Calculated Traits

In Sortment, calculated traits are reusable logic definitions that classify users based on behaviors, characteristics, or transactions.

These traits are ideal for:

• Complex segmentation needs

• Aggregations (e.g., total orders, spend)

• Business calculations that depend on multiple columns

They can be reused across Profiles, Audiences, and Analytics to maintain consistent business logic.

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Creating a calculated trait using AI

Sortment provides an AI-powered creation option that makes building calculated traits fast and approachable—even without technical expertise.

Open the traits section:

1. Click the star-shaped icon (✶) in the left or top navigation bar.

2. This opens the Traits page, where you can view, manage, and create new traits.

Step 1: Click New trait

Start by clicking the “+ New Trait” button at the top right of the Traits page. Choose calculated traits.

Select "Use AI" as the creation method

Step 2: Define the use case

• Describe your use-case: What are you trying to identify (e.g., “Number of times a customer bought premium products”)?

• Outline examples or scenarios (optional but helpful): Provide additional context or example on how the calculation may be performed.

Step 3: Generate the logic

After submitting your prompt, Sortment generates the logic for your trait. It will also create a name and description for the trait.

• You can review and refine using additional instructions like “exclude users with returns.”

Step 4: Preview results

Click “Preview results” to validate that the trait logic works as intended. This ensures data accuracy before you publish.

Step 5: Finalise details

• The trait name and description is generated by AI. Review the details and update if needed.

• Optionally add tags for searchability and organisation.

Step 6: Save the trait

Click “Finish” to save the trait. It’s now available for use across Audiences, Profiles, and Campaign logic.