Troubleshooting AI Personalization Issues with Data Hierarchy | Clay

Troubleshooting AI Personalization Issues with Data Hierarchy

Hi Clay community, I am having some issues with AI personalization. For the personalization, I need a hierarchy that uses available contact data from my table in this order of preference:

1.
LinkedIn URL (if available)
2.
Website bio (if available)
3.
Alternative data (if neither LinkedIn nor website bio is available)

Problem: The AI ignores my data hierarchy and pulls hallucinated information instead. When I mark columns as ‘not required to run,’ it should use the next available data, but it doesn’t. When marked ‘required to run,’ it simply reports missing inputs. Is there a solution?

2 comments

Channeled
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To ensure AI personalization follows your specified data hierarchy and uses the next available data when certain inputs are missing, you can use a combination of required fields and conditional runs in Clay. 1. Use the "Required to Run" toggle in the Prompt Editor for each field in your hierarchy. This ensures the enrichment only runs when specific fields contain data. 2. Create a conditional run for your AI personalization. This allows you to set up a custom formula that checks for the presence of data in your preferred order. 3. In the conditional run, use an AI formula to generate a condition that checks for your data hierarchy. For example: LBKSIF(NOT(ISBLANK([LinkedIn URL])), TRUE, IF(NOT(ISBLANK([Website Bio])), TRUE, IF(NOT(ISBLANK([Alternative Data])), TRUE, FALSE)))LBKSThis setup ensures the AI personalization only runs when data is available according to your specified hierarchy. If you need further assistance, please request human support by clicking on "Talk to a person".
Sources: AI Formulas + Conditional Runs [CRM Enrichment] - Clay University Referencing dynamic data from other columns | Documentation | Clay University
Channeled
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