Twilio Segment is a customer data platform (CDP) that helps companies harness first-party customer data. Our platform democratizes access to reliable data for all teams and offers a complete toolkit to standardize data collection, unify user records, and route customer data into any system where it’s needed. More than 20,000 companies like Intuit, FOX, Instacart, and Levi’s use Segment to make real-time decisions, accelerate growth, and deliver compelling user experiences.

Authenticating

Twilio Segment uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with Twilio. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to Twilio Segment without getting access to passwords.

Step 1: Initiate a connection to Twilio Segment

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's Twilio Segment admin to make a connection to your Twilio Segment organization account. When you click on the Connect button, the web browser will navigate to the Twilio Segment login page.

Step 2: Log in to Twilio Segment

Log in to Twilio Segment using your organization's credentials. The exact login mechanism may depend on your Twilio Segment plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Token as mentioned below in Step 3.

Step 3: Finding API Token in Twilio Segment

• Log in to the Segment App, and choose the Workspace you want to generate a token for. Each Segment Workspace requires a separate token.
• Click Settings in the left menu to access Workspace Settings. Navigate to the Access Management tab, and click Tokens. This tab lists any existing tokens created for the Workspace.
• Click +Create Token , and follow the prompts to generate a new token. Be sure to select a Public API token, and not a Config API token. Once generated, store the token somewhere safe, like a password store or other secrets manager. Note: You must create a separate API Token for each Workspace you want to manage using the Segment Public API.
• Be sure to give a description for token, such as "Quolum Token" and choose "Workspace Owner".
  

Step 4: Back to Quolum

Once you have granted access to Quolum, Twilio Segment is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your Twilio Segment Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization. Later, this data is crunched and available for visualization on the Quolum dashboard.