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Segments are reusable filter definitions that group accounts by specific criteria. Use them to focus on high-value accounts, at-risk customers, accounts without recent meetings, or any other combination of conditions.

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Building a segment

Click the Segment button on the Accounts page to open the segment builder. Each segment needs a name (unique per organization), an optional description, and at least one condition.

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Condition fields

Account properties: Activity aggregates: Traits — All your custom traits, platform traits (from Vitally), and smart traits are available as condition fields, with operators matching their data type. Indicators — Saved Indicators are available as condition fields. The condition reads the account’s current indicator value:
  • A boolean indicator paired with is true / is false → matches accounts where the indicator currently passes its threshold.
  • A number indicator paired with greater than 5 → matches accounts whose indicator value exceeds 5.
Event aggregates — Inline event aggregations defined directly on the condition. No saved indicator required:
  • Function (Count of events / Unique users / Sum of property)
  • Event name
  • Optional payload-property filters (AND-only)
  • Time window (Rolling N days, All time, Since first seen)
  • An operator + value to compare the aggregate against
Use this when you want a one-off “logged in 5+ times in the last 7 days” condition without polluting your saved-indicator list.

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Operators

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AND / OR logic

Toggle between Match ALL (AND) and Match ANY (OR) at the top of the condition list. You can also nest one level of sub-groups with their own AND/OR operator — for example, “Match ALL of: MRR > 5000, Match ANY of: churned = true, health score < 40.”

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Color

Pick a color swatch for the segment (10 presets). The color appears as a dot next to the segment name in the dropdown.

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Preview

Before saving, click Preview to see how many accounts match and a sample list with names, MRR, and health scores.

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Applying a segment

Select a saved segment from the dropdown on the Accounts page. The table filters server-side to show only matching accounts. The active segment persists across sessions. Click the X button to clear the segment and return to the full account list.

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Editing and deleting

Each segment in the dropdown has inline edit and delete buttons. Deleting an active segment automatically clears the filter.