How can we effectively use audiences based on the conversation? | Community
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How can we effectively use audiences based on the conversation?

  • May 21, 2026
  • 3 replies
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We have a number of products with a lot of overlapping terminology, and a lot of audiences that overlap with other audiences. This has made it difficult to target the information Fin uses very specifically. We have been considering setting audiences up using conversation data instead of just user data, but I’m having a hard time understanding if/how that would work. We have a new conversation attribute that would be selected and help define the audience for that conversation. But is that effective? If the customer asked another question in the same conversation, or had chosen something incorrectly, could the audience for that conversation ever be changed? Open to any suggestions here on how this could work, or what better options might be. 

Best answer by Aleksei O

Hi ​@Markell Parks ! Would you, in this case, prefer that the user selects what “audience” they belong to by e.g. selecting something during the conversation (product or questions category)?

Generally speaking, I would recommend using People data for the Fin audience, since it’s “attached” to the user, while Conversation data “lives” specifically within the conversation. However, a workflow can be set up to dynamically change People attributes based on Conversation data. 

 

If you could open up a bit more about how you would like to set it up, I’m happy to dig more into this :) 

 

3 replies

Aleksei O
Super User ✨
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  • Super User
  • Answer
  • May 27, 2026

Hi ​@Markell Parks ! Would you, in this case, prefer that the user selects what “audience” they belong to by e.g. selecting something during the conversation (product or questions category)?

Generally speaking, I would recommend using People data for the Fin audience, since it’s “attached” to the user, while Conversation data “lives” specifically within the conversation. However, a workflow can be set up to dynamically change People attributes based on Conversation data. 

 

If you could open up a bit more about how you would like to set it up, I’m happy to dig more into this :) 

 


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  • Author
  • New Participant
  • June 3, 2026

Thanks! For a bit more context, we have products that revolve heavily around mapping. But there are multiple products and multiple audiences that could have separate or overlapping mapping questions. We have Layout Builder, Map Manager, the scorecard layout, the layout overview, league layouts, event layouts, layout caddy books, temporary layouts, etc. And customers don’t always ask the question in the way we expect them to, or use the terminology that we use. So this can cause Fin to misunderstand the question and provide the wrong information. This is one of the hurdles we’re trying to get over. I don’t know that audiences are the solution to this problem, since someone could be a player, a course admin, a league admin and an event admin all at the same time. We’ve been setting up Fin attributes, but are trying to determine the best path for targeting information. 


Aleksei O
Super User ✨
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  • Super User
  • June 4, 2026

@Markell Parks so the products you mentioned: 

  • Layout Builder
  • Map Manager
  • Scorecard layout
  • Layout overview
  • League layouts
  • Event layouts
  • Layout caddy books
  • Temporary layouts

Those can be combined into a single string, separated by a comma (text attribute can have up to 255 characters), and then you can filter out the audience using “contains”, or create a custom attribute yes/no for each product

 

The same applies to user roles: 

  • Player
  • Course admin
  • League admin
  • Event admin

 

So as long as you can identify roles and products, using audiences should work out. As for terminology, that’s a separate question: creating Fin Guidance for each of the product areas will help Fin better understand which product the customer is referring to. 

 

Happy to jump in on a call if you wanna have a deeper discussion, or you can ask your question on the community hours on Monday, so we can chat live: https://intercom.registration.goldcast.io/series/1d86430b-e191-4f99-9e6e-493dae8147cc#Registration