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CDPNew feature
a month ago

The Rollup Agent turns timeline event history into ready-to-use segments

The Rollup Agent turns timeline event data into ready-to-use segments, right from a natural-language request in AI Canvas.

Segments that depend on behavior, like customers who spent more than $100 in the past two weeks, used to mean stepping out of AI Canvas to configure a profile property and a timeline event rollup before you could even build the segment. Now the Rollup Agent does that coordination for you. Describe the audience you want, and it checks your existing rollups and properties, reuses or updates one where it makes sense, and creates the property, rollup, and segment in the right order. It places the rollup on the canvas in the Unify column and shows how it connects to your segment. You review and confirm each piece before anything is saved.

If you don't have the right permission, the Rollup Agent doesn't just stop. It keeps the proposed setup visible, tells you exactly which permission you're missing, and suggests requesting access or handing it to a teammate who can finish it.

Benefits:

  • Builds behavior-based segments from a single natural-language request
  • Removes the need for specialist knowledge of rollups and profile properties
  • Cuts the risk of duplicate rollups or conflicting configurations
  • Keeps your proposed setup visible even when you're missing a permission

To learn more, read our documentation.