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! Imagine you're a Faraday user who's also leveraging Amazon S3 to store and manage your customer data. Having Rep assignment predictions directly in S3 can make your workflow smoother and more efficient. Instead of having to juggle between different platforms, you can keep everything in one place, making it easier to track which representative is best suited to engage each customer or lead. This way, your reps can focus on what they do best—building relationships and closing deals—while your data stays organized and accessible right where you need it. It's a simple, practical way to make the most out of your existing tools.

Step 1
Connect your data sources
Use the link below to connect S3 to Faraday. You can also skip this step and use CSV files to get started instead.
S3
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 S3
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to S3
Create a deployment target using the S3 connection you created above. Or, get started by simply deploying to CSV.
S3