A Smartview is a saved search. In the Database it appears as a named tab, and it keeps refreshing as new matching companies and people enter the database, so your target list is never stale.
Create a Smartview
Open the Database tab and click the + tab (Create search with AI).
Describe the search in the Describe search box. Example: "Financial Services CEOs in the Southeast with 25 to 100 employees".
Refine with column filters or by describing a change until the list looks right.
Save it. It becomes a tab next to your other searches, named after what you described. You can rename it.
Why it refreshes
The Database is re-verified on a rolling basis, and new businesses, new hires and new funding rounds arrive all the time. A Smartview is a live filter, not a snapshot. Each time you open the tab you see every record that matches today, including ones that did not exist when you saved it.
Smartviews in the Database vs in Companies and People
Database Smartviews filter the 200M+ built-in records. New matches appear without any action from you. Emails and phones stay masked until you reveal them.
Companies and People Smartviews filter your own records (for example "My open companies" or "No touch in 14 days"). They sit as tabs next to All records. See "Views, filters, columns and Smartviews".
Working a Smartview
Open the tab, sort by Founded or Employees, and reveal the rows you want this week.
Already-revealed and already-owned people are deduplicated, so reopening the same Smartview later only surfaces what is new to you.
Push revealed records into Companies and People and run an agent on them.
Good Smartviews to start with
Territory: every business in your state or county by industry.
Growth: companies crossing a headcount threshold such as 10, 25 or 50 employees.
New businesses: companies founded in the last 12 months in your market.
Decision-makers: owners or CEOs at companies that match your ideal customer.
From Claude or ChatGPT
With K3X connected in Settings → Authorized Apps you can search the database, reveal people and save Smartviews in plain English from the chat you already use.
Related
Describe a search in plain English
Views, filters, columns and Smartviews
Reveal emails and direct phones