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.
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.

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:
- Conversation segments → Update Conversation Metas
- Contact segments → Update People Profile
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.

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.

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.

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.

Segments are intentionally simple. If you need to store detailed key/value information, use custom data instead.
Updated on: 03/05/2026
Thank you!