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Copy file name to clipboardExpand all lines: src/unified-profiles/connect-a-workspace.md
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## Prerequisites
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- You must have requested access from the [CustomerAI for Contact Center](https://console.twilio.com/us1/develop/flex/customerai/overview){:target="_blank"} page in your Flex Console and been accepted into the Agent Copilot beta program.
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- You must have requested access from the [CustomerAI](https://console.twilio.com/us1/develop/flex/customerai/overview){:target="_blank"} page in your Flex Console and been accepted into the Agent Copilot and Unified Profiles beta program.
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- Your Segment workspace must be on the Business Tier plan with a Unify Plus entitlement. To upgrade to the Business Tier plan, communicate with your sales contact or [request a demo](https://segment.com/demo/){:target="_blank"} from Segment's sales team.
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## Step 1: Set up your Unify space
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> success ""
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> This section is about setting up a new Unify space to link to Twilio Flex. If you have an existing Unify space you'd like to use, proceed directly to [Step 2: Connect your sources to Unify](#step-2-connect-your-data-to-unify).
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> This section is about setting up a new Segment Unify space to link to Twilio Flex. If you have an existing Segment Unify space you'd like to use, proceed directly to [Step 2: Connect your data to Unify](#step-2-connect-your-data-to-unify).
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Segment recommends creating a development or sandbox space, verifying that your profiles appear as you would expect, and then creating a production space.
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To create a Unify space:
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1.Navigate to Unify and click **Create 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. Connect a source to your Unify space by clicking **Connect sources**.
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9. 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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## Step 2: Connect your data to Unify
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After you've created a Unify space, you must also connect a Salesforce CRM source and a data warehouse to your Unify Space to link your customers' data to Unified Profiles.
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After you've created a Unify space, you must also connect a Salesforce CRM source and a data warehouse to your Unify space to link your customers' data to Unified Profiles.
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### Set up Salesforce
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1. From the [catalog page in your workspace](https://app.segment.com/goto-my-workspace/sources/catalog/salesforce){:target="_blank"}, select the Salesforce source and click **Add Source**.
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### Connect a data warehouse
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1. From the [catalog page in your workspace](https://app.segment.com/goto-my-workspace/destinations/catalog?category=Storage){:target="_blank"}, search for and select a BigQuery, Postgres, Redshift, or Snowflake destination.
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2. On the Choose Data Source page, select the Salesforce source you set up in the previous step and click **Next**.
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3. Give for your data warehouse destination a name and enter the credentials for a user with read and write access to your database. Click **Connect**.
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3. Give your data warehouse destination a name and enter the credentials for a user with read and write access to your database. Click **Connect**.
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4. Review the information on the Next Steps screen and click **Done**.
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> info ""
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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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Before reaching out to Professional Services, note the following information about your Segment workspace:
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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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-**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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-[Total outbounds](#total-outbounds): Number of outbound attempts resulting in customer engagement
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-[Last known service agent](#last-known-service-agent): Identifies the last agent to allow connecting to the same agent
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-[Last interaction duration](#last-interaction-duration): The duration (in seconds) of the customer's last interaction with agent(s)
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-[Common request](#): Most frequent topic of inbound or outbound engagement
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-[Common request](#common-request): Most frequent topic of inbound or outbound engagement
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-[Sentiment in last interaction](#sentiment-in-last-interaction): Gen-AI inferred sentiment in last interaction
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-[Last interaction topic](#last-interaction-topic): Topic of the last interaction
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-[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)
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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/).
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## Troubleshooting
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You can use the following tools to debug issues you may encounter while configuring your Segment resources for Unified Profiles.
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@@ -3,27 +3,29 @@ title: Unified Profiles in Flex
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hidden: true
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---
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Unified Profiles in Flex, available with Twilio's [Agent Copilot](https://www.twilio.com/docs/flex/customer-ai){:target="_blank"}, provides your Flex agents with real-time customer data from multiple enterprise systems. Agents can view each customer's details and a historical timeline that shows a customer's previous activities, enabling agents to provide personalized support based on a customer's history. Agent Copilot is currently in beta and access is limited.
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[Unified Profiles in Flex](https://www.twilio.com/docs/flex/admin-guide/setup/unified-profiles){:target="_blank"} provides your Flex agents with real-time customer data from multiple enterprise systems. Agents can view each customer's details and a historical timeline that shows a customer's previous activities, enabling agents to provide personalized support based on a customer's history. Unified Profiles is currently in beta and access is limited.
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> info "Public Beta"
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> Unified Profiles is currently available as a limited Public Beta product and the information contained in this document is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as Generally Available. Public Beta products are not covered by a Twilio SLA.
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To try out Agent Copilot, which includes Unified Profiles, request access from the [CustomerAI for Contact Center](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 by email. If you are selected to participate in the beta program, the Twilio Flex team will work with you on the next steps to set up Unified Profiles. See the [Agent Copilot AI Nutrition Facts](https://www.twilio.com/docs/flex/admin-guide/setup/copilot/nutritionfacts){:target="_blank"} for information about the third-party machine learning tools involved in Unified Profiles.
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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.
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For more information about Unified Profiles, see the [Customer AI](https://www.twilio.com/docs/flex/customer-ai){:target="_blank"} documentation.
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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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For more information about Unified Profiles, see the [CustomerAI](https://www.twilio.com/docs/flex/customer-ai){:target="_blank"} documentation.
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<divclass="double">
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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="Flex customers 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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%}
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{% include components/reference-button.html
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href="/docs/unified-profiles/connect-a-workspace"
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icon="api.svg"
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title="Connect an Existing Workspace to Flex"
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description="Flex customers with an existing Segment workspace can connect their workspace to Flex."
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description="Flex customers with an existing Segment workspace that has a Unify space can connect their Unify space to Flex."
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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 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, which 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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## Prerequisites
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Before creating a Segment for Flex workspace, you must have requested access from the [CustomerAI for Contact Center](https://console.twilio.com/us1/develop/flex/customerai/overview){:target="_blank"} page in your Flex Console and been accepted into the Agent Copilot beta program.
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Before creating a Segment for Flex workspace, you must have requested access from the [CustomerAI](https://console.twilio.com/us1/develop/flex/customerai/overview){:target="_blank"} page in your Flex Console and been accepted into the Agent Copilot and Unified Profiles beta program.
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## Step 1: Select your data sources
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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 that connects to Segment, and click **Continue**.
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4. 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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### Salesforce and a data warehouse
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1. On the Getting started with Segment page, click **Connect Salesforce**.
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2. You are redirected to the Salesforce login screen. Sign in to Salesforce with a user that has XYZ permissions.
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2. You are redirected to the Salesforce login screen. Sign in to Salesforce with a user that has _View all Records_ permissions.
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3. On the Getting started with Segment page, click **Connect data warehouse**.
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4. Select your data warehouse from the list of available warehouses, and click **Next**.
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5. Give your destination a name and enter the account credentials for a user that has read and write permissions. Click **Save**.
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href="/docs/unified-profiles/connect-a-workspace"
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icon="api.svg"
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title="Connect an Existing Workspace to Flex"
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description="Users with an existing Segment workspace can connect their existing workspace to Flex."
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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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