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docs(audiences): document OR filter group with AND exclusion pattern - #2349

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docs(audiences): document OR filter group with AND exclusion pattern#2349
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What changed

Added a second filter group example to docs/audiences.md showing the (A OR B OR C) AND D = false pattern — conditions in a filter group switched to OR, combined via a top-level AND filter to act as a global exclusion. Also corrected an existing claim that top-level filters are "always AND" (they default to AND but the connector is toggleable to OR).

Why

Intercom conversation #215475622490195 (Sierra / Candice Meier) was escalated to a human because Fin couldn't explain how to build a dynamic exclusion segment. The customer had a suppression audience of Partners but needed to carve out the ~70 Partners who are also Customers or Prospects (Visa, Mastercard, Stripe). Human support agent Bo Morin answered by explaining the AND group pattern: put the OR conditions (Competitor OR Partner OR related contact) in a filter group, and add the Customer/Prospect exclusion as a separate top-level filter set to AND.

The existing doc's filter group example only showed A AND B AND (C OR D) — it never showed the inverse case where the OR conditions are in the group and the exclusion is a top-level filter. That was the specific gap that caused the escalation.

Additionally, the existing line said "All top-level filters are joined with AND" — the verifier confirmed this is incorrect. The top-level connector is also user-toggleable to OR (default is AND, but not locked). This was corrected.

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Uncertainties

None. Both edits are verified PASS by the verifier sub-agent against live product code.

Related observations

Many open PRs touch docs/audiences.md (#2179, #2184, #2192, #2195, #2202, #2203, #2204, #2210, #2215, #2224, #2225, #2231, #2232, #2245, #2251, #2261, #2272, #2280, #2288, #2291, #2295, #2303, #2305, #2321, #2323, #2345, #2348). None of them cover the filter group AND/OR exclusion pattern or the top-level connector correction documented here — all address other topics. Reviewers should reconcile these PRs at merge time.

Closes DOC-2104

@linear-code

linear-code Bot commented Aug 26, 2026

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DOC-2104

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