Personalization

Rep assignment

Assign each lead or customer to the rep that will handle them best — using Google Cloud SQL (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.

If you're a Faraday user who also uses Google Cloud SQL (Postgres), you might find Rep assignment predictions especially handy. These predictions can seamlessly integrate with your existing database, making it straightforward to match leads or customers with the most suitable reps based on data-driven insights. By storing Rep assignment predictions directly in your Google Cloud SQL setup, you keep things tidy and easily accessible for your team. This could help you tailor interactions more effectively and potentially boost customer engagement, all while keeping your workflow smooth and centralized.

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