Create New Segment

The Create New Segment panel provides fields and previews to configure and validate a segment before it is saved. It accepts natural language prompts that the AI interprets to generate a structured query, making it easier for non-technical users to define segments.

• On the Segments list page, select Create New Segment (black button at the top-right).

• The Create New Segment panel opens on the right side of the screen.

• In the Name field, enter a clear and unique segment name. The system validates the segment name in real time and displays a red error message if the name already exists.

• In the Prompt field, describe the audience in simple, plain and direct language. Mention key fields if you know them.
  For example: “profiles where birthdate is on or after 2000-05-28.”

The Prompt field is a mandatory field. BCE uses this prompt to build the structured query for your segment.

• Select Search, the Details section displays the generated Structured Query.

• Expand the Structured Query panel if it is collapsed to review the generated query.
  For example: birthdate_cus >= '2000-05-28'

  • This query selects profiles where the birthdate is on or after 28 May 2000.

  • If needed, edit the query directly to fine‑tune the conditions.

    Use field names that exist in your profile schema (for example, current_balance, in_collections, birthdate).

    

    If you prefer SQL, copy the generated Structured Query output into the Prompt field and make changes directly. This is often faster than updating the original prompt.

  • Combine conditions with logical operators such as AND and OR.

    For example: current_balance > 500 AND in_collections = false targets customers with a balance above 500 who are not in collections.

• The Create Segment button becomes active once you provide a Segment Name and generate a valid Structured Query.

Details

• Turn ON the Use Prompt as Segment Description toggle to reuse the prompt text as the segment description in BCE.

• The Description field is greyed out (not editable) when the Use Prompt as Segment Description toggle is ON.

• Or turn OFF the Use Prompt as Segment Description toggle to provide an elaborate description when users should use this segment.

  • In the Description field, enter a clear summary of the segment.

 The Description field does not currently enforce a character limit. For better readability and usability, keep the description within 250 characters.

Overview

Under Details, the Overview section displays summary metrics as colored tiles. These tiles provide a quick snapshot of the profiles and campaign attached to the segment. The Overview section includes the following tiles:

• Profiles – Displays the number of profiles that currently match the segment.

• % Customer Base – Displays the percentage of the total customer base that belongs to this segment.

• Campaigns – Displays the number of campaigns that are currently using this segment.

 The Overview metrics start tracking after the first message is launched.

Profiles Preview

  The Profiles Preview displays all profiles that match the segment’s Structured Query conditions.

• Scroll to the Profiles Preview section to review the profiles included in the segment.

• The Profiles Preview table displays profile attributes in columns, such as:

  • profile_id – Unique identifier of the profile.

  • activation_date – Date when the profile became active.

  • birthdate – Birthdate associated with the profile.

  • bt_city_con – City associated with the profile.

  • created_at – Timestamp when the profile record was created.

 Additional columns may be available based on the profile schema.

• Scroll vertically to view additional profile rows and scroll horizontally using the scroll bar at the bottom of the table to view additional columns.

• Review a sample of profiles to verify that the segment includes the expected audience.

• If the preview displays unexpected profiles, return to the Structured Query panel and refine the query conditions, such as date ranges, numeric thresholds, or equality criteria.

• Click Create Segment button.

 The Create Segment button becomes active once you provide a Segment Name and generate a valid Structured Query.

• The system creates the segment using the defined criteria.

• The newly created segment appears in the Segments list table.

• The Segment Details section provides options to Edit, Delete, or Add the segment to a campaign.

• Click Cancel button if you want to cancel the Segment Creation process.

• The system does not create the segment.

• You are returned to the Segments list page.