User Profile

Bring back consent management


This was a key requirement for selecting Customer Insights as our CDP and we were excited to finally get it in GA but was never released for some reason. Can we please have this feature back? Even pre-release so that we can trial would be handy.

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Category: Consent Management (3)

STATUS DETAILS
Needs Votes

Sandbox, UAT and Prod environment strategy included in license


Provide an additional sandbox environment as part of license. At the moment the single Sandbox and Prod is significantly challenging is trying to manage a Dev, Test, Prod standard environment strategy. Especially when we're experiencing issues with that single Sandbox because we're making Dev ...

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Category: Settings and Administration (24)

STATUS DETAILS
Needs Votes

Customer Profile entity and nested attributes


The use case:


Customer 1234 with Policy 89 and Policy 65, purchases a new Policy 23. Add this customer to a 'existing customer purchased new policy' segment and send to communication platform. Must have Customer Profile attributes and Policy 23 attributes sent for personalisat...

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Category: Customer Profile (10)

STATUS DETAILS
Needs Votes

Add ability to filter by dynamic dates in future


The segments UI doesn't allow to refer to dynamic dates in the future, only fixed dates. We need the ability to create segments where RenewalDate is between 7 to 12 weeks in the future. Currently the only dynamic date selection feature is "within last X Days/Weeks/Months', i.e. only w...

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Category: Segmentation (13)

STATUS DETAILS
New

CoPilot converation summary stored in bulk in dataverse table


As an admin/analyst/supervisor I would like to access the CoPilot generated summaries in bulk in a dataverse table for future analysis. Currently only an agent can see the generated summary and they can copy the text. Instead of the agent manually copying each summary and pasting in a shared t...

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1 Comments

Category: Copilot (7)

STATUS DETAILS
New