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# AI Filtering - Filter Prospects

AI Filtering helps you refine your prospect list beyond the filters available in LinkedIn or Sales Navigator. 

It analyzes each profile based on a prompt you define and decides whether the prospect should be included in your campaign.

This helps remove irrelevant profiles and keeps your campaign focused on the right prospects.

| Check out the full video tutorial here: [[AI Filtering in SalesRobot](https://app.trupeer.ai/view/YNWeF59G2)]

###### Step 1: Create a New Campaign

Go to the **Campaigns** section in SalesRobot.

Click **Create Campaign** and select **Create campaign with LinkedIn**

Enter a name for your campaign and click **Save**.

###### Step 2: Add Your LinkedIn or Sales Navigator Search

Next, copy the search URL from **LinkedIn Search** or **Sales Navigator**.

Paste the search URL into the field provided in SalesRobot and click **Save**.

SalesRobot will use this search to import prospects into your campaign.

###### Step 3: Enable AI Filtering

As you proceed in the campaign setup, you will see the **AI Filtering** option.

Enable this option to add an additional filtering layer to your campaign. This allows the system to evaluate each prospect based on the criteria you define.

###### Step 4: Write Your AI Filter Prompt

Next, write a prompt describing your ideal prospect.

*For example, you could write something like:*
***CEOs in the software development industry***

SalesRobot also provides example prompts that you can modify.

*For instance:*
***Finance directors at SaaS companies***

*You can adjust this example to something like:*
**CEOs at SaaS companies based in New York**

###### Step 5: Use Available Profile Tags

You can also use merge tags to make the prompt more precise.

Available tags include information such as:

• Job title
• Company name
• Company website
• Other profile details

These tags help the AI analyze the profile data more accurately.

|| Note: The tags available depend on how you imported your search. Standard LinkedIn searches provide only a limited set of tags, while searches imported from Sales Navigator include a wider range of profile data.

###### Step 6: Save the AI Filter

Once your prompt is ready, click **Save** to apply the AI filter. Then click **Use** to add the filter to your campaign.

Continue with the campaign setup by clicking **Save and Continue**.

###### Step 7: Build Your Campaign Sequence

Create your campaign sequence as usual.

You can add steps such as:

• Connection requests
• Follow up messages
• Additional outreach steps

Once your sequence is ready, click **Save and Continue**.

###### Step 9: Launch Your Campaign

Once your filters and sequence are ready, you can start your campaign.

AI filtering will continue evaluating incoming prospects to make sure only relevant profiles are included.

### How AI Filtering works:

|| When prospects are imported from your LinkedIn search, SalesRobot evaluates each profile using the AI filter. 
|| The system returns a simple decision for each profile: 
|| *Yes or No *
|| If a profile matches your prompt, it will be included in the campaign sequence. 
|| If it does not match the criteria, the profile will still appear in the scraped list but will not be added to the campaign execution.
|| *For example*, if your prompt targets "CEOs at SaaS companies" and the profile belongs to a managing director at a mechanical services company, that profile will be excluded.  

If you need help or have questions, feel free to contact the SalesRobot support team through the chat.