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Copy file name to clipboardExpand all lines: src/unified-profiles/create-a-workspace.md
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@@ -12,7 +12,10 @@ To set up your Segment workspace and Unify space, you’ll complete the followin
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2.**Connect your Unify space to Twilio:** By connecting your Unify space to Twilio, you’ll start linking customer interaction history to your Profiles and begin enriching your customer profiles with information collected during customer interactions.
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3.**Add an additional data source to your workspace**: Import data into your Segment workspace from a business tool like a CRM or data warehouse, further enriching your customer data.
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Once you’ve connected your Unify space to Twilio, you can also add optional [business tools that Segment will receive data from](/docs/connections/sources/) or [forward data to](/docs/connections/destinations/), create [Computed Traits](/docs/unify/Traits/computed-traits/), which allows you to quickly create user or account-level calculations that Segment keeps up-to-date over time, and generate [Predictions](/docs/unify/traits/predictions/), which let you predict the likelihood that users will perform any event tracked in Segment.
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Once you’ve connected your Unify space to Twilio, you can also:
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- Add optional [business tools that Segment will receive data from](/docs/connections/sources/) or [forward data to](/docs/connections/destinations/).
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- Create [Computed Traits](/docs/unify/traits/computed-traits/), to quickly create user or account-level calculations that Segment keeps up to date over time.
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- Generate [Predictions](/docs/unify/traits/predictions/), to predict the likelihood that users will perform any event tracked in Segment.
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## Step 1: Set up your Unify space
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1. In Segment, navigate to Unify and click **Create Space**.
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2. Enter a name for your space, select **Dev space**, then click **Create space**.
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3. Set identity rules for your space by clicking **Set identity rules**.
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4. Navigate to the settings for your Unify space and select API access.
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4. Navigate to the settings for your Unify space and select **API access**.
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5. Copy the Segment Unify Space ID to a safe location, as you'll need this value to connect your Unify space to Twilio.
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6. Click **Generate Token**. Enter a name for your Profile API token, enter the password for your Twilio account, then click **Generate token**.
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7. Copy your Profile API token to a safe location and click the "I have written down this access token" checkbox, then click **Done**.
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After you've added a source of data, you can connect additional business tools to your Unify space. You can add data sources, or "sources" that flow data into Segment, and "destinations," the business tools or apps that Segment forwards your data to.
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For example, you can [add a CRM](https://app.segment.com/goto-my-workspace/sources/catalog?category=CRM), like Salesforce or Hubspot, as a data source to create rich, personalized support interactions for your agents in Twilio Flex, implement the [Analytics.js library on your website](https://app.segment.com/goto-my-workspace/sources/catalog?category=Website) to collect more granular data about the way your customers interact with your web properties, or [link your helpdesk](https://app.segment.com/goto-my-workspace/sources/catalog?category=Helpdesk) to your IVR workflow with Twilio Studio to gather a complete view of the reasons your customers are reaching out for support. If a data warehouse is your single source of truth about your customers, use [Reverse ETL](#set-up-reverse-etl) to import that data into Twilio to facilitate personalized interactions across your customer touchpoints, then use [Profiles Sync](#connect-a-warehouse-for-profiles-sync) to hydrate your Profiles with information gathered during customer interactions.
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For example, you can [add a CRM](https://app.segment.com/goto-my-workspace/sources/catalog?category=CRM), like Salesforce or HubSpot, as a data source to create rich, personalized support interactions for your agents in Twilio Flex, implement the [Analytics.js library on your website](https://app.segment.com/goto-my-workspace/sources/catalog?category=Website) to collect more granular data about the way your customers interact with your web properties, or [link your helpdesk](https://app.segment.com/goto-my-workspace/sources/catalog?category=Helpdesk) to your IVR workflow with Twilio Studio to gather a complete view of the reasons your customers are reaching out for support. If a data warehouse is your single source of truth about your customers, use [Reverse ETL](#set-up-reverse-etl) to import that data into Twilio to facilitate personalized interactions across your customer touchpoints, then use [Profiles Sync](#connect-a-warehouse-for-profiles-sync) to hydrate your Profiles with information gathered during customer interactions.
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