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AI fields are custom fields whose values the AI computes from each customer’s data. Instead of a CSM writing an “account summary” or judging “expansion readiness” by hand, the field fills itself in — for every customer, on a schedule. Create one from any customer field list: Add field → AI-powered. AI fields are currently available on customers.

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Configuring

The editor has four tabs — Setup, Test, Runs, Versions:
  • Setup — write the instructions yourself, copy them from a skill, or describe your intent and let AI generate the prompt. Pick the tools the field may read, and optionally limit the audience to a segment (with a live count of matched customers).
  • Test — run the draft on one customer and watch the AI’s steps, then see the value, its reasoning, and the tools used. A batch test dry-runs up to 50 customers with no writes.
  • Runs — history of computations, plus Run all to recompute every targeted customer on demand.
  • Versions — every publish saves a snapshot.
Output types: Markdown (default), text, number, yes/no, single select, or JSON. The type is fixed at creation.

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Refresh schedule

Daily, weekly (Mondays), every 15 days, monthly, or manual only. Scheduled runs fire at 9:00 AM in the field’s timezone.

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FAQ

AI fields are their own fields, computed by AI — they don’t write into your standard or synced fields.
Non-empty instructions and at least one tool. Until you publish, the field only runs in tests.
Yes — test runs show the value alongside the AI’s reasoning and which tools it read.