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Univerx Journeys

Journey data

Journey data unifies customer data from many sources, resolves identities and applies rules for consent, purpose and retention. The clean foundation for analytics and orchestration.

  • DSGVO
  • EU

Building blocks

Journey data in detail.

The building blocks at a glance – all in the same workspace and under the same administration.

  • Connect sources

    Website, app, contact centre and business systems send events and attributes to one place.

  • Resolve identities

    Device, customer number, email and phone number are matched to one person where that is permitted.

  • Governance

    Consent, purpose, retention and deletion apply per source and per attribute.

  • Real-time profile

    The unified profile is available to analytics, orchestration and the agent desktop at once.

#One person, many traces

The same customer visits the website without signing in, uses the app with her account and calls from her mobile. Three systems, three identifiers, one person. Without unification, every analysis sees only a slice.

Journey data brings those traces together, but not at any price. Every link follows rules you set and that can be traced at any time.

Lit aisle between rows of servers
Journey data stays in the chosen EU region, separated per tenant.

#Resolving identities, with rules

Identity resolution matches identifiers to a person: a device to a customer account, a phone number to a customer number. A match is certain when the person has signed in or been identified. Anything else remains an assumption and is treated as one.

You decide which matches are allowed and which are not. A phone number alone may not be enough to link a web visit to a contract. These rules are readable, versioned and part of your documentation.

New sources are connected step by step. Teams often start with website and contact centre, because that is where most transitions between channels show. App, business systems and campaign data follow once the first journey is reliably mapped.

#Governance per source and attribute

These settings travel with the data. An orchestration that does not cover a purpose does not see the attribute. A withdrawal takes effect in every application at once, because it is processed at the source.

#The basis for everything else

Clean journey data is the precondition for meaningful journey analytics and for orchestration that reaches the right person. Master data and contracts stay in the CRM, connected through the CRM and ITSM connectors.

Univerx Journeys

Understand what customers really do, and act at the right moment.

Univerx Journeys joins events from website, app and contact centre into customer journeys, shows where people get stuck and triggers the next best action: in chat, on the phone or as a message.

  • Journey analytics

    Journey analytics joins events from website, app and contact centre into customer journeys and shows flows, funnels and root causes: where people drop out, where they turn instead, and which step triggers a call.

    • DSGVO
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  • Journey orchestration

    Journey orchestration triggers the next best action in real time when a journey reaches a certain point: a chat offer, a callback, a message, or a hint for the agent who is on the call right now.

    • DSGVO
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  • Proactive engagement

    Proactive engagement watches web journeys in real time and offers help at the right moment: a chat, a callback or fitting content, before someone abandons the application or reaches for the phone.

    • DSGVO
    • BFSG
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  • Surveys & voice of the customer

    Short post-contact surveys by phone, chat, messaging, email or text message. CSAT, NPS and CES per queue, topic and journey step, free text analysed for topics and sentiment, and low scores answered with a callback.

    • DSGVO
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Frequently asked questions

Does journey data replace our CRM?

No. The CRM remains the leading system for master data and contracts. Journey data adds behavioural events and makes both usable for customer journeys.

What happens when someone withdraws consent?

The withdrawal is processed as an event. The data concerned is no longer linked or used and is deleted according to your rules.

Where is the data stored?

In the EU region you choose for your tenant. Hosting in Germany is planned.

See Univerx on your own example.

In a demo we show the platform along your channels and requests, from AI agents to video, workforce scheduling and analytics.

Online, in German or English, with no preparation on your side.