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Platform
July 5, 2026
Segments: group and target by customer context
Group users by role or access, then scope knowledge and actions to each segment.
Segments let teams group customers and users for targeted agent behavior, content, and reporting — scoped by role, access, plan, or geography. Knowledge and actions can be scoped to a Segment for a tailored experience.
Segments give customers a way to tailor agent behavior and measure performance by customer tier, plan, or region.