Omnisend Agent helps you create contact segments from simple descriptions. It translates your prompts into segment filters, previews matching contacts, and lets you refine the results through chat or manually in the Segment Builder.
Before You Begin
Omnisend Agent for segments is available on all Omnisend plans.
Omnisend Agent uses the contact data available in your account.
Always review the generated filters before saving or using a segment.
Benefits
Save time: Describe your audience instead of building every filter manually.
Describe detailed audiences: Include contact attributes, actions, timeframes, and conditions in one prompt.
Refine segments conversationally: Ask Omnisend Agent to adjust the filters or clarify your request.
Keep control: Review and edit the generated rules manually before saving your segment.
Create a Segment with Omnisend Agent
Step 1: Open the Segment Builder
Go to Audience → Segments → Create segment.
Under Generate a custom segment with Omnisend Agent, enter a description of the audience you want to create.
For example: Subscribers who placed at least one order in the last three months with a value of over 500 EUR.
Click Generate Segment.
Step 2: Answer Clarification Questions (If Needed)
Omnisend Agent may ask a follow-up question when your prompt has more than one possible meaning or when further clarification is needed.
Answer the question in the chat to confirm your intended audience. Omnisend Agent then generates your segment.
Step 3: Review the Generated Segment
Review the suggested segment name, matching contacts, and generated filters. Check that the following match your intended audience:
Filters and subfilters: The correct contact attributes or events are selected.
Timeframes: The relevant dates or periods are applied.
Values and thresholds: The amounts, quantities, or frequency conditions are correct.
AND/OR logic: The filters are combined as intended.
If the segment matches your request, click Continue in Builder. If it does not, enter another prompt in the chat and ask Omnisend Agent to adjust the suggested segment.
Step 4: Edit the Segment in the Builder
Review the generated filters in the Segment Builder. You can manually change filters, values, timeframes, etc.
If you want Omnisend Agent to make additional changes, click Back to Agent chat. Describe what you want to change, then review the updated segment.
Step 5: Save the Segment
When the filters are correct, refresh the contacts if needed. Review the contact count, then click Save Segment.
Tips for Writing Segment Prompts
Write prompts that describe one clear audience goal. Include the details Omnisend Agent needs to build accurate filters.
A useful prompt includes:
Audience: Who you want to target.
Events or actions: What contacts did, or what they have in common.
Timeframe: When the action occurred.
Value or frequency: A purchase amount, number of actions, or other threshold.
Additional conditions: Any extra rules the audience must meet.
Examples
Use Case | ❌ Incomplete Prompt | ✅ Better Prompt |
New contacts | New contacts | Contacts who were added in the last seven days |
High-value contacts | VIP customers | Contacts who placed at least one order worth more than 500 EUR in the last three months |
Inactive contacts | Inactive contacts | Contacts who have not clicked any Email Campaign in the last three months |
Campaign engagement | People who engaged with emails | Contacts who opened at least one Email Campaign in the last three months |
Repeat purchasers | Repeat buyers who did not buy this product | Contacts who purchased at least twice but did not buy |
Abandoned carts | People who left something in their cart | Contacts who added a product to their cart in the last 14 days but have not placed an order |
💡 Tip: Avoid vague terms such as “recently,” “active,” “valuable,” or “engaged.” Explain what each term means for your audience.
FAQ
Is Omnisend Agent's segment creation feature available on all Omnisend plans?
Yes. You can use Omnisend Agent to create segments on all Omnisend plans. Other Omnisend Agent capabilities may have different plan requirements.
What happens if my prompt is unclear?
Omnisend Agent may ask a clarification question if your prompt is unclear. Answer it to confirm your intended audience.
Need help? Contact our Support team through in-app chat or at [email protected].