> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revenuebase.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Audience Builder

> Build an audience, refine the matches, enrich an existing list, and export the records you need.

Use **Audience Builder** in the [RevenueBase portal](https://app.revenuebase.ai) to find companies and the people who work at them. Start with your target audience, inspect the matches, and choose how many records to retrieve.

## Credits and plans

| Activity | Pay-as-you-go (PAYG) | All-you-can-eat (AYCE / Unlimited) |
| - | - | - |
| Audience counts and masked contact samples | **Free**, including Smart search | **Included**, 0 credits |
| Contact export | **1 credit per contact**, plus selected populated email/mobile details and any SmartSearch fee | **Unlimited**, including available email and mobile details |
| Company export | **1 credit per company**, plus any SmartSearch fee | **Unlimited**, 0 retrieval credits |
| HubSpot export | Requires Unlimited | **Included** when the integration is available and connected |

On PAYG, a selected populated email adds **1 credit** and a selected populated mobile adds **10 credits**. SmartSearch adds **10 credits per filter node** on a paid retrieval, rather than per record. Missing email or mobile values add no detail charge.

For example, exporting 100 contacts with email selected, 80 populated emails, and no SmartSearch costs **180 credits**. The portal shows an estimate before you confirm. See [Credits & Plans](https://docs.revenuebase.ai/api-reference/v2/credits.md) for the complete pricing and reservation rules.

## Build your first audience

Start with a specific audience, such as:

> Heads of sales based in the United States, working at software companies with 50–200 employees.

1. Open **Audience Builder**.
2. Describe the audience in the chat and send your request. To build it manually, choose **Edit filters**.
3. Open **Edit filters** to review the resulting conditions. Check the job title, company description, company size, and location separately.
4. If you change the filters, choose **Update audience**, then inspect a few matches in **Contacts** and **Companies**.
5. Adjust the filters until the results reflect your intended audience.

A written description is a starting point. The filters determine which records match, so review them when you change the prompt or add a new condition. Chat and the filter editor work on the same audience.

<video controls playsInline preload="none" poster="/videos/portal/tip-02.png" aria-label="Video: How do I describe my audience?">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-02.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=e66247874ccf99c9fe06afa283f56b7e" type="video/mp4" />

  Follow the written walkthrough above, or [download the audience description video](https://docs.revenuebase.ai/videos/portal/tip-02.mp4).
</video>

Watch: How do I describe my audience?

## Understand the result views

| View | Use it to… |
| - | - |
| **Contacts** | Inspect people and their available company information. |
| **Companies** | Inspect the companies matching the company part of your search. |
| **Audience report** | Review aggregate breakdowns of the audience. |
| **API request** | Get a request for the current search to use in your own software. |

Contact and company totals measure different things. One company may have many matching contacts. The rows visible in the grid are a preview, so they can be fewer than the total audience.

If you only see companies, choose **Contacts**. Then check that your person filters describe the people you need.

<video controls playsInline preload="none" poster="/videos/portal/tip-01.png" aria-label="Video: Why am I only seeing companies?">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-01.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=24f534e49cd19f57bfcfaebb23efc4c2" type="video/mp4" />

  Read about the result views above, or [download the result views video](https://docs.revenuebase.ai/videos/portal/tip-01.mp4).
</video>

Watch: Why am I only seeing companies?

## Refine your filters

### Choose Exact search or Smart search

Use **Exact search** for known values, such as a country, company size, or a specific field value. Use **Smart search** to match meaning in a company description or job title.

For example, a company may sell software to hospitals without using your exact phrase “healthcare software.” A description-based Smart search can find relevant businesses beyond that phrase. Review the results and add exact constraints where needed.

**Company lookalike** uses seed company domains or RevenueBase organization IDs. Enter domains such as `revenuebase.ai`, rather than company names.

<video controls playsInline preload="none" poster="/videos/portal/tip-09.png" aria-label="Video: Smart search or Exact search?">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-09.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=35567b6b08e99f580b83d6549a6acdb5" type="video/mp4" />

  Read the search guidance above, or [download the search options video](https://docs.revenuebase.ai/videos/portal/tip-09.mp4).
</video>

Watch: Smart search or Exact search?

<video controls playsInline preload="none" poster="/videos/portal/tip-13.png" aria-label="Video: When keyword search can't find the audience">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-13.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=b34646b888487ceba5bf0fe7ee29a1d3" type="video/mp4" />

  Read the search guidance above, or [download the keyword search video](https://docs.revenuebase.ai/videos/portal/tip-13.mp4).
</video>

Watch: When keyword search can't find the audience

### Adjust matching precision

Smart search offers **Broad**, **Related**, **Similar**, and **Exact** matching presets. Start broader when exploring a market. Tighten the match when adjacent industries or roles are getting in the way.

The **Exact** Smart search preset is a precision setting for meaning-based matching. Use **Exact search** when you need a direct field constraint. See [SmartSearch](https://docs.revenuebase.ai/api-reference/v2/smartsearch.md) for how the matching presets work.

If the results include the wrong industry, refine the company description, tighten the precision, and add an exact industry condition if it reflects your target.

<video controls playsInline preload="none" poster="/videos/portal/tip-04.png" aria-label="Video: Broad, Related, Similar, and Exact matching">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-04.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=4ab13b48d66b5a2177d8989c9d59037a" type="video/mp4" />

  Read about matching precision above, or [download the matching precision video](https://docs.revenuebase.ai/videos/portal/tip-04.mp4).
</video>

Watch: Broad, Related, Similar, and Exact

<video controls playsInline preload="none" poster="/videos/portal/tip-03.png" aria-label="Video: Results include the wrong industry">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-03.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=a047475646f1f1f8272e38e3cad109e3" type="video/mp4" />

  Read the refinement guidance above, or [download the industry refinement video](https://docs.revenuebase.ai/videos/portal/tip-03.mp4).
</video>

Watch: Results include the wrong industry

### Separate person location from company headquarters

**Person location** describes where a contact is based. **Company headquarters** describes the company's location. A contact in Canada may work for a company headquartered in the United States.

For the example above, apply United States to the person's location. Add a company headquarters condition only if you also want the employer to be based there.

<video controls playsInline preload="none" poster="/videos/portal/tip-07.png" aria-label="Video: Person location or company headquarters?">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-07.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=4441b5666f0e31c62d872063dcb0c055" type="video/mp4" />

  Read the location example above, or [download the location video](https://docs.revenuebase.ai/videos/portal/tip-07.mp4).
</video>

Watch: Person location or company HQ?

### Combine conditions with AND, OR, and groups

* **AND** requires every condition in the group to match.
* **OR** requires at least one condition in the group to match.
* **Group** lets you combine alternatives while keeping other requirements in place.

For example, use a title group of “Head of Sales OR VP of Sales,” then combine it with “person based in the United States” using AND. Putting the location inside the OR group would allow it to match on its own.

<video controls playsInline preload="none" poster="/videos/portal/tip-08.png" aria-label="Video: AND, OR, and filter groups">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-08.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=837d6cb33df65b706f7d9cd4ec936db0" type="video/mp4" />

  Read the grouping example above, or [download the filter groups video](https://docs.revenuebase.ai/videos/portal/tip-08.mp4).
</video>

Watch: AND, OR, and groups

## Match a list you already have

Open **Edit filters → Match your data** when you already know which people or companies you want to find. You can also use the **Enrich your data** plus button in the chat.

| Input you have | Matching option |
| - | - |
| Email addresses | **Email enrich** |
| LinkedIn person URLs | **Enrich LinkedIn Person URL** |
| LinkedIn company URLs | **Enrich LinkedIn Company URL** |
| Company website domains | **Domain Enrich** |

1. Choose the matching option for your identifiers.
2. Paste your list or upload a file using that option's input controls. Follow the template and size limit shown there.
3. Review the matched contacts or companies. Remove extra spaces and check that each input has the expected format if matches are missing.
4. Choose the fields you need and review the retrieval cost before exporting.

**Email enrich** accepts a CSV with an `Email`, `email_address`, or `business_email` column, regardless of capitalization. It skips blank rows, invalid email cells, and duplicate addresses.

Use domains for domain matching and full LinkedIn profile or company URLs for URL matching. Multiple contacts can belong to one company, so a domain list and a contact list need not produce the same number of rows.

> [!NOTE]
>
> Enrichment finds RevenueBase records and adds their available fields. To check whether email addresses are deliverable, use [Email Verifier](https://docs.revenuebase.ai/docs/portal/email-verifier.md).

<video controls playsInline preload="none" poster="/videos/portal/tip-06.png" aria-label="Video: Enrich a list you already have">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-06.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=9eb9001a471369539e82fc0a22411588" type="video/mp4" />

  Follow the matching steps above, or [download the list enrichment video](https://docs.revenuebase.ai/videos/portal/tip-06.mp4).
</video>

Watch: Enrich a list you already have

## Understand previews

On PAYG and trial accounts, contact browsing uses a free masked sample. Availability indicators show whether an email or mobile exists without revealing the value. A masked field is different from a missing field.

Unlimited accounts can retrieve full contact records under their plan. The preview size and export limits shown in the portal still apply. A preview is a way to inspect the audience; it does not mean every matching record is already on screen.

## Save and reopen an audience

1. Build the filters you want to keep.
2. Open **Save audience** and choose **Save**. Give a new audience a name when prompted.
3. Open **Audiences** to find and reload it later.
4. Use **Save As...** to keep a separate version of an audience.

A saved audience keeps the search configuration so you can run it again. An exported CSV is a file of the records retrieved by that export. Saving an audience does not purchase its results or freeze the underlying dataset.

Private audiences stay private unless explicitly shared. An Admin role alone does not make a colleague's private work visible.

<video controls playsInline preload="none" poster="/videos/portal/tip-11.png" aria-label="Video: Save and reload an audience">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-11.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=d224f9c06f11ac8c4a25e6ca7df5cd53" type="video/mp4" />

  Follow the saving steps above, or [download the saved audiences video](https://docs.revenuebase.ai/videos/portal/tip-11.mp4).
</video>

Watch: Save and reload an audience

## Export records

1. Check the **Contacts** or **Companies** view and choose the columns you want in the CSV.
2. Open **Export**. Choose selected rows, the preview, or a larger set of matches from the options available to your account.
3. For contacts, choose whether to include available emails, mobile numbers, or both. On PAYG, these choices affect the cost.
4. Set the record count or budget in the export controls. Review the estimate and the credits required to start.
5. Confirm the export. Larger exports run in the background.
6. Open **Notifications**, the bell at the top right, to download the completed file.

The displayed export limit may cap a larger audience. Check the final row count before starting. If you need more than your current limit, contact [support@revenuebase.ai](mailto:support@revenuebase.ai).

### Understand reserved credits

An estimate is a forecast. A paid export can reserve enough credits for every selected detail to be populated, so the credits required to start can be higher than the estimate. When the job finishes, it charges for the actual records and selected populated details, plus any SmartSearch fee, and releases unused reserved credits.

If you cannot start an export, reduce the number of records or the selected details. An admin can also add organization credits or adjust your monthly limit. Starting a new export can charge again; reopen the existing completed file when you just need another download.

<video controls playsInline preload="none" poster="/videos/portal/tip-05.png" aria-label="Video: What does an export cost?">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-05.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=21548e07960c05c544e66566a5aa3ec1" type="video/mp4" />

  Read the pricing and reservation guidance above, or [download the export cost video](https://docs.revenuebase.ai/videos/portal/tip-05.mp4).
</video>

Watch: What does an export cost?

## Send an audience to HubSpot

HubSpot export is available to eligible **Unlimited** accounts when the integration is configured. Open **Export** in Audience Builder. If you see **Connect HubSpot**, follow that connection flow. Once connected, choose **Export to HubSpot** and review the selected records before sending them.

If you cannot see the option, check your plan and ask your admin or RevenueBase support about integration availability. An admin manages connection configuration; Members can use an already-configured integration where their access allows it.

<video controls playsInline preload="none" poster="/videos/portal/tip-14.png" aria-label="Video: Send an audience to HubSpot">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-14.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=b10c663ca2df8fdf280cf81596abd7ab" type="video/mp4" />

  Read the HubSpot steps above, or [download the HubSpot export video](https://docs.revenuebase.ai/videos/portal/tip-14.mp4).
</video>

Watch: Send an audience to HubSpot

## Get the API request for your search

Open **API request** to see how to run your current search from your own software. Choose the request example you need, then use your own key from **My API keys**. Follow the [Contact API walkthrough](https://docs.revenuebase.ai/api-reference/v2/contact-api-overview.md) to count, inspect, estimate, and retrieve records.

<video controls playsInline preload="none" poster="/videos/portal/tip-15.png" aria-label="Video: Get the API call for any search">
  <source src="https://mintcdn.com/revenuebase/31C3163aoxsNfUQi/videos/portal/tip-15.mp4?fit=max&auto=format&n=31C3163aoxsNfUQi&q=85&s=1bba261d4fbee80b17f05beadcad94d5" type="video/mp4" />

  Read the API guidance above, or [download the API request video](https://docs.revenuebase.ai/videos/portal/tip-15.mp4).
</video>

Watch: Get the API call for any search


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.