CRM
AI Agent Triage for Ambiguous Contact Merge Conflicts
A Paperclip agent works through a queue of merge conflicts that rules couldn't resolve, enriches each candidate with web and CRM context.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule drains conflict queuePostgres
- ActionEnrich pair with web + CRM contextExa
- LogicAgent reasons and writes recommendation
- LogicBranch by confidence (auto vs review)
- ActionRoute uncertain cases to Slack with rationaleSlack
- ActionExecute approved merges in HubSpot + AttioHubSpot
- OutputAudit decision and evidence to PostgresPostgres
What it does
Hands the hard dedup cases — the ones deterministic rules punt on — to an agent. For each ambiguous pair it gathers context (company website, CRM activity history, overlapping deals) to judge whether two records are truly the same person, then writes a plain-language recommendation. Confident merges execute automatically; the rest go to a human with the agent's reasoning attached.
When to use it
When your conflict review queue is a recurring time sink and you want an agent to do the investigative legwork so reviewers approve in seconds instead of researching each pair.
How it works
- 1A schedule wakes the agent to drain the conflict queue from Postgres.
- 2For each pair, the agent enriches with a web lookup and pulls activity from HubSpot and Attio.
- 3It reasons over the evidence and writes a merge recommendation with confidence.
- 4Branch: high-confidence merges execute; uncertain ones route to Slack with the rationale.
- 5Execute approved merges in both CRMs.
- 6Record the agent's decision, evidence, and outcome in the Postgres audit log.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect ExaNeural search across the web.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.