When I first joined HubSpot’s Conversational Marketing team, most of our website chat volume was handled by humans. We had a global team of more than a hundred live sales agents — Inbound Success Coaches (ISCs) qualifying leads, booking meetings, and routing conversations to sales reps. It worked, but it didn’t scale. Every day, those ISCs fielded thousands of chat messages from visitors who needed product info, had support questions, or were just exploring. While we loved those interactions, they often pulled focus from high-intent prospects ready to engage with sales. We knew AI could help us work smarter, but […]

Automated email segmentation uses dynamic rules and real-time data to group contacts automatically, eliminating manual list updates while boosting campaign relevance. By connecting unified customer data, you can build segments that update based on behavior, lifecycle stage, or engagement, and then trigger personalized workflows and content for each group. Start by cleaning your data, creating dynamic lists, linking them to automated journeys, and using AI to scale targeting and copy. In this blog post, we’ll guide you through setting up better targeting, step by step. Table of Contents What is automated email segmentation? What data do you need before you […]