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What are segments and how do I change them?

The copilot splits your buyers into 2-4 segments; discovery starts after you approve the segments and criteria to research.

The copilot usually splits the buyer you describe into 2-4 segments, for example distributors, retail chains and project contractors. Each segment is researched separately and shows in the results table's segment column.

There are two short steps before discovery starts:

  1. On Which segments should I research? tick the segments to research and press Next.
  2. On Are the research criteria right? you see each segment's Region, Employees, Titles, Channels and target. Tick The criteria are right — research this way and press Approve.

There is no form for changing a segment; write what you want in the chat ("drop retailers, add hotel suppliers"). Edit criteria takes you back to choosing segments.

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