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How do I check suggestions in DataAgents?

Update entities in your CRM by reviewing suggestions.

The idea behind DataAgents is that the majority of incoming contact data (e.g. from email signatures) is processed fully automatically by workflows. If ambiguous cases arise during this process, the suggested values can be checked manually by a user  (Human in the Loop). This article is about these suggestions.

Where do the suggestions come from?

During the automatic processing of entities and their transfer to a connected CRM system, suggestions may need to be checked manually. You can see these in the overview of suggestions. They are based on emails that have been received in connected mailboxes in your organisation. For these entities, a manual check is necessary for further processing.
 

What is a workflow in DataAgents? 

A workflow is a sequential series of actions that automatically update entities in a CRM system.  In DataAgents, you can define customised workflows that process incoming contact data and automatically keep your CRM system up to date. 

How do I check the proposals?

You open the suggestions overview via the "Suggestions" menu item in the left-hand sidebar of snapAddy DataAgents. Each card in the overview represents a suggestion created by a workflow and refers to the CRM entity shown. Values that already exist in the CRM are marked with the CRM icon, while newly suggested values carry the snapAddy icon.

For each field, the value that will be exported to your CRM system is highlighted in green. If you would rather keep the existing value from your CRM system instead of the suggestion, click that value. It will then be highlighted in green and exported.

Here is how to proceed:

  1. Open snapAddy DataAgents and click "Suggestions" in the left-hand sidebar.
  2. Select a list at the top of the page. Below it, you will see an overview of the contact suggestions from your workflows.

  3. Set the value you want for each field. The value that will be exported is highlighted in green. To keep the existing CRM value, click it so that it is highlighted in green.

  4. Confirm your selection in one of two ways:
    • Accept all suggestions at once: use the button at the bottom of the list.
    • Accept a single suggestion: hover over the suggestion so that the "Accept" button appears, then click it.

  5. If a suggestion contains no relevant information, you can click "Decline" to reject it.

 

What happens to the reviewed proposals?

Your decisions are processed automatically by a further workflow (e.g. by saving the selected information in your CRM system). 

The information from rejected proposals is discarded.

If you have any further questions, please contact our support team at support@snapaddy.com  or your Customer Success Manager.