How do I filter contacts with the AI Filter Builder?

Last updated: November 5, 2026

Use the AI Filter Builder to turn a plain-language contact search into filter rules that help you find, inspect, export, or save a targeted contact audience.

Before you start

  • Open the Contacts area.

  • Know the audience you want to find.

  • Review AI-generated filters before saving or using the results.

Steps

  1. Open Contacts from the main sidebar.

  2. Select All contacts.

  3. Select Filter above the contacts table.

  4. Choose whether to add a manual condition or use the AI filter option.

  5. If using AI, describe the audience you want in plain language.

  6. Review the generated rules.

  7. Check the matching contacts in the table.

  8. Select Save as segment if you want to reuse the filtered audience.

Tips

  • Use exact field names, tags, lists, dates, or statuses when possible.

  • Use manual filters when the criteria must match specific fields exactly.

  • Save important filters as segments for reuse in campaigns and workflows.

  • Name segments clearly so teammates understand the audience.

Troubleshooting

  • If no contacts match, remove one condition at a time and confirm the relevant contact data exists.

  • If AI creates unexpected rules, rewrite the prompt with more specific field names or criteria.

  • If a saved segment changes later, remember that segments update dynamically as contact data changes.