--- title: "Create New Segment" slug: "create-new-segment" updated: 2026-04-22T14:54:40Z published: 2026-04-22T14:54:40Z canonical: "help.csgi.com/create-new-segment" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # 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.![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/create segment form.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) - 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.” > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > The Prompt field is a mandatory field. BCE uses this prompt to build the structured query for your segment. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/create segment(1).gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) - 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**). > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > 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: ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Segment Overview.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) - **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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > The Overview metrics start tracking after the first message is launched. ## Profiles Preview > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > Additional columns may be available based on the profile schema. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Profile preview.gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) - 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) > > 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**. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/create button function.gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A22%3A16Z&se=2026-10-26T14%3A22%3A16Z&sr=c&sp=r&sig=2htXMqh3KsVBAvJ4CvjBhhyEV36IjeVkbI5wPzl4UGI%3D) - 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.