> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Segments

> Build saved filters to define account groups — by MRR, health score, traits, activity, and more.

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.

## 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.

### Condition fields

**Account properties:**

| Field                         | Type    |
| ----------------------------- | ------- |
| MRR                           | Number  |
| Health Score                  | Number  |
| CSM Pulse Score               | Number  |
| Active / Churned / Onboarding | Boolean |
| Created Date / Updated Date   | Date    |

**Activity aggregates:**

| Field                                                                       | Type   |
| --------------------------------------------------------------------------- | ------ |
| Last Meeting / Last Email                                                   | Date   |
| Open Requests, Meeting Count, Contact Count, Email Thread Count, Note Count | Number |

**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](/accounts/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.

### Operators

| Field type  | Operators                                                                                                        |
| ----------- | ---------------------------------------------------------------------------------------------------------------- |
| **Number**  | equals, not equals, greater than, less than, between, is set, is not set                                         |
| **Text**    | equals, contains, starts with, ends with, is set, is not set                                                     |
| **Boolean** | is true, is false, is set, is not set                                                                            |
| **Select**  | equals, not equals, is set, is not set                                                                           |
| **Date**    | in the past, in the future, within last X days, more than X days ago, before, after, between, is set, is not set |

### 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."

### Color

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

### Preview

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

## 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.

## Editing and deleting

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