To manage your user behavior for benefits of your business, you can segment them into groups according to their requests or needs, for example. Follow the instruction to learn how to do this.

1.To create a segment, go to “People” section and in the submenu “Segments” create a new segment entering a name description. Then press “Add”:

The result is that we have two segments. For an example of a finance bot we have here, they are a segment for users who are interested in a card issue and a segment for users who are interested in personal investments.

2.To segment users, you need to insert an option to add a user into this segment in an appropriate answer in your dialog.

Let’s consider an example when there are two lines of conversation in the finance bot.

The bot asks a user if he/she is interested to issue a card. If the user answers “yes”, the bot proceeds to an appropriate answer where the bot notifies the user about the following form to collect contact details for a card issue. If the user follows the seconf line of the conversation and shows interest in personal investment options, the bot proceeds to an appropriate answer where the bot notifies the user about the following form to collect contact details for a card issue.

To segment users into two groups dependent on their request, we need to add appropriate segments into appropriate answers. We add a segment “Card requests” into an answer where the bot notifies a user about the following form to collect contact details for an card issue. As a result, when a user comes to this answer, he/she will be assigned then to the segment “Card requests”.

To segment users into the segment “Investment requests”, we should add a segment “Investment requests” to an appropriate answer and repeat the sequence of actions:

You are done!! Your users will be distributed into two segments automatically now 🙂 Enjoy!