Segment Access

An agent can check a lead's segment membership and change it according to its instructions. For example, it can add a customer to News on request, or only explain subscription status without changing it.

Choose segments

Open agent tools.

In "Working with segments", click "Configure".

Segment Access. Highlighted elements: 2. "Working with segments"; 3. "Configure" — 2. "Working with segments" · 3. "Configure"

In the settings dialog, choose the available segments.

Access options: none, all available segments or selected items. "All available" includes segments created in the future. Archived or deleted segments and this agent's own automatic segment are unavailable.

Segment Access. Highlighted elements: 4. settings dialog; 5. available segments — 4. settings dialog · 5. available segments

Allow actions

With access enabled, the agent can find available segments and check a lead's membership. The permissions separately allow adding and removing. Leave both off for read-only access.

If you chose Selected segments only, search by name or public ID and check the items you need.

Click "Save", then publish the agent.

Segment Access. Highlighted elements: 6. permissions; 7. search by name or public ID; 8. "Save" — 6. permissions · 7. search by name or public ID · 8. "Save"

Define the condition in the instructions: "If the customer asks to receive news, add them to the News segment." Segment access alone does not define that rule or replace required consents.