Note: User Hub features are in Closed Beta. Please reach out to your Customer Success managers for more information.
What is a profile, and how is it used?
Profiles provide data that forms the user context for support personnel. They describe the user's behavior and preferences.
This data personalizes conversations based on user preferences and provides contextualized support, user analytics, and insights.
Note: User profiles can add real-time data independent of issue creation.
Levels of information in User profiles
There are two levels of user information that you can store. In addition to the standard template user fields, you can add Custom User Fields (CUF) at each level to show the relevant data you need your Agents to see.
- Global level
- App level
Global Level User Information
Global-level user information refers to user data that is relevant to the user across apps. It provides a comprehensive view of a user's behavior, values, needs, and preferences across all apps.
Examples include User Display Name, User Age, User Persona, Preferred Language, Last User Country, Total LTV, etc.
App Level User Information
App level user information refers to user data specific to an App. It empowers you to provide a comprehensive view of a user's behavior, values, needs, and preferences for a specific app.
At the app level, in addition to the above information, you can also see aggregated support metrics, platform, and device information about the user.
You can show information at the app level, such as the User VIP Segment, the User Level in the App, the User App Rating, the User App Status, and the User Support Status.
Examples of Support metric information shown at the App level include Issues raised, Average CSAT, etc.
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Examples of Using Profiles
Use | Example |
Personalizing conversations |
|
Providing contextual support |
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User analytics and insights |
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Issue Fields (CIFs) vs User Fields
Comparison | Use CIFs when | Use User Fields when you need |
Data Recency | Static | Real-time (Use SDK/Public APIs) |
Life of Data | Days (within an Issue) | Perpetual (App opened - On demand redacted) |
Users Scope | Only Users who raised Issues | Users opening App/VIPs |
Future | NA | Enhanced Analytics & Insights, Workflows, Enhanced AI and many others. |