Contact Lists That Keep Themselves Current
Smart Lists are contact lists built from rules instead of manual imports. Pick from 20 rule types (tags, deal stage, custom fields, whether the contact talked to the AI, dates with minute precision, channel and more), watch a live preview of who matches while you build, and use the list as a broadcast audience. On every plan.
How it worksRules In, Audience Out
You describe the contacts you want rather than collecting them. There are 20 rule types to combine, and a live preview shows exactly who matches while you are still writing the rules, so you never publish a list and find out later it caught the wrong people. Once it exists, the list maintains itself: as contacts get tagged, move stage or reply to the AI, they enter and leave the list on their own.
- 20 rule types: tags, deal stage, custom fields, channel, dates with minute precision and more
- A rule for whether the contact has talked to the AI
- Live preview of who matches while you build the rules
- The list updates itself as contacts change, with no manual maintenance
Where you use themBroadcast to the Current Match List
A Smart List can be the audience for a broadcast, and the broadcast always goes to the contacts who match at that moment rather than a snapshot taken when you built the list. Deal-stage rules mean a pipeline stage doubles as an audience, so everyone sitting in a stage can be messaged as a group. Smart Lists are available through the API too, so your own systems can read the same audience.
- Broadcasts send to the current match list, not a stale snapshot
- Deal-stage rules turn a pipeline stage into an audience
- Available via the API
With automationsFeed a List into a Workflow, Gradually
Automations can take a contact list and feed it into a workflow gradually instead of all at once, with pause, resume and cancel while it runs. Point a workflow at a Smart List and the enrolment keeps pulling from an audience that is still updating itself, so contacts who qualify tomorrow are handled the same way as the ones who qualified today.
On the Business plan
Run the feature on your own brand with the full inbox and the optimisation engine on one workspace.
Across every client
Copy a proven configuration from your reference workspace into every new client sub-account, then resell at any markup.
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