Overview
Chat is the conversational interface for working in Unify. Describe what you want to accomplish, provide the relevant context, and work with the results in the same conversation. You can research companies, build lists, update CRM records, and prepare personalized outreach. For example, compare a group of accounts by company size and ownership, then save the accounts you want to prioritize. Results such as tables and sequence previews open alongside the conversation for you to inspect and refine.Start a conversation
1
Describe the task
Open chat and describe the result
you want. Include who or what to work on, the criteria to apply, and how
you want to use the result.For example:
Compare these accounts in a table with company name, domain, headcount, and owner. Use their saved Unify data.When a request depends on particular information, name the source. For example, ask for the account owner in your CRM or for research from a company’s website.
2
Add context
Type
@ to select a company, person, list, sequence, or another item in
Unify. This gives chat a specific item to work with. You can also attach
a file using the paperclip, such as a CSV of target accounts or a brief
describing your audience.3
Review and refine the result
Read the response and open its tables or other results to inspect the
details. Ask a follow-up in the same conversation to change criteria,
add context, or investigate a result.For example: “Save the companies with at least 100 employees to a new list
named Mid-market planning accounts.”If you want to review a proposed action before it runs, make that part of
your request: “Show me the proposed changes and wait for my approval.”
Continue your work
Open a previous conversation from the chat history to continue it. You can leave chat while work is running and return to inspect the result. Use New chat when you want to start a separate conversation. To share a conversation with a teammate, click the Share conversation icon and copy its link. Members of your Unify workspace can open the shared conversation. The link shows the conversation’s current messages, including follow-ups you add later.Explore chat workflows
Build lists
Find companies and people, refine the results, and save them to a list.
Work with your CRM
Ask questions about your CRM data and create or update records.
Agentic sequences
Generate personalized outreach and review recipient drafts.
Scheduled chats
Run recurring research and reviews on a schedule.