What is Profiles
Profiles is Lucidya’s Customer Data Platform. It centralizes customer information into a single structured profile, creating a unified and continuously evolving view of each individual.
As a standalone product, Profiles organizes data captured across Managed Channels in OmniServe and Surveys. Within the Lucidya ecosystem, it acts as the data foundation that supports segmentation, analysis, and structured customer management through a complete customer view.
Profiles consolidates customer interactions under one record instead of storing them separately across channels. This ensures that identity, engagement history, and related attributes remain connected over time.
Customer Profile View
Core components of a Profile
Each customer profile is structured around a unique Profile ID and contains organized identity and classification data.
A profile includes:
Profile Identification
Profile ID (system-generated)
Profile Name (required)
Identity Information
Email address
Phone number
Linked social media accounts
About section (free-text field)
Demographic and Structured Attributes
Location
Gender
Dialect
Other predefined classification fields
Interaction Data
Engagements captured from Managed Channels in OmniServe
Survey responses
User activity history
Classifications
Themes and sub-themes
Sentiment
Assigned segments
How are customer profiles created and unified?
Customer profiles in Lucidya are created in two main ways. Profiles are created automatically when individuals interact through Managed Channels or complete surveys, and they can also be created by importing existing customer records or by receiving customer data from external systems through APIs.
APIs allow organizations to programmatically create, update, or retrieve customer profiles, helping keep Profiles aligned with external CRM systems or internal databases. Importing customer records ensures organizations do not lose historical data about existing customers when centralizing customer information in Profiles.
When new data is added, identifiers such as email address or phone number are evaluated to determine whether a matching profile already exists. Matching data is linked to the existing Profile ID, while new profiles are created when no match is found. This keeps customer records unified under a single Profile ID and prevents duplicate or fragmented profiles over time.
How Profiles is used across Lucidya
Customer profiles serve as the foundation for organizing and using customer data across the Lucidya platform. By maintaining unified and structured customer records, Profiles enables consistent access to customer information across related products and workflows.
Profiles supports activities such as grouping customers into segments, analyzing interactions, and supporting engagement workflows that rely on accurate and centralized customer data. This ensures that customer information can be reused reliably across the platform without duplication or inconsistency.