Account Studio Overview

Account Studio is the central hub for managing your account data and creating targeted lists for your assets. It serves as the "central nervous system" of your Mutiny account, allowing you to filter accounts, enrich data with AI research, and create precise audience segments for personalization.

What is Account Studio?

Account Studio allows you to:

• Create and manage account lists with advanced filtering

• Enrich account data with AI-generated insights

• Upload and manage CSV data

• Organize and reuse lists across multiple assets

• Export lists

Accessing Account Studio

Account Studio is available in the left navigation menu of your Mutiny dashboard. Simply click on Account Studio to access all list management and data enrichment features.

Key Features at a Glance

Advanced Filtering System

• Support for both AND and OR conditions

• Condition groups for complex logic

• Real-time list updates as you add filters

• More filter operators (exists, contains, date ranges, etc.)

AI Research Integration

• Generate custom data points using AI

• View rationale and sources for AI decisions

• Run research on missing accounts

• Time-based and custom prompts

Improved Data Management

• Better CSV upload experience

• Data source conflict resolution

• Column renaming and organization

• Integration with multiple data sources

Seamless Asset Integration

• Auto-save lists when creating assets

• Reuse lists across multiple assets

• Real-time account counting

Supported Data Sources

Account Studio works with data from multiple sources:

• CRM Systems: Salesforce, HubSpot - CRM Integration guide

• CSV Uploads: Manual data imports - Creating and Managing Lists in Account Studio

• AI Research: Generated insights

Getting Started

To begin using Account Studio:

1. Navigate to Account Studio from the left menu

2. Explore existing lists or create a new one

3. Add filters to define your target audience

4. Enrich with AI research if additional data is needed

5. Save your list for future use

Next Steps

• 📄 Creating and Managing Lists in Account Studio- Learn the filtering system

• 📄 AI Research and Data Enrichment in Account Studio- Add custom insights

• 📄 Account Studio Deep Dive- Take a deep dive into Account Studio

Need help?

If you have questions or need help, the Mutiny Support team is here for you!  You can submit a support ticket using the Submit a ticket button at the top of this page, or reach us at support@mutinyhq.com.