How to use the AI Builder in the GTM One chat panel

Learn how to open the AI Builder to build or change an agent team with chat.

Overview

On the Agent Teams pages, the Build with AI button opens the AI Builder, a chat that helps you build or change an agent team. The AI Builder opens in its own chat window, separate from the chat you use elsewhere in GTM One.

The Build with AI button is available when your organization has it turned on. If you do not see it, contact your ZoomInfo admin.

Open the AI Builder

1. In the left navigation panel, click Agent Teams.
2. Open the agent team you want to work on, or create a new one, so you are in the builder.
3. Click the Build with AI button (the sparkle icon) in the bottom-right corner of the page.
4. In the chat that opens, click one of the suggested prompts, or type your own request and send it.

What to expect

• The Build with AI button is hidden while the chat is open. It returns when you close the chat.
• On a run's output page, use Help me optimize to get help with that run.
• On the older read-only step details page of an agent team, the same button opens the support assistant, because there is no agent team to build there. When your organization has the combined builder turned on, the button opens the AI Builder there too, and Help me optimize opens the AI Builder as well.

If you see an error

• "Unable to open AI Builder" followed by "Please try again in a moment." The chat could not start. Wait a moment, then click Build with AI again.