AI Sales Agent
works on top of clean data; the Hygiene Agent makes that possible
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AI CRM Hygiene Agent
Keeps the CRM honest. Deduplicates contacts, merges accidental copies, flags stale records, fills missing fields where it has reliable data, and generates a clean report so you can trust your pipeline numbers again.
What this agent does
The job description
- Identifies and merges duplicate contacts
- Flags records that have not been touched in 90+ days
- Verifies email addresses and tags bouncing addresses
- Fills missing standard fields (industry, company size, location) where it has reliable public data
- Surfaces records with conflicting information for human review
- Generates monthly hygiene reports: how many duplicates removed, how many records updated, where data quality is weakest
- Respects deletion rules: only the customer can authorise hard deletes
Skills
What this agent is good at
Pattern-matching across slightly different versions of the same recordRecognising which differences matter (different email = different contact) versus which do not (typo in name)Reading public business data to verify or fill in fieldsKnowing what NOT to touch (notes, custom fields, anything ambiguous)
Integrations
Where this agent plugs in
CRM (HubSpot, Salesforce, Pipedrive, Twenty, Odoo)Email enrichment servicesSlack or Teams for hygiene reports
Custom integrations to other tools are scoped during discovery.
"Monthly hygiene report. Twenty-three duplicates merged with confidence. Six surfaced for your review because they might be the same person or might be siblings at the same company. Forty-one bounces tagged. Eighteen records had missing industry fields I have filled from public data. Pipeline numbers should now match reality. Three records you might want to look at: they have conflicting account ownership."
Who hires this
Who this fits
- Established businesses whose CRM has degraded into a graveyard
- Teams that have switched CRMs and inherited messy migration data
- Anyone who has stopped trusting their pipeline numbers because the underlying data is unreliable
Honest limits
What this agent does not do
- Does not hard-delete records without human approval
- Does not auto-merge records when there is any ambiguity
- Does not modify protected custom fields
- Does not fabricate field values - only fills with verifiable public data
- Does not contact prospects directly (that is the Outreach Agent's job)
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