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AI fields let you define a custom field on any contact or record and have Orbis automatically fill in its value using AI. Instead of manually writing a summary, classification, or derived insight for each contact, you write a prompt once and AI generates the value for every record.

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What AI fields are

An AI field is a custom field of type AI Generate. When you create one, you define:
  • A prompt describing what you want the field to contain
  • Source attributes — the existing fields Orbis should read to generate the value
When the field is generated, the AI reads the contact’s current data — including profile information, notes, and interaction history — and fills in the field value based on your prompt. Example: You could create an AI field called “Relationship summary” with the prompt “Write a one-sentence summary of my relationship with this person based on our interactions and notes.” Orbis generates a personalized summary for each contact automatically.

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Creating an AI field

1

Open a contact or record

Navigate to a contact’s detail page, or open a record in a custom object.
2

Go to custom fields

Scroll to the Custom Fields section of the record, or open the fields panel.
3

Add a new field

Click Add field or the + button to open the field creation dialog.
4

Choose AI Generate as the field type

In the field type picker, select AI Generate (in the Computed category).
5

Write your prompt

Enter a prompt describing the value you want generated. Be specific about format and length.Example prompts:
  • “Write a one-sentence description of what this person does professionally.”
  • “Based on our interactions and notes, categorize this contact as Warm, Neutral, or Cold.”
  • “List the top 3 topics we’ve discussed, as a comma-separated list.”
  • “What industry does this person work in? Return a single word or short phrase.”
6

Select source attributes

Choose which fields from the record Orbis should use as context when generating the value. For contacts, this might include name, company, title, notes, and interaction history.
7

Save and generate

Save the field. To generate the value for this record, click the Generate button that appears next to the field.
The more specific your prompt, the more consistent the results. If you want a short value, say so — “Return a single word” or “Write no more than one sentence.”

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Supported field types

AI fields always output a text value. This makes them suitable for:
  • Short summaries and descriptions
  • Classifications and categories (e.g., “Warm / Neutral / Cold”)
  • Derived labels and tags
  • Free-form insights
For numeric outputs, structured lists, or checkboxes, consider using a formula field instead.

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How AI generates the value

When you trigger generation, Orbis:
  1. Reads the source attributes you selected — for example, the contact’s name, company, title, notes, and recent interactions
  2. Passes that data to the AI along with your prompt
  3. Returns a concise value based on the instructions in the prompt
The AI does not browse the web or access data outside Orbis. It only uses the record’s existing data within your workspace.
AI field generation uses Orbis’s built-in AI model. For fields where you need higher accuracy, an upgraded model option is available in the field’s advanced settings.

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Rate limits on generation

AI field generation is subject to usage limits:
  • Single record generation — available at any time, subject to your plan’s AI usage quota
  • Batch generation — when generating across many records simultaneously, requests are processed in batches of 5 records in parallel
If you hit your usage limit, Orbis will show a notification. Limits reset daily.

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When AI fields refresh

AI fields do not update automatically when the underlying record changes. You control when generation runs: The default is manual — the AI generates the value when you explicitly request it.
Generated values are stored like any other field value. You can edit them manually after generation if the AI output needs adjusting.

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Batch generation

If you want to generate an AI field’s value for all contacts (or a filtered subset), you can trigger batch generation from the field’s settings:
1

Open the field settings

Go to Settings → Custom Fields, or open the field configuration from the record.
2

Select records

Choose whether to generate for all records or apply a filter first.
3

Run batch generation

Click Generate for all. Orbis processes records in parallel and updates the field value as each one completes.
Batch generation across a large number of records consumes AI usage quota proportional to the number of records. For large datasets, consider filtering to a subset first.