What it is for: saving, under a name, a group of contacts that meet certain conditions (for example, "hot leads that wrote on WhatsApp and have been silent for 10 days"), so you always have it at hand.
Where it is: menu Customers and leads («Clientes y leads») → Lists and segments («Listas y segmentos») (it may be inside "More...").
Who sees it: anyone who has an AI agent. If you do not see it in your menu, ask our support team.
What you see first
- At the top, the Create segment («Crear segmento») form.
- Below, the Saved («Guardados») list with the segments you have already made. If there are none, it says "Sin segmentos" (no segments).
A segment saves the conditions, not the people. It is a named filter.
Step by step
Create a segment of contacts
- In Name («Nombre»), type how you will recognise it (required).
- In Description («Descripción»), note what you want it for, if it helps.
- In Levels («Niveles»), tick the ones you want. These are the interest levels your agent set when qualifying each lead (they show as Caliente (hot), Tibio (warm) and Frío (cold)).
- In Channels («Canales»), tick which channel they came through: WhatsApp, voice, web form, manual and one or two more. They show in Spanish: WhatsApp, Llamada (call), Formulario web (web form), Manual, Instagram, Email or Web. Contacts that come from your previous CRM show as Importado de tu CRM anterior (imported from your previous CRM).
- In No activity for ≥ days («Sin actividad hace ≥ días»), put how many days without movement. With 0 it does not filter by this.
- In Search name/email/phone («Buscar nombre/email/tel»), type part of the name, email or phone if you want to narrow it down.
- Click Create segment («Crear segmento»).
You can leave unticked whatever does not matter to you: only the conditions you fill in count.
In the Saved («Guardados») list, each segment shows its conditions written as a sentence, for example «Niveles: Caliente · Canales: WhatsApp · Sin actividad desde hace 10 días o más» (Levels: Hot · Channels: WhatsApp · No activity for 10 days or more). If it has no conditions, it says «Todos los leads» (all leads).
Delete a segment you no longer use
- In Saved, find the segment.
- Click Delete («Borrar») on its right.
Deleting a segment only deletes the saved filter. The contacts stay in your CRM.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| It will not let me create the segment | The Name is missing | Type a name |
| I do not see the entry in the menu | You do not have an AI agent | Ask our support team |
Related
- My CRM: your leads and contacts.
- Contact agenda: the notebook with the lists you import.
- WhatsApp campaigns: writing to a group of contacts at once.
- Appointments and follow-ups: what your agent does when someone does not reply.