From 3e13b9117d3965c099f3054e24f9abb9d7ba89f5 Mon Sep 17 00:00:00 2001 From: Alon Binman Date: Tue, 28 Oct 2025 22:13:57 +0200 Subject: [PATCH 01/14] Add Rise AI Source documentation MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Add documentation for Rise AI cloud source integration, including setup instructions, event definitions (walkthrough-progress and chats), and event properties. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude --- .../catalog/cloud-apps/rise-ai/index.md | 63 +++++++++++++++++++ 1 file changed, 63 insertions(+) create mode 100644 src/connections/sources/catalog/cloud-apps/rise-ai/index.md diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md new file mode 100644 index 0000000000..0f71ca442b --- /dev/null +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -0,0 +1,63 @@ +--- +title: Rise AI Source +--- + +[Rise AI](https://rise.ai/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank"} 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](/docs/sources/#event-cloud-sources) 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](mailto:support@rise.ai). + +## Getting started + +1. From your workspace's [Sources catalog page](https://app.segment.com/goto-my-workspace/sources/catalog){:target="_blank"} 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 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 (eg. 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 our 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 includes the `userId` when available, along with a unique `tenant_id` for tenant isolation to ensure data privacy and proper attribution across different workspaces. + +## 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 | User progress through AI-guided walkthroughs and onboarding flows | +| chats | AI chat session creation and interactions | + + +## Event Properties + +The table below list the properties included in the events listed above. + +| Property Name | Description | +| ------------------------- | ---------------------------------------------------------------- | +| `batch_id` | Unique identifier for the event batch | +| `chat_id` | Unique identifier for the chat session | +| `environment` | Environment where the event occurred (production, staging, etc.) | +| `event_timestamp` | Timestamp when the event occurred | +| `tenant_id` | Unique identifier for the tenant/workspace | +| `step_index` | Position of the current step in the walkthrough (walkthrough-progress only) | +| `step_title` | Title of the current walkthrough step (walkthrough-progress only) | +| `fulfillment_action` | Action taken to fulfill the step (walkthrough-progress only) | +| `walkthrough_job_to_be_done` | The job-to-be-done that the walkthrough helps accomplish (walkthrough-progress only) | +| `chat_type` | Type of chat interaction (chats only) | + + +## Adding Destinations + +Now that your Source is set up, you can connect it with Destinations. + +Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don't appear, check the [Event Delivery](/docs/connections/event-delivery/) tool, and refer to the Destination docs for each tool for troubleshooting. + +If there are any issues with how the events are arriving to Segment, [contact the Rise AI support team](mailto:support@rise.ai). From 75c5c232b771f65a507baa538f47f49874d05ac0 Mon Sep 17 00:00:00 2001 From: Alon Binman Date: Tue, 28 Oct 2025 22:15:28 +0200 Subject: [PATCH 02/14] Fix Rise AI domain to getrise.ai MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Update all references from rise.ai to getrise.ai for correct website and support email addresses. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 0f71ca442b..8cfe9a554a 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -2,11 +2,11 @@ title: Rise AI Source --- -[Rise AI](https://rise.ai/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank"} provides AI-powered user guidance and automation, helping users accomplish their jobs-to-be-done with intelligent walkthroughs and contextual assistance. +[Rise AI](https://getrise.ai/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank"} 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](/docs/sources/#event-cloud-sources) 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](mailto:support@rise.ai). +This source is maintained by Rise AI. For any issues with the source, [contact their Support team](mailto:support@getrise.ai). ## Getting started @@ -60,4 +60,4 @@ Now that your Source is set up, you can connect it with Destinations. Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don't appear, check the [Event Delivery](/docs/connections/event-delivery/) tool, and refer to the Destination docs for each tool for troubleshooting. -If there are any issues with how the events are arriving to Segment, [contact the Rise AI support team](mailto:support@rise.ai). +If there are any issues with how the events are arriving to Segment, [contact the Rise AI support team](mailto:support@getrise.ai). From ae337f88e28c95931e1d0cd3643e2bdc6b4f4575 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:56:09 +0200 Subject: [PATCH 03/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 8cfe9a554a..26e91ba070 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -12,7 +12,7 @@ This source is maintained by Rise AI. For any issues with the source, [contact t 1. From your workspace's [Sources catalog page](https://app.segment.com/goto-my-workspace/sources/catalog){:target="_blank"} 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 configure any other settings. +3. On the next screen, give the source a name, then 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 (eg. RiseAI_Prod, RiseAI_Staging, RiseAI_Dev). From d6118d15d74be03c36c39325d11680957461e7a7 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:56:20 +0200 Subject: [PATCH 04/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 26e91ba070..470fab9340 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -14,7 +14,7 @@ This source is maintained by Rise AI. For any issues with the source, [contact t 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, then 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 (eg. RiseAI_Prod, RiseAI_Staging, RiseAI_Dev). + - 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 (for example, `RiseAI_Prod`, `RiseAI_Staging`, or `RiseAI_Dev`). 4. Click **Add Source** to save your settings. 5. Copy the Write key from the Segment UI. From 3c165c73480493ced1befff8e57919f04c71849e Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:56:32 +0200 Subject: [PATCH 05/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 470fab9340..b6ff7c87b9 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -18,7 +18,7 @@ This source is maintained by Rise AI. For any issues with the source, [contact t 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. +6. Log in to your Rise AI account, then navigate to **Settings** > **Integrations** > **Segment Integration** and paste the key to connect. ## Stream From cd5316c8f85cf10cde71e2f6c260b7e78e6f795d Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:56:43 +0200 Subject: [PATCH 06/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index b6ff7c87b9..6ee49a0aac 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -22,7 +22,7 @@ This source is maintained by Rise AI. For any issues with the source, [contact t ## Stream -Rise AI uses our 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 uses our 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 includes the `userId` when available, along with a unique `tenant_id` for tenant isolation to ensure data privacy and proper attribution across different workspaces. From 36311c20553d4b26374b4db7a5f695fa8e0ec1bf Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:56:52 +0200 Subject: [PATCH 07/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 6ee49a0aac..f1d38db24c 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -28,7 +28,7 @@ Rise AI includes the `userId` when available, along with a unique `tenant_id` fo ## 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. +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 | | ------------------- | ------------------------------------------------------------------ | From 0bc4808159ab753c0ac39f29235bea9d2393f74b Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:02 +0200 Subject: [PATCH 08/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index f1d38db24c..ea24cd20ad 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -40,7 +40,7 @@ The table below lists events that Rise AI sends to Segment. These events appear The table below list the properties included in the events listed above. -| Property Name | Description | +| Property name | Description | | ------------------------- | ---------------------------------------------------------------- | | `batch_id` | Unique identifier for the event batch | | `chat_id` | Unique identifier for the chat session | From a58d430086975816199be8735fdf6f4ed38efd9d Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:11 +0200 Subject: [PATCH 09/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index ea24cd20ad..a6ed9660a8 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -44,7 +44,7 @@ The table below list the properties included in the events listed above. | ------------------------- | ---------------------------------------------------------------- | | `batch_id` | Unique identifier for the event batch | | `chat_id` | Unique identifier for the chat session | -| `environment` | Environment where the event occurred (production, staging, etc.) | +| `environment` | Environment where the event occurred (for example, production or staging) | | `event_timestamp` | Timestamp when the event occurred | | `tenant_id` | Unique identifier for the tenant/workspace | | `step_index` | Position of the current step in the walkthrough (walkthrough-progress only) | From 23dd15ac4a98985d78ca3274b2c7d079228bf5e1 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:19 +0200 Subject: [PATCH 10/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index a6ed9660a8..9662a5b862 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -54,7 +54,7 @@ The table below list the properties included in the events listed above. | `chat_type` | Type of chat interaction (chats only) | -## Adding Destinations +## Adding destinations Now that your Source is set up, you can connect it with Destinations. From 36efb3cbfdf48934e7ec3f76889512ea21d586b4 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:27 +0200 Subject: [PATCH 11/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 9662a5b862..0c1f2e3160 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -56,7 +56,7 @@ The table below list the properties included in the events listed above. ## Adding destinations -Now that your Source is set up, you can connect it with Destinations. +Now that your source is set up, you can connect it with destinations. Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don't appear, check the [Event Delivery](/docs/connections/event-delivery/) tool, and refer to the Destination docs for each tool for troubleshooting. From dfbd40f5580fcb46ddd2df73016f0de093599813 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:37 +0200 Subject: [PATCH 12/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 0c1f2e3160..84dc0e2131 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -30,7 +30,7 @@ Rise AI includes the `userId` when available, along with a unique `tenant_id` fo 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 | +| Event name | Description | | ------------------- | ------------------------------------------------------------------ | | walkthrough-progress | User progress through AI-guided walkthroughs and onboarding flows | | chats | AI chat session creation and interactions | From 86caf108297fc38ac8b3e64b4fed629177e5d7f4 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:57:47 +0200 Subject: [PATCH 13/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 84dc0e2131..69b7fe98dc 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -36,7 +36,7 @@ The table below lists events that Rise AI sends to Segment. These events appear | chats | AI chat session creation and interactions | -## Event Properties +## Event properties The table below list the properties included in the events listed above. From 2a3194c8895f62beff02a64ed3c258a227181be7 Mon Sep 17 00:00:00 2001 From: alon-getrise Date: Wed, 29 Oct 2025 18:58:00 +0200 Subject: [PATCH 14/14] Update src/connections/sources/catalog/cloud-apps/rise-ai/index.md Co-authored-by: rchinn1 <93161299+rchinn1@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/rise-ai/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md index 69b7fe98dc..e2375e3b60 100644 --- a/src/connections/sources/catalog/cloud-apps/rise-ai/index.md +++ b/src/connections/sources/catalog/cloud-apps/rise-ai/index.md @@ -58,6 +58,6 @@ The table below list the properties included in the events listed above. Now that your source is set up, you can connect it with destinations. -Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don't appear, check the [Event Delivery](/docs/connections/event-delivery/) tool, and refer to the Destination docs for each tool for troubleshooting. +Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don't appear, check the [Event Delivery](/docs/connections/event-delivery/) tool, and refer to the destination docs for each tool for troubleshooting. If there are any issues with how the events are arriving to Segment, [contact the Rise AI support team](mailto:support@getrise.ai).