Smart Segmentation

Ask for a segment. Skip the export.

Building a segment usually means a request, an export and a spreadsheet. On Finsi, ask the MAGNET agent for "customers who ordered 3+ times but skipped last month" and it builds the segment from verified customer data. It is pushed to Klaviyo or Meta only after someone approves.

Finsi Smart Segmentation with natural language queries and customer segments

Plain-language requests

Describe the customers you want in plain English. MAGNET turns it into segment criteria you can see and edit.

Advanced filters

Combine rules across purchase behavior, subscription status, product affinity, LTV, churn risk and more.

Segment KPIs on shared definitions

AOV, LTV, retention rate, churn rate and revenue contribution per segment, using the same definitions as every other report and agent on Finsi.

Segments that stay current

Segments update as customer data changes. No manual refreshes or stale lists.

Push to Klaviyo and Meta after approval

Send a segment to Klaviyo for email or to Meta for lookalike and retargeting audiences. The push waits for approval and is recorded.

Shared with other agents

Segments are shared context. ECHO and PULSE use the same audiences MAGNET builds, so email and ads target the same customers.

Segmentation without a data analyst in the loop.

Ask in plain language or use the visual builder to create customer groups. Every segment comes with built-in KPIs so you can see its value straight away.

Finsi customer segmentation builder with natural language

Customer profiles behind every segment.

Drill into any segment to see individual customers with purchase history, subscription status, health score and predicted lifetime value.

Finsi customer profiles with detailed insights

Frequently Asked Questions

1. How do plain-language segment requests work?

Describe the customers you want, for example "subscribers who ordered more than 3 times but skipped their last delivery" or "high-LTV customers from Meta Ads who haven't purchased in 60 days". MAGNET translates that into filter criteria and builds the segment. You can see and edit the filters it used.

2. How do segments stay up to date?

Segments are defined by rules, not static lists. As orders come in, subscriptions change or behavior evolves, segments recalculate from the latest data with no manual refresh.

3. Can I export segments to Klaviyo and Meta Ads?

Yes. Push any segment to Klaviyo as a synced list for email and SMS, or to Meta as a custom audience for retargeting and lookalikes. The first push is approved by a person and recorded; synced segments then keep your external platforms current.

4. What segment templates are available?

Templates for common e-commerce segments: high-value VIPs, at-risk subscribers, one-time buyers ready for a second purchase, recently churned customers for win-backs, loyal repeat buyers, discount-sensitive shoppers and high-AOV customers. Each is a starting point you can customize.

5. What can MAGNET access?

Only what you allow. You decide, per agent and per brand, what MAGNET may read, what it may propose and what it may run after approval, and you can revoke access in one place.

Stop waiting on segment requests

Tell us how segments get built at your company today. We will show you how MAGNET builds them from verified data, with your team approving every push.