SegmentationSpecialist Agent Hub · Customer typology

Find the segment that answers your research question.

Not just clusters: agents test every solution against your objective and hand you a deck that explains who to target, and why.

01 / Your question

It starts with your question.

Agents turn your business question into the criteria every solution will be judged on.

The question threads through the whole run: it sets the criteria, it is the context for every persona, and the deck opens on it word for word.

Before anything is clustered
  1. Ask for it. “Run a segmentation on our customer base.” The platform recognises the intent and selects Segmentation.
  2. Map the variables — segmentation, profiling and up to 15 optional additional variables, suggested from column names and SPSS metadata.
  3. Marketing-Truth review (checkpoint 1). Any segmentation variable where 60% or more already agree or disagree is flagged, and you keep or drop it — a typology built on a variable everyone agrees with is dead on arrival.
  4. Methods and weighting (checkpoints 2 and 3). Review the ranked method × dimension-reduction recommendations and override if you like; supply population targets for RIM weighting.
Read the full guide

02 / Every candidate

Every algorithm, every size.

Six clustering algorithms each try 2 to 10 segments, in parallel — dozens of candidate solutions, not one guess.

  • K-Means
  • Hierarchical
  • Latent Class Analysis
  • K-Prototypes
  • VarSelLCM
  • KAMILA

Each algorithm is paired with a dimension reduction — none, PCA or an Unsupervised Random Forest — and only methods that suit your data are offered: PCA is not paired with K-Prototypes, VarSelLCM or LCA, which need the variable types intact, and LCA needs 300 or more respondents.

How the sweep runs

A typical run produces 30–60 candidate solutions, instead of eyeballing a single silhouette plot. Behind it, an orchestrator types the variables, decides which methods suit the data, scores and prunes the solutions, builds the cross-tab workbooks and hands the chosen one to the report service.

03 / Ranked against it

Judged by what they say about your question.

Every candidate gets a cross-tab and a persona report. The top three come back ranked against your question, with the reasons.

Solutions are scored on silhouette, Calinski-Harabasz and Davies-Bouldin, fused into one 0–5 score; any where one segment holds 70% or more of the sample is dropped.

The rest are ranked on the criteria from your question, plus how distinct and how well covered the segments are. Without a usable question, cluster quality alone decides the order.

04 / The people

Choose one. Meet the people.

You make the pick. Every segment gets a persona, and a difference is only claimed when it is real.

An over- or under-index is called out only when it passes 130 / 70 and is statistically significant — no agency-deck inflation. In this example: a six-segment KAMILA solution, silhouette 0.31, built on 12 attitudinal items.

What is tested

Pairwise z-tests on every cell, ANOVA and pairwise Welch’s t-tests on numeric profiles, and automatic top, middle and bottom-box rows for Likert scales — in an Excel workbook with a hyperlinked table of contents. The persona narratives are written by an LLM, held to those tests.

05 / The answer

Get the answer, in a deck.

The PowerPoint opens on your objective and ends on who to target, who to deprioritise, and why.

Research objective and sample · Building the segmentation · Persona review · Targeting strategy · Strategic recommendations — with a direct answer to your question in the executive summary.

The deliverables

What you take away.

The deck

Built around your objective, ending on who to target.

The report

A narrated write-up, from your objectives to what to do next.

Cross-tabs

One per candidate, a full one for your pick — significance-tested, with a linked contents page.

Personas

One per segment, with only the differences that are real.

Your data back

Every respondent’s segment — ready for the Typing Tool.

Use it when you hear

  • “We need to refresh our customer typology — the last one is five years old.”
  • “Marketing is targeting one big audience. We need to break it into groups.”
  • “Product wants to know which features matter to which kinds of user.”
  • “We have attitudinal data sitting in a tracker and no one's used it for segmentation.”
  • “Our agency quoted six weeks for a segmentation. Can you do this in days?”

Before you start

Bring a survey file.

File
SPSS .sav
To segment on
5–20 attitudinal items
To describe them
Demographics, usage, NPS · up to 15 extra
Sample
500+ ideal · 50 minimum

Only want demographic groups? That’s a cross-tab — Research Helper

Build a Segmentation that answers the core Business questions.

Start with your research objective and finish with a deck that answers it — the segments, the personas and the cross-tabs behind them.