How to configure budget and enrichment options for the Data Maintenance Agent

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⚙️ How to Configure Budget for the Data Maintenance Agent

The Data Maintenance Agent is your go-to for keeping records fresh and up-to-date — but you’re always in control of how much it does and how much it spends. You can fine-tune both budget and enrichment behavior in the Configuration tab.

🔧 Accessing the Configuration Panel

To manage settings for the Data Maintenance Agent:

Click the AI Agent icon from the top-right corner of any page
Open the Data Maintenance Agent
Navigate to the “Configuration” tab

👤 Manage AI Team Member Details

At the top, you’ll see the AI user assigned to this agent.

View the name and email of the AI team member
You can edit these details at any time to change the AI identity used for actions (especially useful for maintaining a human-like tone during outreach or verifications)

💰 Set the Agent’s Budget

Directly under the AI team member settings, you’ll be able to:

Set the budget limit for the agent (in credits) by clicking on Change
You can set the Maximum monthly spending and select the Budget Distribution between Candidates, Contacts and Companies

🧠 Choose What to Enrich

Customize what data the agent should fetch or update — per record type:

📍 Candidates

Contact Info, Current Position, Employment History, Education, Skills, Social Profiles, Location
To choose the information that you'd like to enrich, click on Edit Settings and toggle accordingly

👥 Leads

Contact Info and Social Profiles
To choose the information that you'd like to enrich, click on Edit Settings and toggle accordingly

📇 Contacts

Contact Info, Current Position, Skills and Social Profiles
To choose the information that you'd like to enrich, click on Edit Settings and toggle accordingly

🏢 Companies

Basic Information, Contact Details and Business Details
To choose the information that you'd like to enrich, click on Edit Settings and toggle accordingly

You can select exactly which attributes to enrich for each category, giving you full control over both data focus and credit usage.

💡 Tip: Start with high-impact fields like contact info and LinkedIn for Candidates and Leads, and expand to additional details as needed based on your data goals.