Use the AI assistant in the lists tool

Use the AI assistant in HubSpot's lists tool to find the correct filters to refine your records. For example, you can create lists based on descriptions, such as Contacts who opened an email in the last 30 days.

At this time, you can use AI in contact, company, deal, ticket, cart, and order lists with the following filters:

• Current object properties
• Associated object properties
• List memberships

For contact-based lists, you can also filter by the following:

• Form submissions, excluding refinements (i.e. criteria used to further narrow down the filter, such as when the form was submitted)
• Ad interactions
• Email subscriptions
• Marketing emails
• Page views, excluding refinements (i.e. criteria used to further narrow down the filter, such as the page viewed)

Manage AI settings

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to AI.
• In the Access tab, click to toggle the Give users access to generative AI tools and features switch on. To personalize your content, click to toggle the CRM Data switch on. This is recommended to generate outputs relevant to your company. Learn more about managing your AI settings.

Create a list with the AI assistant

To use the AI assistant when creating a list:

• In your HubSpot account, navigate to CRM > Lists.
• In the upper-right, click Create list. 
• In the left panel, select the type of list based on the object with records you want to segment (e.g., Contact-based, Deal-based, etc.).
• In the right panel, enter the list's details:
  • List name (required): the name of the list.
  • Description: a description of the list.
  • List Assistant: a description of the types of records you want to include in the list.
  • What kind of list are you creating: select Active list or Static list.
  • Custom properties: if you've created any custom list properties for organization, you can set them in this section. To add custom list properties to the create form, click Customize the 'Create list' form. Learn more about customizing create record forms.

• Click Next. 
• In the right panel, review the filters generated for your list.

• Click Edit prompt to edit your prompt if needed, then click Generate to generate new filters.
• If the filters are correct, click Add these filters.
• Click Save list.

Edit a list's filters with the AI assistant

To edit an existing active list's filters with the AI assistant:

• In your HubSpot account, navigate to CRM > Lists.
• Click the name of the active list to edit.
• In the left panel, click Edit filters.

• In the top right, click Use AI to create filters.
• In the right panel, add a description of the records you want to include in the list, then click Generate filters.
• Review the generated filters.
• Click Edit prompt to edit your prompt if needed, then click Generate to generate new filters.

• If the filters are correct, click Add these filters.
• Click Save list.