Natural-Language Filtering
Ask for the List. Get the List.Natural language CRM search that turns a plain sentence into filters and a sort.
Type what you want to see, such as open deals over $10,000, biggest first. SIYA builds the filter and the sort on your list, and tells you in one sentence what she understood, so you know exactly what the rows in front of you are.
- Works on 19 lists
- Filter and sort in one go
- Says what it understood
How it works
- You type a sentence“Leads in Texas added this week”
- Matched to your columnsOnly fields that exist on this list
- Filter and sort builtText, number, list and date conditions
- It says what it didOne sentence, shown with the results
Find the Right Records Without Building Filters.
Describe the list in plain English and the conditions are built for you.
The request carries your list’s own columns, so it filters on fields that exist.
One sentence explains how your request was read, so a near miss is easy to spot.
What it builds is an ordinary filter. Change it, or clear it with the usual button.
From a Sentence to the Right List.
Open Any List
Leads, deals or any of the 19 lists that carry it on their toolbar.
Type What You Want
Describe the records and the order, such as “open deals over $5,000, biggest first”.
Check and Go
Read the one-sentence explanation, then work the list, tweak the filter or clear it.
What Is Natural Language CRM Search, and How Does It Build a Filter?
Natural language CRM search lets you find records by describing them in a sentence instead of clicking through filter menus. In Adoptiv, you type the list you want on any of 19 lists and get the filter and the sort built for you.
It works from your list’s own columns. The request carries the columns of the list you are on, so the answer only uses fields that exist, and the same sentence gives a different answer on leads than on deals. It builds four kinds of condition: text (contains, equals, starts with, and their opposites), numbers (comparisons and ranges), lists of values, and dates from and to. A sort order comes with it.
Every answer comes with one sentence saying what was understood, shown with the results. That sentence is the point: a filter nobody typed is only worth trusting when it says what it did, and reading it is how you tell a filter that answered your question from one that answered a nearby one.
The filter and the sort land together as ordinary filters, the same kind you would set in advanced filtering, so the usual clear button removes them. When a list is worth keeping, save it as a saved view. Search your CRM in plain English, then get on with the list.
Search Your CRM in Plain English.
Type a sentence and get the conditions built on your list.
Ask for an order, such as newest first, and it is applied with the filter.
Contains, equals, ranges, values and date windows, each where it fits.
Uses only the fields on the list you are on.
Says what it understood, shown with the results.
On the toolbar of every list that carries it, from leads to deals.
For Anyone Who Works from a List.
Plain English vs Building Filters by Hand.
| What | Filter menus | With Adoptiv |
|---|---|---|
| Building a filter | Filter menus: Pick a column, an operator and a value, one at a time | With Adoptiv: Type one sentence |
| Sorting | Filter menus: A separate step | With Adoptiv: Applied with the filter |
| Knowing what you got | Filter menus: You built it, so you know | With Adoptiv: A sentence explains what was understood |
| Clearing it | Filter menus: The clear button | With Adoptiv: The same clear button |
Natural-Language Filtering Questions, Answered.
What is natural language CRM search?
Finding records by describing them in a sentence instead of building filters. In Adoptiv, you type the list you want and get the filter and sort applied to it.
Which lists can I use it on?
All 19 lists in Adoptiv that carry it on their toolbar, including leads and deals.
What kinds of filters can it build?
Text (contains, equals, starts with and their opposites), numbers (comparisons and ranges), lists of values, and date ranges, plus a sort order.
How do I know it understood me?
Every answer comes with one sentence saying what was understood, shown with the results. If it read your request differently, rephrase it or adjust the filter.
Can I keep a list I like?
Natural language search builds the filter. To keep a list you use often, save it as a saved view.
How do I filter CRM records?
Use the filter toolbar on any list, or type what you want in plain English and let the filter and sort be built for you.
Can I filter leads with AI by date?
Yes. Dates are filtered from and to, such as leads added since the first of the month.
Does an AI CRM filter change my data?
No. It only filters and sorts the list you are looking at. Your records stay as they are.
What if it gets my request wrong?
Read the explanation sentence, then rephrase or adjust the filter by hand. The usual clear button removes it.
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