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AI Search Best Practices and Tips for Finding the Right Contacts

Learn best practices for writing effective AI Search requests and refining your results to find the right contacts in Nimble.

Written by Nimble Customer Care

Nimble New AI Search feature allows you to find contacts by describing who you're looking for in everyday language. To get the most relevant results, it helps to be clear about what you're searching for and which contact details matter most.

New to AI Search? Before getting started, check out our How to Find Contacts Using Nimble AI Search guide to learn how the feature works.

Here are a few tips to help you create effective searches:

  • Be Specific About Who You're Looking For

When writing your search request, include details that help identify the contacts you want to find, such as job titles, locations, companies, or tags.

For example, instead of searching for: "Find people in marketing."

Try: "Find marketing managers in Chicago."

Adding more specific details helps Nimble AI generate filters that better match your search criteria.

  • Use Information Available in Your Contact Records

Keep in mind that missing or outdated contact information may affect your search results.

AI Search generates filters based on the information stored in your Nimble contact records. For more accurate results, make sure your search requests reflect the details available in your account.

  • Combine Multiple Search Criteria

You can include several conditions in a single request to narrow down your search.

For example: "Find founders in Boston where phone is not empty."

This request combines a job title, location, and a phone number. Nimble AI will generate the corresponding filters based on your description.

  • Review and Adjust Your Filters

After running a search, take a moment to review the filters Nimble AI has generated.

Make sure the selected fields and conditions reflect what you're looking for.

You can change, remove, or add filters directly in the segment builder to refine your results.


Examples of AI Search Requests

Not sure where to start? Here are a few examples you can try:

  • "People in Chicago whose title includes recruiter."

  • "Contacts tagged past client who went to Stanford."

  • "Founders in Boston where phone is not empty."

  • "Everyone tagged investor or advisor in New York."

  • "Contacts at Acme Corp whose title includes marketing."

You can customize these requests to match your own contacts, tags, locations, and other information stored in Nimble.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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