Reusable profiling rules
Define the criteria that determine segment membership and reuse those rules across customer-engagement activity.
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GOVERNED CUSTOMER INTELLIGENCE
Build reusable customer segments with clear rules and operational control.
Rosebay turns approved customer criteria into reusable segments that can support more relevant communication while keeping rules, previews and sync activity visible to authorised teams.
WHAT IT GIVES YOUR TEAM
A focused capability inside one connected platform.
Use this service independently or connect it to Rosebay campaigns, conversations, complaints, profiling and human support.
Connected data sources
Configure supported PostgreSQL or MongoDB sources for controlled, database-backed segment evaluation.
Preview before synchronisation
Review the expected result of a profiling rule before updating the connected customer group.
Scheduled segment updates
Run authorised profile synchronisations on demand or on a schedule and review the operational result.
HOW IT WORKS
A clear path from customer need to operational action.
- 01
Connect an approved source
Configure the data source and permitted dataset needed for the profiling use case.
- 02
Define and preview the rule
Build the segment criteria and inspect a bounded preview before applying changes.
- 03
Synchronise the group
Update the target customer group using the configured replace or append behaviour.
WHO IT HELPS
Designed for teams that need engagement and control.
- Teams that need reusable audience definitions rather than manual lists
- Organisations using governed database criteria for communication planning
- Operations that need preview and sync visibility around segmentation
FREQUENTLY ASKED QUESTIONS
What teams usually want to know.
Which data sources are supported?
Rosebay’s profiling module supports configured PostgreSQL and MongoDB sources, subject to the customer’s deployment and access controls.
Can a rule be previewed before updating a group?
Yes. The workflow includes a bounded preview so authorised users can inspect the result before synchronisation.
Can profiles update on a schedule?
Yes. Profiling rules can be configured for scheduled synchronisation as well as authorised on-demand runs.
SEE IT IN YOUR CUSTOMER JOURNEY