Automatically segment users with Refiner and AI
Swiftask syncs your Refiner data to create dynamic segments. Target your marketing actions based on real customer behavior, instantly.
Result:
Improve marketing precision. Boost conversion rates with always-up-to-date segmentation.
AI Agents
refiner
Connector refiner · Secure OAuth 2.0
Manual segmentation slows your growth
Managing user segments manually in Refiner is a slow, error-prone process. Data evolves, behaviors shift, but your lists remain static. This gap leads to irrelevant campaigns and lost revenue.
Main negative impacts:
Inaccurate targeting
Your marketing messages miss the mark, resulting in lower engagement.
Operational overhead
Your marketing team spends more time manipulating CSV files than crafting creative strategies.
Outdated data
The latency between a behavior change and list update prevents real-time reaction.
With Swiftask, your AI agents analyze Refiner data to segment users automatically. As soon as a user changes category, they are updated without intervention.
BEFORE / AFTER
What changes with Swiftask
The legacy way
A user changes their usage on your platform. You must manually export Refiner data, filter profiles, update lists, and finally trigger the campaign. The delay is too long to be effective.
The Swiftask way
As soon as the user modifies their behavior in Refiner, Swiftask detects the change, automatically categorizes the profile, and triggers the appropriate marketing action. Everything is smooth and instant.
4 steps to automate your segments
1
STEP 1 : Connect your Refiner source
Link your Refiner account to Swiftask via our secure connector to access user data streams.
2
STEP 2 : Define your segmentation rules
Set your segmentation criteria (e.g., engagement score, feature usage) in the intuitive Swiftask interface.
3
STEP 3 : Activate AI analysis
Let the AI agent monitor Refiner inputs and automatically classify users according to your defined rules.
4
STEP 4 : Sync and execute
Segments are updated in real-time in your connected marketing tools, ready for your next campaigns.
Advanced segmentation features
The agent reviews feedback data, user attributes, and navigation events captured by Refiner for maximum precision.
- Target connector: The agent performs the right actions in refiner based on event context.
- Automated actions: Automatic list updates, targeted campaign triggers, dynamic scoring, alerts on critical segment changes.
- Native governance: Traceability of every segment change is kept in Swiftask for in-depth performance analysis.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-refiner@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your marketing
Increased personalization
Deliver the right message to the right segment at the perfect time.
Operational agility
Free your teams from repetitive data management tasks.
Data accuracy
Eliminate human errors associated with manual updates.
Real-time reactivity
Adapt your strategies instantly to market changes.
Optimized marketing ROI
Increase conversions through highly relevant targeting.
Security and data compliance
Swiftask applies enterprise-grade security standards for your refiner automations.
- Encrypted streams: All Refiner data travels through secure, encrypted protocols.
- Access management: Strict control over access to segmentation data within your workspace.
- Full audit trail: Detailed history of every segment modification for compliance needs.
- Privacy guaranteed: Your user data remains private and is only used for your workflow automation.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your key metrics
| Metric | Before | After |
|---|---|---|
| Segment updates | 24 to 48 hours (manual) | Real-time (automated) |
| Targeting accuracy | Approximate | Highly precise |
| Human time invested | Several hours/week | 0 hours |
| Conversion rate | Standard | Consistently rising |
Take action with refiner
Improve marketing precision. Boost conversion rates with always-up-to-date segmentation.