Naming and saving a filter combination you use often, reopening it from the strip with one tap, deleting it, and the limits.
Last updated: September 30, 2026
Rebuilding the same filter combination every week — pick the tag, pick the quiet period, apply — gets tedious by the third week. A segment stores that combination under a name and brings it back with one tap. This guide covers saving, opening and deleting segments, and exactly what a segment stores.
⚠️ Saving and deleting segments needs contact edit permission. In the viewer role you still see the segment strip and can open segments, but the saving box and the delete cross are not drawn.
A segment is the saved form of the filters on the contact list. It stores the question, not the people: the list is recalculated from current data every time you open it.
In practice that means this: the twenty people you see today under "customers quiet for 30 days" may not be the same twenty a week later. A segment is a living query, not a frozen list.
Segments belong to the account, and the whole team on that account sees the same segments. A "Hot leads" segment saved by an administrator is usable by agents too — but everyone still sees only the contacts in their own scope, so a segment never shows anyone extra people.
On success the screen says "Segment saved." and the new segment appears in the strip.
The saving box lives inside the filter panel; there is no separate "new segment" button beside the strip. That is deliberate: you build the filter first, then give it a name.
A segment stores the filters that were applied at the moment you saved it:
⚠️ Note: The Awaiting our reply filter is not stored in a segment. If you want a list that includes it, open the segment and then pick the reply-state filter by hand. Clearing that filter before you save keeps you from wondering later why a different list comes back.
The page number is not stored: a segment always opens on page one.
Saved segments sit in a single-line strip below the filter panel. The strip begins with the word Segments. On a phone the strip scrolls sideways instead of wrapping, so with many segments you swipe to the right.
Tapping a segment's name applies its filters and redraws the list. The address bar changes too, so you can copy and share the address of the segment you opened.
Segments are laid out in alphabetical order. The order cannot be changed by hand, so if you want the ones you use most at the front, name them accordingly (for example "1 Hot leads", "2 Dormant"). If you have not saved any segments, the strip is not drawn at all.
Press the cross beside the segment's name. The panel asks for confirmation first and the confirmation names the segment, which reduces the risk of deleting the wrong one. Confirm and the segment leaves the strip.
Deleting a segment deletes no contacts. The only thing removed is the saved filter; contacts, tags and conversations stay where they are.
There is no separate screen for "editing" a segment. If you change the filter and save it again under the same name, the panel treats it as a new segment and refuses it because the name is taken. The right route: delete the old segment, then save the new filter under the same name.
A dental clinic works with three segments:
appointment_request tag plus last 7 days. Every morning this segment is opened and everyone on the list is called.patient tag plus quiet for 90 days. A check-up reminder goes out once a month.price tag, no time filter. Campaign announcements go to this list.All three live on the same screen, in the same strip. The morning routine shrinks to "tap Waiting for an appointment in the strip"; nobody rebuilds filters and two people never end up working from different lists.
If you get an error while saving a segment, review the limits above or get in touch with our Support team.
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