IMPLEMENTATION GUIDE
Use rules for repeatable decisions
Encode numerical thresholds and supported values in your own workflow rather than asking a language model to invent them. Keep each criterion’s result and input field. Your agent can summarize why an account matches, but the decision should be reproducible from the same profile and rule version.
Keep unknown separate from no
If headcount or geography is missing, mark that criterion unknown. Do not let an agent replace the absent value with an estimate. Require review for incomplete evaluations and combine fit with first-party intent only when your team has defined how to use that signal.
Connect the result to a controlled action
Use a backend tool to submit enrichment and retrieve the completed task. Treat profile text as data, validate the agent’s explanation against your evaluation, and let your CRM workflow control assignments. Keep the criteria and freshness timestamps with the result so the team can audit the decision later.
Connect the workflow
Use the API overview for request and task handling, or the Loop guide for webhook delivery.
Company enrichmentSee the company fields your qualification rules can use.Common questions
Is AI qualification a built-in EnrichLoops feature?
This is a workflow you build using EnrichLoops company data. Your rules evaluate fit, your agent explains the result, and your CRM or application performs the next action.
Can enriched data establish buying intent?
Firmographic data describes company fit. Use your own engagement or buying signals to evaluate intent and keep that evidence distinct from company attributes.