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 using Segment to manage your customer data and want to make sure your leads and customers are handled by the best possible rep, Faraday's Rep assignment predictions can be a real game-changer. Essentially, it helps you figure out which of your reps is most likely to engage effectively with each target, leading to better experiences for your customers and potentially improved results for your team. It's a straightforward way to make your customer interactions more personalized and efficient, right within the Segment platform you're already using. Give it a try if you're curious about optimizing those connections.

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