Tags, not buckets
One account can be high-value, at-risk, and ramping at the same time.
Segments layer — behavior, value, lifecycle — so automation and AI summaries can reason about any combination. AI reviews the data continuously and proposes tags for you to accept.
4 pending
AIAI recommendations
- Nimbus QualitativeSuggest addingAt Risk
Usage down 74% vs. monthly average, no contact in 33 days, and two support cases unresolved. Matches the at-risk profile across all three signals.
- Bellwether GroupSuggest addingGrowth Potential
Ahead of monthly goal for 2 consecutive months, active users doubled, and pattern closely matches accounts that expanded in the past 12 months.
- Arcade StrategySuggest addingRamping
Steady month-over-month usage growth for 4 months after onboarding. Exit criteria for 'onboarding' tag are met.
- Thicket ResearchSuggest addingDormant
No meaningful activity in 45 days. Last usage spike was in Q1. Worth flagging for a proactive touch before tagging churn-risk.
Library
All segment tags
Behavior4
- Power User3
- Declining Engagement4
- Dormant1
- Newly Active2
Value3
- High Value4
- Growth Potential3
- Long Tail2
Lifecycle4
- Onboarding0
- Ramping3
- Mature4
- At Risk2