---
title: "Account data enricher"
slug: "account-data-enricher"
abstract: "The Account Data Enricher helps quickly enhance your accounts with data using AI."
---
# Account data enricher

The **Account Data Enricher** is an [agent](https://doc.sitecore.com/sai/en/users/sitecoreai/working-with-agentic-studio/understanding-agents.html "Understanding agents") 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.

> [!note]
> **Before you begin**
> Make sure you have a [Builder License](https://doc.sitecore.com/sai/en/users/sitecoreai/working-with-agentic-studio/agentic-studio-settings/manage-users.html#builder-license "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** and then, in the left sidebar, click :mdiCreationOutline: **Agents**.
2. On the **Agents** page, find **Account Data Enricher** and then click **Edit** :mdiDotsHorizontal:.
3. Review and [configure the settings on the following tabs](https://doc.sitecore.com/sai/en/users/sitecoreai/working-with-agentic-studio/understanding-agents/create-a-workflow-agent/overview-of-agent-configuration-tabs.html "Overview of agent configuration tabs"):
    - **Overview** - view the agent's basic information, how it works, and inputs required to run it.
    - **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.
4. Click **Save Changes** and then click **Back to agents**.
5. [Run the agent](https://doc.sitecore.com/sai/en/users/sitecoreai/working-with-agentic-studio/understanding-agents/run-an-agent.html "Run an agent").