# Segments





A segment is a named list of leads you can run a
[workflow](/platform/forms/workflows) on. A dynamic segment holds a definition
rather than a list, so `Meeting status is Meeting booked` picks up every new
booking on its own. A static segment is a fixed set.

<Frame caption="Five live segments and the definitions behind them.">
    <img alt="The segments list" src="__img0" />
</Frame>

## What You Can Filter On [#what-you-can-filter-on]

Those five definitions use six different axes:

| Axis               | As it reads in a definition                                                                    |
| ------------------ | ---------------------------------------------------------------------------------------------- |
| **Score**          | `Score is 75-100`                                                                              |
| **Email type**     | `Email type is Business`                                                                       |
| **Title**          | `Title contains Finance or Title contains Controller or Title contains CFO`, or `Title is set` |
| **Source**         | `Source is Surface Form`                                                                       |
| **Company size**   | `Employees is 1001-5000, 5000+`                                                                |
| **Meeting status** | `Meeting status is Meeting booked`                                                             |

That is what five real segments happen to use, not the full list of fields.
Open **Create segment** in the app to see everything your workspace can filter
on before you plan around a dimension.

## What Segments Are For [#what-segments-are-for]

| Use                    | How                                                                                                                                                               |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Running workflows**  | Run a workflow over a named list of leads.                                                                                                                        |
| **Campaign audiences** | A [campaign](/platform/campaign-agents/overview) is planned for a buyer segment and an outcome, so "who this is for" is a definition rather than an exported CSV. |
| **Routing**            | Segment is one of the things Surface can route on, alongside territory and existing ownership. → [Routing](/platform/scheduling/routing)                          |
| **Reporting**          | "Enterprise inbound this month" is a segment plus a date range.                                                                                                   |

## Designing Segments That Stay Useful [#designing-segments-that-stay-useful]

**One decision per segment.** `high-intent-no-meeting` is actionable;
`all-leads-2026` is just a date filter.

**Let the score carry intent.** `Score is 75-100` is usually a better filter
than a stack of firmographics, because behaviour is already weighed inside the
score. See [Scoring](/platform/lead-agents/scoring).

**Decide what makes someone leave.** `Meeting status is Meeting booked` is meant
to fill up as people book. A follow-up audience with no exit condition turns
into everybody.

**Name them for the action.** `enterprise-inbound` beats `Segment 3 (final)`.

## A Starting Set [#a-starting-set]

Nothing in the product ships these. They are the shapes teams tend to land on,
written in the axes above:

| Segment            | Definition                                                 | Used for                                       |
| ------------------ | ---------------------------------------------------------- | ---------------------------------------------- |
| High score leads   | `Score is 75-100 and Email type is Business`               | Routing and alerting                           |
| Booked a demo      | `Meeting status is Meeting booked`                         | Excluding people who are already on a calendar |
| Decision makers    | `Title contains` your buying titles                        | Campaign audiences                             |
| Enterprise inbound | `Source is Surface Form and Employees is 1001-5000, 5000+` | ABM plays                                      |
| Enriched contacts  | `Title is set`                                             | Checking how much enrichment actually resolved |

<Tip>
  To answer "does ChatGPT traffic convert?", the tool is
  `get_user_journey_analytics`, which breaks a form's traffic down by source,
  medium, campaign, AI referrers and click IDs. See the
  [tool reference](/mcp-server/tools#analytics).
</Tip>