What this is
This is a practical operational reference designed to help marketers and Go-To-Market (GTM) teams maximize the Propensity AI engine. Instead of manually navigating traditional dashboard menus, you can control your entire Account-Based Marketing (ABM) infrastructure using conversational, natural language prompts.
When to use this
Refer to this guide whenever you need to map specific marketing goals to actionable AI commands, verify user execution permissions, or reference prompt patterns to deploy campaigns, audiences, assets, or plays.
AI Capabilities
Use this table to quickly cross-reference your marketing goals with the corresponding platform capabilities and required permission layers:
| User Goal (What you want to do) | Platform Capability | Action Type (Permission Layer) |
| Pull performance data and look up metrics | Analytics & Reporting | Read-Only |
| Deploy new frameworks or change active settings | Campaign Management | Write |
| Build fresh target groups or alter segmentation | Audience Orchestration | Write |
| Build or modify multi-channel execution cadences | Play Configuration | Write |
| Scan website URLs to uncover market gaps | ABM Coach | Write |
| Activate specialized, user-defined roles | Custom AI Agents | Write |
Natural Language Prompt Library
You can access your Propensity AI by going to our platform and clicking Propensity AI.
Analytics and Reporting (Read Actions)
These commands can extract performance data and review live metrics without modifying platform configurations:
- "Show me all hot leads from my active campaigns in April."
- "Which of my campaigns drove the most engagement so far this quarter and what channels are they running on?"
Audiences and Targeting (Write Actions)
You can these commands to build or refine your target groups before attaching them to a campaign framework:
- "Build an audience of marketing leaders at mid-size financial services companies actively researching ABM in the last 90 days."
- "Create a retargeting audience of contacts who visited the pricing page of my website in the last 30 days."
Campaign Creation (Write Actions)
When creating a campaign, the AI configures specific parameters including Name, Domain, Launch Date, Audience Type (static or editable), Relaunch status, etc. Use these prompts to create campaigns from a single natural language request :
- "Create a contact-based marketing campaign targeting my Q1 Account List across LinkedIn and PDN to drive demo requests."
- "Build a contextual campaign using keyword targeting for companies researching cloud security solutions."
- "Create an account-based marketing campaign targeting warm accounts in my Salesforce to accelerate them to demo stage."
Handling Ambiguity and Broad Execution
To execute campaign alterations or database entries effectively, your prompts must contain clear and specific parameters.
- Good Prompt (Specific Criteria): "Build an audience of enterprise SaaS accounts in North America researching cloud security recently."
- Ambiguous Prompt (Broad Execution): "Launch a campaign for security buyers."
If you provide an ambiguous prompt like the example above, the platform typically generates a very general campaign because it lacks specific target criteria. This broad deployment is not ideal for targeted ABM execution. Always include names, dates and other information that could be relevant.