List Building Chat

How to use this page

1. 1

   Select the client

   Pick the client in the top-right switcher so discovered contacts belong to that deal.

2. 2

   Describe your target

   Tell the AI who you want to find, including titles, company criteria, locations to include, and states or provinces to exclude. It turns your description into structured search criteria. ZoomInfo targeting in this chat is limited to the United States; accepting a province exclusion such as Quebec does not add Canadian coverage.

3. 3

   Recover an interrupted reply

   If the connection closes before a reply finishes, keep any text already shown. Open History in the Chat header and select the same saved conversation to check whether the reply finished saving before sending the request again. A disconnected browser does not automatically stop work already underway.

4. 4

   Refine the criteria

   Adjust titles, seniority and function, keywords, industries, SIC or NAICS codes, technology, geography, company size, revenue, and required fields. Use OR and NOT where the field supports Boolean filtering. In Company size, Department employee count filters companies by a function headcount, such as 50+ Sales Employees. It is separate from total company employees and the contact department, and can be combined with company hashtags.

5. 5

   Set the preview scope

   In Quality & display, Results per page controls the page size. Contacts per company starts at Unlimited; choose 1, 2, 3, 5, 10, or 25 to cap the rows shown and eligible for redemption on the current preview page. Score, required-field, sort, and suppression controls further shape the visible rows.

6. 6

   Run the search

   Click Run search to load the first preview page and the total match count. Use the pager below the results to inspect additional pages. Previewing validates targeting without spending credits.

7. 7

   Download or redeem

   Download CSV retrieves the complete preview range for the current criteria across all result pages, not just the page currently visible. Redeem preview uses the currently shown rows after the company cap and suppression filter and asks for confirmation because it spends ZoomInfo credits. It saves returned results to the enrichment pool and downloads an enriched CSV, including available direct, mobile and company numbers. This page does not automatically add results to All Contacts. The success toast reports returned contacts and any unmatched requested IDs.

What the buttons do

Describe input

Plain-language prompt that the AI turns into search criteria.

Search criteria

Structured filters for contact, company, technology, geography, quality, display, and suppression settings.

Contacts per company

Starts at Unlimited and optionally caps the rows shown and eligible for redemption on the current preview page.

Run search

Runs the current criteria through ZoomInfo and loads a paged preview with the total match count.

Download CSV

Exports the complete preview range for the current criteria across all result pages.

Redeem preview

Redeems the currently shown preview rows after credit confirmation, saves results to the enrichment pool and downloads an enriched CSV. Reports returned and unmatched counts; does not automatically add results to All Contacts.

Department employee count

Filters companies by the number of employees in a function, such as 50+ Sales Employees. This is separate from total company size and the contact department.

History

Lists saved conversations for this client. Select the same conversation to reopen saved messages and criteria, especially after an interrupted reply.

Common questions