Target customers using Query Assist, a Copilot feature


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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Mar 1, 2023 - Jun 1, 2023

Business value

Query Assist is a Copilot feature enhanced with generative AI capabilities. Use conversational, everyday language to quickly build targeted segments. Generate accurate rules with less effort, allowing you to spend more time building customer relationships and less time constructing complex segments from scratch.

Feature details

  • The upgraded Query Assist Copilot feature enables you to build real-time segments using more powerful AI, providing more accurate results for your query.
  • Use conversational language to build your segment, such as in the following before and after examples:

Before (without generative AI)

  • All contacts who work in Contoso.
  • All leads from Microsoft and Contoso accounts.
  • Active contacts who report to Jessie.
  • Contacts in account Microsoft who live in the UK.

Now (with generative AI)

  • I work at Contoso. Please show me other contacts there.
  • I want to sell to people at Microsoft. Can you show me any leads I have there? Contoso is also okay.
  • I report to Jessie as a vendor. Can you show me other contacts who do too? They should be active as well.
  • I work at Microsoft. Can you show me my active colleagues who live in the UK?

Natural language segment with generative AI upgrade.

See also

Use natural language to create segments (docs)