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How to save a chat list as an Audience in GTM One

Learn how to turn a list that chat found into an Audience that holds every matching record, so you can sort, filter, enrich, export and automate it.

Jake FreyJake FreyPrincipal Product Manager

Learn how to turn a list that chat found into an Audience that holds every matching record, so you can sort, filter, enrich, export and automate it.

Overview

Chat shows a sample of a search: one page of records and the true number of matches. Anything shown in chat lives only in that conversation. An Audience is the saved search, not a copy of the page. It holds every record that matches, refreshes as the data changes, and opens as a workbook where you work the records as a group. Saving a list as an Audience is the one hand-off chat makes for you; the work you do on the Audience (enrichment, export, agent team runs, building a GTM App on it) happens on its own pages.

Any list that chat built from a search can be saved, whether it is companies, contacts, opportunities, signals or engagements. A lookup of one named record is not a list and is not offered.

Before you start

  • An Audience holds at most 200,000 records, counted on the total number of matches chat states, not on the rows it shows. A search with more matches cannot be saved. Chat tells you the list is too large and suggests filters that would shrink it, such as a tighter location, a revenue or headcount band or a narrower industry.
  • An Audience is one saved search. If chat showed you several separate lists (for example companies and people), it asks which one to save. If chat combined or cross-checked searches, it cannot save the exact combined set: it offers to save each underlying search and tells you where a piece is broader than what was shown.
  • You can save only a search you have seen. Chat shows you the records first and creates the Audience on a later message.
  • Creating the Audience is a real change in your workspace: it appears in your Audiences. It does not export, email or change anything in your CRM.
  • Each chat message can use AI action credits when your organization is charged for them. See How to see how many credits a Chat reply used in GTM One. Enriching an Audience later has its own costs: see How to add columns to an Audience and run enrichment in GTM One.

Save the list

  1. Ask chat for a list, for example "Software companies in Texas with 500 to 2,000 employees". See How to ask chat to find companies or contacts in GTM One.
  2. Read the answer and check the total number of matches in the opening lines.
  3. Click Create on the suggestion card under the answer. The card's button then reads Sent. You can also type your own request, such as "yes, save it" or "save this as an audience called Texas software".
  4. Wait for chat's next reply. It confirms the Audience and ends with a link to it.
  5. Click the link to open the Audience.

Chat names the Audience from your request. You can rename it afterwards. See How to Rename an Audience in GTM One.

What happens next

If you do not see a save card

  • The answer was about one named record, a comparison of named records, or had no results. Those are not lists.
  • The list had more than 200,000 matches. Narrow it first.
  • You are looking at a card on an older answer. Cards on older answers stay on screen but are disabled. Ask chat to save the list in a new message instead.

If something else goes wrong, see Troubleshooting chat answers about companies, contacts and pipeline in GTM One.

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