You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: src/unified-profiles/connect-a-workspace.md
+9-9Lines changed: 9 additions & 9 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -106,7 +106,7 @@ Before leaving Segment, note the following information about your Segment worksp
106
106
-**Workspace slug**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
107
107
-**Unify space slug**: Located in the address bar between `/spaces/` and `/explorer/`. For example: `app.segment.com/workspace-slug/unify/spaces/unify-space-slug/explorer`
108
108
-**Unify space ID**: Located in the API access settings for your Unify space (**Unify > Unify settings > API access**)
109
-
-**Profile API access token**: Either the access token you created in [Step 1: Set up your Unify Space](#step-1-set-up-your-unify-space), or for existing Unify spaces, a [new token](/docs/unify/profile-api/#configure-access)
109
+
-**Profile API access token**: Either the access token you created in [Step 1: Set up your Unify Space](#step-1-set-up-your-unify-space){:target="_blank"}, or for existing Unify spaces, a [new token](/docs/unify/profile-api/#configure-access){:target="_blank"}
110
110
111
111
## Step 4: Create Computed Traits and Predictions
112
112
@@ -116,15 +116,15 @@ After linking your customer data to Flex through a Unify space, you can set up [
116
116
> Before you can create computed traits in Segment, you must connect your Unify space to Flex and then complete a customer interaction in Flex.
117
117
118
118
### Computed traits
119
-
[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.
119
+
[Computed traits](/docs/unify/traits/computed-traits){:target="_blank"} 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.
120
120
121
121
To create a computed trait:
122
122
1. Navigate to the Unify space you linked to Flex and click **Traits**.
123
123
2. Click **Create computed trait**.
124
124
3. Select the type of event you'd like to create and click **Next**.
125
125
4. Select an event to be the base of your computed trait.
126
126
5. Add conditions and an optionally, an event property.
127
-
-**Conditions**: These restrict the messages considered when calculating the final value of a computed trait. For more information, see the [Conditions](/docs/unify/traits/computed-traits/#conditions) documentation.
127
+
-**Conditions**: These restrict the messages considered when calculating the final value of a computed trait. For more information, see the [Conditions](/docs/unify/traits/computed-traits/#conditions){:target="_blank"} documentation.
128
128
-**Event properties**: These refine the computed traits to include only the specified properties.
129
129
6. Verify that your trait contains at least one member by clicking the **Preview Trait** button.
130
130
7. When you've verified that your trait contains at least one member, click **Next**.
@@ -205,26 +205,26 @@ Create a Last trait based on the "Flex - Engagement Completed" event and add the
205
205
--->
206
206
207
207
### Predictions
208
-
[Predictions](/docs/unify/traits/predictions/), Segment’s artificial intelligence and machine learning feature, lets you predict the likelihood that users will perform any event tracked in Segment. With Predictions, you can identify users with, for example, a high propensity to purchase, refer a friend, or use a promo code. Predictions also lets you predict a user’s lifetime value (LTV).
208
+
[Predictions](/docs/unify/traits/predictions/){:target="_blank"}, Segment’s artificial intelligence and machine learning feature, lets you predict the likelihood that users will perform any event tracked in Segment. With Predictions, you can identify users with, for example, a high propensity to purchase, refer a friend, or use a promo code. Predictions also lets you predict a user’s lifetime value (LTV).
209
209
210
210
Segment recommends that you select the following Predictions for Unified Profiles:
211
-
-[Likelihood to churn](/docs/unify/traits/predictions/#likelihood-to-churn)
For more information about Predictions, see the [Predictions FAQ](/docs/unify/traits/predictions/using-predictions/#faqs) and [Predictions Nutrition Label](/docs/unify/traits/predictions/predictions-nutrition-facts/).
214
+
For more information about Predictions, see the [Predictions FAQ](/docs/unify/traits/predictions/using-predictions/#faqs){:target="_blank"} and [Predictions Nutrition Label](/docs/unify/traits/predictions/predictions-nutrition-facts/){:target="_blank"}.
215
215
216
216
## Troubleshooting
217
217
You can use the following tools to debug issues you may encounter while configuring your Segment resources for Unified Profiles.
218
218
219
219
### Source debugger
220
220
The Source debugger is a real-time tool that helps you confirm that API calls made from your website, mobile app, or servers arrive to your Segment source, so you can troubleshoot your Segment connections. With the debugger, you can check that calls are sent in the expected format without having to wait for any data processing.
221
221
222
-
For more information about the Source debugger, see the [Source debugger](/docs/connections/sources/debugger) documentation.
222
+
For more information about the Source debugger, see the [Source debugger](/docs/connections/sources/debugger){:target="_blank"} documentation.
223
223
224
224
### Profile explorer
225
225
Use the Profile explorer to view all user data, including their event history, traits, and identifiers. With the Profile explorer, you have a complete view of your customers.
226
226
227
-
For more information about the Profile explorer, see the [Profile explorer](/docs/unify/#profile-explorer) documentation.
227
+
For more information about the Profile explorer, see the [Profile explorer](/docs/unify/#profile-explorer){:target="_blank"} documentation.
Copy file name to clipboardExpand all lines: src/unified-profiles/index.md
+1-1Lines changed: 1 addition & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -10,7 +10,7 @@ hidden: true
10
10
11
11
To try out Unified Profiles, request access from the [CustomerAI](https://console.twilio.com/us1/develop/flex/customerai/overview){:target="_blank"} page in your Flex Console. After you sign up, a Twilio Flex team member will contact you.
12
12
13
-
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/).
13
+
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/){:target="_blank"}.
14
14
15
15
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"}.
Copy file name to clipboardExpand all lines: src/unified-profiles/segment-for-flex.md
+23-23Lines changed: 23 additions & 23 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -89,7 +89,7 @@ Connect to either a website or mobile app to complete this step.
89
89
#### Website
90
90
1. On the Getting started with Segment page, under the Connect your website section, click **Connect Source**.
91
91
2. Enter a name for your website in the Website Name field, copy the URL of your website into the Website URL field, and click **Create Source**.
92
-
3. Copy the Segment snippet and paste it into the header of your website. For more information about the Segment snippet, click "What is this?" or view the [Add the Segment Snippet docs](/docs/connections/sources/catalog/libraries/website/javascript/quickstart/#step-2a-add-the-segment-snippet).
92
+
3. Copy the Segment snippet and paste it into the header of your website. For more information about the Segment snippet, click "What is this?" or view the [Add the Segment Snippet docs](/docs/connections/sources/catalog/libraries/website/javascript/quickstart/#step-2a-add-the-segment-snippet){:target="_blank"}.
93
93
4. After you've pasted the snippet in the header of your website, click **Next**.
94
94
5. On the Test screen, select either **Skip this step** or navigate to your website, view a few pages, then return to Segment and click **Test Connection**. If Segment detects page views on your site, the Page indicator with a check mark appears. When you've verified that your snippet is successfully installed, click **Done**.
95
95
6. After Segment marks the "Add connections" tile as complete, click **Add identifiers and traits** and begin [Step 3: Add identifiers and traits](#step-3-add-identifiers-and-traits).
@@ -113,7 +113,7 @@ After you've selected which data sources you'd like to integrate customer data f
113
113
3. Review the identifiers you've selected. To make changes to an identifier, select the menu icon in the row the identifier appears in, and click **Edit** or **Delete**.
114
114
4. When you're satisfied with your identifiers, click **Add computed traits**.
115
115
5. Select up to two traits and click **Save**. <br> _Segment recommends selecting **Total inbounds**, or the number of inbound attempts that resulted in a customer engagement, and **Frequent inbound channel**, which identifies the most frequently used communication channel._
116
-
6.**(Optional)**: Set up predictive traits by selecting the **Set up predictive traits** dropdown and clicking **Complete setup** next to one or both traits. For more information about predictive traits, see Segment's [Predictions documentation](/docs/unify/Traits/predictions/).
116
+
6.**(Optional)**: Set up predictive traits by selecting the **Set up predictive traits** dropdown and clicking **Complete setup** next to one or both traits. For more information about predictive traits, see Segment's [Predictions documentation](/docs/unify/Traits/predictions/){:target="_blank"}.
117
117
118
118
> warning "Predictions require event data in your sources"
119
119
> Before you can configure predictions, you must have data flowing into your connected source. After data is flowing into your source, it can take up to 48 hours for predictions to be ready.
@@ -129,8 +129,8 @@ To check your configuration:
129
129
### Additional troubleshooting tools
130
130
If the Enable Sources and Test Connections check indicates there are problems with your sources and connections, you can use the advanced troubleshooting and testing tools linked under the Additional Troubleshooting Tools section to debug any issues with your configuration.
131
131
132
-
-[Event Debugger](/docs/connections/sources/debugger/): With the Debugger, you can check that calls are sent in the expected format without having to wait for any data processing.
133
-
-[Profile Explorer](/docs/unify/#profile-explorer): Use the Profile Explorer to view all user data, including event history, traits, and identifiers.
132
+
-[Event Debugger](/docs/connections/sources/debugger/){:target="_blank"}: With the Debugger, you can check that calls are sent in the expected format without having to wait for any data processing.
133
+
-[Profile Explorer](/docs/unify/#profile-explorer){:target="_blank"}: Use the Profile Explorer to view all user data, including event history, traits, and identifiers.
134
134
-[Advanced Segment](https://app.segment.com/goto-my-workspace/overview){:target="_blank"}: Use the Advanced Segment option to view your full Segment workspace. Segment recommends working with the assistance of Professional Services when accessing Advanced Segment.
135
135
136
136
## Segment for Flex entitlements and limitations
@@ -142,37 +142,37 @@ Segment for Flex workspaces created during the Unified Profiles setup process ha
142
142
In addition to 1 source for Flex events that is auto-created during setup, you can create an additional 5 sources.
0 commit comments