• AUDIENCE
  • CAMPAIGNS
  • PEOPLE
  • HUMAN

How to segment audiences and audit campaigns with your AI

Connect Ortto to your AI client to pull live data from your marketing workflows. You can then query your audience lists and campaign stats using natural language.

Ask AI about this page

Short answer

How can I segment audiences and audit campaigns with my AI?

Your AI uses Ortto tools to fetch your current audience segments and campaign lists. You can then ask it to identify specific user groups or summarize how your recent campaigns are performing. This gives you a direct line into your marketing data.

Data outcomes

What you get from these queries

The specific information your agent pulls from Ortto.

AUDIENCE

Targeted user groups

The AI pulls specific segments from Ortto. You get a clear list of people who meet your criteria.

CAMPAIGNS

Performance snapshots

Get a rundown of your active and past campaigns. You'll see which ones are running and how they're doing.

PEOPLE

Individual profiles

The AI can look up specific people in your database. This helps you verify user attributes or contact details.

HUMAN

Strategic decisions

The AI provides the data, but you decide which segments to target or which campaigns to kill. It handles the digging, you handle the strategy.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Ortto account.

  1. Identify segments

    Your AI scans your existing audience definitions to find the right groups for your request.

    list_audiences

  2. Check campaign status

    The agent looks through your active marketing efforts to pull performance metrics.

    list_campaigns

  3. Verify user data

    If you need to check a specific person's details, the AI pulls their profile directly.

    list_people

  4. Synthesize findings

    The AI combines the audience and campaign data to answer your specific questions.

    list_audienceslist_campaigns

Try it

Copy these to start.

Use these prompts to begin interacting with your Ortto data.

Starting points

These are opening lines. Swap out the names of your specific audiences or campaigns to get exact results.

Ortto Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_HYa8FMkIAAkdlIKM7bbRhkJ2vbsap1c1066kAdVt/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 — Ortto capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ortto-formerly-autopilot-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HYa8FMkIAAkdlIKM7bbRhkJ2vbsap1c1066kAdVt/mcp"
    }
  }
}
Copy into chat04

  • List all my current audiences in Ortto so I can see what's available.

  • Show me all the campaigns I have running right now.

  • Find the audience named 'High Value Customers' and tell me how many people are in it.

  • Check the performance of my 'Summer Sale' campaign.

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

Start here

Connect Ortto once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Ortto to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new audiences in Ortto?

    No. The AI can only read existing audiences, campaigns, and people data.

  • 02

    Can I use this to send emails through Ortto?

    No. This connection is for auditing and segmenting, not for triggering outbound communications.

  • 03

    Does the AI see all my customer data?

    The AI only accesses the data it needs to answer your specific questions via the provided tools.

  • 04

    Can the AI delete a campaign?

    No. The AI does not have permission to delete or modify any data in Ortto.

  • 05

    How does the AI know which audience I'm talking about?

    It uses the list_audiences tool to find the names and IDs that match your description.

  • More questions about Ortto? The Connector page answers them. See everything the Ortto Connector can do

Connect Ortto to Claude, Cursor, ChatGPT & more