Rep assignment - Faraday

You will need a Faraday account to use this template. It is free to sign up and you will just need some sample data to start.

Get started for free

If you're already using Athena and are curious about how to make your customer interactions smoother, Faraday's Rep assignment predictions can be a handy tool. Imagine having a bit of extra insight into which of your reps will connect best with each lead or customer. It’s about finding that perfect match to ensure your customers feel understood and valued. With Rep assignment predictions, you get more than just data; you get actionable insights that fit right into your existing workflows. It’s a simple way to enhance the customer experience without adding more to your plate.

Step 1
Connect your data sources
Use the link below to connect Athena to Faraday. You can also skip this step and use CSV files to get started instead.
Athena
Step 2
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.
Transaction Signup
Step 3
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.
Leads
Step 4
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.
Rep assignment
Step 5
Define your rep assignment pipeline and deploy to Athena
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to Athena
Create a deployment target using the Athena connection you created above. Or, get started by simply deploying to CSV.
Athena