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The Customer Data Platform API works with persistent customer profiles in Text. Unlike session variables, customer properties remain available across conversations and can be retrieved outside a single chat.

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Before you start

For access requirements, see:

Authorization
Scopes

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Customer data resources

For a broader comparison, see Management APIs.

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Customer identities and merged customers

A Customer object represents one customer identity. This identity is tied to a browser cookie, so the same person may have separate Customer objects when they use different browsers or devices. Text can connect identities that belong to the same person and return their combined data as a merged customer. The original Customer objects remain separate and continue receiving updates. Use Get customer to retrieve one identity or Get merged customer to retrieve combined data.

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Customer segments

Segments classify customers based on their profile data. Every organization has built-in lead and qualified lead segments. You can also create custom segment definitions from conditions such as customer activity, contact data, and customer properties. Use Get segment definitions to inspect the organization’s definitions. Use Create segment definition to add a custom segment.