LEO Customer 360 — Documentation

Segment detail page

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Segment detail page

Vietnamese version: segment-detail-vi.md

This page shows one saved audience segment (cdp_segments): its metadata card, assigned IAB audience tags, and three workspaces for its generated SQL query, matched master profiles, and per-segment AI agent workflow (cdp_segment_agent_workflows). Open it by clicking a segment row in the Segments list.

What you can do here

  • Edit segment: opens the segment editor modal to update the name, segment_tag, domain, description, IAB audience_tags, and rule tree.
  • Refresh data: calls POST /api/v1/segments/{segment_id}/recompute to submit an asynchronous Dagster run (segmentation_job) that updates member_count, last_computed_at, and profile segmentation_tags / audience_tags.
  • Switch workspace: toggle between the Audience SQL Query, Matched Profiles, and Agent Workflow tabs.

Audience SQL Query

  • Displays the validated SQL statement (final_generated_sql / sql_rules) executed against cdp_master_profiles and cdp_domain_profiles, with a Copy SQL button.
  • If the segment has no rules defined, it displays "No SQL rules defined for this segment" and prompts you to select Edit segment.

Matched Profiles

  • Lists the active master profiles (GET /api/v1/segments/{segment_id}/matched-profiles) currently matching the segment’s rules; click any row to open that customer’s 360° profile page.
  • Select Load more to paginate through members. If no profiles match, it displays "No profiles currently match this segment's rules".

Agent Workflow

  • Add agent appends a processing step; Save workflow persists the ordered pipeline for this segment.
  • Each step configures an AI agent (agent_code from cdp_ai_agents), a Run order (lowest runs first), a Step status toggle (Enabled or Paused), an optional Schedule override (cron), and Agent configuration (JSON).
  • For ranking and recommendation agents, you can also select Candidate content/products.
  • Use the up/down arrows to reorder steps and Remove to delete a step.

Tabs of the page

  • Metadata card: segment name and segment_tag, Active/Inactive and Human/AI Agent (processed_by) badges, IAB audience_tags, description, Target Domain, Audience Size (member_count), Last Computed timestamp, and Created At timestamp.
  • Audience SQL Query: rule summary and generated SQL query.
  • Matched Profiles: customer profiles in this audience.
  • Agent Workflow: ordered AI enrichment, scoring, and recommendation steps bound to this segment.

Common questions

  • Why is the audience size 0? No profile matches the rules yet, or membership has not finished recomputing; verify the rules and select Refresh data.
  • How do I recompute the audience? Select Refresh data to trigger a Dagster segmentation run and poll until member_count updates.
  • How do I change the segment rules? Select Edit segment to open the visual QueryBuilder or AI rule generator.
  • What does Human vs AI Agent mean? It indicates whether a human user or the AI segment draft assistant (POST /api/v1/segments/from-description) authored the rules (processed_by).
  • What is the Agent Workflow tab used for? It schedules and runs scoring, classification, and recommendation AI agents in sequence over the members of this segment.

Graph View

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