Audience builder
The Audience builder is where you define exactly which patients a recall reaches. You do it by chatting with Elva in plain language — no filters or query syntax to learn. This article explains the three panels, how segments work, and how to confirm an audience.
The Audience builder is where you define exactly which patients a recall reaches. You do it by chatting with Elva in plain language — no filters or query syntax to learn. This article explains the three panels, how segments work, and how to confirm an audience.
What the audience builder is for
A recall is only as good as who it reaches. The audience builder lets you describe the patients you want — “overdue for hygiene by six months,” “implant patients,” “anyone with a balance over $200” — and Elva turns each description into a segment: a defined patient group with a live count of how many patients currently match.
A recall can have one segment or several. For example, a Hygiene recall might target Standard patients every 6 months and Implant patients every 4 months as separate segments, each with its own message journey later.
The three panels
The page is split into three panels that work together:
- Chat (left) — your conversation with Elva. You type what you want; Elva replies and proposes segments. Some replies include buttons you can tap to confirm or adjust.
- Segments (middle) — the patient groups Elva has built. Each shows its name, a patient count, and its status as it’s calculated.
- Patients (right) — a preview of the actual patients who match. Filter pills at the top let you view All patients or just one segment.
How segments are calculated
When you describe a group, Elva works out which patients match and shows a count. While it’s calculating, the segment shows as resolving; when it’s done, you see the final count. If a segment can’t be calculated, it shows a clear error and you can ask Elva to adjust it.
A segment may come back with a small warning — for example, a very low patient count — which is informational. You can refine it by chatting with Elva, or leave it as is.
Working in the audience builder
How to define your audience
- Open the Audience builder (from Configure or Create custom in the Library, or Resume draft on a recall).
- Read Elva’s opening message. If you started from a library recall, Elva proposes the recall’s standard segments to begin with.
- Type what you want in the chat — describe the patients to add, remove, or change. For example: “Add a segment for diabetic patients due every 4 months.”
- Watch the segments panel update with each change, and check the patient counts.
- Use the patients panel’s filter pills to spot-check who’s actually in each segment.
How to review who’s in a segment
- In the patients panel, click a segment’s filter pill at the top (or All to see everyone across all segments).
- The list below updates to show patients in that group.
How to confirm the audience
- When the segments look right, make sure none are still calculating or showing an error.
- Click Confirm audience & next at the bottom.
- Confirm in the dialog. Your segments are saved to the recall, and you move on to the Sequence builder to design the messages.
How to discard and start over
- Choose the discard option at the bottom of the page.
- Confirm in the dialog. The segments and conversation are cleared and the recall returns to its starting point in the Library.
Picking up where you left off
The audience builder is a live working session. If you close the tab mid-conversation, your draft is kept — return to it with Resume draft on the recall in the Library or Recalls list, and the conversation and segments come back as you left them.
What the audience builder does not do
The audience builder is only about who a recall reaches. It doesn’t design the messages — that’s the Sequence builder. It also doesn’t set up which results to track; KPIs are configured automatically based on the recall’s goal.