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Rep assignment

Assign each lead or customer to the rep that will handle them best — using Athena

Rep assignment

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.

Athena logoIf you're a Faraday user who also uses Athena, integrating Rep assignment predictions can be a really smart move. Imagine knowing exactly which of your team members will click best with each lead or customer. By using these predictions, you're making your life a little easier and might just see some improved engagement. It’s not about revolutionizing the game overnight, but rather about making those everyday interactions a bit more effective. This approach could be particularly handy if you're looking to optimize how your team connects with people, ensuring everyone is on the same wavelength. Give it a try, and see how it fits into your workflow.
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Step 5

    Define your rep assignment pipeline and deploy to Athena

    Finally, deploy your prediction with the link below.
  6. Step 6

    Deploy to Athena

    Create a deployment target using the Athena connection you created above. Or, get started by simply deploying to CSV.