Articles on: Contacts & CRM

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.



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.



Assign segments


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


Assign a segment manually


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


Manual segments assigned to a Crisp contact


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.


// 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?


Assign segments with the API


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


Useful API routes:


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


{
"segments": ["lead"]
}


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


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.



Use segments in your team workflow


Build campaign audiences


Segments are available as targeting options in 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


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


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


Segments are intentionally simple. If you need to store detailed key/value information, use custom data instead.



Updated on: 03/05/2026

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