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AI filters

Overview

AI filters allow users to create filters across the app by simply describing the filter they want, without needing to navigate through using the Filter builder step by step.

EX: Typing 'contacts based in Europe' will automatically create a filter for all contacts with their Country field containing any European country.

This makes it quick and easy to build filters, from simple conditions like filtering by fields, to more complex ones involving multiple fields and activities.

Managing AI filters

AI filters can be used throughout the app wherever normal filters can be created. This includes, but is not limited to:

  • People & Organizations page
  • Audiences
  • Journeys
  • Playbooks
  • Reports
  • Capture widgets
  • Scores

TIP: To help make Ortto AI smarter and more reliable across the app, we strongly recommend adding descriptions to fields and activities. This will train the AI to understand the purpose of your custom data, enabling it to make more accurate decisions when analysing that data.

Learn more about field and activity descriptions.

Creating a filter with AI

People & Organizations page

On the People and Organizations page, the AI filter input area will automatically appear at the bottom. You can create your filter using plain sentences and press Enter, or click the blue arrow. AI will then interpret your request and generate the most relevant filter.

Example of an AI filter. (Click the image to view it in full size).

TIP: You can show or hide the AI filter input area by pressing Cmd + K (Mac) or Ctrl + K (Windows). You can find more useful tips by clicking the (?) icon in the AI filter input area.

To add another AI condition to the same group, click the + icon > Create filter with AI.

Example of adding a new condition to the same group using AI. (Click the image to view it in full size).

Similarly, to add a AI-generated filter to a new condition group, click + Add group > Create filter with AI, then type the condition for the new group.

Example of adding a new condition group using AI. (Click the image to view it in full size).

Refining a filter

If the generated filter isn’t correct, you have the option to refine it. To do so, click Undo & see suggestions to refine the filter or apply a suggestion.

Undo & see suggestions option.

If a suggestion is suitable, click it to apply the new filter. If none of the suggestions are suitable, click None of these are suitable, provide feedback on what the filter should have been, and submit.

Example of a filter suggestion.

Learn more about filter errors and inconsistencies.

AI filters across the app

AI filters are available anywhere in the app where normal filters can be used.

EX: To use an AI filter in a capture widget, click + Add condition under the Recipients tab > Create filter with AI, then enter your filter.

Example of creating a filter with AI in a capture widget. (Click the GIF to view it in full size).

Filter errors and inconsistencies

Whenever our AI can't generate a filter based on the criteria you've entered, an error will be shown. In these cases, we recommend making slight adjustments to the filter, simplifying or clarifying it and trying again.

We log all errors internally to fine-tune the AI and make it more reliable and powerful for users.

If the AI creates the wrong filter for an obvious condition, or if a filter cannot be generated at all, feel free to contact our Support team, and we will investigate further.