• TAGGING
  • FILTERING
  • AUDIT
  • REVIEW

How to create audience segments with your AI

Connect Platform.ly to your AI client to turn raw contact lists into organized, actionable groups.

Ask AI about this page

Short answer

How can I use my AI to segment my contacts?

Your AI scans your current tags and segments to find the right people, then applies new tags to group them. You'll end up with targeted lists ready for specific campaigns.

The results.

Targeted contact groups.

The AI handles the heavy lifting of sorting through your data.

TAGGING

Grouped contacts

The AI applies specific tags to contacts that meet your criteria. You get clean, labeled lists without manual entry.

FILTERING

Behavioral segments

Your agent looks at how people interact with your brand. It identifies patterns and pulls those specific users into new segments.

AUDIT

Tag inventory

The AI checks your existing tag library to avoid duplicates. It ensures your segmentation stays consistent with what you already have.

REVIEW

Human oversight

You decide which segments are actually worth using. The AI suggests the groups, but you make the final call on the strategy.

The workflow

What your AI does when you request segmentation.

The AI moves through your contact data to find and label the right people.

  1. Scan existing tags

    The AI looks at your current tag list to understand your existing organization structure.

    list_project_tags

  2. Identify target groups

    The AI looks through your current segments to find the specific users you want to target.

    list_project_segments

  3. Apply new labels

    Once the AI finds the right contacts, it attaches the necessary tags to them.

    apply_tag_to_contact

  4. Verify the group

    The AI confirms the tags were applied correctly so your segment is ready to use.

    list_project_tags

Try it

Copy these to start.

Use these prompts to kick off the segmentation process.

Starting points

Replace the bracketed text with your actual contact names or tag names.

Platform.ly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/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 — Platform.ly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "platformly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/mcp"
    }
  }
}
Copy into chat04

  • Find all contacts in my 'Active Users' segment and add a 'VIP' tag to them.

  • List all the tags currently used in my Platform.ly project.

  • Look at my 'Newsletter Subscribers' segment and tag anyone who hasn't opened an email in 30 days as 'Inactive'.

  • Show me all the segments I have created so far.

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

Start here

Connect Platform.ly once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start managing your contacts through your AI client.

Connect Platform.ly to your AI

FAQ

How segmentation works

  • 01

    Can the AI delete contacts from my list?

    No. The AI can only list segments, list tags, and apply tags to existing contacts.

  • 02

    Will the AI change my existing contact details?

    No. The AI only applies tags. It cannot edit names, emails, or other contact information.

  • 03

    How does the AI know which contacts to tag?

    The AI uses the segments and tags it finds in your project to identify the specific people you're asking about.

  • 04

    Can I create entirely new tags through the AI?

    No. The AI can only apply tags that already exist in your project.

  • 05

    Does the AI work with my existing CRM?

    It works with Platform.ly. You use the AI to manage the data stored within that specific platform.

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

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