• ACTIVE
  • CLEANUP
  • RECOVERY
  • HUMAN

How to automate user segmentation with your AI

Connect Customerly to your AI client to turn raw user data into organized segments. Once connected, your agent handles the heavy lifting of tagging users as they meet your criteria.

Ask AI about this page

Short answer

How can I automate user segmentation with my AI?

You tell your AI which user behaviors or attributes should trigger a change in status. The AI then uses Customerly to apply or remove tags, keeping your audience segments updated without manual input. You'll see how this works through the following breakdown.

Segmentation outcomes

Where your audience lands

The AI organizes your contact list into actionable groups.

ACTIVE

New user groups

The AI identifies users who hit specific milestones and applies the right tags. This keeps your high-value segments current.

CLEANUP

Removing old tags

When a user no longer fits a specific category, the AI strips the relevant tag. This prevents your segments from getting cluttered with outdated data.

RECOVERY

Churn prevention

The AI spots users whose behavior suggests they are leaving and tags them for follow-up. You get a clear list of who needs attention.

HUMAN

Manual review

You decide the logic and the specific tag names. The AI follows your instructions but doesn't invent new segmentation rules on its own.

The workflow

What your AI does when <the thing arrives>.

Your AI acts as the bridge between your logic and your Customerly database.

  1. Analyze behavior

    Your AI looks at the user data provided to see if they meet your segmentation rules.

    add_tagremove_tag

  2. Apply new tags

    When a user qualifies for a segment, the AI marks them accordingly.

    add_tag

  3. Clean up segments

    If a user falls out of a specific group, the AI removes the associated label.

    remove_tag

  4. Verify changes

    The AI confirms the tag status to ensure the user is correctly placed.

    add_tagremove_tag

Try it

Copy these to start.

Use these prompts to trigger segmentation tasks immediately.

Starting points

Replace the bracketed text with your specific tag names or user behaviors.

Customerly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Customerly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "customerly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5LQSuqk03P7AWIEhnSZ2YUG4yMPFxH5aED9ESaAd/mcp"
    }
  }
}
Copy into chat04

  • Add the 'VIP' tag to any user in Customerly who has spent over $500.

  • Remove the 'Trial User' tag from users once they complete their first purchase.

  • Tag users as 'Inactive' if they haven't logged in for 30 days.

  • Find users with the 'Lead' tag and remove it if they haven't opened an email in a week.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Customerly once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can start managing tags through your AI client right away.

Connect Customerly to your AI

FAQ

How segmentation works

  • 01

    Can the AI create new tags from scratch?

    No. The AI can only apply or remove tags that already exist in your Customerly account.

  • 02

    Will the AI delete my user profiles?

    No. The AI only modifies tags. It cannot delete users or any other data in Customerly.

  • 03

    Does the AI decide which users are important?

    No. You define the criteria. The AI simply executes the tagging based on the rules you provide.

  • 04

    Can I use this to send emails?

    No. This Connector is strictly for managing tags. You would need a different tool to trigger email campaigns.

  • 05

    Can the AI update user email addresses?

    No. The available tools are limited to adding and removing tags.

  • More questions about Customerly? See everything the Customerly Connector can do

Connect Customerly to Claude, Cursor, ChatGPT & more