1.0 - Use Case: Retrieving Customer Data from an External System to Build a Customer Profile That Includes Cross-channel Interaction History - Vantage Customer Experience

Vantage Customer Experience User Guide

Vantage Customer Experience
User Guide

With Vantage CX , you can retrieve (ingest) customer data from external systems such as sentiment or purchase history. This allows you to enrich the customer's profile and adds additional data points for you to use to drive personalized experiences.

  1. Create an API or SFTP connection to the external system.

    See Connections.

  2. Create a data integration to ingest the customer data from the connection.

    See Data Integrations.

  3. Create a workflow to process the ingested customer data and enrich the customer profile.

    See Data Preparation: Workflows.