Connect your Segment space (Public Beta)

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

Use the steps in this article to connect your Segment space to Unified Profiles in Flex. During this process, you'll need to access the Unify Settings page in your Segment space to get the information needed to connect your Segment space.

To start using Unified Profiles with Flex, follow these steps to connect an existing Segment space:

1. Follow Segment's instructions to set up your Unify space. You only have to complete Step 1: Set up your Unify space. You can complete the other steps after connecting to Flex.
2. From Twilio Console, under Flex > Unified Profiles, click Use existing Segment Unify space.
3. On the Connect a Segment Unify space page:
   1. In the Connection friendly name field, enter the name that you want to use for this connection.
   2. In Segment Unify space ID, enter the ID of the Segment space you want to connect.
      You can find the space ID in Segment at Unify > YOUR_SPACE_NAME > Unify settings, on the API access tab.
   3. In Profile API access token, enter the token you generated in the Segment Unify API access settings (the same location where you found the space ID).
      Segment only shows you the Profile API access token once after you generate it, so make sure to store it safely. If you had an access token but lost it, generate a new one.
   4. Select the checkbox indicating that you understand that the form creates a Twilio source in your Segment space and shares its write key with Twilio. This acknowledgement allows:
   • Flex to store contact center interaction events on your Segment space
   • Studio to update profiles with the Update Profile Traits Widget
4. Click Connect.

When your space connects successfully, the Manage Unified Profiles page appears, and your Twilio-to-Segment connection status shows as Connected.

If you're using Flex UI 2.8.x or earlier, you'll need to update your Studio Flows so Flex can search for profiles. This lets you use the contact information from customer interactions.

To update your Studio Flows:

1. From Twilio Console, navigate to Flex > Unified Profiles.
2. Under Getting started with Unified Profiles for Flex, expand Add Flex customer history.
3. Click Update Studio flows.
4. On the Flows page, update each Flow used with Unified Profiles to add the Search for a Profile widget.
5. When you're done, return to Flex > Unified Profiles.
6. In the Add Flex customer history section, click I've done this to continue configuring Unified Profiles in Flex.

Your Flex source is an essential part of your Unified Profiles workspace and connects automatically during setup. If you delete this source, you'll need to recreate it and update the write key stored in Flex.

Use the following steps to recreate a deleted Flex source.

Open your Segment workspace and complete the following steps:

1. Navigate to Connections > Sources.
2. Click + Add source and select the Java source from the catalog.
3. Name the source flex-unify-server-source.
4. Click Add Source.
5. Copy the source write key.
6. Navigate to Unify > Unify settings, and select the Profiles sources tab.
7. Click Connect source.
8. Select your newly added source and click Connect source.

From the Twilio Console:

1. Navigate to Unified Profiles > Manage > Unified Profiles connection.
2. Next to Twilio source write key, click Update key.
3. Paste the write key from above, and click Save.