Segment Source

Rise AI provides AI-powered user guidance and automation, helping users accomplish their jobs-to-be-done with intelligent walkthroughs and contextual assistance.

This is an Event Cloud Source which can not only export data into your Segment warehouse, but can also federate the exported data into your other enabled Segment Destinations.

This source is maintained by Rise AI. For any issues with the source, contact their Support team.

Getting Started

1. From your workspace's Sources catalog page click Add Source.

2. Search for "Rise AI" in the Sources Catalog, select Rise AI, and click Add Source.

3. On the next screen, give the Source a name and configure any other settings.

   The name is used as a label in the Segment app, and Segment creates a related schema name in your warehouse. The name can be anything, but we recommend using something that reflects the source itself and distinguishes amongst your environments (e.g., RiseAI_Prod, RiseAI_Staging, RiseAI_Dev).

4. Click Add Source to save your settings.

5. Copy the Write Key from the Segment UI.

6. Log in to your Rise AI account - navigate to Settings > Integrations > Segment Integration and paste the key to connect

Stream

Rise AI uses the stream Source component to send Segment event data. It uses a server-side track method to send data to Segment. These events are then available in any destination that accepts server-side events, and available in a schema in your data warehouse, so you can query using SQL.

Rise AI passes the userId associated with the user profile as the userId. In cases where Rise AI does not have an associated userId, the user's identifier will be passed in as the anonymousId.

Events

The table below lists events that Rise AI sends to Segment. These events appear as tables in your warehouse, and as regular events in other Destinations. Rise AI includes the userId if available.

Event Name	Description
walkthrough-progress	Tracks user progress through AI-guided walkthroughs and onboarding flows
chats	Tracks AI chat session creation and interactions

Event Properties

walkthrough-progress Event

The table below lists the properties included in the walkthrough-progress event.

Property Name	Type	Description
batch_id	String	Unique identifier for the event batch
chat_id	String	Unique chat session identifier
entity_type	String	Type of entity tracked (e.g., "walkthrough_progress")
environment	String	Environment where event occurred (e.g., "prod", "staging")
event_timestamp	ISO 8601 DateTime	When the event occurred
event_type	String	Type of event (e.g., "progress_tracked")
fulfillment_action	String	User action that fulfilled the step (e.g., "click")
fulfillment_selector	String	DOM selector of element that was interacted with
processed_at	ISO 8601 DateTime	When Rise AI processed the event
processing_duration_ms	Number	Time taken to process the event in milliseconds
selector	String	CSS selector of the target element
step_index	Number	Current step number in the walkthrough (0-indexed)
step_prompt_message	String	AI-generated guidance message for the step
step_title	String	Human-readable title of the current step
tenant_id	String	Unique identifier for the customer organization
walkthrough_id	String	Unique identifier for the walkthrough
walkthrough_job_to_be_done	String	The user's goal or job that the walkthrough helps accomplish

chats Event

The table below lists the properties included in the chats event.

Property Name	Type	Description
batch_id	String	Unique identifier for the event batch
chat_id	String	Unique chat session identifier
chat_type	String	Type of chat interaction (e.g., "ask-me-anything")
entity_type	String	Type of entity tracked (e.g., "chat")
environment	String	Environment where event occurred (e.g., "prod", "staging")
event_timestamp	ISO 8601 DateTime	When the chat was created
event_type	String	Type of event (e.g., "create")
processed_at	ISO 8601 DateTime	When Rise AI processed the event
processing_duration_ms	Number	Time taken to process the event in milliseconds
tenant_id	String	Unique identifier for the customer organization

Common Properties

All Rise AI events include these standard Segment properties:

Property Name	Description
time	Unix timestamp of when the event occurred
distinct_id	Unique user identifier
$user_id	User ID when available
$insert_id	Unique event identifier for deduplication

Use Cases

Analyze Walkthrough Completion Rates

Track how effectively users complete onboarding flows and identify drop-off points:

SELECT
  walkthrough_job_to_be_done,
  step_index,
  COUNT(DISTINCT chat_id) as users_reached,
  COUNT(*) as step_completions
FROM walkthrough_progress
GROUP BY walkthrough_job_to_be_done, step_index
ORDER BY step_index;

Measure Chat Engagement

Understand when and how users engage with Rise AI:

SELECT
  DATE(event_timestamp) as date,
  chat_type,
  COUNT(*) as chat_sessions,
  COUNT(DISTINCT tenant_id) as unique_tenants
FROM chats
WHERE environment = 'prod'
GROUP BY date, chat_type
ORDER BY date DESC;

Track Job Completion Efficiency

Analyze which jobs-to-be-done are most or least efficient:

SELECT
  walkthrough_job_to_be_done,
  AVG(step_index + 1) as avg_steps_to_complete,
  AVG(processing_duration_ms) as avg_processing_time,
  COUNT(DISTINCT chat_id) as total_attempts
FROM walkthrough_progress
GROUP BY walkthrough_job_to_be_done
ORDER BY avg_steps_to_complete DESC;

Data Privacy

Rise AI is designed with privacy in mind:

• No PII in selectors: DOM selectors are automatically sanitized to remove any personal information
• Opt-out support: Users who opt out of tracking will not have events sent to Segment
• GDPR compliance: Supports data deletion requests
• Tenant isolation: All events include tenant_id for proper data segmentation