Set up and configure Unified Profiles (Public Beta)

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Public Beta

Unified Profiles is currently available as a 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 SLA.

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Not a HIPAA Eligible Service or PCI Compliant

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

Prerequisites

Your account has been accepted into the CustomerAI beta or you are a part of the Personalized Virtual Agent Private Beta.

Set up Unified Profiles

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If you're creating a Personalized Virtual Agent, you'll use the onboarding wizard to set up Unified Profiles. View the Personalized Virtual Agent setup steps for more information.

The setup process for Unified Profiles includes the following steps:

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If you're using Unified Profiles with Flex, view the Flex-specific documentation for all setup steps.

Set up your Twilio Segment workspace if you don't already have one. If you're already using Twilio Segment and are using Segment Unify, you can connect to an existing Segment Unify space. During setup, you will complete the following tasks in Segment:
- Connect your data source systems (Salesforce Cloud and data warehouses) with your Segment Unify space.
- Add identifiers and traits.
Confirm your customer identifier settings .
Choose the traits that you want to use .
Set up the Search for a Profile widget (Optional). This widget enables you to look up customer profiles in Twilio Segment by identifier attribute, such as phone number or email address.

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For setup help or to file a ticket, contact our support team.