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Add a custom attribute the AI should track

What you'll get: a new piece of knowledge the AI researches on every prospect, and can qualify on.

Every business sells a little differently. If there's a fact that matters to your sale, teach the AI to track it.

Steps​

  1. Open Team settings → Attributes. Pick the tab for what the fact is about: Company, Contact, ICP, Persona, or Team.

    The Attributes panel in team settings

  2. Click Add attribute. Give it a name (e.g. "Competitor in use") and describe what the AI should look for. That description tells the AI exactly what to gather.

    Adding a custom attribute

  3. Put it to work. The AI now researches it like any built-in fact, and you can turn it into a qualification rule so the Qualifier checks every prospect on it.

You'll know it worked when… the new field appears on that type of record, ready to fill in.

tip

Add a field once and it shows up on every record of that type.