Last updated: October 7, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
Starter
,
Professional
,
Enterprise
|
Sales Hub
Starter
,
Professional
,
Enterprise
|
Service Hub
Starter
,
Professional
,
Enterprise
|
Operations Hub
Starter
,
Professional
,
Enterprise
|
Use AI in HubSpot's lists tool to find the correct filters to refine your contacts. 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 only use AI in contact-based lists and with the following filters:
- Contact properties
- Associated object properties
- Form submissions (excluding refinements)
- Ad interactions
- Email subscriptions
- Marketing emails
- List memberships
- Page views (excluding refinements)
Refinements are criteria used to further narrow down the selected filter. For example, the number of times a form was submitted, or the specific date a page was viewed.
Adjust AI settings
To change your AI settings:- In your HubSpot account, click the 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.
Use AI assistant in a list
To use AI when creating a list:
- In your HubSpot account, navigate to CRM > Lists.
- In the upper-right, click Create list.
- In the left panel, select Contact-based.
- 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. You can also view the number of lists you've created so far.
- 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 to create the list of records.
- Once the list has been created, you can further refine the criteria if needed.
