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.

Sure thing! If you're already using Amazon Redshift to manage your data, integrating Faraday's Rep assignment predictions can be a smooth move. Imagine having the ability to assign each lead or customer to the rep that's most likely to connect with them, right within your existing Redshift database. This setup can streamline your operations by keeping all your data in one place and making it easy for your team to access these valuable insights. Plus, harnessing these predictions directly in Redshift can help you act on them faster, leading to more personalized customer interactions and potentially better engagement. It's a practical way to make the most of your data and your team's strengths, without overcomplicating your workflow.

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