Best Practices: Writing Effective Prompts in GTM One Chat

Learn how to write clear chat prompts that return focused, useful answers.

Last updated October 29, 2026

Jake FreyPrincipal Product Manager

Learn how to write clear chat prompts that return focused, useful answers.

Overview

Chat in GTM One answers questions in plain language using ZoomInfo data and the systems your organization has connected (e.g., your CRM, signals, engagements, and conversational intelligence from recorded meetings). You do not need to choose a data source or tool. Chat decides what to use based on your request.

Because chat decides how to answer from what you write, the wording of your prompt matters. The practices below help you get focused answers faster, build audiences and documents from a conversation, and help ZoomInfo improve chat over time.

Name the Scope in Your Prompt

Tell chat exactly what you want it to look at. A prompt that names its scope returns a more focused answer than a broad one. Useful details to include:

Accounts or companies (e.g., my target accounts, or a named company)
Geography (e.g., companies headquartered in a specific country or region)
Competitors (e.g., accounts that mentioned a named competitor)
Time frame (e.g., in the last 30 days, or this quarter)
Role or title, when you are looking for people (e.g., finance leaders at a named company)

To point chat at a specific record, type @ in the chat box and click a company or contact in the list. The record is added to your prompt as a mention.

A broad prompt such as "Which accounts are interested in us?" leaves chat to guess the scope. A focused prompt such as "Which of my target accounts in the UK showed buying intent in the last 30 days?" tells chat which accounts, which region, and which time frame to use.

Ask Questions That Span Many Accounts

Chat has access to the full GTM One data layer, not just one account at a time. Use it for questions that would otherwise mean checking accounts one by one (e.g., "Which of my accounts have recently mentioned a named competitor in meetings?").

Questions that cover your whole book of business, a territory, or a segment are a good fit for chat. To dig into a single account afterward, send a follow-up that names it or use @ to mention it.

Narrow an Audience Before You Create It

You can describe the companies or contacts you want and let chat build the list. Treat the first reply as a draft and refine it in the same conversation before you create the audience.

Start with the core criteria (e.g., software companies in a specific region).
Send follow-up messages that add or remove criteria (e.g., "Only include companies with more than 500 employees").
Check that the results match what you need before you create anything.

When chat's reply shows a suggested action to build an audience, click Create on that card. To learn more about working with audiences, see How to Build an Audience in GTM One.

Chat can generate documents for you (e.g., an account plan or a structured evaluation). Ask for the artifact directly and name what it should cover (e.g., "Create an account plan for a named company that covers recent signals, key contacts, and open opportunities").

The artifact opens in a panel beside the conversation. From the top of that panel, click Share & Track to share it with tracking, or click Download as PDF to save a copy. Both buttons turn on once chat finishes creating the artifact. For step-by-step instructions, see How to Use Chat in GTM One.

Iterate on Artifacts and Manage Versions

You can keep improving an artifact by asking for changes in the same conversation (e.g., "Shorten the executive summary" or "Add a section on competitive risks").

Each change creates a new version instead of replacing the original. Every version stays in the conversation as its own card, listed oldest first. Click a card to open that version. AI-generated documents are also kept in Documents, where you can rename, star, or delete the versions you no longer need. For details, see Overview of Documents in GTM One.

Give Feedback With Thumbs Up and Thumbs Down

Each completed chat reply has a thumbs up and a thumbs down control. ZoomInfo uses this feedback to tune chat's responses.

Click Good response (the thumbs-up icon) when an answer is helpful.
Click Bad response (the thumbs-down icon) when it is not. In the Share your feedback dialog, select one or more reasons (e.g., Misunderstood my request or Too generic, lacks specificity), add any details in the Additional comments box, and click Share feedback.

Write and Refine a Prompt

In the left navigation panel, click Home.
Click in the chat box, which reads "Ask me anything... use @ to mention a company or contact."
Type your request, including the scope you want (e.g., accounts, geography, competitor, and time frame).
Optionally, type @ and click a company or contact in the list to focus the prompt on that record.
Press Enter, or click Send message, to send the prompt.
Review the reply to see whether it matches what you asked for.
Type a follow-up in the Ask anything... box at the bottom of the conversation to narrow, expand, or adjust the answer.
Press Enter to send the follow-up.
Below the reply, click Good response or Bad response to rate the answer.

Your conversation is saved automatically, so you can return to it later from Chats in the left navigation panel.

If chat still does not return the results you expect after you refine your prompt, contact your ZoomInfo admin or account team.

Resources

Best Practices: Writing Effective Prompts in GTM One Chat.