Segments & Lead Scoring
Segments is built for Auto-Conversation agents but isn't currently shown in the tab bar — it's under active development. Some pieces described here may change before it's officially released.
Segments let an Auto-Conversation agent build a target audience for outbound re-engagement, and Lead Scoring ranks your contacts against an ideal-customer profile.
Building a Segment
Define a segment with AND-filters over Pipeline stage, Last activity, Tag, Lead score, Location, Source, Type, and Company — a live count of matching contacts updates as you adjust the filters.
An auto-exclude list keeps opted-out, actively-in-an-opportunity, and unsubscribed contacts out of the segment automatically.
Filter rows over Pipeline stage, Last activity, Tag, and more, with a live matching-contacts count.
ICP Personas & Lead Scoring
Separately, you can create an ICP Persona — a name plus a free-text description of your ideal customer — and score your contacts against it:
- Create a persona describing your ideal customer.
- Select it to see a Lead Leaderboard — contacts ranked by score, bucketed hot/warm/cold.
- Click Score all to batch-score every matching contact against the selected persona.
Contacts ranked by score against the selected ICP persona, bucketed hot/warm/cold.
Video Walkthrough
Watch the complete walkthrough below.