Sales / CRM Data Management Live

Enrichment Rule Feedback

Look at where enrichment keeps getting records wrong and propose rule changes — with what each change would have done to the records you already have.

  • Run on demand
  • ~6 credits per run
  • v1.0.0

What does Enrichment Rule Feedback do?

Enrichment Rule Feedback is a production AI agent in the sales section of the Leverge agent store, built for the crm data management process. Look at where enrichment keeps getting records wrong and propose rule changes — with what each change would have done to the records you already have. It runs on demand, works through 3 steps and returns 4 outputs, including enrichment accuracy.

What it needs

  • Enrichment corrections log

    File upload

    Records where enrichment produced a value a human later changed, with both values.

    csv txt md

  • Current rules

    Form

What it does

  1. Reading the corrections log
  2. Finding what the rules get wrong
  3. Writing the rule change proposal

What you get back

  • Enrichment accuracy Score
  • Rule by rule Breakdown table
  • Proposed changes Markdown doc
  • Do not change on this evidence Flagged exceptions

After each run it asks: “Would you make these rule changes?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

CRM Data Management

Other agents in crm data management

Pipeline, proposals, renewals and the CRM hygiene underneath them

  • CRM Data Management Live

    Complex Lead Escalation

    When a lead's reply is too ambiguous to route automatically, get it summarised for a human — what they seem to want, what is unclear, and who should pick it up.

  • CRM Data Management Live

    Contact Verification

    Check a lead's contact details against what can be found publicly — whether the person is still in that role, whether the details are structurally sound, and what could not be confirmed either way.

  • CRM Data Management Live

    CRM Duplicate Resolution

    Upload a contact export and get duplicate records clustered, a merged golden record for each cluster, and an audit note explaining every merge decision.

  • CRM Data Management Live

    CRM Insight

    Ask a question about the lead records in your CRM and get an answer computed from the selected rows, with the records it used shown alongside.

  • CRM Data Management Live

    Customer Profile Unification

    Upload the same customer's records from several systems and get one reconciled profile, with every conflict between sources shown rather than silently resolved.

  • CRM Data Management Live

    Lead Meeting Scheduler

    Turn a lead's stated availability into a meeting proposal that works in both time zones, with the arithmetic shown and the invite held for approval. Nothing is sent.

Next Step

Deploy Enrichment Rule Feedback, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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