Customer profile page

Vietnamese version: profile-detail-vi.md

This page shows everything the platform knows about one unified customer (cdp_master_profiles): identity attributes, behavioral timeline, resolved AI persona (cdp_customer_personas), segment and IAB tags, linked raw records (cdp_profile_links), domain attributes (cdp_domain_profiles), and value/risk scores. Open it from the Profiles tab by selecting a row. All sections appear on one three-column screen.

What you can do here

• Edit the profile: select Edit profile in the identity card to open Edit Personal Information (name, email, phone, date of birth, gender, domain, acquisition source, customer tier, KYC status, primary relationship, account status Active/Inactive/Deleted, company, address, and lifecycle stage Prospect, Lead, Customer, VIP, Dormant, Churn risk). Saving triggers an async Dagster persona recompute.
• Add a domain attribute: select Add Attribute in the Domain Attributes card (PUT /api/v1/master-profiles/{id}/domain-attributes); new JSONB keys are auto-registered in cdp_profile_attributes as segmentable.
• Change the timeline range: select 24 hours, 7 days, 30 days, or Custom (From and To), then Apply or Reset.
• Inspect an identity link: select View details on a row in Identity Graph Links to inspect the raw profile and its match_method / match_score.
• Filter personalized content: filter Personalized Items by All, News, Videos, Products, or Articles.

Sections of the page

Left column

• Identity card: master_profile_id, acquisition source, first/last seen, domain, tier, and Edit profile.
• Customer Persona: resolved AI persona with overall match score (out of 100), six component scores (Behavior, Engagement, Financial, Loyalty, Relationship, Risk Factor), confidence, Next Best Action, and Recent Transitions (or "No persona computed yet").
• Activation Channels & detail cards: Identity Details, Communication Preferences (communication_preferences consent flags), Working Details, Address Details, Other Attributes, and Identity Matching Data & Evidence (external_ids, device_ids, advertising_ids, cookie_ids).

Center column

• Profile Overview: customer tier, account status, primary relationship, customer since, lifecycle stage, and KYC status.
• Data source analytics: event counts grouped by contributing data source.
• Attributes & Segments: segmentation_tags, IAB audience_tags, and top interest categories.
• Engagement Summary & Cross-Channel Activity: engagement score, logins, transactions, total/average spend, app/web sessions, and service contacts.
• Domain Attributes: domain-scoped key-value pairs in cdp_domain_profiles.domain_attributes.
• Identity Graph Links: raw records (cdp_raw_profiles_stage) merged into this master profile.
• Timeline: most-recent-first activity feed from the S3 master-profile event projection.

Right column

• Scoring & Value: lead score, churn risk, predictive CLV, historical CLV, profile completeness, and identity confidence.
• Personalized Items: recommended content and products for this customer.

Common questions

• Where do I change a customer’s lifecycle stage or tier? Select Edit profile in the identity card.
• Why is there no persona? Personas are computed asynchronously by PersonaResolutionEngine; "No persona computed yet" means it has not run for this customer yet.
• Where do I see recent activity or value scores? Check Timeline (center column) and Scoring & Value (right column).