The Agent is included with Customer Studio at no additional cost.
| Audience | Marketers, growth teams, and campaign managers |
| Prerequisites | Customer Studio setup |
Use the Agent in Customer Studio to create, refine, and understand audiences with natural language. Describe the audience you want to build, ask questions about an existing audience, or request improvements. The Agent translates your request into audience filters, summaries, or insights.
Learning objectives
In this article, you'll learn how to:
- Build audiences using natural language prompts
- Summarize, analyze, and explore existing audiences
- Refine audience definitions through follow-up prompts
- Improve results with more specific prompts and schema metadata
- Understand how Hightouch handles data when you use the Agent
Overview
The Agent is available when you build or edit an audience in Customer Studio. Select Agent to open a chat panel alongside the visual builder.
From the Agent panel, you can:
- Create audience definitions from natural language prompts
- Ask questions about an existing audience
- Generate summaries and insights
- Refine audience filters through follow-up prompts
- Explore available events, traits, columns, and properties
Get started
Open the Agent
- Go to Customer Studio > Audiences.
- Create a new audience from scratch or from a template, or open an existing audience.
- Open the Definition tab.
- Select Agent.
Quick actions
The Agent shows different quick actions depending on whether you're working with a new or existing audience. Select a quick action to start, or type your own prompt.
| Context | Sample quick actions |
|---|---|
| New audience | Create audience, Start with a template |
| Existing audience | Generate insights, Suggest improvements, Summarize audience |
Build audiences with natural language
Describe the audience you want to build, and the Agent creates an audience definition with matching filters and conditions.
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Open the Agent on a new or existing audience.
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Enter a prompt that describes the audience you want to create. You can also attach images or files for additional context.
For example:
Create an audience of customers who added items to their cart in the last 30 days but did not complete an order. -
Review the audience definition the Agent creates in the visual builder.
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Check that the filters and conditions match your intent.
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If the definition needs changes, send a follow-up prompt. The Agent keeps context from the conversation, so you can refine without starting over.
Example prompts
| Goal | Example prompt |
|---|---|
| Create a segment from scratch | Build an audience of high-value customers who purchased in the last 30 days but haven't opened an email recently. |
| Target a behavioral funnel | Create an audience of users who opened an email but didn't click in the last 7 days. |
| Add a suppression condition | Add a filter to exclude anyone who churned in the past 90 days. |
| Discover available fields | What columns can I use to filter by age? |
| Explore event properties | What properties are available for the Order Completed event? |
Understand and analyze audiences
Use the Agent to get plain-language explanations and data-backed analysis of an audience without writing queries or leaving the builder.
Select a quick action like Summarize audience or Generate insights, or enter your own prompt:
Summarize this audience in 30 words or less for a business user.
Which conditions are excluding the most members from this audience?
Break down this audience by most recent order value.
Agent responses can be verbose. For shorter output, include a word limit or format in your prompt.
Refine and improve audiences
Use the Agent to update an existing audience definition through follow-up prompts. Describe the change you want, then review the updated definition in the visual builder.
You can also send a specific filter to the Agent from the visual builder. Select the more options menu on any filter and choose Add filter to chat.
Apply or undo changes
When the Agent suggests changes to your audience definition:
- Select Apply these changes in the Agent panel to update the visual builder.
- Review the updated filters and conditions in the visual builder.
- Select Save audience to keep the changes, or Discard changes to revert to the original definition.
If you've already applied changes, select Undo in the banner at the top of the builder to revert before saving.
Tips for better results
Enrich your schema metadata
The Agent uses your schema metadata — model names, column descriptions, and event labels — to understand your data. Clear, descriptive metadata is the single most effective way to improve Agent results.
Be specific
Instead of Find my best customers, try:
Find customers who completed at least 3 orders in the last 90 days with an average order value over $100.
Include time windows, thresholds, and the specific events or filters you want. If you don't want the Agent to modify an existing filter, say so explicitly.
Ask the Agent what's available
If you're not sure which fields to use, ask the Agent to explore your schema:
What events and properties are available for audience filtering?
This is especially useful when working with a data model you didn't set up yourself.
Review before saving
Always review the audience definition in the visual builder before saving. The Agent can make mistakes, especially with complex logic, vague prompts, or schema fields with unclear names.
AI and data privacy
How data is processed
When you use the Agent, Hightouch sends relevant audience context to the AI model so it can generate a response. This context can include attributes, behavior signals, and schema metadata.
This data is:
- Not retained after the response is generated
- Not used to train or fine-tune models
- Governed by Hightouch's AI Terms of Service Addendum
Chat privacy
Your conversations with the Agent are private to you. Other team members can't see your audience-specific chats.