How do I use the AI filter builder in Whippy?

Last updated: November 5, 2026

Use the AI filter builder to describe the audience or records you want, then review and refine the generated filter before using it.

Before you start

  • Know the audience or record criteria you want to build.

  • Use clear language and include important field names, statuses, tags, or date ranges.

  • Review generated filters before saving or applying them.

Steps

  1. Open the table or audience area where filters are available.

  2. Open the filter builder.

  3. Choose the AI filter option when available.

  4. Describe the contacts or records you want to find.

  5. Generate the filter.

  6. Review each generated condition.

  7. Edit any condition that does not match your intent.

  8. Apply the filter.

  9. Review the results.

  10. Save the filter or segment if you plan to reuse it.

Tips

  • Be specific about whether conditions should all match or any can match.

  • Include exact values when you know them, such as tag names or statuses.

  • Use shorter prompts for simple filters and add details only when needed.

  • Always inspect the generated conditions before using the results for messaging.

Troubleshooting

  • If the generated filter is too broad, add more specific field names or values.

  • If the generated filter is too narrow, remove unnecessary criteria and regenerate.

  • If a field is unavailable, confirm the field exists and the user has permission to view it.

  • If results look wrong, manually edit the generated conditions before saving.