Use the Clay plugin when you want an agent to inspect your Audiences deal data and support its analysis with the matching records.
Audiences must be enabled for your workspace.
Install the Clay plugin
Install the plugin and sign in.
Ask your agent
The agent can resolve available deal fields such as stage, close date, amount, and owner; fetch the deal records; and compare the recent closed-won set for recurring traits in those fields.
Deal searches cannot apply a saved segment or filter directly, so the agent pages through deal IDs, fetches their fields, and narrows the results locally:
Ask the agent to report the exact date range it used and support each pattern with the matching deals.
Next steps
Audiences
Learn how records, fields, segments, activities, and signals fit together.
Enrich leads and accounts
Enrich records before you score, route, sync, or act on them.
