Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Statuses and Filters
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Using the WordPress Plugin
Chat Widget Installation for WiX
Payments
Notifications
Integrations
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- Contacts
- Segments
Segments
Updated
by Anya
TABLE allows you to group your Contacts into Segments to easily manage your customer relationships and target specific Contacts for Outbound campaigns. Create these Segments by grouping your Contacts based on certain criteria we call filters. Using different combinations of filters, you can create custom sidebar options that, when clicked, will show all of the Contacts that match those filters.
This allows you to segment your Contacts by things like lifecycle stage, recent activity, subscription plan, location, and much more.
Adding a Segment

Follow the instructions below to add a new a segment:
- Go to the Contacts section and click the "Add Segment" button.
- Title your segment. The title will appear in the left sidebar and will be clickable to filter the Contacts list.
- Click the "+ Add filter group" button.
- A field will appear that says "Click to select". Click and select the first filter you'd like to use to segment your Contacts.
- If you'd like to, you can continue adding filters and filter groups until you've completed your segment. If you do choose to add more than one filter to your segment, you will need to select "And" or "Or" from the dropdown between filters and filter groups.
- Click "Save" and the segment will appear on the left sidebar of your Contacts section.