Custom machine learning models

Intelligence > Custom Models lets you manage workflows based on Azure Machine Learning models. Workflows help you choose the data you want to generate from insights and map the results to your Customer Insights data. Read the blog about extending Customer Insights with custom models and the blog with examples of custom models.

Prerequisites

Add a new workflow

  1. Go to Intelligence > Custom Models and select New Workflow.

  2. Give your custom model a recognizable name in the Name field.

    Screenshot of the New workflow pane

  3. Select the organization that contains the web service in Tenant that contains your web service.

  4. If your Azure Machine Learning subscription is in a different tenant than Customer Insights, select Sign in with your credentials for the selected organization.

  5. Choose the web service you've published using Azure Machine Learning in the Web service that contains your model dropdown. Then, select Next.

  6. For each Web service input, select the matching Entity from Customer Insights and select Next.

    Configure a workflow

  7. Select the matching attribute from the Customer ID in results drop-down list that identifies customers in Customer Insights and select Save.

  8. You'll see the Workflow Saved screen with details about the workflow.

  9. Select Done.

Edit a workflow

  1. On the Custom Models page, select the vertical ellipsis in the Actions column next to a workflow you've previously created and select Edit.

  2. You can update your workflow's recognizable name in the Display name field, but you can't change the web service. Select Next.

  3. For each Web service input, select the matching Entity from Customer Insights. Then, select Next.

  4. Select the matching attribute from the Customer ID in results drop-down list. When you're done, select Save.

Run a workflow

  1. On the Custom Models page, select the vertical ellipsis in the Actions column next to a workflow you've previously created.

  2. Select Run.

Your workflow also runs automatically with every scheduled refresh. Learn more about setting up scheduled refreshes.

Delete a workflow

  1. On the Custom Models page, select the vertical ellipsis in the Actions column next to a workflow you've previously created.

  2. Select Delete and confirm your deletion.

Your workflow will be deleted. The entity that was created when you created the workflow persists, and can be viewed from the Entities page.