The Vwam connection enriches BlueConic customer profiles with real-time conversational data. As consumers interact with a Vwam chat agent, the AI extracts intent signals and preferences and stores them directly as profile properties in the customer data platform (CDP). Use this data alongside all other first-party data in the CDP to power personalization, segmentation, and downstream activation.
With this connection, you can:
Capture high-intent data from conversations — the AI automatically extracts preferences, needs, and signals from chat interactions.
Build a unified customer profile — combine conversational data with every other data source flowing into the CDP.
Activate across channels — use captured attributes in Dialogues, segments, email, ads, and any other Connection set up in the CDP.
Skip the data mapping — Vwam and the CDP share the same profile properties; there is no mapping layer.
Before you begin
For details on managing the Vwam workspace and chat agent side of the integration, see Vwam CDP integration in the Vwam help center.
Ensure you have an active BlueConic CDP tenant.
Ensure you have a Vwam workspace available to connect.
Confirm you have the permissions needed to manage Connections and profile properties in the CDP.
Permission | Required | Description |
Profile Properties Read | Yes | Allows Vwam to read profile property values from the CDP. |
Profile Properties Write | Yes | Allows Vwam to write and update profile property values in the CDP. |
PII Access | Optional | Required only if you intend to use personally identifiable information (PII) within Vwam. |
Set up the Vwam connection
Connect Vwam to the CDP
In the BlueCoinc CDP, go to Connections and select Vwam from the list of available connections.
Enter the name and metadata for this connection.
Under Authenticate, click Connect and authenticate your Vwam workspace.
Select the OAuth2 app you created in the prerequisites step.
Once connected, VWAM can read and write profile properties stored in the CDP, and the Profile Properties section becomes available in the Vwam UI.
Note: The OAuth2 app selector only becomes available after authentication is complete. When the connection is saved and turned on, these credentials are shared with Vwam.
Create and manage profile properties
Profile properties define the data Vwam captures from conversations and writes to the CDP. Create them directly in the CDP or in Vwam — the integration is two-way.
Option A: Create in the CDP
Go to the Profile Properties section in the BlueConic CDP.
Click Create Property.
Define the following:
Name (required)
Description (optional, but recommended — helps guide the AI during conversations)
Type:
Predefined — AI selects from a fixed list of values; ensures clean, consistent data.
Dynamic — AI extracts the most relevant value from conversation context; useful for open-ended inputs.
Add the property to your Vwam connection.
The property appears in the Vwam UI and can be used immediately.
Option B: Create in VWAM
Properties created in Vwam are automatically available in the CDP — no additional configuration is needed.
Tip: Always fill in the description field. Profile property names alone are often not descriptive enough for the AI to reliably identify the right values in a conversation.
Control which properties VWAM can access
For properties created in the CDP, manage read and write permissions through the connection settings. This lets you control exactly which profile properties Vwam can update.
Note: If you add or remove properties in the CDP connection and save, that updated list is pushed to Vwam. If changes are made in both the CDP and VWAM at the same time, refresh the connection page in the CDP before saving to avoid overwriting Vwam-side changes.
Launch your chat experience
Deploy and publish your VWAM chat agent.
Confirm your site has the CDP script installed. If the script is not detected, Vwam automatically injects it.
Go live.
As consumers interact with the chat, the AI extracts relevant attributes in real time, sends data directly to the CDP, and updates profile properties instantly.
How data is captured
Vwam uses AI to identify and extract values during conversations in real time — not after a session ends. How values are captured depends on the property type:
Predefined properties — AI selects from a fixed list of values. If no match is found, no value is stored.
Dynamic properties — AI returns the best possible value based on conversation context.
Anonymous visitors
Once the Vwam connection is active, the CDP script runs within the chat experience and captures data for all consumers, including anonymous visitors.
Anonymous visitor data is collected and stored in the CDP immediately.
When that visitor later becomes known — by logging in or submitting an email — the CDP merges the anonymous profile with the known profile.
Early intent signals from conversations are preserved through the merge.
To take full advantage of this, configure profile merge rules in the BlueConic CDP.
Next steps
Once conversational data is flowing into the CDP, use profile properties to:
Segment consumers based on expressed intent or preferences.
Personalize on-site experiences using Dialogues.
FAQ
Do I need a CDP connection to use profile properties?
Yes. Profile properties are only available once your Vwam workspace is connected to a BlueConic CDP tenant.
Where is the data stored?
All profile properties are stored in the CDP, not in Vwam. Vwam acts as the interface for creating and managing them.
Can I create properties in both Vwam and the CDP?
Yes. The integration is two-way: properties created in Vwam are automatically available in the CDP, and properties created in the CDP are available in Vwam once added to the connection.
Is there any data mapping required?
No. Vwam and the CDP share the same profile properties, so no mapping layer is needed.
When is data captured?
Data is captured in real time during the conversation, not after the session ends.
What happens if AI can’t determine a value?
For predefined properties: no value will be stored if there’s no match.
For dynamic properties: AI will return the best possible value based on context.
Can I control which properties Vwam writes to?
Yes. When using properties created in the CDP, you can choose which ones Vwam can read and write to through the connection.
How can I use this information for integrations?
Once the data is passed to the CDP, you can leverage profile properties in all the Connections you have setup within the CDP. They can also be used to launch Dialogues and other activations.
How does the system handle anonymous users?
Once a CDP connection is set up, the CDP script runs within the Vwam chat experience and begins capturing data for all users—including anonymous visitors.
If a user is anonymous, their data is still collected and stored in the CDP.
When that user later becomes known (for example, by logging in or submitting an email), the CDP can merge the anonymous profile with the known profile.
This ensures that early intent signals from conversations are not lost.
To fully take advantage of this, you should configure profile merge rules within the CDP. Once merged, this data can be used for more advanced activation, such as personalization or sending data to downstream systems like your ESP.