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Documentation Index

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Contact enrichment settings control whether PG:AI automatically enriches contacts with email, phone, both, or neither.

How it works

  • Organisation default applies to all contacts.
  • Persona overrides let you use different enrichment behavior for specific personas.
  • If a contact has no persona override, the organisation default is used.

Enrichment modes

ModeBehavior
noneNo automatic contact enrichment
emailEnrich email only
phoneEnrich phone only
email_and_mobileEnrich both email and phone
  1. Set an organisation default first.
  2. Add persona-specific overrides only for high-priority personas.
  3. Review monthly to balance quality, speed, and credit usage.
Keep persona overrides limited to the personas your team actively sells to. Too many overrides make behavior harder to reason about.