Use Case 1
Reviewable Lead Enrichment
Trigger: A batch of raw leads needs enrichment
1.Load leads and contact-verification and intent evidence
2.Cross-reference each lead and assign confidence
3.Flag conflicts and missing fields
4.Dedupe against existing CRM contacts
5.Build per-field deltas with current vs. proposed values
6.Route the deltas for human approval
7.Write back only approved changes
✓
Leads get enriched at scale while every change to the system of record passes a human gate.
Use Case 2
Duplicate Resolution
Trigger: A lead appears to match an existing contact
1.Detect probable duplicates by name and normalized company
2.Present both records side by side with matching fields
3.Hold all write-back pending the decision
4.Attach the surviving ID on confirmation
5.Log the resolution either way
✓
Duplicate merges are decided by a human, not silently executed.
Integrations
CRM (Salesforce, HubSpot)
Enrichment & Intent (ZoomInfo, Clearbit, Bombora)
Contact Verification Sources
Approval Workflow (human gate)
Google Workspace (Sheets, Drive)
Industries
all
See It In Action
A sample conversation with this agent
Enrich this week's raw lead batch.
Loading the leads plus the contact-verification and intent evidence. For each lead I cross-reference the evidence, assign a confidence score, and flag conflicts and gaps. Then I dedupe against existing CRM contacts and attach a contact or account ID where I find a match. I build a per-field delta showing current value, proposed value, and confidence—but I don't write anything back until you approve. Want the high-confidence deltas auto-grouped for faster review?
Two leads look like the same person at the same company—merge them?
They match on name and normalized company, so I've flagged them as a probable duplicate—but I won't merge or write back on my own. Merging is a system-of-record change, so it routes to you with both records side by side and the matching fields highlighted. If you confirm, I'll attach the surviving contact ID; if you reject, I keep them separate and note the decision. The merge is yours to make.
How clean is the proposed batch before I approve it?
Of 240 leads: 168 high-confidence enrichments (verified email and title from two sources), 41 medium (single source, flagged), 19 with conflicts needing your eyes, 12 probable duplicates queued for merge review. Nothing has touched the CRM. If you approve only the high-confidence set, I'll write those 168 and hold the rest. I'd rather you ship clean data in stages than rubber-stamp the conflicts.