Segmentation helps you understand not just what is being said, but who is saying it and how perspectives differ across large sets of conversations. Compare segments, uncover patterns, and make data-driven decisions.
Accessing Segmentation #
Step 1: Navigate to Ask Questions #
- Login to your Insight7 account at https://app.insight7.io
- Under Analyze, you’ll see three options:
- Extract Insights
- Ask Questions ← Click this
- Create Dashboards
Step 2: Select Segmentation #
You’ll see four question modes:
- Single Question – Ask general questions about your data
- Analysis Grid – Get individual responses for each transcript
- Analysis Surveys – Analyze surveys individually
- Segmentation – Generate segmentation based on your data ← Click this
Upload Your Files #
Click Upload Files to add conversations you want to segment and compare.
Best files for segmentation:
- Multiple conversations for meaningful patterns
- Different customer types, personas, or roles
- Various industries, company sizes, or segments
- Mix of demographics or behavioral groups
How Segmentation Works #
Step 1: Attribute Extraction #
The system automatically extracts common attributes across all conversations:
Demographic Attributes:
- Job function/title
- Industry
- Company size
- Location
- Seniority level
Behavioral Attributes:
- Interests
- Preferences
- Usage patterns
- Decision-making styles
Psychographic Attributes:
- Values
- Motivations
- Attitudes
- Goals
Review and select:
- Keep relevant attributes for your analysis
- Remove attributes not needed for this segmentation
- System shows what’s available in your data
Step 2: Choose Analysis Method #
Automatically Extract Insights
- Let the system identify patterns and differences
- AI finds meaningful segments automatically
- Shows how groups differ across attributes
Ask Specific Questions
- Define custom questions to compare segments
- Examples:
- “How do perspectives differ based on job functions?”
- “How do industries impact the insights shared?”
- “What are the key differences between enterprise and SMB customers?”
- “How do regional differences affect product needs?”
Understanding Segmentation Results #
Segment Comparisons #
Example: Technology vs. E-commerce vs. Consulting
Technology:
- High brand loyalty
- Innovation-focused
- Product differentiation
E-commerce:
- High brand loyalty
- Customer experience emphasis
- Operational excellence focus
Consulting:
- Strong brand loyalty
- Efficiency-focused
- Client satisfaction priority
Detailed Insights by Segment #
For each segment, you’ll see:
- Key characteristics unique to that group
- Common themes they discuss
- Pain points specific to them
- Priorities and decision factors
- Language patterns they use
- Behavioral differences from other segments
Using Segmentation Effectively #
Product Development #
- Understand different user personas’ needs
- Build features for specific segments
- Prioritize based on segment value
- Validate product-market fit by segment
Marketing Strategy #
- Create targeted messaging per segment
- Develop persona-specific campaigns
- Tailor content to segment interests
- Position differently for each group
Sales Approach #
- Customize pitches by segment
- Address segment-specific objections
- Focus on what matters to each group
- Qualify based on segment fit
Customer Success #
- Provide segment-appropriate onboarding
- Tailor support to segment needs
- Develop segment-specific resources
- Measure success differently by group
Best Practices #
Upload Sufficient Data:
- Ensure representation across segments
- Include diverse perspectives
Choose Relevant Attributes:
- Focus on attributes that matter to your goals
- Remove noise from analysis
- Keep 3-5 key segmentation criteria
- Test different attribute combinations
Ask Specific Questions:
- Define clear comparison questions
- Focus on actionable insights
- Compare 2-3 segments at a time
- Validate with additional questions
Act on Insights:
- Don’t just analyze – implement
- Create segment-specific strategies
- Test approaches with each segment
- Measure outcomes by segment
Common Use Cases #
Customer Segmentation
- B2B vs. B2C differences
- Enterprise vs. SMB needs
- Industry-specific requirements
- Regional or cultural variations
Persona Development
- Build data-backed personas
- Understand role-based differences
- Create accurate buyer profiles
- Validate existing personas
Market Research
- Compare competitive evaluations
- Understand segment preferences
- Identify unmet needs by group
- Discover new market opportunities
Product Feedback Analysis
- Segment feature requests
- Understand use case differences
- Prioritize by segment value
- Identify expansion opportunities
Win/Loss Analysis
- Compare why different segments buy
- Understand segment-specific objections
- Identify patterns in wins vs. losses
- Optimize approach by segment
