Segments

Segments group contacts dynamically based on rules such as labels, custom fields, activity, or channel.

Segments power:

Opening Segments

You'll see a list of existing segments and a button to create a new one.

Click Create Segment.
Define your segment:
- Give it a clear name (for example: "Recent Instagram Leads", "High LTV Customers").
- Use the segment builder to add conditions (filters). Each condition has a field, an operator, and a value.
- Choose how conditions combine: match all (AND) or any (OR) of the rules.
Save the segment.

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

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.
Becomes available in:
- The Segment dropdown on the All Contacts page.
- The segment selector in each column on the Leads board.

In All Contacts:
- Select a segment to see only contacts that match its rules.
- A banner above the table shows which segment is active and how many contacts match.
In Leads:
- Assign a segment to a column to see matching contacts as lead cards.
- Use multiple columns with different segments to compare or structure your pipeline.

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

From the Segments page:
- Open a segment to review its rules.
- Adjust filters to refine who's included.
- Delete a segment if you no longer need it.
Changes to a segment automatically affect every place it's used (All Contacts filter, Leads columns).

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