Set up your Segment Unify space (Public Beta)

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Public Beta

Unified Profiles in Flex is currently available as a limited Public Beta product and the information contained in this document is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as Generally Available. Public Beta products are not covered by a Twilio SLA.

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Not a HIPAA Eligible Service or PCI Compliant

Unified Profiles in Flex is not a HIPAA Eligible Service or PCI compliant and should not be used in Flex or Segment workflows that are subject to HIPAA or PCI.

Overview

A Segment workspace is your top-level Twilio Segment account. A Segment Unify space is a container inside your Segment workspace that contains configuration of data sources, identifiers, and traits, and includes your customer profiles data.

Before you can use Unified Profiles in Flex, you must set up your Segment Unify space.

Your Unified Profiles plan includes the option to create one limited Segment workspace and one Segment Unify space.

The limited Segment workspace that is included with Unified Profiles has some limitations compared to a standalone business-tier Segment Unify space.

If you set up a new limited Segment workspace to use with Unified Profiles, a Segment Unify space is automatically created for you and connected with Unified Profiles.

Your Unified Profiles for Flex plan includes a limited Segment Unify space. To get started, decide whether to create a new limited Segment Unify space or use an existing Segment Unify space:

Set up a new limited Segment Unify space: Choose this option if any of these scenarios apply:
- You are not already a Segment customer.
- You use Segment, but your product plan doesn’t include Segment Unify (and you don’t want to upgrade your plan).
- You have a Segment Unify space, but you don’t want to connect Flex to that space.
Use an existing Segment Unify space : Choose this option if you already have a business-tier Segment workspace and a Segment Unify space, and you want to connect Flex to that space. You can connect multiple business-tier Segment Unify spaces.

Set up a new limited Segment Unify space

From Twilio Console, under Flex > CustomerAI > Unified Profiles, click Create Unify space in Segment.

Twilio creates a new Segment Unify space for you and connects Flex to it.
When your Segment Unify space is ready, the page refreshes with information about your new connection and Segment Unify space. Click Continue setup in Segment .
Follow the steps in Create a Segment for Flex Workspace to finish setting up your Segment Unify space. When you’re done, return to the Flex > CustomerAI > Unified Profiles in Console.

Connect an existing Segment Unify space

Follow the steps in Connect an Existing Segment Workspace to finish connecting your Segment Unify space to your Flex account.

When you reach the step to connect your Segment Unify space to Flex and have gathered information from Segment, continue to the next step in this procedure.
From Twilio Console, under Flex > CustomerAI > Unified Profiles , click Connect an existing Segment Unify space .
On the Connect a Segment Unify space page:

a. In the Connection friendly name field, enter the name that you want to use for this connection.

b. Complete the rest of the fields on the page using the information that you noted from Segment.

c. Select the checkbox indicating that you understand that the form creates a Flex source in your Segment Unify space and shares its write key with Flex. This acknowledgement allows Flex to store contact center events on your Segment Unify space.

d. Click Connect.