Segment Identify
Pipe customer traits into Jake automatically through Segment
Segment Identify
TL;DR: Open Settings → Connections → Customer data → Segment → Install Jake. Copy the endpoint and token into a Segment Extensible Webhooks destination.
Setup
Jake creates a scoped HTTPS endpoint and a bearer token (shown once). Create an Extensible Webhooks destination in Segment with those values.
Segment identify calls now update Jake customer profiles automatically.
Verify
Send a test Identify event with a stable userId. Open Playground with that customer identity. Confirm the attributes appear.
Rotate
Click install again to rotate the token. Update Segment immediately — the old token is invalidated.
What to send
Only context the support agent needs: plan, company, locale, account age. Never API keys, passwords, or payment data.
