Using Company Segments
Using Company Segments
Company segments can be used for the following functions:
- Conditional branching in PlayRunner and/or Chatbots
- Create personalized messages, bots, or plays for the segments you've created.
- Direct current customers to support, open sales opportunities to their account executives, and new prospects to the proper team of reps.
- Alerting agents
- Create an alert for a segment with various triggers so that your reps can be notified without waiting for a site visitor to engage with chat
- Manage account ownership (with Salesforce integration)
- Our Salesforce integration supports account ownership by segment, allowing you to refer to different ownership fields in Salesforce depending on the segment an account falls under.
