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Segment builder: generate segments with AI

Building segment conditions to target the right audience can be hard, so we’ve made it possible for you to generate segments by leveraging AI!

How it works

The segmentA segment is a group of people in your audience that you want to target with campaigns, messages, etc. You can join groups of people manually, or by attribues and event data. builder leverages publicly available data about your company and data from your workspace to suggest conditions for targeting specific audiences. You can either provide a brief prompt to generate segments or choose from suggested conditions that align with your goals.

How to opt out

This feature is enabled by default. To turn it off for all segments, click the New Builder toggle. This change only affects your experience and does not impact other teammates.

You can also click Feedback to tell us about your experience! We’d love to hear from you so we can improve this feature.

We prioritize your data privacy

Our AI-powered segment suggestions are based solely on attribute names from your workspace, such as profile and event attributes, but never the values. We do not use any personally identifiable information (PII) to suggest or generate segments.

For example, if you have a first_name attribute, we know the attribute exists but do not pass actual names through AI, a large language model (LLM), or any other service to help generate segments. Our system only processes attribute names so your audience’s personal information remains protected.

Suggested conditions improve as you populate your workspace

As your workspace grows and becomes more populated with data, the relevance of our AI-generated suggestions will increase. More data means suggestions will be more tailored and useful to your business.

Build a segment with AI

To use AI to build a segment, you must do so within the Segments section of your workspace. If you’re familiar with creating segments while setting up a campaign, note that AI-driven segment building is not available in that workflow.

1. Go to Segments.
2. Click Create Segment > Data-driven.
3. Click Describe your segment on the Overview tab.
4. In the panel, generate segments by describing your use case or clicking suggested segments.
   1. (Option 1) Enter a brief prompt and then click Create to generate a segment.
   2. (Option 2) Hover over suggested segment names to learn more. Choose one if it’s relevant to your goals or click Refresh to generate new suggestions. Then click a suggestion to generate the segment.
5. Review your conditions. Do they target attributes that are relevant to your goals? You can modify the conditions directly or revise the description.
6. Review our insights — People, Reach, and Activity, to confirm you’re grouping the people you expect.
7. Enter a segment name, if you haven’t already.
8. Click Save Segment.

Revise a description

Revise a segment description to hone in on your audience using AI. After you click Describe your segment, you’ll see a text box where you can add your prompt. After you click Create the first time, you have the option to revise your existing description or create a new prompt from scratch.

To revise your description,

1. Edit your prompt.
2. Click Revise.

   

   
3. Check your new conditions.

To create a new description,

1. Click Create to switch out of revise mode.
2. Enter a new description.
3. Click Create.

   

   
4. Check your new conditions.

Review our insights

As you build your segment, we generate insights to help you understand the people in your segment. This can help you determine if you need to refine your conditions further.

People

Under People, you’ll see the number of people who would join this segment once you create it and what percent of your workspace they represent. To the right of People, you can page through a list of people who match your conditions and click on them to preview their data.

Reach

Under Reach, you can see who is subscribed to messaging. If you use our subscription center, this will list anyone who is subscribed to at least one topic. If you do not use our subscription center, this will list anyone who has subscribed to all messaging.

Activity

Under Activity, you can review how people have engaged your messages in the past seven days and whether they’ve interacted with your product or marketing site. The Unsubscribed metric captures people who unsubscribed from all messaging. This can help you understand if your segment is targeting people who are likely to engage with your messages.