Instead of creating rules manually, describe the segment you want, and Segment agent generates and updates it. Refine conditions step by step, review the logic, and make changes as needed. Segment agent works alongside manual segment building, so you can build segments either manually or with prompts.
It helps you create more complex segments by combining conditions and refining logic through follow-up prompts. It generates and updates segment rules based on your prompts.
If you’re new to Segment agent, see Segment agent overview for an explanation of what it is and what it can do.
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 build and modify segments. AI-generated segments may contain inaccurate or incomplete rules, and might not include the contacts you expect. You must review and approve each segment before you use 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
Work with Segment agent
Create a segment with Segment agent
Start with a clear description of the conditions you want in your segment.
In Marketing, go to Audience > Segments.
Select the AI icon.
Segment agent opens in the right-hand panel.Enter a prompt, or select a suggested one.
If the agent finds more than one list or segment that matches your prompt, select the one you mean from the options it shows.
Segment agent opens the segment builder, adds rules based on your prompt, and names the segment. For example, for contacts over 25, it adds a rule that the birthday data field is before a certain date.
Review the suggested rules.
To change the segment, continue the conversation with the agent, or edit the rules yourself in the segment builder.
To rename the segment, select its name and enter a new one.
When you finish editing, select Generate segment.
Edit or summarise an existing segment with Segment agent
To edit a segment or ask the agent to explain it, open the segment in the builder first.
In Marketing, go to Audience > Segments.
Open the segment you want to work with.
Select the AI icon.
Describe the changes you want to make, or ask the agent to summarise the segment. For example:
Add a rule for contacts who opened an email in the last 30 days.
Summarise who’s in this segment.
Review the updated rules.
To make more changes, continue the conversation with the agent, or edit the rules yourself in the segment builder.
When you finish editing, select Generate segment.
Control the agent using the icons in the side panel:
Restart chat icon
Clears the current conversation and context.Close icon (X)
To open it again, select the AI icon.
Refine segment conditions
Enter a prompt that clearly describes the segment you want to build.
Example:
Segment contacts who are subscribed to email in a specific list.
You can refine the segment:
Example:
Also include contacts subscribed to SMS.
Build more complex segments
Describe several conditions in one prompt, and the agent adds a rule for each one. You don’t need to create each rule yourself.
Example
Create a segment of contacts whose favourite sport is football, basketball, tennis, golf, or rugby.
Refine further
Only include contacts who opened an email in the last 30 days.
Advanced example
Create a segment of contacts whose favourite sport is football, basketball, tennis, golf, or rugby, who opened an email in the last 30 days, and who live in the UK.
Summarise a segment
Get a plain-language explanation of what a segment’s rules do. This is useful if you’re new to managing segments, or you’re working with a segment someone else created.
Open the segment in the builder first, then ask the agent to summarise it.
Learn how in Edit or summarise an existing segment with Segment agent.
Example:
Summarise [example_name] segment.
Refine further
Explain the second rule in more detail.
Improve your results
To get the most out of Segment agent, treat it as a collaborative assistant. Guide it clearly and refine outputs through conversation.
Be clear and specific
Provide detailed conditions when defining your segment.
Refine step by step
Build your segment gradually using follow-up prompts.
Use clear conditions
If more than one list or segment matches, it asks you to choose.Describe rules using known fields and attributes. Segment agent attempts to match field and list names to your data where possible.
Avoid vague requests
Segment agent requires defined rules and cannot interpret broad ideas.
Review generated rules carefully
Check segment logic before using the segment.
Use summaries to understand segments
Ask for summaries when working with complex logic.
Further information
To learn more, see Segment agent overview.