Typing ToolSpecialist Agent Hub · Customer typology

Make your segmentation work with fewer questions.

Find the shortest set of questions that still tells your segments apart, and take away a classifier that assigns every new customer.

01 / Your segments

Start from the segments you already trust.

Map the segment label from your segmentation and the questions that might predict it.

The Typing Tool does not make new segments; it learns to tell yours apart from as few questions as possible. Need segments first?

02 / Screening

Every question, scored three ways.

ANOVA F, mutual information and SHAP each rank the candidates; their average decides which questions to try.

For the Excel workbook, the shortlist is also pruned of questions that say the same thing — any pair correlated above 0.90 keeps only one.

03 / Accuracy against length

Fewer questions, or more accuracy.

Each length is cross-validated; the smallest that clears 75% accuracy and 0.70 macro-F1 is suggested — you pick.

Every rung shows accuracy, macro-F1 and calibration with their spread across five folds, plus a confusion matrix and per-segment precision and recall.

The classifiers

The Excel workbook tries every length from 4 to 12 questions with multinomial logistic regression and LDA. A model bundle can train the full catalogue at the lengths you pick:

  • Logistic
  • LDA
  • Ridge
  • Lasso
  • Elastic net
  • Polynomial logistic
  • Decision tree
  • Random forest
  • SVC
  • Naive Bayes
  • Gaussian process
  • MLP
  • XGBoost
  • LightGBM
  • CatBoost

04 / The answer

A classifier your teams can use.

An Excel typing workbook: pick each answer from a dropdown, and the predicted segment appears — no Python needed.

Or a model bundle for your own systems, with a README and a loader script. Either way, the contact centre, sales or your website can classify a new customer in seconds.

The deliverables

What you take away.

The workbook

Dropdown answers in, segment out — with example profiles.

The model bundle

For your own systems, with instructions and a loader script.

The chosen set

The questions in your classifier and how well they score, as CSV.

The write-up

A written report in the app on what was chosen and why.

Use it when you hear

  • “We have segments — how do we keep classifying new customers cheaply?”
  • “We can’t run the full segmentation survey on every lead.”
  • “We want the contact centre, sales team or website to know which segment a person belongs to.”
  • “We did a segmentation last year — what’s the lightweight version?”
  • “How do we make the segmentation operational, not just a deck?”

Before you start

Bring a survey file.

File
SPSS .sav
Segments
A segment label for every respondent
Questions
Numeric candidate questions
Sample
50+ labelled respondents

No segments yet? Build them first — Segmentation

Take your segmentation beyond the research deck.

The shortest set of questions that tells your segments apart, and a classifier your teams can use.