Segments page

Vietnamese version: segments-vi.md

This is the Audience Builder (cdp_segments): the catalog of saved customer audience segments. Each segment defines a validated rule tree (json_rules and sql_rules) over master profile attributes (cdp_master_profiles) and domain attributes (cdp_domain_profiles.domain_attributes), optionally mapped to standardized IAB Audience Taxonomy 1.1 tags (audience_tags). The list displays how many active master profiles currently match (member_count). Click a segment row to open its detail page.

What you can do here

• Search: “Search segments by name…” filters the list as you type.
• Filter: Domain (All domains or a specific domain), Status (All statuses, Active, Inactive), Source (All sources, Created by user, Created by AI agent), and Audience size (All audience sizes, No members, Has members).
• Clear filters: the reset icon button clears the search box and all filter dropdowns.
• Refresh: calls POST /api/v1/segments/admin/recompute-all to recompute segment memberships for the caller’s tenant via Dagster (segmentation_job) and update matched counts. When SSO is enabled (SSO_LOGIN=true), this action requires a tenant admin role (admin or root).
• Create segment: opens the segment editor modal.
• Read the table: Segment (name and segment_tag), Business Domain, Created By (human or ai_agent), Matched Profiles (member_count), Lifecycle (Active or Inactive), and Created On.
• Open or edit: click a row to open the segment detail page, or select the Edit action on the row.

The segment editor

• Fields: Segment name, Segment tag (segment_tag), Domain, IAB Audience Tags (audience_tags), and Description.
• Describe with AI: type a plain-language audience description and select Generate rules (or Update rules). The API (POST /api/v1/segments/from-description) drafts a safe QueryBuilder rule tree and SQL fragment; select Start over to clear it. AI drafting never saves automatically.
• Audience rules: choose segmentable attributes (GET /api/v1/segments/segmentable-profile-attributes), operators, and values from the live catalog to build the rule tree.
• Save: select Create segment for a new segment or Save changes when editing; Cancel closes without saving. Creating or updating a segment automatically triggers an asynchronous Dagster recompute for that segment, while the background segmentation_poll_sensor (default every 60 seconds) keeps active segments in sync when profiles change.

Sections of the page

• Header and filters: search box, the four filter dropdowns, Clear filters button, Refresh, and Create segment.
• Segments table: one row per saved segment.
• Footer: total segment count and a Load more button.

Common questions

• How do I create a segment? Select Create segment, enter a name and tag, build the rules (manually or with Describe with AI), and select Create segment.
• What is the difference between “Created by user” and “Created by AI agent”? It records whether a human operator or the AI draft assistant generated the segment rules (processed_by).
• Why is Matched Profiles 0? Either no active profile matches the rules yet, or the asynchronous Dagster recompute has not finished; select Refresh to recompute.
• Can I write segment rules in plain language? Yes — use Describe with AI to generate the rule tree from natural language, then review and save.
• How do custom attributes from external systems appear in the rule builder? Any attribute in cdp_profile_attributes with is_segmentable = TRUE and status = 'ACTIVE' (including keys auto-registered from cdp_domain_profiles.domain_attributes) is automatically available in the attribute picker.