Enrich account data
Creatio helps to maintain the completeness and relevance of the customer base using the data enrichment feature provided via "Enrich Account Data" Creatio AI Skill. Each use of the skill requires Creatio AI tokens.
Add the contact information of an account to Creatio from Bing search from open sources in a few commands.
Important
Before you can use account data enrichment, system administrator must add the Bing search API key to the "Bing search api key" ("BingSearchApiKey" code) system setting.
The AI Skill updates the details in the following fields if Creatio AI finds them online:
- Account
- Address
- Full address
- Address type
- Also known as
- Primary phone
- Web
To enrich contact data:
- Open the Accounts section.
- Open the page of the relevant account.
- Click the
button in the top right. This opens the Creatio AI sidebar. - Click Enrich Account Data at the top of the sidebar. Creatio AI will search the web and get back to you with a list of found companies.
- Specify the company whose details to add to the account record in the Creatio AI message bar using normal language. You can ask Creatio AI to specify which fields it updated as well.
As a result, Creatio AI will populate account fields using information found online.