Create a Segment for Flex Workspace

Flex users without an existing Segment workspace that includes a Unify space can create a Segment for Flex workspace and a Unify space. The Segment for Flex workspace provides limited access to Segment.

For entitlements and limitations associated with a Segment for Flex workspace, see the Entitlements and limitations documentation.

Prerequisites

Before creating a Segment for Flex workspace, you must have requested access from the CustomerAI page in your Flex Console and been accepted into the Agent Copilot and Unified Profiles beta program.

Step 1: Select your data sources

1. In Segment for Flex, select a data source to get started and click Next.
2. Review the popup that explains how the data source connects to Segment, and click Continue.

Step 2: Add connections

After you’ve selected where your customer data is stored, you must set up the connections between your data sources and Segment.

You can set up one of the following options:

• Salesforce and a data warehouse
• A data warehouse only
• A website or mobile app source

You can add additional data sources after completing the setup process.

Salesforce and a data warehouse

1. On the Getting started with Segment page, click Connect Salesforce.
2. You are redirected to the Salesforce login screen. Sign in to Salesforce with a user that has View all Records permissions.
3. On the Getting started with Segment page, click Connect data warehouse.
4. Select your data warehouse from the list of available warehouses, and click Next.
5. Give your destination a name and enter the account credentials for a user that has read and write permissions. Click Save.
6. After you’ve given your destination a name and entered your credentials, click Next.
7. On the Getting started with Segment page, click Define Model.
8. Create a SQL query that defines your model. After you’ve created a model, Segment uses your model to map data to your Reverse ETL destinations.

9. Click Preview to return 10 records from your warehouse. When you’ve verified that your records return as expected, click Next.

10. Click Create Mapping. On the Select mappings screen, map event fields from your data source to the pre-filled values that Segment expects to receive. Clicking into an event field lets you search your destination’s record fields. When you’ve finished mapping all of the event fields, click Create mapping.

11. After Segment marks the “Add connections” tile as complete, click Add identifiers and traits and begin Step 3: Add identifiers and traits.

Data warehouse only

1. On the Getting started with Segment page, click Connect data warehouse.
2. Select your data warehouse from the list of available warehouses, and click Next.
3. Give your destination a name and enter the account credentials for a user that has read and write permissions. Click Save.
4. After you’ve given your destination a name and entered your credentials, click Next.
5. On the Getting started with Segment page, click Define Model.
6. Create a SQL query that defines your model After you’ve created a model, Segment uses your model to map data to your Reverse ETL destinations.

7. Click Preview to return 10 records from your warehouse. When you’ve verified that your records return as expected, click Next.

8. Click Create Mapping. On the Select mappings screen, map event fields from your data source to the pre-filled values that Segment expects to receive. Clicking into an event field lets you search your destination’s record fields. When you’ve finished mapping all of the event fields, click Create mapping.

9. After Segment marks the “Add connections” tile as complete, click Add identifiers and traits and begin Step 3: Add identifiers and traits.

Website or mobile app

Connect to either a website or mobile app to complete this step.

Website

1. On the Getting started with Segment page, under the Connect your website section, click Connect Source.
2. Enter a name for your website in the Website Name field, copy the URL of your website into the Website URL field, and click Create Source.
3. Copy the Segment snippet and paste it into the header of your website. For more information about the Segment snippet, click “What is this?” or view the Add the Segment Snippet docs.
4. After you’ve pasted the snippet in the header of your website, click Next.
5. On the Test screen, select either Skip this step or navigate to your website, view a few pages, then return to Segment and click Test Connection. If Segment detects page views on your site, the Page indicator with a check mark appears. When you’ve verified that your snippet is successfully installed, click Done.
6. After Segment marks the “Add connections” tile as complete, click Add identifiers and traits and begin Step 3: Add identifiers and traits.

Mobile app

1. On the Getting started with Segment page, under the Connect your mobile apps section, click Connect Source and select your preferred operating system.
2. Enter a name for your source and click Create Source.
3. Add the Analytics dependency to your app by following the provided instructions. When you’ve added the dependency to your app, click Next.
4. On the “Let’s test out your connection” page, select either Skip this step or navigate to your app, view a few screens, then return to Segment and click Test connection. If Segment detects screen views on your site, the Page indicator with a check mark appears. When you’ve verified that your snippet is successfully installed, click Done.
5. After Segment marks the “Add connections” tile as complete, click Add identifiers and traits and begin Step 3: Add identifiers and traits.

Step 3: Add identifiers and traits

After you’ve selected which data sources you’d like to integrate customer data from, you can select identifiers, or unique pieces of data that allow you to link information about an individual customer across different programs and services, and traits, which are pieces of information you know about a particular customer.

1. On the Add identifiers and traits page, click Add identifier.
2. Select one or more of Segment’s 11 default identifiers and click Add identifiers.
3. Review the identifiers you’ve selected. To make changes to an identifier, select the menu icon in the row the identifier appears in, and click Edit or Delete.
4. When you’re satisfied with your identifiers, click Add computed traits.
5. Select up to two traits and click Save.
   Segment recommends selecting Total inbounds, or the number of inbound attempts that resulted in a customer engagement, and Frequent inbound channel, which identifies the most frequently used communication channel.
6. (Optional): Set up predictive traits by selecting the Set up predictive traits dropdown and clicking Complete setup next to one or both traits. For more information about predictive traits, see Segment’s Predictions documentation.

Step 4: Check configuration

The final step in the Segment for Flex setup process is to check your configuration. After this check succeeds, you can return to Flex to complete the Unified Profiles setup process.

To check your configuration:

1. Click Enable Sources and Test Connections. Segment automatically checks your sources and connections.
   If you correctly configured your sources and connections, Segment marks this step as complete.
2. To return to Flex and complete the Unified Profiles setup process, click Return to Flex.

Additional troubleshooting tools

If the Enable Sources and Test Connections check indicates there are problems with your sources and connections, you can use the advanced troubleshooting and testing tools linked under the Additional Troubleshooting Tools section to debug any issues with your configuration.

• Event Debugger: With the Debugger, you can check that calls are sent in the expected format without having to wait for any data processing.
• Profile Explorer: Use the Profile Explorer to view all user data, including event history, traits, and identifiers.
• Advanced Segment: Use the Advanced Segment option to view your full Segment workspace. Segment recommends working with the assistance of Professional Services when accessing Advanced Segment.

Segment for Flex entitlements and limitations

Segment for Flex workspaces created during the Unified Profiles setup process have the following entitlements and limitations:

Sources

In addition to 1 source for Flex events that is auto-created during setup, you can create an additional 5 sources.

These sources are limited to the following types:

• Salesforce CRM
• BigQuery (Reverse ETL)
• Postgres (Reverse ETL)
• Redshift (Reverse ETL)
• Snowflake (Reverse ETL)
• Swift
• Kotlin
• Javascript
• Twilio Event Streams
• HTTP
• Java

Destinations

With a Segment for Flex workspace, you can create up to 3 destinations.

These destinations are limited to the following types:

• Storage connections
• Analytics destinations
• Event streams
• Segment Profiles destination
• Segment Connections destination

Entitlements

Your Segment for Flex workspace has the following entitlements:

• 2 Unify spaces
• 2 Computed traits
• 2 Predictions