Enable and Access Segmenter in AgentFlow
Learn how to enable Segmenter for your tenant, access it in AgentFlow, and launch it from the agent catalog.
Segmenter is a prebuilt Reltio agent in AgentFlow that supports conversational segmentation workflows. This topic explains how Segmenter is made available for your tenant, where you can find it in AgentFlow, and how to launch it from the agent catalog to begin a conversation.
Prerequisites
- Segmenter is available for your Reltio Intelligent 360 environment.
- AgentFlow is enabled for your tenant and you are able to sign in to reltio.ai and access the AgentFlow workspace. For more information, see Use the AgentFlow workspace.
- You have the required AgentFlow execution roles. For role details, see AgentFlow capabilities and permissions.
Launch Segmenter in AgentFlow
To launch Segmenter in AgentFlow, follow the steps below.
- Sign in to reltio.ai.
- Open the AgentFlow workspace and select your tenant and environment from the top left corner.
- In the left navigation panel, select Discover agents.
- On the Discover agents page, review the available Reltio Agents and find Segmenter, and then review the agent card details.
- Select Launch.
After you launch Segmenter, it appears in the left panel under RELTIO AGENTS and remains available across sessions unless you remove it.
Result
Segmenter is launched in AgentFlow, and you can begin a conversation to create, review, or manage segments.
Start a conversation with Segmenter
After you launch Segmenter, enter a prompt or question in the input box to begin the conversation. You can use Segmenter to create a new segment, review an existing segment, or analyze segment results.
Describe the audience or segmentation task in natural language. Segmenter interprets the request, asks for clarification when needed, and continues the workflow in the same conversation.
Example requests include:
- Create a segment of customers in Europe under 30 who made a purchase in the last 3 months.
- Show me segments that include inactive Gold customers.
- Review the results for 'Gold buyers' segment.