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Review and approve Data Enrichment suggestions

As a seller, you can review the suggestions that Data Enrichment makes for Contact, Opportunity, Lead, and Account records that you own. You can accept or reject these suggestions. If your admin configures Data Enrichment to automatically update fields, you can still review the changes and revert them if necessary.

Note

  • Data Enrichment suggestions are available for both individual-owned and team-owned supported records.
  • The system retains suggestions and logs for 180 days. After 180 days, the system automatically deletes suggestions, and they no longer appear in the Data Enrichment pane.

Prerequisites

When you open an eligible supported record for the first time after Data Enrichment is enabled, the agent automatically enrolls you and starts reading your emails and meeting data to generate suggestions. You don't need to provide explicit consent.

After the enrollment completes, you see the following notification banner in the supported record:

Screenshot of the notification banner in the record that informs the user that Data Enrichment is reading their emails and meeting data to generate suggestions

If the enrollment fails due to missing permissions, you see a notification banner that informs you of the same.

The agent takes about four hours to analyze your emails and Teams meetings data and generate suggestions, provided the requirements for generating suggestions are met.

Note

  • The agent only reads emails and meetings data that are relevant to supported records that you own.

Enable or disable Data Enrichment suggestions

By default, data enrichment suggestions are enabled for all eligible sellers. If you don't want the agent to read your emails and Teams meetings data or generate suggestions, you can disable the agent for your account.

  1. From the lower-left corner of the Sales Hub app, select Change Area > Personal Settings.
  2. Select Sales agents from the left navigation pane.
  3. Turn off the Data Enrichment agent option to disable it. You can turn it back on at any time to re-enable the agent for your account.

Requirements for generating suggestions based on your emails

For data enrichment suggestions to appear based on your emails, the following conditions must be met:

  1. The supported record must have at least one email received from an external contact.
  2. The sender's email address must map to a contact associated with the record (for example, as the primary contact, a stakeholder, or the primary contact of the parent account).
  3. There can be a delay in Outlook-to-Graph synchronization. Learn more about expected latency.
  4. Email insight generation runs as a background process, so enrichment suggestions might take some time to appear.

Requirements for generating suggestions based on Teams meetings

For data enrichment suggestions to appear based on Teams meetings, the following conditions must be met:

  1. Your admin must connect Microsoft Teams meetings to the Data Enrichment agent. If you don't see suggestions based on Teams meetings, check with your admin.
  2. The meeting must have a transcript or an AI-generated summary available. AI-generated meeting summaries are available only when the seller has an appropriate license to access Microsoft 365 Copilot. If the AI-generated summary isn't available, the agent uses the meeting transcript.
  3. The meeting must have at least one external attendee who is a contact associated with the record (for example, as the primary contact, a stakeholder, or the primary contact of the parent account).
  4. Meeting insight generation runs as a background process, so enrichment suggestions from meetings might take some time to appear.

Note

Enrichments generated from actual Teams meetings include a citation that links to the calendar event. This citation is visible only to users who attended the meeting.

Access data enrichment suggestions

You can access the Data Enrichment suggestions for your supported records in two ways:

View Data Enrichment suggestions for a specific record

  1. Open an eligible record in the Sales Hub app.

  2. Depending on the record type, access the Data Enrichment suggestions in one of the following ways:

    Record type How to access Data Enrichment suggestions Which fields are enriched
    Opportunity and Lead Select the Data Enrichment suggestions button in the record Summary banner or in the notification banner that appears at the top of the record. All fields except those skipped by your admin.
    Contact Select the Data Enrichment suggestions button in the notification banner that appears at the top of the record. Job title (jobtitle), Primary email (emailaddress1), Mobile phone (mobile), Business phone (telephone1), Preferred contact method (preferredcontactmethod)
    Account Check the Timeline section for emails and meetings that have the agent icon ( ). No fields are enriched. Only the Timeline is updated with emails and meetings.

View Data Enrichment suggestions for all your records

The Suggested actions carousel provides a quick view of the next best actions available for your records, including the suggestions generated by Data Enrichment. The carousel surfaces suggestions for all eligible records that you own, so you can easily access and review them. This option eliminates the need to open each record individually to check for suggestions.

Note

The option to view suggestions in the Suggested actions carousel is turned on by default in the Data Enrichment settings. If you don't see suggestions in the carousel, check with your admin to ensure that the Recommended action skill is enabled. Learn more in Enable or disable connected skills.

  1. In the Sales Hub app, select the relevant entity (for example, Opportunities) from the left navigation pane.
  2. Switch to the read-only grid view by selecting Read Only Grid from the top of the list. The Suggested actions carousel appears at the top of the list. The enrichment suggestions appear at the end of the carousel as stacked cards if suggestions for multiple records are available. Screenshot of the Suggested actions carousel showing stacked cards for Data Enrichment suggestions for multiple records
  3. Select the New enrichment suggestions stacked card. The list of records with suggestions appears in the Records with pending enrichment view. The Data Enrichment pane for the first record in the list opens on the right side.
  4. To view suggestions for a different record, follow these steps:
    1. Select a record from the list. Wait for the Summary component to load on the right pane.
    2. Expand the Summary component and select the Data Enrichment suggestions button if it's available. Alternatively, you can also select the Data Enrichment suggestions button in the notification banner if it's available. The Data Enrichment pane opens, showing you the suggestions generated by the agent based on its analysis of your emails and Teams meetings.

Review and approve suggestions manually

If your admin has configured the agent for manual updates, you need to manually review and approve the suggestions. How do I know if my administrator has enabled manual updates or automatic updates?

  1. In the Suggestions tab of the Data Enrichment pane, hover over the information icon next to each suggestion to see details about the source of the suggestion. If a suggestion is based on a Teams meeting, the source information includes a link to the meeting in the calendar. If you weren't part of the meeting, the link doesn't work. Screenshot of the Data Enrichment pane showing suggestions for a record

  2. Review the suggestions and perform one of the following actions:

    • To accept or reject all the suggestions, select Accept all or Reject all at the bottom of the pane.
    • To accept or reject individual suggestions, hover over each suggestion and select the Accept icon (check mark) or the Reject icon (cross mark).

      Note

      • If you reject a suggestion for a record, you won't see that suggestion again for that record. There's no option to undo or recover rejected suggestions.
      • To view the changes you have accepted, select the History tab in the Data Enrichment pane. Learn more in View change history.

    The changes are applied to the supported record immediately after you accept the suggestions. If you're not sure about a suggestion, you can leave it without taking any action. The suggestion remains in the pane until you accept or reject it. However, suggestions are periodically refreshed based on new email interactions, and some suggestions might be removed if they become irrelevant based on updated context.

Review and revert automatic updates

If your admin configures Data Enrichment to automatically update fields in your supported records, you can review the changes and revert them if necessary.

  1. In the Updates tab of the Data Enrichment pane, hover over the information icon next to each suggestion to see details about the source of the suggestion. Review the suggestions and do one of the following:
    • To keep or revert all the changes, select Keep all or Undo all respectively at the bottom of the pane.
    • To keep or revert individual updates, hover over each suggestion and select the Keep icon (check mark) or the Undo icon (cross mark) respectively.
    • To keep a few changes and revert the rest, select Keep for the changes you want to retain. Then, select Undo all at the bottom of the pane to revert the remaining changes; this works both ways. If you undo an update, the change is tracked in the History tab along with the name of the user who reverted it. Learn more in View change history.

View emails associated by Data Enrichment

The AI-powered Data Enrichment feature associates emails with a supported record based on several criteria to ensure relevance and context. The key criteria include:

  • Email participants: The email involves the seller assigned to the record and at least one contact associated with the record.
  • Relevance: The email content contains keywords or phrases that indicate relevance to the record, such as mentions of products, services, or deal terms.

To view the associated emails:

  1. Open an eligible record in the Sales Hub app.

  2. In the Timeline section, look for emails with the agent icon ( ). These emails are not tracked by default and are visible only in your timeline, even if your admin has configured Data Enrichment for automatic updates.

  3. Select Track on the email to track it in the supported record and make it visible to other users.

Screenshot of an email in the timeline with the Data Enrichment icon and the Track button

  1. Select Not related? if you believe the email isn't related to the record. You can then select whether you want to remove the email from the current record or reassign it to another record.

View stakeholder suggestions

The Data Enrichment feature suggests adding contacts as stakeholders when you add them to emails or meetings related to a supported record.

Note

Stakeholder suggestions are available for Opportunity and Lead records only.

To view the stakeholder suggestions:

  1. In the Related records tab of the Data Enrichment pane, view the list of suggested stakeholders based on recent email interactions.
  2. Hover over the stakeholder suggestion and select the Information icon to view the source of the suggestion.
  3. (Manual update) Hover over the suggestion and take one of the following actions:
    • Select the Accept icon (check mark) to add the stakeholder to the record.
    • Select the Reject icon (cross mark) to dismiss the suggestion.
  4. (Automatic update) The stakeholder is added to the record automatically. Hover over the suggestion and take one of the following actions:
    • Select the Keep icon (check mark) to retain the stakeholder.
    • Select the Undo icon (cross mark) to remove the stakeholder from the record if you think the suggestion is incorrect.
  5. (Optional) To change the stakeholder's role, follow the instructions in Add stakeholders and decision makers for the opportunity.

View change history

Changes made by the agent for Data Enrichment are tracked separately in the Data Enrichment change history.

Note

Change history is maintained only for 180 days. After 180 days, it's automatically deleted.

The information that you see depends on how Data Enrichment is configured:

  • Automatic updates: Shows updates made by the agent and any changes you have reverted.
  • Manual updates: Shows the changes that you have accepted from the suggestions.

To view the change history:

In the History tab of the Data Enrichment pane, view the list of changes made to the supported record based on Data Enrichment suggestions.

  • Last updated on