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Segment agent overview

Create, edit, and understand segments by chatting with Segment agent.

Written by Bartlomiej Rekosiewicz

Segment agent lets you build and refine segments through conversation instead of manual rule building. You can create segments, update them, and view summaries directly within the segments area.

It supports iterative editing. It updates the segment directly based on your prompts.

The agent uses your available data fields and the current segment as context when generating rules.


Before you start

  • Agents store the information you enter during conversations so we can improve and enhance their performance over time.
    ​Learn more in Dotdigital and AI: Frequently asked questions.

  • Segment agent uses AI to generate and modify content. AI-generated outputs may be inaccurate, incomplete, or inappropriate for your audience. You must review and approve all suggested content before using it in your campaigns. Learn more in Get started with DotdigitalAI.

  • Required permissions
    To use this feature, you must have the following user permissions:

    • Dotdigital AI


What you can do with Segment agent

  • Create segments from scratch using prompts.

  • Edit existing segments by adding conditions and refining rules.

  • Summarise segments to help you understand segment logic.


What Segment agent doesn’t do

  • Suggest segments from broad or generic ideas.

  • Generate segments from broad or generic ideas without clear conditions.

  • Show segment counts while building or editing a segment.

  • Brainstorm segment ideas.

  • Get the contact count or reporting for segments.


Further information

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