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Copy file name to clipboardExpand all lines: src/unified-profiles/connect-a-workspace.md
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@@ -89,11 +89,11 @@ Create a Segment Profiles destination to add a mapping to your Reverse ETL sourc
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7. When you've finished mapping all relevant event fields and verified that your test record contains all of the relevant user information, click **Save Mapping.**
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8. You're returned to the Mappings page for your Segment Profiles destination. Under the Mapping status column, enable the mapping you created in the previous step.
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## Step 3: Confirm your customer identifier settings
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## Step 3: Connect Flex to your Unify space
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To connect your Unify space to Flex, you'll need to reach out to the [Twilio Professional Services](https://www.twilio.com/en-us/professional-services){:target="_blank"} team.
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To connect your Unify space to Flex, follow the [Connect an existing Segment Unify space](https://www.twilio.com/docs/flex/admin-guide/setup/unified-profiles/setup/unify-space){:target="_blank"} instructions in the Flex documentation.
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Before reaching out to Professional Services, note the following information about your Segment workspace and Unify space:
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Before leaving Segment, note the following information about your Segment workspace and Unify space:
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-**Workspace ID**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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-**Workspace slug**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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## Step 4: Create Computed Traits and Predictions
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After linking your customer data to Flex through a Unify space, you can set up [Computed Traits](#computed-traits) and [Predictions](#predictions) to better understand your users.
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After linking your customer data to Flex through a Unify space, you can set up [computed traits](#computed-traits) and [Predictions](#predictions) to better understand your users.
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> warning "Complete an interaction in Flex before creating computed traits in Segment"
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> Before you can create computed traits in Segment, you must confirm your customer identifier settings and then complete a customer interaction in Flex.
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> Before you can create computed traits in Segment, you must connect your Unify space to Flex and then complete a customer interaction in Flex.
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### Computed traits
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[Computed traits](/docs/unify/traits/computed-traits) allow you to quickly create user or account-level calculations that Segment keeps up-to-date over time. These computations are based on the events and event properties that you are sending through Segment.
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href="/docs/unified-profiles/"
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icon="unified-profiles.svg"
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title="Unified Profiles Overview"
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description="Unified Profiles in Flex, available with Twilio's Agent Copilot, provides your Flex agents with real-time customer data from multiple enterprise systems."
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description="Unified Profiles in Flex provides your Flex agents with real-time customer data from multiple enterprise systems."
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%}
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{% include components/reference-button.html
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href="/docs/unified-profiles/segment-for-flex"
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icon="flex.svg"
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title="Segment for Flex"
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description="Users without an existing Segment workspace can configure a Segment for Flex workspace, which provides limited access to Segment."
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description="Flex customers without an existing Segment workspace that includes a Unify space can obtain a Segment for Flex workspace and configure a Unify space. A Segment for Flex workspace provides limited access to Segment."
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@@ -12,6 +12,8 @@ To try out Unified Profiles, request access from the [CustomerAI](https://consol
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Although Unified Profiles itself does not use machine learning technology, Unified Profiles can incorporate certain third-party machine learning technologies through Agent Copilot and Predictive Traits. For detailed information about each feature’s AI qualities, see the [AI Nutrition Facts for Agent Copilot](https://www.twilio.com/docs/flex/admin-guide/setup/copilot/nutritionfacts){:target="_blank"} and the [Predictions Nutrition Facts Label](/docs/unify/traits/predictions/predictions-nutrition-facts/).
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Twilio’s AI Nutrition Facts provide an overview of the AI features you’re using so you can better understand how AI works with your data. For more information, including the glossary for the AI Nutrition Facts Label, see [Twilio’s AI Nutrition Facts page](https://nutrition-facts.ai/){:target="_blank"} and [Twilio’s approach to trusted CustomerAI](https://www.twilio.com/en-us/blog/customer-ai-trust-principles-privacy-framework){:target="_blank"}.
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For more information about Unified Profiles, see the [CustomerAI](https://www.twilio.com/docs/flex/customer-ai){:target="_blank"} documentation.
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title: Create a Segment for Flex Workspace
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hidden: true
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---
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Flex users without an existing Segment workspace that includes a Unify space can create a _Segment for Flex_ workspace, which provides limited access to Segment.
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Flex users without an existing Segment workspace that includes a Unify space can create a Segment for Flex workspace and a Unify space. The Segment for Flex workspace provides limited access to Segment.
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For entitlements and limitations associated with a Segment for Flex workspace, see the [Entitlements and limitations](#segment-for-flex-entitlements-and-limitations) documentation.
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> warning "Unable to change data source selection after this step"
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> After you've selected your data source and proceeded to the next step, you can't return to this page and make a different selection. You can add additional data sources after setting up your Segment for Flex workspace. For more information about sources in a Segment for Flex workspace, see the [Sources](#sources) documentation.
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1. From your Flex account, select **Unify**.
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2. On the Flex Unify overview screen, click **Create Unify space in Segment**.
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3. In Segment for Flex, select a data source to get started and click **Next**.
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4. Review the popup that explains how the data source connects to Segment, and click **Continue**.
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1. In Segment for Flex, select a data source to get started and click **Next**.
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2. Review the popup that explains how the data source connects to Segment, and click **Continue**.
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## Step 2: Add connections
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To check your configuration:
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1. Click **Enable Sources and Test Connections**. Segment automatically checks your sources and connections.
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<br>If you correctly configured the sources and connections you set up in steps 1 and 2, Segment marks this step as complete.
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<br>If you correctly configured your sources and connections, Segment marks this step as complete.
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2. To return to Flex and complete the Unified Profiles setup process, click **[Return to Flex](https://console.twilio.com/us1/develop/flex/){:target="_blank"}**.
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### Additional troubleshooting tools
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Your Segment for Flex workspace has the following entitlements:
description="Unified Profiles in Flex, available with Twilio's Agent Copilot, provides your Flex agents with real-time customer data from multiple enterprise systems."
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description="Unified Profiles in Flex provides your Flex agents with real-time customer data from multiple enterprise systems."
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