Personalization

Rep assignment

Assign each lead or customer to the rep that will handle them best — using RDS (Postgres)

You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.

Imagine you're managing a team of reps and want to make sure each one is engaging with customers and leads as effectively as possible. Faraday's Rep assignment predictions can help you do just that, and if you're already using RDS (Postgres) for your data, it’s a seamless fit. By integrating these predictions with your existing Postgres database, you can easily assign leads to the reps most likely to connect with them, directly from the data you already have. It’s a straightforward way to enhance your customer interactions without having to overhaul your current setup.

Step 1
Connect your data sources
Use the link below to connect RDS (Postgres) to Faraday. You can also skip this step and use CSV files to get started instead.
RDS (Postgres)
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 RDS (Postgres)
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to RDS (Postgres)
Create a deployment target using the RDS (Postgres) connection you created above. Or, get started by simply deploying to CSV.
RDS (Postgres)