Building Segments in Cavaco AI

Segments are dynamic groups of profiles defined by behavioral, transactional, or demographic rules. Because Cavaco tracks real-time signals across your site and syncs directly with your product catalog, segments update continuously as customers take actions.

You can use segments to trigger marketing campaigns, restrict on-site widgets, filter recommendation recipes, or analyze audience health.

Two Ways to Build Segments

Cavaco offers two distinct ways to create a segment: the AI-assisted flow and the manual rule builder.

1. AI-Assisted Segment Creator

If you know what audience you want to target but aren't sure which exact events or properties to filter by, you can use the Marketing Copilot to build the segment for you.

• Navigate to Audience > Segments and click Create Segment.
• Select Build with Assistant.
• Describe your target audience in plain English (e.g., "Customers who bought a winter coat in the last 30 days but haven't purchased a beanie").
• The Copilot will generate the exact condition logic required to capture that audience.
• Click Use Segment to open the generated draft in the manual editor, where you can review the rules, tweak timeframes, and save it.

2. Manual Rule Builder

For precise control over event properties and nested logic, use the manual builder.

• Navigate to Audience > Segments and click Create Segment.
• Select Build from scratch.
• You will be presented with the Conditions Editor, where you can define the exact rules that apply to this segment.

Understanding the Conditions Editor

The Conditions Editor uses a structured sentence format to build rules. Every rule consists of four parts: a Filter Type, a Metric, an Operator, and a Timeframe.

Filter Types

The first dropdown determines the broad category of data you are querying. Common filter types include:

• Customer Navigation: Page views, site visits, and search behavior.
• Customer Orders: Purchases, refunds, and revenue metrics.
• Customer Profile: Static attributes like email, location, or custom tags.
• Customer Segment/List: Inclusion or exclusion from other existing groups.

Metrics & Operators

Once you select a filter type, you choose the specific metric (e.g., Placed Order) and how it should be evaluated. Available operators include:

• Frequency: at least one, zero times
• Comparison: equals, doesn't equal, is greater than, is less than
• Text: contains, starts with, ends with
• Presence: is set, is not set

Timeframes

Behavioral and transactional rules require a timeframe to evaluate against. You can choose:

• Relative windows: in the last X days/hours/minutes
• Static bounds: before date, after date, between dates
• Lifetime: over all time

Deep Filtering with "Where" Clauses

After defining the base rule (e.g., "Customer Orders Placed Order at least one time in the last 30 days"), you can narrow it further by clicking the toggle to switch from For every [Metric] to Where [Metric] has.

This opens a nested where clause, allowing you to filter the event by its specific properties. For example, you can filter a "Placed Order" event where the Product Category equals "Outerwear" AND the Order Value is greater than $100.

Where clauses support full nested boolean logic (AND/OR groups) to create highly specific targeting conditions.

Live Profile Counter

As you build your segment, look for the Profile Counter icon (a small person silhouette) in the upper right corner of the Conditions Editor.

Cavaco continuously evaluates your draft conditions against your database and provides a live count of exactly how many profiles currently match the rules. This immediate feedback ensures your logic is correct before you save the segment. (Note: The visual counter caps at +10,000 during the draft phase for performance).

Segment Settings & Tone of Voice

Beyond the rules, every segment has a dedicated Settings tab where you define how the Marketing Copilot should speak to this specific audience when generating campaign copy.

You can adjust four sliders on a scale of 0 to 1:

• Humor: Serious to Playful
• Formality: Casual to Professional
• Respectfulness: Direct to Deferential
• Enthusiasm: Reserved to Energetic

If you build a segment for "VIP High Spenders," you might increase Formality and Respectfulness. If you build a segment for "Gen Z Flash Sale Shoppers," you might increase Humor and Enthusiasm. The Copilot will automatically apply these guardrails when writing emails or SMS messages for this segment.