Lesson 50 · Settings and admin
Label people and companies automatically
People Types, and smart Company Types.
You’ll be able to
- Define who counts as a Champion
- Keep people labeled every day
- Tag companies with smart rules
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Transcript
You can now label people and companies automatically, like Champion or Active trial.
Open Settings, then AI Labeling. People Types and Company Types each have their own page.
Open People Types. Each type shows how many people hold it. Click Add People Type.
Pick an icon and a name, like Champion, then click Next.
Describe who belongs. Build conditions turns your words into filters, and you can adjust them by hand.
Preview matches shows who fits right now, and why. If it looks right, click Create People Type.
The type is live. Label everyone now skips the wait. After that, BuildBetter re-runs it every day, so the label stays current.
Companies work the same way. Open Company Types, and click New company type. Give it a name and a description.
Set Assignment to Smart filter. Add conditions on the company's name or domain, and on how many signals it sent recently.
Preview companies shows who matches. Then click Save company type. Smart labels refresh every hour.
Next up, teach BuildBetter to catch something specific to you.
