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Rep assignment
Assign each lead or customer to the rep that will handle them best
You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.
- Step 1
Ingest your data into event streams
This allows Faraday to understand what your data means. These links will guide you through ingesting the data necessary to power this template. - Step 2
Organize your customer data
You'll create groups, called cohorts, that are the essential building blocks of Faraday and allow you to easily predict any customer behavior. - Step 3
Declare your prediction objectives
With your cohorts defined, it's easy to instruct Faraday to predict the necessary behaviors. Follow the docs with the link below. - Step 4
Define your rep assignment pipeline
Finally, deploy your prediction with the link below.
Deploy your rep assignment predictions to . . .
Aurora (MySQL)
AWS Aurora Postgres
Azure SQL
BigQuery
Facebook Custom Audiences
GCS
Google Ads
Google Cloud SQL (MySQL)
Google Cloud SQL (Postgres)
Google Cloud SQL (SQL Server)
HubSpot
Iterable
Klaviyo
LinkedIn Ads
MySQL
Pinterest Ads
Poplar
Postgres
RDS (MySQL)
RDS (Postgres)
RDS (SQL Server)
Recharge
Redshift
Redshift Serverless
S3
Salesforce
Salesforce Marketing Cloud
Segment
SFTP
Shopify
Snowflake
SQL Server
Stripe
The Trade Desk
TikTok
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