Customer
Customers data set contains contacts grouped into customers by a customer attribute.
| Property | Type | Description |
|---|---|---|
| Contact | PID | Unique identifier of the contact used by the customer in given engagements. Contact is a specific phone number, email, username or other identifier. The original contact information is replaced by an anonymized identifier and is not visible in analytics. |
| Customer | Entity | Grouping contacts together into one person or other entity you want to represent as a single customer. |
| Category | Entity | Broad grouping of customers into categories. For example split between B2B and B2C customers. |
| Region | Entity | Geographic region that the customer is in. This is typically a high level unit covering multiple states such as North America, EMEA, APAC, etc. |
| Country | Entity | The country name associated with the customer. |
| Organization | Entity | Groups customers into their organizations. For example if you provide B2B services to large companies and you want to associate the individual customers with those companies. |
| Segment | Entity | Groups customers by (market) segment enabling you to better understand differences in customer behavior in different demographics, areas of interest, etc. |
| State | Entity | The state eventually other territory that is part of the country. |
| Type | Enumeration | High-level type of customer to distinguish between physical people, organizations and agents in internal calls. |
Type
Type is used to distinguish customers that are actual customers.
| Type | Description |
|---|---|
| Agent | The customer is actually an agent. This is common for internal conversations. For internal conversations, the initiating agent is stored in the customer data set. This is done to keep the Logical Model in an analytical-friendly shape. |
| Organization | The customer does not represent a single physical person but an external organization. This means multiple physical people may have conversations on behalf of the organization without the ability to distinguish between them based on contact information in the metadata. |
| Customer | The customer is a physical person. In most environments, this is the most common type of customer that represents a person outside of your company. |
| Technical | The customer item for technical reasons such as referential integrity. |