Meet “Ask Cal for Lists”: Build Custom Data Views with AI

We are excited to announce a major enhancement to Agent Cal, your AI-powered data assistant. With the new Ask Cal for Lists functionality, you can bypass manual query building and use natural language chat to create, edit, and refine custom data lists.

Whether you need to isolate specific target accounts, track campaign performance, or segment opportunities, Agent Cal translates your plain-English requests into precise SQL queries instantly.

What’s New & Why It Matters

  • Conversational List Building
    • What: Use a standard chat interface to compose new or edit existing custom lists. Simply type what you want to see (e.g., “Show me all open opportunities over $50k in the enterprise segment”).
    • Why it matters: Eliminates the technical barrier to complex data extraction. Marketing and operations teams can self-serve data without waiting on data analyst backlogs.
  • Full Object Coverage & Easy Conversion
    • What: Available across all standard objects, including Campaigns, Companies, People, and Opportunities. Standard config-based lists can also be converted to Custom Lists directly within the UI to unlock this feature.
    • Why it matters: Total flexibility over your core B2B data. You can seamlessly transition legacy lists into AI-eligible custom views.
  • Iterative Refinement
    • What: From the Ask Cal tab on the Details landing page, you can ask Cal to adjust logic or add/remove specific columns on the fly.
    • Why it matters: You don’t have to get the prompt perfect the first time. Refining your data view is as simple as having a conversation.
  • Transparent SQL Validation
    • What: Agent Cal generates the underlying SQL query for your list. Once you click Accept, the query is visible and testable within the SQL tab.
    • Why it matters: Maintains data integrity and trust. Technical users can audit, test, and tweak the code, while non-technical users can confidently activate accurate audiences.

How to Get Started

Ready to streamline your segmentation? Follow these quick steps to build your first AI-powered list:

  1. Navigate to the Lists module and select the object type you want to build (Campaigns, Companies, People, or Opportunities).
  2. Click on the Ask Cal tab from the Details landing page.
  3. Type your request in natural language and review the generated output.
  4. Once the data matches your requirements, click Accept to finalize your list and view the query in the SQL tab.

Pro-Tip: Have an existing Standard List you want to modify with AI? Simply use the in-app option to convert it to a Custom List to unlock the Ask Cal interface.

For a deeper dive into advanced prompting tips for Agent Cal reach out to your Customer Success Manager.