Segments

Segments group contacts dynamically using rules — labels, custom fields, activity, channel, and more.

Segments power three places in Cloodot:

The Segments tab under Contacts (the full list)
Watchlists, for live monitoring
The Segment filter on the All Contacts table

Opening Segments

Go to Contacts in the left sidebar.
Click Segments.

You'll see every segment in your workspace and a button to create a new one.

Creating a segment

Click Create Segment.
Define it:
- Give it a clear name (e.g. "Recent Instagram Leads", "High LTV Customers").
- Add conditions in the builder. Each condition has a field, an operator, and a value.
- Choose how conditions combine — match all (AND) or any (OR).
Save the segment.

Available filter fields

Filter on built-in fields (name, email, phone, created date), any contact or conversation custom fields you've created, and labels.

Condition operators by field type

Field type	Available operators
Text / Phone	Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With, Is Empty, Is Not Empty
Number	Equals, Not Equals, Greater Than, Greater Than or Equal, Less Than, Less Than or Equal
Date	Is, Is Not, Is After, Is Before, Is in Last 7 Days, Is Today, Is Yesterday, Is This Week, Is This Month, Is Last Month
Boolean	Is True, Is False
Select	Equals, Not Equals, Is Empty, Is Not Empty
Multi-select	Contains Any, Contains All, Does Not Contain Any, Does Not Contain All, Is Empty, Is Not Empty
Label	Has Label, Does Not Have Label, Has Any Label, Has No Labels

Once saved, a segment:

Appears in the Segments list
Shows up in the Segment dropdown on All Contacts
Shows up in the segment picker on Watchlists

Applying segments

In All Contacts — Select a segment to see only matching contacts. A banner above the table shows the active segment and how many contacts match.
In Watchlists — Pick one or more segments to monitor matching contacts together in one table.

Segments are dynamic. When contact data or conversations change, membership updates automatically based on the rules.

Open a segment from the Segments page to review its rules, adjust filters to refine who's included, or delete it if you no longer need it. Changes apply everywhere the segment is used (All Contacts filter and Watchlists).

Note: Deleting a segment does not delete contacts. It only removes the grouping rule.

Sharpen your segmentation

Custom Fields — Create fields to power more sophisticated filters
Labels — Use labels in segment conditions
All Contacts — Filter and analyze contacts in the table view
Watchlists — Monitor selected segments side by side

Use segments in campaigns

Campaigns — Target segments with WhatsApp marketing campaigns
WhatsApp Templates — Build templates for segment-specific messaging

Contacts Overview — The full contact system
Insights — Analyze segment performance and engagement