Answers to common questions about enriching Contacts, AI Credits, permissions, accuracy, and what to do when enrichment does not find a match.
Who can use Contact Data Enrichment?
All Crelate customers can use Contact Data Enrichment, and the Enrich option is available to everyone, including in the Crelate Chrome AI Talent Assistant. Non-Admin users need the Contact Data Enrichment permission enabled on their User Role. If you cannot use Enrich, ask your Admin to check your User Role.
How do I enrich a Contact?
Open the Contact Record and select the Enrich button in the header. A banner shows the credits that will be used, and you select Enrich now (20 credits) to proceed. You can also enrich from the Crelate Chrome AI Talent Assistant, or enrich up to 50 Contacts at once from your Contacts list or a Job Dashboard.
What does the banner on the Enrich button tell me?
The banner shows whether the Contact has enough information to enrich, along with the credits that will be used and your Your Credit Usage meter. If the Contact already has contact information, you see a simple warning and can still proceed. If your organization is out of credits, the banner says so. The Enrich button is never grayed out.
Do I need to purchase an add-on to use Contact Data Enrichment?
No. Contact Data Enrichment is available to all Crelate customers through Flexible AI Credits. 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.
How many AI Credits does Contact Data Enrichment use?
Contact Data Enrichment uses 20 AI Credits for each Contact enriched. Enriching from the Crelate Chrome AI Talent Assistant uses the same amount. If you import a person from Discovery and live enrichment is also performed, the import uses 5 AI Credits and the enrichment adds 20 more. Crelate displays the cost before you proceed, and that amount is always the most current.
When are AI Credits used?
AI Credits are used when a match is found. If the Contact does not have enough details, or no likely match is found, no AI Credits are consumed. If a match is found and you choose not to save the data, the credits are still used, because the data was found and is available for you to review.
Can I cancel an enrichment after I start it?
No. Once you select Enrich now and confirm, you cannot cancel the enrichment. You can choose which fields to save in the Enrich Contact window, or select Don’t Save to keep the data only in the enrichment artifact.
What if I do not want to save the enriched data to the Contact Record?
Select Don’t Save, and then Close Without Saving. None of the enriched data is added to the Contact, but the AI Credits for the match are still used. You can review everything that was found in the enrichment artifact on the Contact Record.
How do I keep my existing data from being overwritten?
In the Enrich Contact window, select a field marked Mapped on the left to undo that change and keep the original value. If a mapped field would overwrite an existing value, you can also choose a different field for the new data, such as a different phone type.
Where can I see everything the enrichment found?
An enrichment artifact is stored on each Contact Record you enrich. Open it from the Activity Stream or from the Documents tab. It shows the enrichment date and everything found, and you can download it.
Do AI Credits roll over each month?
No. Your monthly AI Credit allotment resets on your designated reset date, and unused credits do not roll over.
Are AI Credits assigned to each user?
No. AI Credits are shared across your organization, and everyone draws from the same balance.
How do I check my AI Credit 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.
What happens if my organization runs out of AI Credits?
When you select Enrich, the banner shows “You are out of Crelate AI credits.” It also shows when your next period begins. You can enrich again after your allotment resets, or contact Crelate at success@crelate.com to add credits.
How can an Admin limit who uses enrichment credits?
Go to Settings > Security > User Roles, select the role, expand the Contacts section, and change Contact Data Enrichment from Allowed to No. Users with that role can no longer use the Enrich option. For steps on monitoring credit usage, see Monitoring Your AI Credit Usage: The Quick Start.
What does “Not enough contact details to Enrich” mean?
The Contact Record does not have the minimum information needed to attempt an enrichment, and 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: Current Position - Company, Primary Address, Postal Code, or Education - School.
What happens if there is no match for a Contact I am trying to enrich?
You see a “Match not found” message, and no AI Credits are consumed. The message means the Contact Record does not yet have enough information for the enrichment service to confidently identify the person.
To resolve it, add details so that 3 or more of these fields are populated, and then run the enrichment again:
Primary Email Address
Primary Phone Number
Website - LinkedIn Profile
Website - Facebook
First Name
Last Name
Company - Current Position
Location
Postal Code
Education - School
💡 Pro Tip: A LinkedIn profile URL typically gives the highest match success. If you have one, add it first.
How do I know if enrichment has phone or email data for a person?
In the Crelate Chrome AI Talent Assistant, indicator icons show when phone number or email data is available to add through enrichment. In Discover Agent results, phone and email icons appear next to a person’s name when the profile contains that contact information. Use these icons to focus on the most actionable profiles first.
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 asks whether you are sure you would like to enrich the 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.
What if a Contact already has a phone number and email address?
You see a simple warning that the Contact already has contact information, and you can still proceed with the enrichment if you want to. The same 20 AI Credits are used when a match is found.
How do I know if enrichment has phone or email data for a person?
In the Crelate Chrome AI Talent Assistant, indicator icons show when phone number or email data is available to add through enrichment. In Discover Agent results, phone and email icons appear next to a person’s name when the profile contains that contact information. Use these icons to focus on the most actionable profiles first.
How frequently is enriched data updated?
Contact Data Enrichment data is refreshed continuously, including contact, social, and demographic information, so that you receive the most up-to-date data available. Not every record is updated on a set schedule, so there is no guarantee that a specific Contact has been updated recently.
How often is the Discover Agent and Insights Agent data refreshed?
The dataset behind the Discover Agent and Insights Agent is refreshed once a month. Not every record is updated every month, so Crelate cannot guarantee that a specific profile has changed since you last viewed it.
What level of quality should I expect from enriched data?
When Contact Data Enrichment finds a match, it returns the details the dataset holds for that person. Core information such as name, employer, and location changes less often, so it is more likely to still be current. Phone numbers and email addresses change most frequently, so they are the fields most likely to be outdated when a person has recently moved roles or employers.
If an enrichment returns nothing or a profile looks thin, the cause is more often a Contact Record with too few identifying details than a gap in the dataset. Populate 3 or more of the recommended fields and run the enrichment again.
How often will enriched information be outdated?
There is no fixed rate, because it depends on the person. Information for someone who recently changed roles or phone numbers is more likely to be outdated than for someone whose details have been stable. Phone numbers and email addresses change most often, so they are the fields most likely to need updating between refreshes. If you see this across many Contacts, check how many identifying fields those Contact Records contain before you enrich again.
Can Crelate guarantee the accuracy of all information?
No. Crelate cannot guarantee that every Contact will have all information available or that the information will always be the most recent. Continuous refreshes help keep the data as current and accurate as possible. To learn more, see Understanding AI Data Quality in Crelate.
Where does the enriched data come from?
The sources are proprietary and are not shared, so Crelate cannot provide the specific sources used.
Can I use Contact Data Enrichment to update Company details?
No. Contact Data Enrichment updates Contact Records only. After you enrich a Contact, details such as company size, year founded, and industry may appear in the enrichment artifact, but they are not transferred to the Company Record.
To add company information, add the company domain to the Company Record. If Crelate finds a match, Company Insights provides additional information, and a successful link uses 5 AI Credits.
Key takeaway
Contact Data Enrichment is available to all customers with no add-on to purchase, and it uses 20 AI Credits for each Contact enriched from a shared organization balance that resets monthly with no rollover. Credits are used when a match is found, even if you choose not to save the data, and an enrichment cannot be canceled once confirmed. If you see “Not enough contact details to Enrich” or “Match not found,” no AI 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, and Admins can restrict it to limit credit usage. Enriched data is refreshed continuously, and Crelate cannot guarantee complete or current information for every Contact.
What’s Next?
Need help getting started with Contact Data Enrichment, or want to understand credits in more detail?