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Segments

A segment is a saved, named filter. You build the conditions once and apply them wherever you need them: on the Users page, in reports and in a broadcast audience.

Typical segments: "paying customers" (did successful_payment at least once), "Premium users", "Russian-speaking", "pressed the button but never paid".

What a segment stores​

  • Conditions, not a list of people. Who is in a segment is worked out again for the period of the page where you apply it. "Paid at least 3 times" over the last 7 days and over the last 30 days are different people.
  • One bot. Event and property names belong to each bot, so a segment applies only to the bot it was built for.
  • Shared by the project. Everyone in the project can see and apply it.

Creating a segment​

  1. Open the Users page and choose a bot.
  2. Build the conditions in the filter builder. The table below it is a live preview: you see straight away who falls into the segment for the selected period.
  3. Press "Save as segment" and give it a name.

To change a segment, apply it, adjust the conditions and press "Update "name"". If a colleague changed the segment while you were editing it, the save is refused, so nobody's edit is overwritten silently. Your conditions stay in the builder: save them as a new segment, or apply the segment again to see its current version.

Segment names are unique within a project, not within a bot: two bots in one project cannot both have a segment called "VIP". If a name is taken, Metriox tells you which bot holds it.

The Segments section​

Every segment in the project is in the Segments section of the menu on the left.

  • Search and filter by bot. Find a segment by part of its name, or show one bot's segments. The search and the filter are kept in the page address, so a filtered list can be shared.
  • Open on the Users page. Click the segment's name: its conditions load into the filter builder, and the table shows who matches them.
  • New broadcast to the segment. The broadcast icon in the segment's row opens a broadcast draft on the segment's bot with a copy of its conditions.
  • Rename and delete are available to members with the Writer role or above. Deleting asks you to confirm.
  • The top of the section shows how many segments the project has. From 80% of the plan's limit, the limit and a warning appear next to it. Once the limit is reached, no new segment can be created until you delete some.

"Create segment" opens the Users page: a segment is built where you can see straight away who falls into it.

Which conditions can be saved

A segment holds what the filter builder can show; anything else would be lost the next time it is opened:

  • a list of conditions joined by a single AND or a single OR; each condition can be negated;
  • a "did something N times" condition counts one event by name;
  • up to 40 filter elements and no more than 4 profile-property conditions.

Nested groups such as "(A or B) and C" cannot be saved.

People or events​

Every segment carries a badge. It tells you whether the segment behaves the same on every screen.

BadgeConditionsHow it behaves
PeopleOnly conditions about the person: a profile property ($tg.is_premium, $tg.language_code) or "did something N times"Selects the same people in reports, on the Users page and in broadcasts
EventsAt least one condition on an event or an event propertyIn a broadcast it selects the people who had such events. In a report it narrows the events themselves: the "Events by name" report with "pressed button X" shows only those presses, not everything those people did

If you need a segment of people, describe the action as "did something at least 1 time"; the segment then gets the "People" badge.

Segments in reports​

A report page has a "Segment" field next to the bot and the period.

  • A segment in a report is live: change the segment, and the report shows the new membership the next time it is opened.
  • The chosen segment goes into the link. A link with a segment opens the report on that segment's bot.
  • If the segment in a link has been deleted, the report says so and offers to show data for all users. A chart without the segment is never shown under a link that names one.

Not every report can take a segment:

ReportsSegment
Most event and user reportsAny
RetentionOnly with the "People" badge: an event condition would change what "came back" means
Profile-property reports (languages, Premium, deep links), "New users", audience inflow and outflow, channel subscribers, the heatmap, 30-day churn, the funnelDoes not apply: these reports always count all of the bot's data, and their "Segment" field is disabled

Segments in broadcasts​

In the audience editor, press "Insert a segment": the segment's conditions are copied into the broadcast draft.

  • It is a copy, not a link. If you later change or delete the segment, the broadcast does not change. That way a prepared broadcast can never be retargeted by accident by editing a segment.
  • The editor shows which segment the conditions were copied from and whether they still match it. If they no longer match, you can insert them again.
  • If the draft already has conditions, inserting a segment replaces them, and Metriox asks you to confirm.
  • You can also start a broadcast from the Segments section: the broadcast icon in a segment's row opens a draft with a copy of its conditions.
There can be fewer recipients

On the Users page a segment contains everyone who matches the conditions. A broadcast reaches only people who opened a private chat with the bot; see who is in the audience.

Permissions and limits​

ActionMinimum role
Apply segments in reports, on the Users page and in broadcastsReader
Save, update, rename and delete segmentsWriter
  • Deleting a segment is recorded in the project audit log as segment.delete.
  • How many segments a project can keep depends on its plan: up to 10,000 by default. When the limit is reached, Metriox shows how many segments there are and how many are allowed: delete ones you no longer use in the Segments section and save again.
  • If a plan's limit goes down, existing segments are not deleted: only saving new ones is refused.
  • If you move a bot to another project, its segments move with it. A name already taken in the new project gets a suffix: "VIP (2)".

Segments and AI agents​

Over MCP an agent sees the list of segments (metriox_list_segments): names, bots and the "People" or "Events" badge. It can create a broadcast draft for a segment by passing segmentId to metriox_create_campaign. The list comes in pages and can be searched by name. The conditions themselves are never handed to the agent and cannot be edited over MCP.


What's next?​

  • Filters — which conditions you can build
  • Users — where to build and check segments
  • Reports — the ready-made reports a segment applies to
  • Broadcasts — how to send a message to a segment