> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.crisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting started with Segments

*Learn what segments are in Crisp, how to assign them, and how your team can use them across support and campaigns.*

Segments are simple labels you can attach to contacts or conversations. They help your team organize users, route conversations, create filters, trigger automations, and target campaigns more accurately.

---

# ${color}[#0080dd](What a segment is)

A segment is a tag-like label that marks a profile or conversation with a behavior, status, source, or business meaning.

For example, you can add a `lead` segment to potential customers, a `vip` segment to high-priority accounts, or a `bug_report` segment to conversations that need product follow-up.

| Coming from Intercom? Segments are similar to tags.

---

# ${color}[#0080dd](Assign segments)

Segments can be assigned manually, from your website code, through the API, or from workflows.

#### ${color}[#445055](Assign a segment manually)

Inside a contact or conversation, add the segment from the dedicated segment field.

![Manual segments assigned to a Crisp contact](https://storage.crisp.chat/users/helpdesk/website/-/8/7/a/e/87ae2703583ac800/cleanshot-2026-02-02-at-120233_qkuek1.png =1000xauto)

#### ${color}[#445055](Assign segments with the JavaScript SDK)

Use the **Crisp JavaScript SDK** when your website knows which segments should be attached to the current visitor session.

```javascript
// Replace these segments with your own internal labels.
$crisp.push(["set", "session:segments", [["registered_users", "lead"]]]);
```

Read the dedicated guide: [How can I automatically set user segments?](/en/article/how-can-i-automatically-set-user-segments-oerdox/)

#### ${color}[#445055](Assign segments with the API)

Use the **REST API** when segments need to be updated from your backend.

__Useful API routes:__
* **Conversation segments** → [Update Conversation Metas](https://docs.crisp.chat/references/rest-api/v1/#update-conversation-metas)
* **Contact segments** → [Update People Profile](https://docs.crisp.chat/references/rest-api/v1/#update-people-profile)

In the request body, add your segments in the `segments` array.

```json
{
  "segments": ["lead"]
}
```

#### ${color}[#445055](Assign segments from a workflow)

Use the **Set Session Segment** action block when a workflow should tag the conversation automatically.

![Set Session Segment action block in a Crisp workflow](https://storage.crisp.chat/users/helpdesk/website/-/8/7/a/e/87ae2703583ac800/cleanshot-2026-02-02-at-120517_1hcxw67.png =1000xauto)

#### ${color}[#445055](Assign segments from email aliases)

If you use multiple email aliases in the same inbox, such as `contact+billing@company.com` or `contact+sales@company.com`, segments can help classify the conversation and route it to the right team.

---

# ${color}[#0080dd](Use segments in your team workflow)

#### ${color}[#445055](Build campaign audiences)

Segments are available as targeting options in [Campaigns](https://crisp.chat/en/campaigns/). This lets you follow up with users who experienced a specific event, joined a sales process, reported a bug, or belong to a meaningful lifecycle group.

![Campaign audience based on Crisp segments](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-03-03-at-120230_kw4ce5.png =1000xauto)

#### ${color}[#445055](Trigger a Zapier workflow)

You can use Zapier to trigger an action when a segment is assigned. For example, assigning a `bug` segment could create an issue in Jira or Trello.

![Zapier trigger based on a Crisp segment](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-03-03-at-124504_5qlw06.png =1000xauto)

#### ${color}[#445055](Create Inbox filters)

Segments can be used in Inbox filters so agents focus on the conversations that matter to their role, language, team, or priority level.

![Inbox filter based on Crisp segments](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-03-03-at-124630_v05h9s.png =1000xauto)

Segments are intentionally simple. If you need to store detailed key/value information, use [custom data](/en/article/what-is-custom-data-and-why-is-it-powerful-43jgi3/) instead.