Dashboard & web app basics

5 min Beginner

Overview

The web app is built around a conversation. You ask the agent for an audience in natural language, the results fill a table you can read and trust, and you can watch it show its work step by step. When you want more precise control, you switch to filters and combine them into one exact search. Natural language and filters are two ways to build the same list, and most people use both, so getting comfortable here is what makes everything else in Landbase feel easy.

The dashboard and chat

The dashboard is your home base, and every session starts here. There is nothing to set up before you begin. Three areas do most of the work: chat, where you talk to the agent; the results table, where companies and contacts appear ready to sort, filter, and export; and Projects, where your saved work lives so you can reopen past lists. Your work saves automatically as you go.

Start a chat

Chat is a back-and-forth. You type a request in natural language, the agent builds a search and returns a structured list, and you refine by continuing the conversation. You do not have to get the perfect request on the first try.

Read the results

Companies and contacts that match appear one per row, with columns for the details that matter. You can sort, add or remove columns, and reshape the list before you act. Rows the agent qualified include a short evidence note, and the data is drawn from Landbase’s built-in company and contact records, kept current on a regular refresh, with live information pulled from the web when a request needs it.

Watch the agent work

As the agent runs, it shows the steps it took: which capabilities it used and why. The steps are grouped into a section you can open to see exactly what each one did. It is a clear trail rather than a black box, and watching it is the fastest way to learn what the product can do.

Filtering and advanced search

When you want precise control, switch to structured filters. Every filter value is checked against Landbase’s built-in list of values, so a value like Software or 50 to 200 employees always means the same thing. You pick from known values instead of typing free text that can quietly miss records, and the result count updates as you add or change each filter, so you can see the effect of every choice.

How filters combine

Within a single filter, adding values broadens the list, since any of them can match. Across different filters, adding a category narrows the list, since a record has to satisfy all of them. Start with the broadest filter, add one category at a time, and stop once the list is focused enough to act on. If the count drops to almost nothing, remove the last filter or loosen a value.

Choose the search level

Pick what your list should contain. Search Companies returns accounts only. Search Contacts returns people wherever they work. Build Audience returns the right people at the right companies in one step, and it is the one most people use most.

When a filter cannot capture it

Some targeting is an idea rather than a stored value, asks for accounts like ones you already have, or needs a calculation across records. Those are the more advanced tools you will meet in The Ascent, so you do not need them yet.

Try it in Landbase

  1. Open the dashboard and spend your first minute in chat. Describe an ideal audience in one sentence.
  2. Watch the results fill the table, then open the agent’s steps to see how it built the list.
  3. Switch to filters and refine with at least three: one company detail such as industry or size, one tech or funding filter, and one contact filter.
  4. Stop once the count is small enough to act on, then save the list.
Tip
Start broad, then narrow. Describe the audience to get close quickly, then add filters one at a time and watch the count, so you can feel the effect of each choice.

Ready to try it yourself?

Create a free account and get 1000 credits to build your first list.

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