1. Understanding agents

Account data enricher

The Account Data Enricher is an agent that uses AI to enrich uploaded account datasets with additional company information.

It enhances CSV files such as CRM exports or account lists by filling in missing or incomplete data, including company size, industry, location, leadership, products, and recent news. This helps make account data more complete, accurate, and actionable.

After you upload a CSV file, the agent:

  • Processes each account individually.

  • Conducts web research to gather relevant company information.

  • Generates enrichment reports for each account, along with a summary document.

When to use

Use the Account Data Enricher for the following business scenarios:

  • Account-Based Marketing (ABM).

  • Segment enrichment for personalization.

  • Pre-sales research and campaign targeting.

Edit the configuration

Before running this agent, review and update its configuration to control how it generates content.

The configuration determines what the agent produces and how it behaves, so you can align it with your brand, audience, and use case.

Before you begin

Make sure you have a Builder License assigned to your user account. This license is required to edit agents.

To edit the configuration:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Account Data Enricher.

  3. Click the actions menu > Edit.

  4. Review and configure the tabs:

    • Overview - view the agent's basic information, how it works, and inputs required to run it. This tab is read-only.

    • Parameters - define guidance that shapes how content is generated. For example, you can specify target audiences, channels, languages, and formats.

    • Schemas - define structured JSON output formats. For example, you can add schemas for blog posts, email content, or social media posts.

      • Account Enrichment Schema - a predefined enrichment schema is provided. You can edit or add new properties such as industry, revenue, location, to match your desired format.

    • HTML Templates - define how generated content is formatted and displayed in previews. Templates typically correspond to the defined schemas.

    • Workflow - view the agent’s execution workflow, including all processing steps. This tab is read-only.

  5. Click Save Changes. Return to the Agents page and run the agent.

Run the agent

Use the Account Data Enricher to enhance uploaded account datasets with company information.

To run the agent:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Account Data Enricher.

  3. Enter a Space Title for the run.

    In the Agents section, the selected agent is added by default.

  4. Provide the required inputs:

    • Input - (Optional) describe the task.

      Example: Enrich this list of accounts

    • Upload CSV - attach a CSV file containing account data (for example, a list of high-value accounts).

  5. Optionally, click Add context to provide additional background that guides how the AI generates responses.

    • Artifacts - use any artifacts previously generated in the current space.

    • Brand kits - select your organization's brand kit.

  6. Click Create.

  7. The new space created for the run opens. Click Run to start the agent.

    Tip

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    When processing is complete, the results appear in the space.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

    To learn more about what’s included in a space, see View a space.

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