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Greg Laporte Product Manager 1 © 2017 Coveo Solutions Inc - Proprietary and Confidential Coveo for Salesforce: Leveraging context for personalization
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)
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SalesforceProfile
Language
Entitlements
Role
Products
Country
Gender
…
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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
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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
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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 LaporteProduct Manager
https://www.linkedin.com/in/laporteg
@CoveoGreg
11 © 2017 Coveo Solutions Inc - Proprietary and Confidential
Thank you
