Set up Smart Segments in Claude.
Find Smart Segments in Claude's Connectors Directory, connect your Google account, confirm Claude can access the right projects, then ask clearer questions about bookings, revenue and guests. Google Ads and Google Analytics performance, along with labour data, depend on your data setup; other sources are available on request.
Open Smart Segments in ClaudeFirst, check your plan
Check your plan and choose your setup
Open claude.ai in a web browser and confirm which account you are using.
- Individual account: use the individual steps for Free, Pro or Max. For a paid personal subscription, check Settings > Billing.
- Team or Enterprise: select your organisation's account and follow Organisation setup. Ask an Owner to confirm the plan; Team owners can check Organization settings > Billing.[4]
Smart Segments is available in Claude's Connectors Directory on all plans, including Free.[1, 7]
Your Smart Segments data and user access must already be configured. Have the authorised Google account ready; for ROLLER, it needs access to the relevant Google Cloud project. Smart Segments can confirm which data is enabled for your account.
01 / Individual account
Individual account setup
Open the Connectors Directory
Go to Settings > Connectors (or Customize > Connectors) and select Browse connectors.[1]
Claude's Connectors page. This organisation view shows Connectors highlighted, with Directory directly below it; menu labels may vary by account. Find Smart Segments
Search for Smart Segments or use the button below to open the listing directly. Select Connect.[1, 7]
Open Smart Segments in Claude
Smart Segments shown in the organisation's Connectors list, with the search field and matching connector highlighted. Menu labels may vary by account. Sign in with Google
Use your authorised Google account, review the permissions and finish sign-in. Check that Smart Segments shows Connected, then go to Test your connection.[3, 5]
02 / Organisation account
Set up Claude Team or Enterprise
If Smart Segments is already listed for your organisation, go to Member sign in.
Add Smart Segments for the organisation
Search for Smart Segments in the directory, or open https://claude.ai/directory/smart-segments while signed in to the organisation account, then add it for the organisation.[2, 7]
Team or Enterprise member
Member sign in
Follow these steps once an Owner has added Smart Segments to your organisation. You do not need to add the connector again.
Connect your own Google account
Open Customize > Connectors, find Smart Segments and select Connect. Sign in with your authorised Google account and review the permissions.[3]
Illustrated example, not a screenshot. Select Connect, sign in with Google, then check for Connected. Check the connection
Confirm the status is Connected. Open a new chat and follow Test your connection to enable Smart Segments and verify your projects and venues.[5]
03 / Test and use
Test your connection and ask a question
Start a new chat. Open + > Connectors and turn Smart Segments on for that conversation. Paste the prompt below and review any tool approval request.[3, 5]
Use Smart Segments to list the projects and ROLLER venues I can access. Show their names and IDs, then ask me which venue to analyse.
Success means Claude calls Smart Segments and returns the expected project and venue names. If it cannot retrieve them, use Get unstuck. Include your project ID if you already know it.
Ask your first business question
Choose a venue, then try one of these prompts. Replace text in square brackets with the name or ID returned above.
For [venue], compare bookings and revenue for the last full calendar month with the month before. Show totals, percentage changes and the main drivers.
For [venue], rank the top 10 products by revenue over the last 90 complete days. Include booking counts and each product's share of revenue.
For [venue], analyse party bookings and revenue over the last 90 complete days. Show average spend per party booking and the strongest packages, then suggest three ways to grow party revenue. Flag any missing data.
Make the numbers comparable
Add this instruction to your question:
“State the exact dates, timezone, currency, date basis, and how revenue, tax, refunds and cancellations are treated. Flag missing or incomplete data.”
For peak trading times, ask for visit date and session time rather than the time the booking was placed.
04 / More questions
Explore marketing and guest behaviour
Build on your first insights with GA4 and more detailed ROLLER questions. Available answers depend on the data and permissions in your connection.
See which marketing channels perform
GA4 availability depends on your authorised Google account and Smart Segments connection. First confirm which properties are available:
Use Smart Segments to list the Google Analytics 4 (GA4) properties I can access, including their names and property IDs.
For [GA4 property ID], compare sessions, key events and purchase revenue by session source/medium for the last full calendar month. Highlight the strongest channels and flag unavailable metrics.
Go deeper into venue performance
For [venue], break down visits and revenue by day of week and session start hour over the last 90 complete days. Identify peak and quiet periods. Use visit dates and session times where available, and explain how revenue is allocated.
For [venue], compare revenue share and average spend per booking for new and returning guests last quarter. Define returning guests and the history used to identify them. If customer history is insufficient, explain the limitation.
Use the project, venue and property IDs returned by Smart Segments when similar names appear. Ask Claude to show the date range, definitions and missing data alongside each result.
05 / Help and reference
Get unstuck
Check the Claude account, connector status and Google data access before retrying.
| What you see | What to do |
|---|---|
| Smart Segments is not in the directory | Make sure you are on claude.ai or Claude Desktop and search for Smart Segments under Browse connectors, or open https://claude.ai/directory/smart-segments directly while signed in to the correct Claude account. On Team or Enterprise, ask an Owner whether Smart Segments is enabled for your organisation.[1, 7] |
| Smart Segments appears twice, or under Custom | Remove the custom entry and keep the directory connector. |
| Smart Segments is missing for a member | Use the correct organisation account. Ask the Owner to confirm it was added under Organization settings > Connectors, then look under Customize > Connectors.[2] |
| Google sign in or OAuth fails | Disconnect and reconnect Smart Segments from Settings > Connectors. If it still fails, send Smart Segments the exact error.[3] |
| Claude cannot reach the server | Disconnect and reconnect Smart Segments. If the problem continues, contact Smart Segments to check service availability. |
| The connector says it has no access to any ROLLER data or Google cloud project | Please connect with jeroen@smartsegments.ai to make sure your account is set up. |
| Connected but no venue data appears | Ask Smart Segments to check the connected Google email, project permissions and venue setup. For GA4, confirm access to the intended property and that it is available through Smart Segments. |
| Claude gives a generic answer | In the chat, open + > Connectors and enable Smart Segments. Ask explicitly to use Smart Segments and repeat the project check. Review any tool approval request.[3, 5] |
| Totals differ from another report | Compare the same venue, dates, timezone and currency. Check booking versus visit dates, tax, refunds, cancellations, metric definitions and data freshness. |