Contact Data Enrichment adds details such as phone number, email address, and employer to a Contact Record, using 20 AI Credits for each Contact enriched when a match is found. Enrichment can run on any Contact Record that has not been recently enriched, even if the Contact already has one contact method.
Crelate’s Contact Data Enrichment tool is a sourcing feature that collects additional contact details for a Contact. Every Contact Record has an Enrich button, and you can also enrich in bulk from your Contacts list or a Job Dashboard, or from the Crelate Chrome AI Talent Assistant. Enrichment draws on a dataset of up to 1 billion people and uses AI Credits, so there is no add-on to purchase.
Who can use Contact Data Enrichment?
Contact Data Enrichment is available to all Crelate customers. Enrichment uses AI Credits from your organization’s shared balance, so you do not need to purchase a separate enrichment add-on or plan to begin.
The Enrich option is available to everyone, including in the Crelate Chrome AI Talent Assistant. The only limit is for non-Admin users, who need the Contact Data Enrichment permission enabled on their User Role. Admins can turn this permission on or off for each role.
The AI Credits available to your organization depend on your subscription. Customers without Agentic add-ons, Discovery, or Insights receive a set allotment of Flexible AI Credits. Customers with Discovery, Insights, or other applicable Agentic add-ons have packaged credits that come with those features. Customers who previously had a Contact Data Enrichment plan are covered in Contact Data Enrichment Plans and Pricing.
To learn how credits work, see Understanding AI Credits.
How many AI Credits does Contact Data Enrichment use?
Contact Data Enrichment uses 20 AI Credits for each Contact enriched. Crelate shows the cost before you proceed, in the banner on the Enrich button and in the bulk Selected Contacts menu.
AI Credits are used when a match is found. If no likely match is found, or the Contact does not have enough details to enrich, Crelate tells you that no AI Credits were consumed.
Here is how credits work:
One shared balance: Everyone in your organization draws from the same pool of AI Credits. Credits are not assigned to individual users.
Monthly reset: Your credits reset on your designated reset date, and unused monthly credits do not roll over.
Importing from Discovery: Importing a person from Discovery uses 5 AI Credits. When you add a person from Discovery to Crelate, enrichment runs automatically, so you do not need to select Enrich, and an additional 20 AI Credits are used when a match is found.
Credit costs can change: The cost displayed in Crelate when you perform an action is always the most current amount.
To check your balance, review the Your Credit Usage meter in the Enrich banner or in Manage Licenses / Subscription. It shows the credits used, the total available, and your next reset date.
💡 Pro Tip: Before you enrich a large group of Contacts, check the Your Credit Usage meter. Because every enrichment draws from the shared balance, a quick check helps you plan around your reset date.
How do I enrich a Contact from the Contact Record?
Open the Contact Record.
Select the Enrich button in the Contact Record header, next to the Primary Phone and Primary Email fields.
Review the banner that appears. It tells you whether the Contact is ready to enrich and shows the credits that will be used.
Select Enrich now (20 credits). If the Contact was enriched recently, you are asked to confirm first.
In the Enrich Contact window, review the information that was found and choose what to keep.
Select Save to Contact.
Once you select Enrich now and confirm, you cannot cancel the enrichment.
What does the banner on the Enrich button tell me?
When you select Enrich, a banner from the Insights Agent appears with details about that Contact, along with the credits that will be used and your Your Credit Usage meter. The banner you see depends on the Contact:
Enough information: “Our Insights Agent has determined this contact has enough info to attempt an enrichment to retrieve its email and phone number.” Select Enrich now (20 credits) to proceed.
Contact information already present: “This contact already has contact information.” This is a simple warning, and you can still select Enrich now (20 credits) to proceed.
Previously enriched: The banner shows the date the Contact was last enriched, such as “This contact was last enriched on 10/15/2026.” This is also a warning, and you can still select Enrich now (20 credits) to proceed.
Both apply: The banner combines them: “This contact already has contact information and was last enriched on 07/30/2026.” You can still select Enrich now (20 credits) to proceed.
Out of credits: “You are out of Crelate AI credits.” The banner shows when your next period begins and who to contact to add credits.
No permission: “Enrichment is disabled for your user role.” The banner includes a link to share this article with your account administrator, who can enable the permission.
The Enrich button is never grayed out. The out-of-credits banner and the permission message are the only messages that indicate you cannot attempt an enrichment.
Where does enrichment expect to find a phone number or email address?
Enrichment shows where Crelate’s AI expects to find a phone number or an email address before you spend credits, so you can focus on the Contacts with the most to gain.
[Verify: where this appears (the Enrich banner, the Contact Record, the Selected Contacts menu, or the extension), the exact wording, and whether a screenshot is needed.]
In the Crelate Chrome AI Talent Assistant, the phone and email indicator icons show when phone number or email data is available to add through enrichment.
💡 Pro Tip: Look for the phone and email indicators first, then enrich the profiles that show data is available. This helps you spend AI Credits where a match is most likely.
Can I enrich a Contact that already has a phone number or email address?
Yes. Enrichment can run on any Contact Record that has not been recently enriched, even if the Contact already has one contact method, such as a phone number but no email address. If the Contact already has contact information, the banner shows “This contact already has contact information.” This is a simple warning, and you can still select Enrich now (20 credits) to proceed. AI Credits are used only when a match is found.
💡 Pro Tip: Enrich a Contact that has a phone number but no email address to fill in the missing detail. Review the mapped fields before you save, so the new data does not overwrite details you want to keep.
What does “No new email address or phone number was found” mean?
When an enrichment finds a match, but the match does not include an email address or phone number that is new to the Contact Record, the Enrich Contact window shows this message at the top: “No new email address or phone number was found. Other details from the match are shown below.” You can still review the other details that were found, such as current job, location, and education, and choose which ones to save.
Because a match was found, the AI Credits for the enrichment are used, even if you choose not to save anything.
💡 Pro Tip: Before you select Enrich now, read the banner. It tells you whether the Contact already has contact information and when it was last enriched, so you can skip an enrichment that is unlikely to add anything.
How do I choose which enriched data is saved to the Contact Record?
After the enrichment finds a match, the Enrich Contact window opens. The original Contact is on the left, with the enriched data already applied and marked Mapped. The enriched data found is on the right.
To keep the original value for a field, select the field marked Mapped on the left. This undoes that change.
To overwrite a value on the left with enriched data, select the field on the right.
If a mapped field would overwrite an existing value, you can choose a different field for the new data, such as a different phone type, so that no existing data is overwritten.
When you are ready, select Save to Contact.
💡 Pro Tip: Review the mapped fields before you save. If a Contact already has a work email or phone number you want to keep, undo that field on the left, or move the new value to a different field, so that no existing data is overwritten.
What happens if I select Don’t Save?
Select Don’t Save, and then Close Without Saving, to close the window without adding any enriched data to the Contact. You see this message: “None of the enriched data will be added to this contact. The Crelate AI Credits for this match were used when it was found. You can still see what was found in the Enrichment activity on this contact.”
The 20 AI Credits are still consumed because the data was found and made available to you. You can review everything that was found in the enrichment artifact on the Contact Record. Select Keep Reviewing if you would prefer to return to the window and choose fields to save.
Where can I see everything the enrichment found?
An enrichment artifact is stored on each Contact Record you enrich, whether or not you map the data to fields. You can open it from either location:
Activity Stream: The activity reads “This record was enriched and the data was stored,” with an attached Enrichment artifact.
Documents: Open the Documents tab on the Contact Record.
The artifact shows the enrichment date and everything found, organized into sections such as General, Current Job, Current Location, Experience, Education, and Interests. You can also download it.
What happens if I enrich a Contact that was enriched recently?
If you enriched the Contact within the last 90 days, a Please Confirm message appears: “You have enriched this contact within the past 90 days. Are you sure you would like to enrich this contact again?” Select No to stop, or Yes, Continue to proceed. If a match is found, AI Credits are used in the same way as for any other enrichment.
How do I enrich a Contact from the Crelate Chrome AI Talent Assistant?
In the Crelate Chrome AI Talent Assistant, Enrich appears on the Person tab once contact information has been brought into the panel. You can bring in contact information using Discover, Find on Page, or by parsing a profile or resume. Select Enrich to discover additional contact information without leaving the page.
Before you enrich, the Contact tab shows Found Phone(s) and Found Email(s) tags and the message “Additional contact info found. Enrich to retrieve.” when phone number or email data is available through enrichment.
Enrich is available to all users who have the Contact Data Enrichment permission. If you are not an Admin and the Enrich button does not appear in the extension, ask your Admin to enable the permission on your User Role.
Enrichment in the Crelate Chrome AI Talent Assistant uses the same dataset, the same AI Credits, and the same cost per Contact as enrichment in your database. For more detail, see Using the Crelate Chrome AI Talent Assistant.
💡 Pro Tip: Look for the phone and email indicator icons in the Crelate Chrome AI Talent Assistant. They show when phone number or email data is available to add through enrichment, so you can focus on the profiles with the most to gain.
How do I enrich multiple Contacts at once?
Select up to 50 Contacts from your Contacts list or a Job Dashboard, open the Selected Contacts menu, and select Enrich Contacts. The menu shows the cost 20 credits per enrichment) and your Credit Usage meter. For the full steps, see Bulk Contact Data Enrichment.
What information does a Contact Record need for enrichment?
Enrichment works by matching the details on your Contact Record with Crelate’s dataset. The more identifying information the Contact Record contains, the better the chance of a likely match.
To attempt an enrichment, the Contact Record needs one of the following:
A LinkedIn website, a Facebook website, a Primary Phone Number, or a Primary Email Address
Alternatively, a First Name and Last Name along with one of these: Current Position - Company, Primary Address, Postal Code, or Education - School
For the best chance of a match, Crelate recommends having 3 or more of the following fields populated:
Primary Email Address
Primary Phone Number
Website - LinkedIn Profile
Website - Facebook
First Name
Last Name
Company - Current Position
Location
Postal Code
Education - School
Crelate asks for this information so that the data added to your Contact Record is as accurate as it can be. For example, if the only detail on a Contact Record is the name John Smith, the tool cannot tell which of the thousands of people with that name you are looking for.
💡 Pro Tip: A LinkedIn profile URL typically gives the highest match success. If a Contact Record has few details, add the LinkedIn profile first and then run the enrichment.
What does “Not enough contact details to Enrich” mean?
This message means the Contact Record does not have the minimum information needed to attempt an enrichment. It reads: “Invalid Request: We could not enrich this contact with the information provided; no Crelate AI Credits were consumed.” No AI Credits are consumed.
To resolve it, populate one of these fields: Website - LinkedIn, Website - Facebook, Primary Phone Number, or Primary Email Address. Alternatively, add a First Name and Last Name along with one of these fields: Current Position - Company, Primary Address, Postal Code, or Education - School. Then select Enrich again.
In bulk enrichment, the same message appears as “Invalid Request.” For more detail, see Bulk Contact Data Enrichment.
What does “Match not found” mean?
“Match not found” means the enrichment service could not find a likely match for the Contact Record, so no AI Credits were consumed. It indicates that the Contact Record does not yet contain enough information for the service to confidently identify the person.
To resolve it, add details so that 3 or more of the recommended fields listed above are populated, and then run the enrichment again. Adding a LinkedIn profile URL often helps most.
What happens if my organization runs out of AI Credits?
The Enrich button stays available, but when you select it, the banner shows: “You are out of Crelate AI credits.” It also shows when your next period begins and how to add credits. You can enrich again after your credits reset, or you can contact Crelate at success@crelate.com to add credits.
How do I allow or restrict Contact Data Enrichment for a User Role?
Admins control which users can use Contact Data Enrichment through User Roles. If a user sees the message “Enrichment is disabled for your user role,” share this article with your Admin so that they can enable the permission.
To change the setting:
Go to Settings > Security > User Roles. Navigate Here.
Select the User Role you would like to manage.
Expand the Contacts section.
Locate Contact Data Enrichment.
Set it to Allowed for roles that should be able to enrich, or change it to No for roles that should not.
Select Save to apply the changes
How can Admins limit how many AI Credits users spend on enrichment?
Because AI Credits are shared across your organization, enrichment by any one user draws from the same pool. Restricting the Contact Data Enrichment permission by User Role is the one step that actively reduces credit usage. Users with the permission set to No see the message “Enrichment is disabled for your user role” when they select Enrich on a Contact Record, and the Enrich button does not appear in the Crelate Chrome AI Talent Assistant.
To monitor usage, check the Your Credit Usage meter in Manage Licenses / Subscription. You can also build Reports dashboards that track Contacts added by source and by user. For the setup steps, see Monitoring Your AI Credit Usage: The Quick Start.
💡 Pro Tip: If you want to control credit spending, review your User Roles first. Allow Contact Data Enrichment only for the roles that need it, and then use the Quick Start dashboards to see how the team is using Crelate’s AI tools month to month.
How current is enriched data, and is it guaranteed?
Contact Data Enrichment data is refreshed continuously, including contact, social, and demographic information. The details returned depend on how much the Contact Record already contains and on when the person’s information last changed. Core information such as name, employer, and location is more likely to still be current, while phone numbers and email addresses change most often and are the fields most likely to be outdated.
Crelate cannot guarantee that every record is updated on a set schedule, or that every Contact will have all information available or the most recent information. The sources of this data are proprietary and are not shared. To learn more, see Understanding AI Data Quality in Crelate.
Key takeaway
Contact Data Enrichment is available to all Crelate customers with no add-on to purchase, and it uses 20 AI Credits for each Contact enriched from your organization’s shared monthly balance. Select Enrich on any Contact Record to see a banner with the credits that will be used, and choose which enriched fields to save in the Enrich Contact window. Once you confirm, the enrichment cannot be canceled, and credits are used when a match is found, even if you choose not to save the data. You can always review everything found in the enrichment artifact. If you see “Not enough contact details to Enrich” or “Match not found,” no credits are consumed, so add details to the Contact Record and try again. Non-Admin users need the Contact Data Enrichment permission on their User Role. Enriched data is refreshed continuously, but Crelate cannot guarantee complete or current information for every Contact. If an enrichment finds a match but no new email address or phone number, the Enrich Contact window tells you and still shows other details from the match, and the AI Credits are used.
What’s Next?
Learn how credits work, how to monitor and limit usage, how enrichment data is maintained, and how to bulk enrich.