Sales / Lead Management Live

Lead Data Integrity

Check lead records for the errors that make outreach fail — malformed contacts, impossible values, fields that contradict each other within the same record.

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

What does Lead Data Integrity do?

Lead Data Integrity is a production AI agent in the sales section of the Leverge agent store, built for the lead management process. Check lead records for the errors that make outreach fail — malformed contacts, impossible values, fields that contradict each other within the same record. It runs on demand, works through 3 steps and returns 4 outputs, including record quality.

What it needs

  • Lead records

    File upload

    csv txt md

  • Validity rules

    Form

What it does

  1. Reading the records
  2. Checking record validity
  3. Writing the findings note

What you get back

  • Record quality Score
  • What is wrong Written summary
  • Record by record Table of results
  • Cannot be worked Flagged exceptions

After each run it asks: “Did this catch the unusable records?” 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.

Lead Management

Other agents in lead management

Pipeline, proposals, renewals and the CRM hygiene underneath them

  • Lead Management Live

    Lead Allocation

    Upload new leads and your rep roster, and get each lead assigned to a rep by fit and current workload — with the reasoning shown so a manager can override it.

  • Lead Management Live

    Lead Assignment

    Route a single inbound lead to the right rep immediately, with the rule that decided it and a handover note the rep can act on.

  • Lead Management Live

    Lead Drop-Off Risk

    Upload leads with their engagement history and get the ones going cold ranked by what they are worth, with the specific decay signal behind each and who to escalate.

  • Lead Management Live

    Lead Exception Triage

    Sort the leads that broke a rule into the ones worth a person's time and the ones that are simply noise — and escalate only the first.

  • Lead Management Live

    Lead Qualification

    Score inbound leads against your ideal customer profile and route each one, with the reasoning shown so a rep can disagree.

  • Lead Management Live

    Lead Reconciliation

    Consolidate the same lead arriving from several sources into one record with a traceable history — which source said what, and which claim survived.

Next Step

Deploy Lead Data Integrity, 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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