Segments (audiences)
Updated 2026-10-09
In CustomIQ a segment is an audience: who you sell to, with its description, language, country and, optionally, the associated brand. The initial assistant creates the first one from your ideal customer; in Segments you create more, edit them and import leads or customers. Every plan, campaign and piece of content in the IQ chat targets a segment.
Video tutorial
What is a segment in CustomIQ?
It is an audience: the description of who you sell to, with its language and country and, optionally, the brand it belongs to. It is the unit every plan, campaign, landing or piece of content targets. A well-described segment makes the IQ chat's research and messages more accurate.
How is it created in the chat?
The initial assistant creates the first segment from what you type under "Your ideal customer": CustomIQ names it for you. When you ask for new plans or campaigns, the IQ chat asks which segment they target and lets you choose among the ones you have.
What do I do from the dashboard?
In Segments you create segments with Add Segment, edit name, description and brand, and import leads or customers into the segment. You also configure who receives the lead alerts of each segment.
What do I need first?
Being able to describe your customer in your own words: age, what they look for, which problem you solve for them. It does not need to be perfect; the chat refines it with research.
What does it cost?
Creating and editing segments does not consume credits; researching a new segment inside a plan does, and the cost appears before you approve.
Steps
- Open Segments. Go to Segments and press Add Segment.
- Describe the audience. Give it a name and description (who they are, what they look for, which problem you solve) and, optionally, the brand.
- Import leads or customers. Use Import leads or customers to load your contacts into the segment.
- Use it in the chat. When asking for a plan or a campaign, the IQ chat will ask which segment it targets.
Frequently asked questions
- How many segments do I need?
- One per type of customer with different needs; the chat works with one at a time in each campaign.
- Can I change the segment of a campaign already created?
- During creation yes, with "change the segment" or from the Review your setup card; afterwards it is better to create a new campaign.
- What are segment alerts for?
- To notify the person in charge when a lead arrives from that segment; they are configured in Segments.
Related
- The 3-step initial assistant (audience, brand and offer)What the "Set up your AI strategy" assistant asks on first sign-in and what it creates from your answers.
- Lead alerts per segmentHow to receive by email the leads that arrive from a segment's landings and forms in CustomIQ.
- Products and collectionsWhat products and collections are in CustomIQ, where they are managed and how campaigns and content use them.