# Lists Lists are structured, AI-powered data tables that let you organize information in rows and columns and then process it at scale with your AI agents. **Build custom data grids, upload existing spreadsheets, and let AI enrich every row with research, analysis, and insights — automatically.** {% hint style="success" %} **From Spreadsheets to Smart Data**: Upload a CSV of 200 target companies, assign an AI agent, and have every row enriched with company overviews, decision-maker contacts, tech stack details, and qualification scores — all in minutes. {% endhint %} ## Overview {% embed url="" %} Lists combine the familiarity of spreadsheets with the power of AI agents. Each list is a fully customizable data table where you define columns — including AI-enabled columns that are automatically populated by your agent when rows are processed. | Feature | Capability | Business Impact | | ------------------------ | ----------------------------------------------------- | --------------------------------------------- | | **Custom Columns** | Define any columns with custom types and AI prompts | Tailor data collection to your exact needs | | **AI Enrichment** | AI agents research and fill columns automatically | Eliminate hours of manual data entry | | **Templates** | Start from pre-built templates or create your own | Get started in seconds with proven structures | | **Bulk Upload** | Import CSV or Excel files up to 500 rows | Bring existing data into the AI pipeline | | **Real-Time Processing** | Watch AI process rows live with status updates | Full visibility into enrichment progress | | **Team Sharing** | Share lists with Owner, Editor, or Viewer permissions | Collaborate on data across your organization | | **Export** | Download enriched data as CSV or XLSX | Move results into your existing tools | ## How Lists Work {% @mermaid/diagram content="graph LR A\[Create List
or Use Template] --> B\[Define
Columns] B --> C\[Add Rows
or Upload CSV] C --> D\[Assign AI
Agent] D --> E\[Process
Rows] E --> F\[Review &
Export]" %} | Step | What Happens | Your Action | | ------------------- | ------------------------------------------------------- | ------------------------------------------------- | | **1. Create** | Start a blank list or select a template | Name your list and choose a starting point | | **2. Columns** | Define what data you want to collect and enrich | Add columns, mark some as AI-enabled with prompts | | **3. Add Data** | Populate the list with rows manually or via file upload | Type entries or upload a CSV/Excel file | | **4. Assign Agent** | Select which AI agent will process the list | Pick from your organization's agents | | **5. Process** | AI researches and fills each AI-enabled column per row | Click Process and monitor real-time progress | | **6. Review** | Inspect enriched data, filter, and export | Download results or continue refining | ## Use Cases ### For Users * **Sales Prospecting**: Upload a list of target companies and have AI research each one — generating overviews, identifying decision makers, and scoring fit * **Vendor Evaluation**: Create a vendor comparison grid with AI-powered research on pricing, features, and market position * **Market Research**: Build lists of companies in a target segment and let AI enrich them with firmographics, tech stack, and growth signals * **Account Planning**: Maintain enriched account lists with up-to-date intelligence on customers and prospects * **Competitive Analysis**: Track competitors with AI-populated columns for product updates, funding, and strategic moves ### For AI Agents * **Lead Qualification**: Agents research each lead using web search, tech stack inspection, and CRM lookups to qualify or disqualify automatically * **Data Enrichment**: Agents visit company websites, analyze public data, and fill structured columns with validated information * **Opportunity Scoring**: Agents evaluate rows against custom criteria and produce qualification scores * **CRM Synchronization**: Agents pull data from connected CRMs (Salesforce, HubSpot) to enrich rows with existing customer data * **Bulk Submissions**: Agents process and submit enriched rows to external systems like AWS Partner Central ## Creating a List {% stepper %} {% step %} **Navigate to Lists** Click **Lists** in the sidebar to open the Lists home page. {% endstep %} {% step %} **Click "New List"** Choose to create a blank list or start from a template. Give your list a name and optional description. {% endstep %} {% step %} **Define Your Columns** Add columns to define the structure of your data. Mark columns as AI-enabled and provide prompt templates to tell the agent what to research. [Learn more about columns →](https://docs.darcyiq.com/workspace/lists/columns) {% endstep %} {% step %} **Add Rows** Manually add rows one at a time or upload a CSV/Excel file with up to 500 rows and 5 MB of data. {% endstep %} {% step %} **Assign an AI Agent** Select which agent should process the list. The agent's instructions, personality, and MCP integrations will be used during processing. [Learn more about changing agents →](https://docs.darcyiq.com/workspace/processing-rows#changing-the-ai-agent) {% endstep %} {% step %} **Process and Review** Click **Process** to start AI enrichment. Monitor progress in real time, then review, filter, and export your enriched data. {% endstep %} {% endstepper %} ## Data Management ### Adding Rows | Method | Description | Best For | | ---------------- | ------------------------------------------------------------ | ----------------------------------- | | **Manual Entry** | Add rows one at a time through the table UI | Small lists or individual additions | | **CSV Upload** | Import a `.csv` file with headers mapped to your columns | Migrating existing spreadsheet data | | **Excel Upload** | Import `.xlsx` or `.xls` files | Bringing in formatted workbooks | | **AI Discovery** | Use the "Find Rows" chat to have AI discover and add entries | Discovering new prospects or data | ### Row Operations * **Edit**: Click any cell to edit its value directly in the table * **View Details**: Open the row detail panel to see all columns in a structured view * **Delete**: Remove individual rows or use bulk delete for multiple selections * **Export**: Download all rows as CSV or XLSX ### Upload Limits | Constraint | Limit | | ----------------- | ---------------------------------------------- | | **Max Rows** | 500 per upload | | **Max File Size** | 5 MB | | **File Formats** | `.csv`, `.xlsx`, `.xls` | | **Replace Mode** | Optionally replace all existing rows on upload | ## Sharing & Permissions Control who can access and modify your lists: | Permission | Capabilities | | ---------- | --------------------------------------------- | | **Owner** | Full control — edit, process, share, delete | | **Editor** | Add/edit rows, add/edit columns, process rows | | **Viewer** | View list data, export | Share lists with individual users or with [Groups](https://docs.darcyiq.com/settings-and-configuration/groups) for bulk access management. ## Integration with Other Features ### Agent Integration * Lists use your configured [Agents](https://docs.darcyiq.com/core-features/agents) to process rows * Agents bring their custom instructions, MCP tools, and integrations * Switch agents at any time to change processing behavior ### MCP Integration * Agents with MCP integrations can access external systems during row processing * Connected CRMs, databases, and APIs are available as enrichment sources ### Chat Integration * Use the **Find Rows** chat panel within a list to discover new entries with AI * Chat leverages the list's assigned agent and calibration forms ## Best Practices | Practice | Recommendation | | --------------------------- | ----------------------------------------------------------------------------- | | **Start with a template** | Use built-in templates to get a proven column structure, then customize | | **Limit AI columns** | 3–5 AI-enabled columns per list gives the best balance of speed and depth | | **Write clear prompts** | Specific column prompts produce better AI results than vague instructions | | **Test with small batches** | Process 5–10 rows first to validate column prompts before running a full list | | **Choose the right agent** | Assign an agent whose instructions and tools match the list's purpose | | **Use upload for volume** | CSV/Excel upload is faster than manual entry for anything over 10 rows | {% hint style="info" %} **Pro Tip**: Combine AI-enabled columns with manual columns. Use manual columns for data you already have (company name, website) and AI columns for data you want the agent to research (company overview, tech stack, decision makers). {% endhint %} ## Next Steps | Goal | Documentation | | ---------------------------------- | ----------------------------------------------------------------------------------- | | Learn about column types and setup | [Columns & Configuration](https://docs.darcyiq.com/workspace/lists/columns) | | Process rows with AI agents | [Processing Rows with AI](https://docs.darcyiq.com/workspace/lists/processing-rows) | | Use pre-built list templates | [List Templates](https://docs.darcyiq.com/workspace/lists/templates) | | Learn about AI agents | [Agents](https://docs.darcyiq.com/core-features/agents) |