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Documentation Index

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The Contact Enricher agent automatically enhances your contact records with detailed personal and professional information, providing valuable context for better relationship building and targeted outreach.

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What it does

The Contact Enricher agent:
  • Enriches contact records with professional information and social profiles
  • Gathers employment history, role details, and company information
  • Identifies contact preferences and communication channels
  • Updates contact information to ensure data accuracy
  • Provides insights into contact interests and professional background

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Key Features

  • Professional Profiling: Detailed employment history, role, and company information
  • Social Intelligence: Links to professional and social media profiles
  • Contact Verification: Ensures email addresses and phone numbers are current
  • Interest Mapping: Identifies professional interests and expertise areas
  • Communication Preferences: Understanding preferred communication channels and timing

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Use Cases

  • Sales Outreach: Personalize outreach with detailed contact background
  • Relationship Building: Better understand contacts for stronger relationships
  • Account Management: Stay informed about contact role changes and movements
  • Marketing Personalization: Tailor marketing messages based on contact profiles
  • Networking: Leverage contact insights for more effective networking

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Getting Started

To enable the Contact Enricher agent:
  1. Navigate to your CustomerOS workspace
  2. Go to Agents in the left sidebar
  3. Find and enable the Contact Enricher agent
  4. Configure your data enrichment preferences
  5. The agent will automatically begin enriching your contact records

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Configuration Options

  • Data Sources: Select which external data sources to use for enrichment
  • Update Frequency: Set how often the agent refreshes contact information
  • Privacy Settings: Configure data collection and storage preferences
  • Field Priorities: Choose which contact fields to prioritize for enrichment
  • Quality Thresholds: Define minimum data quality standards for updates