Pain

When customers use AI prompting to identify new target accounts, they often want to ensure that existing customers (companies and/or contacts) are excluded from the results.

Today, this is only possible by manually applying filters such as CRM Data or excluding specific lists. This requires additional manual steps and means that the AI does not understand exclusion requests expressed in natural language.

Gain

It would be highly valuable if the AI prompting functionality could natively understand instructions such as:

"Exclude all existing CRM companies."

"Do not include contacts that already exist in our CRM."

"Only show net-new accounts."

The AI could automatically apply the corresponding CRM-based exclusion logic when generating results.

This would:

Create a more natural and intuitive prompting experience.

Reduce manual filtering steps.

Help customers identify truly net-new prospects more efficiently.

Increase trust in the AI-generated results by ensuring existing customers are not suggested again.