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docs(audiences): add Find people from this list section for Companies Audiences#1629

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Jul 17, 2026
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docs(audiences): add Find people from this list section for Companies Audiences#1629
george-dilthey merged 1 commit into
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docsbot/doc-1237-intercom-tag-0717-b617621f

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What changed

Added a new ## Finding people from a Companies Audience section to docs/audiences.md, positioned between "Creating an audience" and "Enriching and monitoring." The section explains the Find people from this list option in the ⋮ three-dot menu on a Companies Audience segment — the direct path to run a people search scoped strictly to companies in an audience, without needing a separate company table.

Why

Intercom conversation #215475102001801 — a WeTransact Enterprise customer asked: "how can I use the Find People tool to just find people from companies that I've filtered into the company audience?" Fin escalated to a human after giving incorrect guidance (it kept describing a company-table path). Human agent Bo correctly answered with the Audience ⋮ menu → Find people from this list workflow, but that workflow was not documented anywhere in the docs.

audiences.md had no mention of "Find people from this list." find-people-overview.md has no reference to Audiences as a starting point. finding-companies-and-people-in-clay.md describes "Find People at These Companies" only from a company table path (Tools → Import tab → Find People at These Companies). The Audience-native entry point was a complete gap.

Source link(s)

  • Intercom conversation: https://app.intercom.com/a/apps/w28k1kwz/inbox/inbox/all/conversations/215475102001801
  • Code evidence (PASS): clay-base/apps/frontend/src/state/Audiences/useAudienceSegmentDropdownOptions.tsx:225-227'Find people from this list' added unconditionally when segment.entityType === AudienceEntityType.Account; handler at line 113 calls createCPJSource with company_audience_segment_id: segment.id scoping the search strictly to the audience.
  • Code evidence (liveness): clay-base/apps/frontend/src/components/Audiences/AudiencesHeader.tsx:232 — the three-dot header button renders this option; AudiencesSidebar/AudiencesSegmentItem.tsx:229 — sidebar kebab also renders it. No feature flag gates either path.
  • Slack context (verifier): #team-audiences thread (Rachel Gurman, 2026-04-21) explicitly references "3 dots at the top > find people from this list" with feedback that discoverability is low — confirming this is live but poorly surfaced.

Uncertainties

None for the content itself. Feature label, access path, and scoping behavior all confirmed against code. GA to all customers with no gating.

Note: pre_pr_check returned ok: false solely because 12 other open PRs exist on audiences.md (all on unrelated topics — Salesforce export, signals, Databricks, deduplication, etc.). None of those PRs address "Find people from this list." This PR is proceeding per the "materially new" path described in the docsbot guidelines.

Related observations

Closes DOC-1237

@linear-code

linear-code Bot commented Jul 17, 2026

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DOC-1237

@george-dilthey
george-dilthey marked this pull request as ready for review July 17, 2026 21:24
@george-dilthey
george-dilthey merged commit 68e961a into main Jul 17, 2026
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