Create and manage segments with Segmenter
Learn how to create and manage segments with Segmenter by describing the audience, reviewing interpreted criteria, saving the segment, and continuing supported follow-up actions.
Segmenter supports a guided conversational flow for segmentation in AgentFlow, allowing you to define an audience, review the interpreted request, add segment details, and save the segment, all within a single interaction.
Use this topic to create a new segment or manage segment tasks within the same conversation, such as reviewing results, inspecting the segment, updating details, or moving to another supported segmentation task.
If Segmenter needs more information, it asks clarifying questions so you can refine the request before the segment is created or updated.
Create a segment in Segmenter
- Login to the AgentFlow workspace in your browser, then select your tenant and environment to open AgentFlow.
- In AgentFlow, open Segmenter from the left navigation pane if it is already available. Otherwise, go to the left navigation panel, select Discover agents, locate Segmenter on the Discover Agents page, and launch it.
- Enter a natural language request that describes the segment you want to create or the audience you want to include.
Example requests:
- I need to create a segment for inactive Gold customers.
- Create a segment of customers in Europe under 30 who made a purchase in the last 3 months.
- Review the criteria that Segmenter interprets from your request.
- If Segmenter asks a clarifying question such as missing audience details or filter values, provide the missing audience details, filter values, segment details, or other requested information.
- If Segmenter identifies unsupported or incorrect input, review the suggested alternative and continue with the supported request.
- Provide a segment name when prompted by Segmenter, or specify it at any point during the conversation using phrases like name my segment or name the segment you just created.
- Review the completed segment definition, and then confirm the request to create and save the segment.
- Review the returned summary and results in the conversation.
- Acknowledge the result, or continue with another supported action in the same conversation if required.
Result and follow-up actions
The segment is created and saved from the conversation. Review the returned summary and results to confirm that the segment matches your intended audience.
Depending on the returned results, you can continue the conversation to inspect the segment outcome, review supported details, check the returned status, or move to the next supported segmentation task.
Manage a segment in Segmenter
- Login to the AgentFlow workspace in your browser, then select your tenant and environment to open AgentFlow.
- In AgentFlow, open Segmenter from the left navigation pane if you've accessed it before. Otherwise, go to the left navigation panel, select Discover agents, then locate Segmenter on the Discover Agents page and launch it.
- Enter a request that describes the segment you want to review or the change you want to make.
Example requests:
- Show me segments that include inactive Gold customers.
- Update the schedule for this segment.
- Review the results for this segment.
- Review the segment details, interpreted request, or returned results that Segmenter shows in the conversation.
- If Segmenter asks a clarifying question, provide the missing information needed to continue.
- If Segmenter identifies unsupported or incorrect input, review the suggested alternative and continue with the supported request.
- Review the completed change or requested action and confirm the request.
- Review the returned summary, status, or result in the conversation.
- Acknowledge the result, or continue with another supported action in the same conversation if required.
Result and follow-up actions
The requested segment action is completed from the conversation. Review the returned summary, status, or result to confirm that the requested change was completed as expected.
Depending on the action you complete and the returned results, you can continue the conversation to inspect the segment outcome, review supported details, check the returned status, or move to the next supported segmentation task.