Configuring the Data Maintenance Agent Settings for Optimal Performance

Configuring the Data Maintenance Agent Settings for Optimal Performance

To get the best results from your Data Maintenance Agent in Recruitly, it’s essential to fine-tune its configuration settings. These options control what data your Data Maintenance Agent updates, how frequently it enriches your database, and which records it targets.

Below is a detailed guide to help you optimise your agent's performance.

✅ What Fields to Update

You can configure your Data Maintenance Agent to enrich and update specific fields. Here’s what you can enable:

🧍 Basic Information for Candidates, Contacts and Leads

• Name and Title – Automatically update the individual’s full name and professional title.

• Gender – Detect and update gender details based on profile information.

• Location – Add or update current address and location.
  
  (For Candidates, Contacts and Leads)
  
  

🧍 Basic Information for Companies

• Company Name: Updatess the official name of the company along with its registered legal entity type.
• Industry: Specifies the industry classification and relevant subcategories the company operates in.
• Founded Year: Retrieves the year the company was established to provide historical context.
• Company Size: Defines the approximate number of employees to indicate the scale of the business.
• Location/HQ: Provides details about the company's headquarters and any other key office locations.
  
  (For Companies)
  
  

📞 Contact Information for Candidates, Contacts and Leads

• Work Email – Adds or corrects work-related email addresses.

• Personal Email – Identify and update personal email addresses.

• Work Phone – Captures the most current work phone number.

• Personal Phone – Adds or updates personal phone numbers.
  
  (for candidates, contacts and leads)
  
  

📞 Contact Information for Companies

• Website - Updates the company’s official website to ensure an accurate online presence.
• Email Domain - Specifies the company’s primary email domain used for professional communications.
• Phone Numbers - Provides or updates the company’s main contact numbers, including central and support lines.
  
  (for companies)
  
  
  

🌐 Social Profiles

• Automatically fetches and populates links to LinkedIn, GitHub, Twitter, and other public profiles.

🧠 Professional Information for Candidates, Contacts and Leads

• Current Position – Keeps job title, company, and start date updated.

• Employment History – Enriched with verified previous job roles, companies, and durations.

• Education Background – Adds missing schools, degrees, and graduation dates.

• Skills – Populates both technical and soft skills for better candidate insights.

• Industry Sector – Classifies records based on their specific industry.

• Languages – Identifies spoken languages and proficiency levels.
  
  

🧠 Business Details for Companies

• Revenue- Retrieves and updates annual revenue estimates
• Funding Information- Gathers information pertaining to investment rounds and amounts
  
  

You can decide how the AI handles CV generation:

• Always Update CVs – Recreate the CV during every enrichment to reflect the most current information.

• Generate CV if Missing – Only create a CV if one doesn’t already exist.
  
  

📝 Activity Mapping

Track how enrichment actions are recorded in your system:

• Activity Type – Choose what type of journal entry or activity timeline note is created when data is updated (e.g., "Profile Updated").
  
  

Automatic Data Updates

AI Agents can run periodic scans to enrich outdated or incomplete records. You can control which records are targeted:

• Include Records with Specific Tags
  Only records that have at least one of the selected tags will be scanned and updated.

• Exclude Records with Specific Tags
  Records with these tags will be completely excluded from enrichment.
  
  

By configuring these settings smartly, you ensure your AI Agent focuses on what matters most—keeping your database current, accurate, and actionable, without unnecessary spend.