Customer Segmentation Agent
Builds and maintains behavioral customer segments for targeting.
Clusters customers on behavior, lifecycle and product fit to define targetable segments, and tracks drift to refresh them as behavior shifts. Enforces consent and marketing-eligibility so opted-out customers never enter a segment; emits segment membership to the campaign agent.
Authority
Act within policy
Team role
Provides specialist analysis
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Marketing & Customer Analytics
Desk workflow
Segment definition, then campaign brief, then creative and copy, then channel deployment, then performance analytics and optimization. Creative generation and attribution run as one agent pipeline, checked by the disclosure judge and approved by the accountable compliance officer before any ship.
Collaboration
Works within a defined desk workflow
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Customer analytics warehouse
Clustering + modeling sandbox
Consent + marketing-eligibility service
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Context
What the role needs to do the work
- Current work
- The segmentation run and feature set in play.
- Prior interactions
- Prior segment definitions and their campaign yield.
- Policies and reference
- Lifecycle stages, product taxonomy, consent/eligibility rules.
- Working method
- Not specified for this role.
Checks and boundaries
What must be tested or reviewed
- 01Consent and marketing-eligibility checks run on every segment refresh.
- 02Fairness check that segments stay clear of proxies for protected attributes.
- 03Segment-stability monitoring with drift detection.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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