> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allgoodhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions

## General Questions

<AccordionGroup>
  <Accordion title="What's the difference between Basic and Advanced enrichment?">
    **Basic enrichment** uses a single data provider to perform one lookup per lead. You choose the specific provider (like ZoomInfo or Clearbit) and lookup method. It's cost-effective and predictable.

    **Advanced enrichment** uses allGood's intelligent system that searches the web first to find LinkedIn profiles, then tries multiple data providers automatically to maximize hit rates and data quality.
  </Accordion>

  <Accordion title="Can I use both Basic and Advanced enrichment together?">
    Yes! This is actually a recommended strategy. Set up a workflow with Basic enrichment first (using your preferred provider), then Advanced enrichment second to fill in any remaining gaps. This maximizes your existing provider subscriptions while ensuring comprehensive coverage.
  </Accordion>

  <Accordion title="How much does enrichment cost?">
    Enrichment costs vary by provider and data elements:

    * **Basic mode**: Depends on your selected provider's pricing
    * **Advanced mode**: Uses allGood's provider network with usage-based pricing
    * **Phone/Email discovery**: Adds significant cost but improves contact rates
    * **LinkedIn-only enrichment**: Most cost-effective option in Advanced mode

    Enable expensive features like phone discovery only when needed for specific campaigns.
  </Accordion>

  <Accordion title="What fields can be enriched?">
    **Standard contact fields**: Name, Email, Job Title, Company, LinkedIn URL, Phone

    **Company information**: Industry, Employee Count, Revenue, Location, Website

    **Contact details**: Address, City, State, Country, Social profiles

    **Custom fields**: Any field you define, with specific instructions for what to find
  </Accordion>

  <Accordion title="How accurate is the enriched data?">
    Data accuracy depends on several factors:

    * **LinkedIn profiles**: Highest accuracy when found, as professionals maintain their own data
    * **Multiple provider validation**: Advanced mode cross-checks sources for better accuracy
    * **Recency**: Newer data from active sources is typically more accurate
    * **Matching criteria**: Stricter matching rules improve accuracy but may reduce hit rates

    Use metadata fields to track confidence scores and validate critical data manually.
  </Accordion>
</AccordionGroup>

## Technical Questions

<AccordionGroup>
  <Accordion title="How does Advanced enrichment find LinkedIn profiles?">
    Advanced enrichment uses web search to find LinkedIn profiles by:

    1. Searching for "FirstName LastName Company" variations
    2. Validating profile matches against input data
    3. Extracting professional information from the profile
    4. Using the profile as a foundation for additional data provider lookups
  </Accordion>

  <Accordion title="What happens if multiple providers return different data?">
    allGood's Advanced enrichment system:

    * **Prioritizes LinkedIn data** as the most reliable source
    * **Uses recency signals** to prefer newer information
    * **Cross-validates** critical fields across sources
    * **Applies custom instructions** to resolve conflicts
    * **Tracks source attribution** in metadata fields for transparency
  </Accordion>

  <Accordion title="Can I control which providers are used?">
    **Basic mode**: You select the specific provider and lookup method

    **Advanced mode**: allGood manages provider selection automatically, but you can:

    * Use custom instructions to specify preferences
    * Exclude certain data types or sources
    * Set quality thresholds that influence provider selection
  </Accordion>

  <Accordion title="How does the 'overwrite' setting work?">
    The overwrite setting is configured per field:

    **Overwrite disabled**: Only fills empty/missing fields, preserves existing data

    **Overwrite enabled**: Replaces existing data with enriched information

    **Best practice**: Enable overwrite for frequently outdated fields (job titles, phone numbers) and disable for stable fields (names, company names).
  </Accordion>
</AccordionGroup>

## Setup and Configuration

<AccordionGroup>
  <Accordion title="How do I create different enrichment profiles?">
    1. Go to **Settings > Enrichment**
    2. Click **Create Enrichment Profile**
    3. Configure mode, fields, and instructions
    4. Save with a descriptive name
    5. Attach to different Skills or Flow steps as needed

    Create multiple profiles for different scenarios (high-value leads vs. bulk processing).
  </Accordion>

  <Accordion title="What are metadata fields and why should I use them?">
    Metadata fields store information about the enrichment process itself, not about the lead. Useful examples:

    * **Enrichment Date**: When the data was enriched
    * **Primary Source**: Which provider supplied most data
    * **Confidence Score**: How reliable the enriched data is
    * **LinkedIn Found**: Whether a LinkedIn profile was located

    This helps with quality control, troubleshooting, and campaign optimization.
  </Accordion>

  <Accordion title="How do I write effective custom instructions?">
    Good custom instructions are specific and actionable:

    **Bad - Vague**: "Find good data"
    **Good - Specific**: "Only enrich technology companies with 50+ employees. Focus on finding work email addresses, not personal ones."

    **Bad - Too restrictive**: "Only use data from the past 30 days"
    **Good - Balanced**: "Prefer recent data but accept older information if it's the only source available"
  </Accordion>

  <Accordion title="Can I test enrichment before running it on my full list?">
    Yes! Always test with a small sample first:

    1. Create your enrichment profile
    2. Upload a small test file (10-20 leads)
    3. Run the enrichment step
    4. Review results and adjust configuration
    5. Scale up to your full dataset
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Why is my hit rate low?">
    Common causes and solutions:

    **Input data quality issues**

    * Ensure names are properly formatted
    * Check for typos in company names
    * Verify email addresses are accurate

    **Overly restrictive matching**

    * Review custom instructions for overly specific criteria
    * Consider enabling "fuzzy matching" for company names
    * Add LinkedIn URL as a field to improve matching accuracy

    **Provider coverage gaps**

    * Switch to Advanced mode for better provider coverage
    * Try different lookup methods in Basic mode
    * Check if your lead segments are well-covered by your chosen provider
  </Accordion>

  <Accordion title="Why are enrichment costs higher than expected?">
    **Phone/email discovery enabled**

    * These features significantly increase costs
    * Disable if not needed for current campaign
    * Use targeted profiles that enable these features selectively

    **Always enrich setting**

    * Processes leads even with complete data
    * Switch to "Only when missing data" for cost control
    * Use separate profiles for validation vs. completion

    **Advanced mode on large datasets**

    * Uses multiple providers automatically
    * Consider Basic mode for budget-conscious bulk processing
    * Use sequential enrichment (Basic first, then Advanced)
  </Accordion>

  <Accordion title="Why is some enriched data incorrect?">
    **Matching errors**

    * Tighten matching criteria in custom instructions
    * Add validation fields like LinkedIn URL
    * Enable manual review for high-value leads

    **Outdated source data**

    * Providers may have stale information
    * Use multiple sources for validation
    * Implement confidence scoring to flag uncertain data

    **Name conflicts**

    * Common names may match wrong people
    * Add company domain validation
    * Include more identifying information in matching
  </Accordion>

  <Accordion title="How do I fix fields that keep getting the wrong data?">
    1. **Add specific field instructions**
       ```
       Job Title Instructions: Only accept C-level titles (CEO, CTO, CFO, CMO).
       Reject generic titles like "Manager" or "Associate".
       ```

    2. **Enable field-level overwrite selectively**
       * Disable overwrite for fields getting wrong data
       * Only fill when the field is truly empty

    3. **Add validation metadata**
       ```
       Field: job_title_confidence
       Instructions: Rate confidence in job title accuracy from 1-10
       ```

    4. **Use custom validation logic**
       ```
       Instructions: Cross-check job title against LinkedIn profile.
       Flag mismatches for manual review.
       ```
  </Accordion>
</AccordionGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="When should I use Advanced vs Basic enrichment?">
    **Use Advanced enrichment when:**

    * Data quality is more important than cost
    * You have incomplete lead databases
    * You need maximum hit rates
    * LinkedIn profiles are important for your use case

    **Use Basic enrichment when:**

    * You have a preferred data provider
    * Cost control is critical
    * You need predictable provider sourcing
    * You're processing large volumes of similar leads
  </Accordion>

  <Accordion title="How often should I re-enrich my database?">
    **Quarterly refreshes** for:

    * Job titles (change frequently)
    * Company information (growth, acquisitions)
    * Contact information (phone, email changes)

    **Annual reviews** for:

    * Name and basic demographics
    * Industry classifications
    * Location data

    **Event-triggered enrichment** for:

    * New leads from campaigns
    * Lead status changes (qualification, opportunity)
    * Account expansion activities
  </Accordion>

  <Accordion title="What's the best field configuration?">
    **Essential fields for all profiles:**

    * LinkedIn URL (improves matching accuracy)
    * Email (for professional contact discovery)
    * Job Title (for persona targeting)
    * Company (for account intelligence)

    **Optional fields based on use case:**

    * Phone (only if doing outbound calling)
    * Industry/Company size (for segmentation)
    * Location (for territory assignment)

    **Always include metadata:**

    * Enrichment date
    * Primary data source
    * Match confidence level
  </Accordion>

  <Accordion title="How do I maintain data quality over time?">
    1. **Regular profile optimization** based on performance metrics
    2. **Feedback loops** from sales teams about data accuracy
    3. **A/B testing** of different enrichment strategies
    4. **Quality scoring** and manual review workflows
    5. **Source performance monitoring** to identify declining providers
  </Accordion>
</AccordionGroup>

## Getting Help

If you need additional assistance:

* **Documentation**: Review the setup guide and advanced strategies
* **Support Team**: Contact support for provider-specific issues
* **Best Practices**: Schedule a consultation for optimization recommendations
* **Community**: Join user discussions about enrichment strategies