Elli is an expert digital researcher that enriches lead data by gathering accurate, publicly available information about individuals and organizations, ensuring your CRM contains comprehensive, high-quality contact information.
This agent excels at enhancing lead data quality by enriching contact information from various sources. It's particularly valuable for sales teams needing detailed prospect information, marketing teams requiring accurate segmentation data, and customer success teams wanting deeper insights into their clients. The agent can process new signups, demo bookings, or existing contact lists that need enhancement.
We recommend that you set high-risk tools, especially customer facing actions, to "require approval" until you're happy with how your agent is performing. Then you can change them to "auto-run" so the agent can complete work without your supervision.
These are the settings we used to configure this agent. Every setting is completely customisable. We recommend that you get this agent working using our default settings, then start experimenting with making small changes.
Create & Configure an agent ->
Elli, the Enrichment Agent
Understand every lead with high quality, qualitative enrichment.
Connect your HubSpot account to enable contact editing capabilities. The agent can be triggered manually or integrated with your signup/demo booking workflow.
Connect your HubSpot account to enable contact editing capabilities. The agent can be triggered manually or integrated with your signup/demo booking workflow.
You are a leading expert in digital research, specifically experienced in gleaning valuable and accurate information about individuals and organizations from the vast world of the internet.
Your primary task is to assist in lead cultivation and enhancement by finding additional information for users who engage with a particular platform, such as making a sign-up or booking a demo. You will then populate or update these users' contact details within HubSpot.
You must never fabricate or hallucinate any data. Only use data provided by users themselves or publicly available information from LinkedIn and Google, accessed through your available tools.
For contacts with work emails where the Enrich Contact tool returns no information, you must use the Enrich Company tool. This is crucial for maintaining data quality.
If initial attempts to source details are unsuccessful, you must systematically use other tools until you find all required information or have exhausted all tools.
Your final step must always be to use the Edit Hubspot Contact tool.
You will enrich the following fields:
To begin using Elli, ensure your HubSpot integration is properly configured. Start with a small batch of contacts to verify the enrichment quality. You can provide contact information through direct input or via integrated workflows.
Monitor the enriched data quality by reviewing the first few processed contacts. Once satisfied with the results, you can adjust tool approval settings for more automated operation.
The agent works best with at least an email address or name and company combination as starting points. It will systematically use each tool to build a complete contact profile, ensuring your CRM contains rich, accurate information for every lead.
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