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Set up and use the Search for a Profile Widget (Public Beta)


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Public Beta

Unified Profiles in Flex and the Search for a Profile Widget are currently available as limited Public Beta products 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 Twilio SLA.

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Not a HIPAA Eligible Service or PCI Compliant

Unified Profiles in Flex and the Search for a Profile Widget are not HIPAA Eligible Services or PCI compliant and should not be used in Flex or Segment workflows that are subject to HIPAA or PCI.


Overview

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The Search for a Profile Widget in Twilio Studio enables you to use individual traits and real-time customer activity on web properties to provide a personalized self-service experience that reduces escalation to human agents. For example, you can:

  • Personalize virtual agent interactions with real-time customer data for deflection or contextual handoff to an agent
  • Use dynamic routing and IVR menus based on computed and predictive customer traits

Before you can use the Search for a Profile Widget, you must have finished setting up Unified Profiles, including confirming your customer identifier settings and choosing the traits that you want to use in Flex.


Add the Search for a Profile Widget to your Studio Flows

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See Search for a Profile Widget for information about how to customize your customers' experiences using Unified Profiles data.


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