Rep assignment - Faraday

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

If you're a Faraday user who also works with BigQuery, having Rep assignment predictions directly in BigQuery could be a real game-changer. It allows you to seamlessly integrate powerful, predictive insights into your existing data workflows without any extra hassle. This means you can automatically match each lead or customer with the rep most likely to engage them effectively, right within the platform you already use daily. It's a straightforward way to enhance your team's performance and make the most out of your customer interactions, all while staying within your familiar BigQuery environment. No need for complicated setups or additional tools.

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