Segmenting your contacts allows you to categorize and filter your audience for better engagement. In Chatwoot, segmentation is achieved by using **Labels** to group contacts and then saving those filtered views as **Segments**.

### Prerequisites

Before you begin, you must have labels created in your account. If you haven't created any labels yet, please refer to our guide: [How to Add Labels](https://www.chatwoot.com/hc/user-guide/articles/1677496066-how-to-add-labels).\
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**The Segmentation Process**

Creating a segment involves three main steps:

1. **Create Labels** (The category name)

2. **Bulk Assign Labels** (Applying the category to contacts)

3. **Save as a Segment** (Creating a quick-access view)

### **Step 1:  Create Labels**

Ensure you have a label that represents the segment you want to create (e.g., "Premium Users," "Lead," or "Beta Testers"). Please refer to our guide: [How to Add Labels](https://www.chatwoot.com/hc/user-guide/articles/1677496066-how-to-add-labels).

### **Step 2: Bulk Assign Labels to Contacts**

Once your labels are ready, you need to tag the relevant contacts.

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Navigate to the **Contacts** page from the sidebar and Select the contacts you wish to group by clicking on their **Avatar images**.\
![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSCtaOVFRPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--250c3da22b7c99df7bbd1788235d565ac2eb1a3c/SCR-20260410-bxsu.png) \
Once selected, a bulk actions menu will appear. Click the **Assign Labels** button and Select the desired label from the list and click **Assign selected labels**.

All chosen contacts will now carry that specific tag.

### Step 3: Save Labelled Contacts as a Segment

Now that your contacts are tagged, you can create a saved view (Segment) for easy access in the future.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSTZhOVFRPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--48ae70f87c10e71e9aa1866b413d0b0c691e3a50/SCR-20260410-byih.png)On the Contacts page, click the **Filter icon** (top right) then set the filter condition to: `Label` **is equal to** `[Your Label Name]` and Click **Apply filters** to filter the list.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCUGlhOVFRPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0af04d6a0ffa8a33c9faf18a83da167bb04e8b8b/SCR-20260410-byyg.png)Once the filtered list appears, click the **Save** button.\
![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQnViOVFRPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--557c8f9ab026dee8f52ab0fb416c816f28bb8a3b/SCR-20260410-bzjs.png)Enter a name for your segment (e.g., "High-Value Leads") and click **Save**.\
![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCS3liOVFRPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--2278cea6e090f0e33ed7949f8db40ea23be0c60d/SCR-20260410-bzps.png)Congratulations! Your filtered contacts are now saved as a segment. You can access this segment at any time from the sidebar under the "Segments" tab, ensuring your most important contact groups are always just one click away.