Rep assignment quickstart

In this quickstart, we'll show you how to:

Add data representing your transaction events using a dataset.
Add data representing your signup events using a dataset.
Describe your Leads group formally using a cohort.
Create a predictive model for rep assignment using a recommender.
Deploy your rep assignment predictions using a pipeline

Let's dive in.

Transaction event stream

Add data

Create a transaction event stream

Using CSV as an easy example

This section describes how to add data securely using a CSV file that you export from your data infrastructure.

Most Faraday users eventually update their configuration to pull data directly from their data warehouses, cloud buckets, or databases. To do that, you’ll add your source as a Connection and then choose it below instead of CSV.

For more, see our docs on Datasets and Connections.

Extract a CSV representing your transaction from your systems, or download the sample transactions file from Farazona. Either way, save it someplace memorable.

API via cURL

Dashboard

First, upload your data with a POST /uploads request:

curl --request POST \ --url https://api.faraday.ai/v1/uploads/transactions/YOUR_CSV_FILE.csv \ --header 'Accept: application/json' \ --header 'Authorization: Bearer YOUR_API_KEY' \ --header 'Content-Type: application/octet-stream' \ --data-binary "@YOUR_CSV_FILE.csv"

Then use a POST /datasets request to register the data:

curl https://api.faraday.ai/datasets --json '{
  "name": "Transaction",
  "identity_sets": {
    "shipping": {
      "city": "shipping_city",
      "house_number_and_street": [
        "shipping_address1",
        "shipping_address2"
      ],
      "person_first_name": "shipping_address_fn",
      "person_last_name": "shipping_address_ln",
      "postcode": "shipping_postcode",
      "state": "shipping_state"
    }
  },
  "options": {
    "type": "hosted_csv",
    "upload_directory": "transaction_data_files"
  },
  "output_to_streams": {
    "transaction": {
      "data_map": {
        "datetime": "created_at"
      },
      "value": "total"
    }
  }
}'

Your event stream will start building in the background. You can proceed immediately with the next set of instructions. When your stream is done building, you’ll get an email.

Signup event stream

Add data

Create a signup event stream

Using CSV as an easy example

This section describes how to add data securely using a CSV file that you export from your data infrastructure.

For more, see our docs on Datasets and Connections.

Extract a CSV representing your signup from your systems, or download the sample transactions file from Farazona. Either way, save it someplace memorable.

API via cURL

Dashboard

First, upload your data with a POST /uploads request:

curl --request POST \ --url https://api.faraday.ai/v1/uploads/signups/YOUR_CSV_FILE.csv \ --header 'Accept: application/json' \ --header 'Authorization: Bearer YOUR_API_KEY' \ --header 'Content-Type: application/octet-stream' \ --data-binary "@YOUR_CSV_FILE.csv"

Then use a POST /datasets request to register the data:

curl https://api.faraday.ai/datasets --json '{
  "name": "Signup",
  "identity_sets": {
    "shipping": {
      "city": "shipping_city",
      "house_number_and_street": [
        "shipping_address1",
        "shipping_address2"
      ],
      "person_first_name": "shipping_address_fn",
      "person_last_name": "shipping_address_ln",
      "postcode": "shipping_postcode",
      "state": "shipping_state"
    }
  },
  "options": {
    "type": "hosted_csv",
    "upload_directory": "signup_data_files"
  },
  "output_to_streams": {
    "signup": {
      "data_map": {
        "datetime": "created_at"
      },
      "value": "total"
    }
  }
}'

Your event stream will start building in the background. You can proceed immediately with the next set of instructions. When your stream is done building, you’ll get an email.

Leads cohort

You'll need a Faraday account — signup is free!

Confirm your data

Event streams

Unless you’ve already created it for another quickstart or purpose, you’ll need to add the following event stream to your account:

Signup

What’s an event stream?

Predicting a certain customer behavior requires historical examples of customers exhibiting that behavior. Faraday works best when that data comes in the form of “events” — specific actions or occurrences that happened at specific times.

Formulating data this way helps you define cohorts more expressively.

For example, a Customers cohort could be defined as the group of people who have all experienced a Transaction event at least once.

For more, see our docs on Cohorts, Events, Traits, and Datasets (which define how events and traits emerge from your data).

API via cURL

Dashboard

To verify, use a GET /streams request. Your response should look like this:

[{
  "name": "Signup",
  "id": "$SIGNUP_STREAM_ID"
, ...}]

Make note of the IDs of the necessary streams.

If the required stream isn’t there, follow the instructions using this button, then return here to resume.

Signup

Create cohort

Create a leads cohort

API via cURL

Dashboard

Use a POST /cohorts request:

curl https://api.faraday.ai/cohorts --json '{
  "name": "Leads",
  "stream_name": "signup"
}'

Your cohort will start building in the background. You can proceed immediately with the next set of instructions. When your cohort is done building, you’ll get an email.

Rep assignment recommender

You'll need a Faraday account — signup is free!

Confirm your data

Event stream

Unless you’ve already created it for another quickstart or purpose, you’ll need to add the following event stream to your account:

Transaction

What’s an event stream?

Formulating data this way helps you define cohorts more expressively.

For example, a Customers cohort could be defined as the group of people who have all experienced a Transaction event at least once.

For more, see our docs on Cohorts, Events, Traits, and Datasets (which define how events and traits emerge from your data).

API via cURL

Dashboard

To verify, use a GET /streams request. Your response should look like this:

[{
  "name": "Transaction",
  "id": "$TRANSACTION_STREAM_ID"
, ...}]

Make note of the IDs of the necessary streams.

If the required event stream isn't there, follow the instructions using this button, then return here to resume.

Transaction

Configure your prediction

Create a rep assignment recommender

API via cURL

Dashboard

Use a POST /recommenders request:

curl https://api.faraday.ai/recommenders --json '{
  "name": "Rep assignment",
  "stream_name": "transaction",
  "stream_property_name": "rep"
}'

Your recommender will start building in the background. You can proceed immediately with the next set of instructions. When your recommender is done building, you’ll get an email.

Rep assignment deployment

You'll need a Faraday account — signup is free!

Confirm your data

Unless you’ve already created it for another quickstart or purpose, you’ll need to add the following cohort to your account:

Leads

Cohorts

What’s a cohort?

A cohort is Faraday’s term for a commercially significant group of people — for example, a brand’s customers, leads, or even “people who bought X and Y and then cancelled.”

Cohort membership is fluid — continuously computed by Faraday — and is defined by events its members must all have experienced and/or traits its members must all share.

For example, a Customers cohort could be defined as the group of people who have all experienced a Transaction event at least once.

For more, see our docs on Cohorts, Events, Traits, and Datasets (which define how events and traits emerge from your data).

API via cURL

Dashboard

To verify, use a GET /cohorts request. Your response should look like this:

[{
  "name": "Leads",
  "id": "$LEADS_COHORT_ID"
, ...}]

Make note of the IDs of the necessary cohorts.

If the required cohort isn’t there, follow the instructions using this button, then return here to resume.

Leads

Confirm your predictions

Unless you’ve already created it for another quickstart or purpose, you’ll need to add the following prediction in your account:

Recommender: Rep assignment

Recommenders

What’s a recommender?

A recommender is what you use in Faraday to predict which of several options a customer is most likely to choose. Most commonly, this is used to recommend a specific product or category from your available offerings.

For more, see our docs on Recommenders.

API via cURL

Dashboard

To verify, use a GET /recommenders request. Your response should look like this:

[{
  "name": "Rep assignment",
  "id": "$REP_ASSIGNMENT_RECOMMENDER_ID"
, ...}]

If the required recommender isn’t there, follow the instructions using this button, then return here to resume.

Rep assignment

Deploy your predictions

Now you’ll create the pipeline necessary to deploy your predictions.

Create a pipeline for rep assignment

API via cURL

Dashboard

Use a POST /scopes request:

curl https://api.faraday.ai/scopes --json '{
  "name": "Rep assignment",
  "population": {
    "include": [
      "$LEADS_COHORT_ID"
    ]
  },
  "payload": {
    "recommender_ids": [
      "$REP_ASSIGNMENT_RECOMMENDER_ID"
    ]
  }
}'

Your pipeline will start building in the background. You can proceed immediately with the next set of instructions. When your pipeline is done building, you’ll get an email.

Deploy your rep assignment pipeline

Deploying to CSV as an easy example

This section describes how to deploy your predictions to a CSV file that Faraday securely hosts (and continuously updates) for you to retrieve either manually or on a scheduled basis using your existing data infrastructure.

Most Faraday users eventually update their pipelines to deploy to data warehouses, cloud buckets, or databases. To do that, you’ll add your destination as a Connection and then choose it instead of Hosted CSV.

For more, see our docs on Pipelines and Connections

API via cURL

Dashboard

Use a POST /targets request:

curl https://api.faraday.ai/targets --json '{
  "name": "Rep assignment in CSV",
  "scope_id": "$REP_ASSIGNMENT_SCOPE_ID",
  "representation": {
    "mode": "identified"
  },
  "options": {
    "type": "hosted_csv"
  }
}'

Your pipeline will finish building in the background. You can proceed immediately with the next set of instructions. When it’s done, you’ll get an email—then you can return to this pipeline and click the Enable pipeline button to activate it.