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.
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.
Use this page for Unified Profiles information that's Flex-specific, or refer to the Unified Profiles docs for a more comprehensive guide, including troubleshooting steps.
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.
For setup help or to file a ticket, contact our support team.
To start using Unified Profiles with Flex, follow these steps to connect an existing Segment space:
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: