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Mixpanel Integration

Rise AI offers a powerful two-way integration with Mixpanel that enables you to track user engagement events, sync user traits, and leverage cohorts for personalized AI experiences.

Overview​

The Rise AI + Mixpanel integration allows you to:

  • Track Events: Automatically send Rise AI interaction events to Mixpanel
  • Sync User Traits: Update Mixpanel user profiles with AI engagement data
  • Cohort Targeting: Use Mixpanel cohorts to personalize AI experiences
  • Bidirectional Data Flow: Keep both platforms in sync for comprehensive analytics

Setup​

Prerequisites​

  • An active Rise AI account with the Web SDK installed
  • A Mixpanel account with project access
  • Admin permissions in both platforms

Step 1: Get Your Mixpanel Access Token​

  1. Log into your Mixpanel account
  2. Navigate to Settings > Project Settings
  3. Find your Project Token under the "Access Keys" section
  4. Copy the token (you'll need it in the next step)

Step 2: Configure Integration in Rise AI​

  1. Log into your Rise AI dashboard
  2. Navigate to Settings > Integrations
  3. Find Mixpanel in the integrations list
  4. Click Connect
  5. Paste your Mixpanel project token
  6. Configure your integration settings (see Configuration Options below)
  7. Click Save to activate the integration

Configuration Options​

Event Tracking​

Enable this option to automatically send Rise AI events to Mixpanel. When enabled, the following events are tracked:

chats​

Tracks AI chat interactions between users and the Rise AI assistant.

Event Properties:

  • actor - Who sent the message: user or assistant
  • chat_id - Unique chat session identifier
  • timestamp - When the message was sent

Analytics Use Case: Calculate the average number of chat messages per user by counting chats events grouped by chat_id.

walkthrough-progress​

Tracks user progress through interactive walkthroughs and onboarding flows.

Event Properties:

  • walkthrough_job_to_be_done - The specific job or goal the walkthrough helps accomplish
  • step - Current step number in the walkthrough
  • timestamp - When the step was completed

Analytics Use Case: Measure walkthrough completion rates and identify where users drop off in the onboarding flow.

Cohort Synchronization​

Importing Mixpanel Cohorts​

Use Mixpanel cohorts to target specific user segments with personalized AI experiences:

  1. In your Rise AI dashboard, navigate to Audiences > Cohorts
  2. Click Import from Mixpanel
  3. Select the cohort you want to import
  4. Choose sync frequency:
    • One-time: Import current cohort members once
    • Daily: Sync cohort members daily
    • Real-time: Keep cohort in sync via webhook (requires Mixpanel plan with webhook support)
  5. Click Import

Once imported, you can use the cohort to:

  • Target specific AI experiences or flows
  • Customize AI responses based on user segment
  • A/B test different AI strategies

Troubleshooting​

Events Not Appearing in Mixpanel​

  1. Verify Integration is Active: Check that the integration status shows "Connected" in Rise AI dashboard
  2. Check Project Token: Ensure you copied the correct token from Mixpanel
  3. Verify User Identity: Make sure Rise.identify() is called before tracking events

Cohort Import Issues​

  1. Verify Cohort Exists: Check that the cohort is active in Mixpanel
  2. Check Cohort Size: Very large cohorts (>100k users) may take longer to sync
  3. API Permissions: Ensure your Mixpanel token has cohort read permissions

Data Privacy and Compliance​

Rise AI's Mixpanel integration is designed with privacy in mind:

  • Opt-out Support: Users who opt out of tracking in Rise AI will not have events sent to Mixpanel
  • GDPR Compliance: Support for data deletion requests across both platforms
  • Data Minimization: Only essential event properties are sent by default
  • Custom PII Handling: Configure which user traits to sync to avoid sending sensitive data