Use AI to generate filters and descriptions in segments

Use the AI assistant in HubSpot segments to find the correct filters to refine your records and to set a description that explains which records are included. For example, you can create segments based on descriptions, such as Contacts who opened an email in the last 30 days.

At this time, you can use AI in contact, company, deal, ticket, custom object, cart, and order segments with the following filters:

• Current object properties
• Associated object properties
• Segment memberships

For contact-based segments, you can also filter by the following:

• Form submissions, excluding refinements (i.e. criteria used to further narrow down the filter, such as when the form was submitted)
• Ad interactions
• Email subscriptions
• Marketing emails
• Page views, excluding refinements (i.e. criteria used to further narrow down the filter, such as the page viewed)

Manage AI settings

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to AI.
3. In the Access tab, click to toggle the Give users access to generative AI tools and features switch on. To personalize your content, click to toggle the CRM Data switch on. This is recommended to generate outputs relevant to your company. Learn more about managing your AI settings.

Create a segment with the AI assistant

To use the AI assistant when creating a segment:

1. In your HubSpot account, navigate to CRM > Segments.
2. In the upper-right, click Create segment. 
3. Select the object with the records you want to segment in your segment. 
4. In the Generate segment filters with AI text box, enter a description of the types of records you want to include in the segment. 
   
   
5. Click Next.
6. The right panel will open with a preview of the generated filters.
7. To adjust your prompt, click Edit prompt, update the description, then click Generate filters to generate new filters.
8. If the filters are correct, click Add these filters.
9. Click Review and save. If you have access to the Enhanced Segment Builder Experience (BETA), click Next.
10. To generate a segment description based on the filters, below the Description field, click Generate with AI. To adjust the description, manually enter changes or click Regenerate.
11. Confirm the other segment details, then click Save and process segment.

Edit a segment's filters with the AI assistant

To edit an existing active segment's filters with the AI assistant:

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of the active segment to edit.
3. In the left panel, click Edit filters.
4. In the top right, click Generate filters with AI.
5. In the right panel, add a description of the records you want to include in the segment, then click Generate filters.
6. Review the generated filters.
7. To adjust your prompt, click Edit prompt, update the description, then click Generate filters to generate new filters.
8. If the filters are correct, click Add these filters.
9. Click Save changes.