Segmentation is currently available in early access. To enable it:

Go to app.ocean.io and select Segmentation from the left-hand menu.

As soon as you click Segmentation in the left sidebar, you'll land on the "Let's find your best-fit segments" screen: "Segmentation groups your companies into clusters based on what they actually do. You can see who fits, how many of them exist, and where to focus."

Choose how you want to start:

Paste domains
Paste your company domains directly into the text box, one per line, or comma/space-separated. You'll need a minimum of 50 domains. A requirements checklist confirms this as you type. Click Confirm once met.

Upload a CSV
Drop your CSV file, or click Select file to choose one. Requirements: the file needs headers, the header column must be labeled "Domain", and you'll need a minimum of 50 company domains. An example format is shown on-screen (e.g. a "Domain" column listing novonordisk.dk, walmart.com, costco.com).

Connect a CRM
Connect HubSpot, Salesforce, Attio, or Pipedrive to segment your already-synced companies. Once connected, confirm to use your synced companies, or pick a different source instead. You'll then be asked: "Which pipelines should we segment? Pick one or more to focus the segmentation, or leave it on all pipelines." Each pipeline is listed with its company count (e.g., "All pipelines, 100 companies," "Sales Pipeline, 56 companies"), select one, several, or leave it on all, then click Continue.

At any stage, click the pencil/edit icon at the top of the screen to go back and choose a different starting method.

Once your data's in, you land in Preview mode, a two-panel view.

Right panel: your segments, each showing its company count, a cohesion percentage, and a few sample domains. At the top, you'll see overall totals (e.g., "4 segments, 637 companies"). Each segment has Split and Drop actions available directly.

⚠️ Important, what "cohesion" actually means: cohesion is not a success or win rate. It reflects how tightly clustered and keyword-confident a segment is, how similar the companies within it look to each other. A high cohesion score (like 93%) just means the companies in that segment are more uniform; it says nothing about whether that segment actually converts or performs well. A segment's real performance only shows once closed deals feed CRM data back into it, until then, win rate shows as 0%, not because the segment is bad, but because there's no signal yet.

The AI conversation (left panel): the assistant proactively reviews your segments and suggests actions, with reasoning attached, for example, suggesting a merge because two segments "describe the same buyer type with near-identical overlap." Each suggestion appears as its own confirmable action.

You can also just ask it questions, for example, "where lies my best success rate and why is there 93% on the second segment?" gets you a plain-language explanation distinguishing cohesion (keyword-match confidence) from actual conversion performance, and tells you honestly when there isn't yet enough closed-deal data to answer that at all.

There's also a free-text box, "Or give a custom instruction...", to type your own request instead of relying on the AI's suggestions.

Doing it manually instead: in the right-hand panel, check the box next to any segment(s) you want to act on, Deselect all and Merge buttons then appear, letting you combine selected segments directly without typing anything.

Once you're happy, click "Approve these segments." This brings you to the final step:

Pick your scoring traits. You'll see: "Last step. Pick the traits that should drive lead scoring, then I'll finalize the segmentation." Choose from four categories, toggling each trait on or off:

Once you've made your selections, confirm to run scoring (e.g. "Use these 4 traits for scoring").

Finalizing: Segmentation then runs lead scoring and post-processing on your approved segments. This is the final step and can take a few minutes, feel free to navigate away, you'll be notified when it's ready.

This entire Preview and finalization flow is free to use, refining and scoring doesn't cost credits.

Once finalization completes, you'll get a notification in your Activities tab. From there, head back to Segmentation to see your results.

Switching to the Companies tab (from the main Segmentation overview) shows every individual company across your segmentation, rather than grouped by segment. For each company, you'll see:

You can filter this view by segment using the dropdown at the top (defaults to "All segments"), and search by company name.

Clicking "Show lookalikes" takes you out of Segmentation entirely and into Ocean's general search interface, pre-loaded with a Company lookalikes search based on the company (or companies) you selected. From there, you get the full standard search experience, segment lookalike filters, size, headquarter location, and all other regular filters, letting you refine and explore beyond what Segmentation originally grouped.

At the top, you'll see the segmentation's name (e.g. "HubSpot"), when it was created and last updated, and its source (e.g. "HubSpot").

Below that, a summary bar shows:

Below the summary, you can toggle between two views: Segments and Companies.

In the Segments view, you can search for a specific segment by name, or sort by Pipeline value, Won companies, Lost companies, No deal, Lookalikes, Market breakdown, or Segment name.

Each segment in the list shows a summary card:

All of this data comes directly from your own CRM, the wins, losses, and open deals you've actually had or your data in case you've uploaded a CSV or pasted companies, combined with Ocean's lookalike algorithm, which finds how many similar companies exist in Ocean's database beyond what's already in your CRM.

Actions available per segment:

🔎 Inside a segment: the detail view

Clicking Open on any segment takes you to a dedicated detail page with four tabs:

Overview, a full performance snapshot for this specific segment:

Companies: every company in the segment, each showing:

Lookalikes: companies in Ocean's database that resemble this segment but aren't in your CRM yet, shown with the same scoring detail as the Companies tab.

Buying committee: the people most worth talking to at companies in this segment, based on the actual pattern of who you've successfully closed deals with (seniority and department). Shows matched contacts across the whole segment, ranked by fit to your won-deal pattern, with quick actions to access email/phone and see CRM status (Net new vs. In CRM). You can control how many people are shown per company.

(If there isn't yet a won-deal pattern for a segment, e.g. no closed deals yet, this tab will say so plainly rather than guessing.)

Under "Matched contacts," you'll see contacts across the segment, ordered by fit to your won-deal pattern, with:

You can control how many people are shown per company using the "People / company" count selector (e.g. set to 3).

(If there isn't yet a won-deal pattern for a segment, e.g. no closed deals yet, this tab will say so plainly rather than guessing.)

Click Edit model (top-right of the segment detail view) to control exactly how companies are scored within this segment.

Guided mode: shows every company in the segment with its current score, and lets you set a rating per company:

As you adjust ratings, the model changes panel on the right shows your current tier distribution (Tier 1 through Tier 5, with company counts and percentages), scoped to this specific segment, not the whole segmentation or any other segment's list. A Lookalikes tab shows how the pool of similar companies shifts based on your adjustments, so you can see the impact of your changes before committing.

Manual mode: instead of rating individual companies, you directly control the scoring rules yourself. You'll see your overall segment score, then rule groups like Company Size or Industries (Ocean.io), each listing specific value ranges (e.g. "11-50 employees," "51-200 employees") with a weight slider and exact score value per range, positive weights boost that range's importance, negative weights suppress it. You can lock a rule, delete it, or add new rules and rule groups entirely.

Either way, click Explore all lookalikes to send this segment's expanded lookalike set straight to Ocean's general search tab, where you can refine it further with all standard filters, or click Save changes / Discard changes to commit or cancel your edits directly in the model.

From the Segmentation dropdown menu on the left-hand bar, you can access all previously created segmentations. From here you can:

At the top of this window, you can also search for a segmentation by name, and create a new one by clicking New segmentation.

Wherever you're viewing companies or contacts, inside a segment, in the Companies view, or in a lookalike search result, exporting is simple: just select what you need and export it. No separate setup or extra steps required.

Can I use Segmentation via API?
Yes, with some limitations, API-created segments are fully accessible, but UI-created segments (via CSV/CRM upload) aren't yet available through the API.

Is my data shared?
No. Your data is private and used only to build your segmentation model. It's not shared, and it's not used to train any global models.

Use the in-app chat, or reach out to us at [email protected].