User groups

The User groups page lets you organize users into meaningful segments and cohorts based on shared characteristics, behaviors, or business context. User groups make it easier to analyze different cohorts of users throughout Nebuly. They can represent organizational structures, customer segments, usage patterns, proficiency levels, subscription plans, or any other grouping that is relevant to your application. Groups can also be hierarchical, allowing you to organize users into parent groups with nested subgroups.

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User group fields

By default, the table includes the following fields:

• User group: the name of the user group.
• Refreshed at: when the group membership was last updated.
• Created at: when the user group was created.
• Number of users: the total number of users currently assigned to the group.

Nested groups can be expanded or collapsed directly from the table.

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User Groups Actions

Select a user group to open the Users page filtered to that group. From there, you can explore the users that belong to the group and continue investigating their interactions and conversations.

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Create a user group

Click Create user group to create a dynamic segment based on user activity or conversation behavior. Give the group a name and define the conditions users must match. Nebuly automatically updates membership as users start or stop matching those conditions. Once created, user groups are available across Nebuly for filtering, reporting, and Live Data analysis.

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Available conditions

Use these conditions to define which users should belong to a group.

• First or last interaction: group users based on when they first or most recently interacted with your AI, for example users whose last interaction was within the past 2 days. You can also restrict the condition to a specific topic. Useful for identifying new users, recently active users, or users who recently engaged with a particular use case.
• Interaction tag: group users who have interactions with a specific tag. Tags can represent attributes such as team, market, customer segment, or any other metadata you send to Nebuly. Read more about tags. Useful for creating groups based on business attributes or custom metadata, such as users from the same department or customer tier.
• Number of interactions: group users based on how many interactions they had within a period or within the same conversation. You can also apply a rolling time window, for example users with more than 20 interactions in the last 10 days. Useful for identifying highly engaged users, occasional users, or users having unusually long exchanges with the AI.
• Number of conversations: group users based on how many conversations they started. You can apply a rolling time window, for example users with more than 5 conversations in the last 10 days. Useful for tracking frequent users, comparing different levels of adoption, or finding users who have recently increased their usage.
• Active periods: group users based on how consistently they were active during a period. A user counts as active when they have at least one interaction. For example, you can group users who were active on at least 6 days during the last week. Useful for identifying habitual users and distinguishing regular adoption from occasional usage.
• Conversation length: group users based on the duration of their conversations, for example conversations lasting more than 6 hours. You can also apply a rolling time window, such as considering only conversations from the last 10 days. Useful for identifying users with long-running workflows or extended conversations, which can help distinguish quick questions from more involved AI usage.

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Combine conditions

Combine conditions with AND to create more specific groups. For example, you can create a group of users who:

• Had more than 10 conversations in the last 30 days
• Have an Escalated tag on their last interaction

Users are added to or removed from the group automatically as their activity changes.

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System user groups

Nebuly also creates and manages some user groups automatically. For AI Proficiency, users are assigned to one of four proficiency groups based on their AI Proficiency score:

• Expert: 85 and above
• Practitioner: 65 to 84
• Beginner: 40 to 64
• Novice: below 40

These groups are maintained by Nebuly and refresh automatically every day. They can be used for reporting, segmentation, and identifying users who may benefit from additional training. System groups are managed by Nebuly and behave differently from custom user groups, so their membership and conditions cannot be edited manually.

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Refresh user groups

Choose how often Nebuly should automatically recalculate user group membership:

• Daily
• Weekly
• Monthly

Each refresh checks the group’s current conditions and adds or removes users accordingly. To update groups outside the scheduled refresh, click Refresh all. This recalculates membership for every user group so reports and Live Data reflect the latest assignments.

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Manage a user group

Open the Actions menu next to a user group to manage it. The available actions are:

• Rename: change the name of the user group.
• Edit: modify the group’s filter definition to change which users belong to it.
• Refresh: recalculate the group’s membership using its current filter definition, ensuring it reflects the latest user data.
• Delete: permanently remove the user group from Nebuly. Deleting a user group does not delete the users or their associated interactions and conversations.