Use ai assistants in lists

🔗 HubSpot KB Bridge: Use ai assistants in lists

💡 Core Capability

Use the AI assistant in HubSpot segments to find the correct filters to refine your records and to set a description that explains which records are included. For example, you can create segments based on descriptions, such as Contacts who opened an email in the last 30 days.

🛠️ Key Operations & Headings Outline

• Manage AI settings
• Create a segment with the AI assistant
• Edit a segment’s filters with the AI assistant
  • Related content

📋 Subscription Availability

• Marketing Hub Starter, Professional, Enterprise
• Sales Hub Starter, Professional, Enterprise
• Service Hub Starter, Professional, Enterprise
• Data Hub Starter, Professional, Enterprise

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • drag-to-hubspot-blueprint
  • ftf_clg_category_mapping
  • HubSpot Tasks - June 2026
  • clg-spec-proposed-lp-email-workflow
  • HubSpot Native Workflows
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot