Important: List Activation in Demandbase AI Chat is only available in Demandbase One for Marketing.
List Activation Options in Demandbase AI Chat
The following actions are available in Demandbase AI Chat. See Take Action for further details.
Demandbase
- Add to New Static List
- Add to Existing Static List
- Remove from Static List
Partner
- Add Account List to B2BIQ
- Add Account List to Integrate
- Add Account List to Netline
- Add Accounts to Infuse
- Add List to Audyence
- Add to Gong Engage flow
- Add to Marketo Campaign
- Add to Outreach Sequence
- Add to Salesloft Cadence
- Remove from Outreach Sequence
- Remove from Salesloft Cadence
Salesforce CRM
- Add Account to Salesforce
- Add Account to Salesforce Campaign
- Remove Account from Salesforce Campaign
- Add to Salesforce Campaign
- Remove from Salesforce Campaign
- Change Account Status in Campaign
- Change Status in Salesforce Campaign
Microsoft Dynamics CRM
- Add to Dynamics Campaign
- Remove from Dynamics Campaign
- Change Status in Dynamics Campaign
- Qualify Lead
HubSpot CRM
- Add Contacts to List
- Change HubSpot Status
- Enroll to HubSpot Workflow
- Remove Contacts from List
- Unenroll from HubSpot Workflow
- Update Lifecycle Stage in HubSpot CRM
Record Limits for List Activation in Demandbase AI Chat
List Activation in Demandbase AI Chat follows the record limits for each action type. In the Action Configurations table, the Limit column shows the record limit, such as 100 people. The Maximum Record Limit in AI Chat column shows the limit applied when you run the action from AI Chat.
Only actions with an Unlimited limit are handled differently in AI Chat.
| Limit in Action Configurations | Maximum Record Limit in AI Chat |
|---|---|
| Unlimited | Up to 10,000 records max per execution Tip: If an AI Chat query returns more than 10,000 records, refine your prompt or ask AI Chat to “show the top 10,000 records” before running Take Action. |
| Specific record limit | Same as the limit for the action type. For example, if the Action Configurations table shows 100 people, you can run the action for up to 100 people from AI Chat. |
Prerequisites to Access List Activation in Demandbase AI Chat
You must have the relevant destination platform integrated with Demandbase One for Marketing (for example, Salesforce, Marketo, Outreach, or Gong). If a platform is not integrated, its related List Activation options are unavailable.
Access List Activation in Demandbase AI Chat
- Log in to Demandbase One for Marketing.
- From the left navigation bar, go to
AI Chat.
- Start a new conversation or continue an existing conversation.
- In the AI Chat response, click the More Actions drop-down.
- Select the action you want to run.
- Enter the required details for the action.
- Click Submit.
Outcome of List Activation in Demandbase AI Chat
Demandbase AI Chat completes the action and logs it in Action History. Click View Action History to see the details for the action.