Coveo for Salesforce: Leveraging context for personalization · PDF file...

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Transcript of Coveo for Salesforce: Leveraging context for personalization · PDF file...

  • Greg Laporte

    Product Manager

    1 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Coveo for Salesforce: Leveraging context for personalization

  • 2 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Personalization

  • To make personal or individual; specifically : to mark as the

    property of a particular person personalized stationery

    3 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Personalize

  • Attributes of a Person (User)

    4 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Salesforce Profile

    Language

    Entitlements

    Role

    Products

    Country

    Gender

  • 5

    AI-Powered Search & Recommendations Insight Engines bring relevance to every customer, partner and employee interaction

    Knowledge ecosystem

    Secure connectivity to reach and unify across the entire enterprise

    Predictive analytics

    Wisdom from the interactions’ sumtotal cues likely intent

    Machine learning

    Data science drives “what you need next” recommendations

    Content RelevanceBehavior+ =+ Integration

    In the course of work or digital interactions

    Context

  • 6 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Coveo & Personalization

  • Static QREs

    Boost certain type of

    content personalized to

    the audience

    Dynamic QREs

    Boost certain type of

    content based on

    contextual attributes

    Pipelines

    Create different ML

    Models for different

    audiences

    Personalization

    Create one Model that

    takes contextual

    attributes into account

    7 © 2017 Coveo Solutions Inc - Proprietary and Confidential

  • Some Examples…

    8 © 2017 Coveo Solutions Inc - Proprietary and Confidential

  • 9 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Demo

  • Find the right attributes

    Start Logging in UA

    Create Your ML Model

    Add attributes to query

    Test it

    1 2 3 4 5

    Unique and linked to user behavior

    Low cardinality

    Tailored to your use case

    Pass your contextual attributes in your UA events customData field.

    Prefix the field name with ”context_”

    Create the model in your pipeline.

    The Coveo ML model will automatically uses the values prefixed with “context_” as contextual keys.

    At query time, pass the contextual values associated with the current visit.

    Find some examples and see if the order of results is different depending on context

    10 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    How to get Started?

  • Greg Laporte Product Manager

    [email protected]

    https://www.linkedin.com/in/laporteg

    @CoveoGreg

    11 © 2017 Coveo Solutions Inc - Proprietary and Confidential

    Thank you