ZBrain
Log in
Book a demo
Book a demo
Agents Product Matching Data Intelligence Agent
Product Matching Data Intelligence Agent Icon

Product Matching Data Intelligence Agent

Identifies missing customer data, drives targeted outreach to collect required information, validates submissions and updates master records to enable precise upsell and cross-sell recommendations.

Inaccurate, incomplete, or outdated customer information limits the effectiveness of upselling and cross-selling strategies. Teams often spend time manually identifying missing data, drafting outreach emails, and reconciling returned information across multiple systems. These manual cycles slow execution, introduce errors, and contribute to missed revenue opportunities.

The Product Matching Data Intelligence Agent automates proactive data completeness management by continuously detecting gaps across customer records. It analyzes internal data sources—including CRM records, transaction histories, product usage data, and support interactions—alongside external enrichment inputs. When critical data is missing or inconsistent, the agent generates tailored outreach via email or chat interfaces to request the specific information needed. Once responses are received, the agent validates submitted data, resolves inconsistencies, and writes verified updates directly into master customer records, maintaining system-wide data alignment and traceability.

By automating both customer outreach and data reconciliation, this agent increases process and employee productivity while ensuring high-integrity customer profiles. With complete and accurate data, product matching engines and sales teams can execute more personalized and timely upsell and cross-sell motions. The result is a scalable, insight-driven revenue process powered by continuously improved customer data.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Product Matching Data Intelligence Agent:

From: maria.gallo@quantumdynamics.com
To: account-updates@innovatecorp.com
Subject: Re: Action Required: Update Your InnovateCorp Account Profile


Hi Team,


Thanks for reaching out to us to update our records.


Per your request, please find the updated information for our account below:


    

  • Primary Technical Contact: Our new lead for all technical escalations is David Chen. His email is d.chen@quantumdynamics.com.
    • 

  • Number of Licensed Users: We have recently expanded our team using your platform. The current count of active licensed users for the "ProjectFlow Pro" subscription is 275.
    • 



Please let me know if you require any further details from our end.


Best regards,


Maria Gallo
IT Operations Manager
Quantum Dynamics Inc.

Deliverable Example

Sample output delivered by the Product Matching Data Intelligence Agent:

Customer Data Validation and Reconciliation Report


Processing Summary






Attribute
Value






Customer Name
Quantum Dynamics Inc.




Customer ID
QD-4591-B




Source Document
Customer_Profile_Update_Response_QuantumDynamics_78912




Processing Timestamp
2023-10-27T10:15:00Z




Status
SUCCESS








1. Identified Data Gaps


The initial request was triggered to address the following missing or outdated fields in the master record:


    

  • Primary Technical Contact Name
    • 

  • Primary Technical Contact Email
    • 

  • Number of Licensed Users
    • 





2. Extracted Information from Input






Field Name
Extracted Value
Data Type






Primary Technical Contact Name
David Chen
String




Primary Technical Contact Email
d.chen@quantumdynamics.com
Email




Number of Licensed Users
275
Integer








3. Data Validation & Quality Checks


The extracted data was successfully validated against predefined business rules.






Field
Validation Rule
Result






Primary Technical Contact Email
Matches standard email format (user@domain.com)
PASS




Number of Licensed Users
Value is a positive integer
PASS








4. Master Record Reconciliation


A comparison of the newly submitted data against the current master record.






Field Name
Current Value in Master Record
New Validated Value
Recommended Action






Primary Technical Contact Name
[NULL]
David Chen
UPDATE




Primary Technical Contact Email
[NULL]
d.chen@quantumdynamics.com
UPDATE




Number of Licensed Users
150
275
UPDATE








5. Final Action Summary & Recommendations


    

  • Master Record Update: All submitted data has been validated. The agent will proceed with the automatic update of Master Record QD-4591-B.
    • 

  • Business Opportunity Flag: The Number of Licensed Users has increased by over 80% (from 150 to 275). This is a significant growth indicator.
      

    • Recommendation: An alert has been created for the designated Account Manager to initiate an upsell conversation regarding an Enterprise Tier upgrade and the "Advanced Security & Compliance" module, which is ideal for teams larger than 200 users.
      • 

    

    •

Opportunity to impact key functional area KPIs

Revenue Growth
Data Accuracy
Employee Productivity

Drives higher conversion rates by ensuring sales teams have complete, accurate customer data to power precise and timely upsell and cross-sell motions.

Enable Targeted Upsell & Cross-sell
  • Identifies critical data gaps in customer profiles needed for product recommendations.
  • Enriches customer records with verified, up-to-date information.
  • Provides sales teams with complete data to personalize offers.
  • Ensures product matching engines operate on high-integrity data.
Accelerate Sales Cycles
  • Proactively gathers missing information before it is needed by sales.
  • Reduces time spent by reps on data collection and verification.
  • Delivers real-time updates to customer records upon data validation.
  • Eliminates delays caused by inaccurate or incomplete customer intelligence.

Builds a trusted, 360-degree customer view by proactively identifying data gaps, automating validation, and writing verified updates to master records.

Automate Data Validation & Enrichment
  • Analyzes internal CRM, transaction, and support data for inconsistencies.
  • Cross-references internal data with external enrichment sources.
  • Validates customer-submitted information for accuracy before updating systems.
  • Resolves data conflicts and standardizes formats automatically.
Maintain a Single Source of Truth
  • Writes verified updates directly into master customer records.
  • Maintains system-wide data alignment across connected platforms.
  • Creates a traceable audit trail for all data updates.
  • Prevents data silos by centralizing the enrichment process.

Frees sales and operations teams from manual data cleansing by automating the entire cycle of data gap detection, customer outreach, and record reconciliation.

Eliminate Manual Data Reconciliation
  • Automates the detection of missing or incomplete customer information.
  • Removes the need for manual data entry and cross-system checks.
  • Replaces manual email drafting with automated, tailored outreach.
  • Parses and structures customer responses without human intervention.
Focus Teams on High-Value Activities
  • Redirects employee effort from data administration to strategic selling.
  • Reduces the cognitive load associated with managing data quality.
  • Empowers teams with reliable data they can act on immediately.
  • Minimizes time spent investigating and correcting data errors.

Related Agents

Relationship Opportunity Prioritization Agent

Automatically identifies, prioritizes, and delivers high-value prospect engagement opportunities with tailored negotiation guidance for sales managers.

Prospecting Data Integrity Agent

Ensures prospect data quality by detecting errors, duplicates, anomalies, and compliance risks before records enter prospecting workflows.

Lead Prospecting Intelligence Agent

Aggregates, validates, enriches, scores, and segments contact data to support accurate, compliant lead prospecting.

Engagement Intelligence Agent

Identifies, evaluates, and ranks high-potential market opportunities through structured analysis of internal and external market data.

Market Research Intelligence Agent

Harmonizes and analyzes diverse research data to identify trends, relationships, sentiment, and insights.

Market Research Alignment Agent

Aligns stakeholder input with enterprise strategy and market data to produce clear, validated research objectives.