Enrichment Agent
Runs enrichment across the contact and account database, filling gaps in firmographics and technographics.
An enrichment report tells you 40% of accounts are missing firmographics. This agent fills the fields, resolves the duplicates, and keeps them current on a schedule.
What it does
Most enrichment audits end at a data-quality score nobody acts on. The Enrichment Agent runs across the contact and account database, finds the gaps in firmographics and technographics, and fills them from configured providers, then resolves duplicates and conflicting values so the record is usable, not just complete. It runs on a schedule so coverage stays high instead of decaying between one-off cleanup projects.
- Finds and fills missing fields
- Resolves duplicates and conflicts
- Keeps records current on a schedule
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
The scheduled enrichment pass runs
On its configured cadence, or when a new record lands, the agent scans the contact and account database for missing or stale firmographic and technographic fields.
- 2Step 01
Fill the gaps from providers
For each missing field it queries the configured data providers, takes the best-supported value, and records which provider it came from so the source is traceable.
- 3Step 02
Resolve duplicates and conflicts
When two records describe the same account or providers disagree on a value, it merges or picks the higher-confidence value rather than leaving the conflict for a human to untangle.
- 4Step 03
Keep it current
It refreshes fields that have gone stale, so employee counts, tech stack, and segment stay accurate between full cleanups instead of drifting.
- 5Commit
Write clean records to CRM and the context layer
The agent writes the filled and resolved fields back to the CRM and the context layer, where scoring, routing, and segmentation rely on them. Each write is attributed to its provider and reversible.
In practice
A quarterly data audit reports that 38% of accounts are missing industry and employee count, so territory assignment and scoring run on half-blank records. The report sits in a slide.
The agent worked the same gap list automatically, filled the missing firmographics from configured providers, merged the duplicate accounts it found along the way, and wrote the results back to the CRM and context layer.
Routing and scoring run on complete records the next morning, instead of the audit becoming another cleanup project that waits a quarter for headcount.
More Revenue Operations agents
Put the Enrichment Agent to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.