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Cohorts is your audience intelligence map. Sally groups every prospect you’ve gathered into named clusters based on what they actually share — region, industry, tech stack, hiring signals, buying role, and more — then scores each group so you can see at a glance which audiences are ready to act on now and which to keep nurturing. Instead of manually segmenting lists, you arrive at a board of ready-made, signal-rich audiences and go straight to deciding what to do with them.

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What you can do

Read intent at a glance

Each cohort block is sized by prospect count and coloured by intent level, so the biggest, warmest audiences jump out immediately.

Explore five views

Switch between Treemap, Heatmap, Geo, Semantic, and List to examine the same cohorts from different analytical angles.

Refine before you act

Uncheck trait chips and buying-role buckets to narrow a cohort to exactly the slice you want before pushing it to an agent or sequence.

Act on any cohort

Add prospects to My Data, hand them to an AI agent, launch a sequence, export to CSV, or open the full audience in the prospector.

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Reading intent colours and block size

Every cohort block on the board communicates two things at a glance: how many prospects it holds and how ready they are to buy.
Cohort colours follow a warm-to-cool spectrum that maps directly to purchase intent:Within each colour band, darker shades signal higher priority — a dark clay block outranks a light clay block. Block size shows the raw prospect count: bigger blocks hold more people. Start with the largest, darkest warm-clay blocks for the fastest path to pipeline.
The summary line beneath the board title shows your totals: total cohorts, total prospects, and how many are ready to act on. A legend on the right side of the board reminds you what colours and shading mean at any time.

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Exploring cohorts across five views

The default view. Every cohort appears as a block sized by prospect count and coloured by intent. The treemap gives you the fastest full-board overview — scan for the largest, warmest blocks and click any one to open its detail drawer.Best for: Getting an instant lay of the land across all cohorts.

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How to open and read a cohort

1

Pick a view and click a cohort

Use the view toggle in the top right to switch between Treemap, Heatmap, Geo, Semantic, and List. Then click any block, cell, marker, bubble, or row to open its detail drawer on the right. The drawer works identically regardless of which view you opened it from.
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Read the radar fingerprint

The top of the drawer shows a radar fingerprint — a spider chart that compares this cohort’s profile across key dimensions against your overall audience. A cohort that skews strongly in one direction is more specialised; a balanced shape signals a broad, general-purpose audience.
3

Check the four stat tiles

Below the radar, four tiles give you an at-a-glance scorecard:
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Read the AI description and campaign angle

Sally writes a plain-language description explaining who these people are and what makes them cohere as an audience. Below it, a campaign angle suggests a specific message frame or value proposition that fits this cohort’s shared characteristics. A best channel recommendation tells you whether to prioritise email, LinkedIn, or phone for this audience.
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Review the Why they cluster signals

The Why they cluster section lists the shared traits Sally used to group these prospects — Region, Industry, Tech stack, Hiring tech, Hiring roles, Specialties, Size, and Titles. These chips are also what you edit when you refine the cohort in the next step.

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How to refine a cohort before acting

A cohort starts with all its matching prospects included. Narrow it to exactly the right slice before you push it anywhere.
1

Uncheck traits you don't want

Under Why they cluster, every shared-trait chip starts checked. Click a chip to exclude that value — the prospect count below updates live to drop anyone matching it. For example, uncheck a region chip to remove prospects in that geography from your intended action.
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Filter by buying role

The prospect grid splits the cohort’s people into four buying-role buckets — Decision Makers, Champions, Influencers, and End Users — each with a live count. Uncheck a role to remove those people from the current set.
As you exclude values, any trait chip that no longer has matching prospects is greyed out automatically. Re-include the exclusion that caused it to make that chip clickable again. The Reset (N excluded) control at the top of the section shows how many items are currently filtered out.
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Reset to start fresh

A Reset control appears next to “Why they cluster” once you’ve excluded anything. Click it to re-check every chip and return to the full cohort. Closing and reopening the cohort drawer also resets all exclusions.

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How to act on a cohort

All actions in the drawer footer apply to the current filtered set — the whole cohort when nothing is excluded, or your refined slice when chips and roles are unchecked.
1

Add prospects to My Data

Click Add to My Data to import the cohort’s prospects into your workspace. A confirmation dialog shows exactly how many people will be added. You can attach tags before confirming. Contacts land in My Contacts and their employers in My Accounts.
Prospects without a recoverable contact record are reported as skipped in the confirmation summary. If the entire cohort is skipped, run a Recompute so the cohort’s contacts can be freshly resolved.
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Hand the cohort to an AI agent

Click Add to AI agent to take this audience into the agent builder, where you can configure an outbound play tailored to the cohort’s characteristics.
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Launch a sequence or export

Click the rocket icon to launch a sequence directly from the agent builder, or the download icon to export the cohort’s prospects as a CSV file.
4

View all prospects

Click View all N prospects to open the full audience in the prospector, where you can work the complete list with all standard prospecting tools.

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How to refresh your cohorts

1

Refresh the current list

Click Refresh to re-fetch the current cohorts without rebuilding them. Use this after a recompute has finished to pull in the updated results.
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Recompute from scratch

Click Recompute when you want Sally to rebuild every cohort from your latest prospect data. The AI re-embeds, re-clusters, re-labels, and re-scores your entire audience from the ground up.
A recompute runs in the background and typically takes 10–20 minutes, depending on how many prospects you have. You’ll receive a confirmation when it starts. Come back and click Refresh once it’s done to see your updated cohorts. Avoid navigating away mid-recompute — the job continues running server-side, but the in-progress indicator only shows on this page.

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Troubleshooting

Cohorts haven’t been built for your workspace yet. Click Trigger first refresh on that screen to start the pipeline. It usually takes 10–20 minutes — hit Refresh afterward to see your cohorts.
The footer actions always target the current filtered set. Before clicking Add to My Data, confirm that your exclusions are still applied by checking the Reset (N excluded) indicator. If the count in the confirmation dialog matches the full cohort, no chips or roles are being excluded.
Skipped prospects don’t yet have an importable contact record. Run a Recompute so those contacts can be resolved in the next cohort build, then try adding again.
Another exclusion has left that chip’s value with no matching prospects. Re-include the exclusion that caused it — re-check its chip — and the greyed-out chips become interactive again.

Find Leads

Work the full list of prospects inside any cohort using the standard prospector.

My Leads

Where cohort prospects land as contacts and accounts after you add them to My Data.

AI SDR Builder

Hand a cohort to an AI agent and build a full outbound play around it.

Network

Find warm relationship paths into the accounts that appear in your cohorts.
Last modified on June 20, 2026