Access insights and AI recommendations for all segments

To better understand record segmentation in your HubSpot account, access the segments Intro page. On this page, quickly create new segments (manually or using AI), review insights into your existing segments, and access recommendations about creating new segments or activating segments in HubSpot tools.

The Intro page gives an overview of all segments in your account. To review insights about a specific segment, you can analyze the performance of individual segments.

Generate new segments

1. In your HubSpot account, navigate to CRM > Segments.
2. Navigate to the Intro tab.
3. To generate a new segment with AI, select the object, then enter a description of the segment to create.
4. Click Generate.
5. You'll be brought to the segment editor with recommended filters already set. You can edit the filters and finish setting up your segment.

Learn more about generating segment filters and descriptions with AI.

View insights into existing segments

1. In your HubSpot account, navigate to CRM > Segments.
2. Navigate to the Intro tab.
3. In the Your segment insights section, each card displays the number of segments for an object and the percentage of all segments that include the object.
4. To navigate to all segments for that object, click View Segments.

Learn more about viewing and filtering segments. 

Use AI suggestions to create or activate segments

On the Intro tab, you can review AI suggestions for types of segments to create based on certain goals.

1. In your HubSpot account, navigate to CRM > Segments.
   
2. Navigate to the Intro tab.
3. In the Segment suggestions section, each card has a recommendation to create and use a segment. For example, generate a segment that identifies engaged contacts that haven't yet become qualified leads.
4. To make the suggestions more specific to your goals (Enterprise only), on the right-most card, click Customize suggestions. In the pop-up box: 
   
   
   • Enter the goal you want to achieve with a segment.
   • Describe the types of records that should be included in the segment. Include key attributes and goals with the specified audience.
   • Select the channels in which you'd want to use the segment.
   • Click Generate suggestions.
5. To review a suggestion on a card, click Generate suggestions.

• • To switch between suggestions, click the left and right arrows.
  • To action the suggestion, click Generate Segment. You'll be brought to the segment editor with recommended filters already set. You can edit the filters and finish setting up your segment.