Quick summary
You can create AI fields in Coffee to auto-fill information - kind of like having a mini Clay.com built directly into your CRM.
What are AI fields?
AI fields are custom fields you can add to people, companies, or deals.
Once created, Coffee uses AI to research and populate information based on your prompt.
How to create an AI field
Click Settings in the main navigation.
Select Data Model.
Select People, Companies, or Deals.
Click Add field.
Enter a Field name.
Under Type, select AI.
Enter a Prompt describing what you want Coffee AI to research.
Optional: Under Suggestions, click a suggested prompt to auto-fill a common field, such as Buyer Fit or Buying Role.
Under Run on list, choose which records to run the field on: All records, or a specific list.
Review the credit cost shown, then click Create.
Results populate row by row as the AI completes research for each record.
Examples:
Companies: Score each company from 1–10 for ICP fit based on all available data in this list. Add a short reason for each score.
People: Cluster these contacts into 4–6 segments that would benefit from different email messaging, and describe the angle for each segment.
Deals: From this list of open opportunities, identify the 10 deals most at risk of slipping this quarter and explain why.
Deals: For each owner in this list of deals, generate the next actions they should take, based on deal size, stage, and recent activity