Organize audience lists, save segments and export contacts

Follow these steps

1. 01

   To add a person manually, choose Add contact. Enter a mobile number, optionally a name and email, and an Audience list. Save the contact.

2. 02

   To build a segment, filter People by the recorded attributes you need. Review the matching people before saving or selecting them.

3. 03

   Use the segment-save control, enter a useful segment name and save. Open Saved segments to apply it again or remove an obsolete saved segment if you have editing access.

4. 04

   On AI Employee, use Enable auto updates for a saved segment when you want its membership refreshed automatically. Use Pause auto updates or Refresh now to control it.

5. 05

   To export, first check the current directory filters. Choose the Excel or CSV export control and review the download produced for the permitted selection or view.

6. 06

   Before sending a campaign, review the recipients again in the campaign's audience preview; a saved list or view does not override channel eligibility.

Good to know

• A manual contact accepts a 10-digit Indian mobile number; use +country code for other countries.
• On Pro, opening a saved view uses current data. Automatic membership updates are a separate AI Employee feature.
• Customer view, edit, import, export and deletion permissions are separate controls on AI Employee.
• Removing a saved segment is different from deleting its customer records.

If something isn’t working

• No export button? Ask the owner to check your customer-export permission and plan access.
• Cannot enable auto updates? Verify AI Employee plan access; Pro can still use saved views manually.
• The saved segment has fewer people? Check the saved filters and current profile evidence. Membership can change as records change.
• A bulk selection is too large? Use the visible selection limit and narrow the view instead of assuming the action includes every profile.