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Oct 1, 2024 • Nic Surpatanu, Founder and CEO
Data quality is a cornerstone of operational success in the modern business world, driving everything from sales and revenue operations to supply chain management and customer engagement. Whether your data powers existing workflows, is managed by human teams through legacy applications or is fed into the latest AI systems, inaccurate and incomplete data can grind processes to a halt and lead to poor decision-making.
At Tektonic AI, we’ve developed flexible AI Agents that enhance data accuracy and completeness across any critical business entity, such as sales accounts, suppliers, contacts, or loyalty members. The result is decidedly better data that measurably improves results for existing business activities and establishes a strong foundation for applying AI solutions and automation.
In this post, we’ll dive into how Tektonic AI’s agents work, using Customer Account Data as an example.
CRM systems, ERP platforms, and other business-critical applications require clean, consistent, complete, and up-to-date data to function effectively. When data is flawed, employees waste time validating, reconciling, and fixing it, leading to delays and increased operational costs. Flawed data also negatively affects downstream activities, leading to bad decisions and missed opportunities.
But the importance of data doesn’t stop there. As businesses look toward the future, data is also fueling AI-powered tools. Even the most sophisticated AI systems cannot generate accurate insights or drive meaningful outcomes without high-quality data.
With our data quality agents, we are looking to tackle both challenges simultaneously:
Enhance the quality of data-driven decisions today, improving the efficiency and effectiveness of current business processes, applications, and analytics.
Prepare your data to be AI-ready, ensuring you have a solid foundation for future AI-centered efforts.
Our data quality agents are versatile and can be applied to any business entity and schema (e.g., customer, supplier, product, loyalty profile, order, etc.). The agents are built to:
Enrich and validate existing data to improve the accuracy and completeness of current records,
Maintain the freshness of data over time, keeping up with the inevitable drift as private and public business information changes.
While the agents can be applied to a wide range of business data, let’s explore how they work by focusing on a common use case: customer account data.
For sales and revenue teams, having accurate and comprehensive account data is essential. This data is crucial for tasks such as customer segmentation, territory planning, and performance analysis. However, in many organizations, this data is often fragmented, outdated, or incomplete. Buying data feeds from multiple third-party vendors does not completely solve the issue, as the data provided by these sources is often incomplete and inconsistent with an organization's specific procedures, structures and internal data.
Here’s how Tektonic’s agents improve account data to streamline current business processes and prepare for future AI-driven insights.
First the agent captures the fields that need to be collected and maintained, such as Company Name, Headquarters Location, Contract Value, Product Usage, Industry Classification, Key Executives, Financial Data (e.g., revenue, profit), Recent News, or Acquisitions. With these fields understood, the agent can ensure that company records are complete and standardized across systems—critical for today’s needs and future AI models that depend on this data.
The agent incorporates established business rules for decision-making, such as identification, prioritization, tie-breaking, and routing, which guide the agent's decision-making process. Additionally, the agent integrates action protocols, like notifying users for results review or updating a source system sandbox. By ingesting these business rules and action protocols, the agent aligns with organizational requirements.
The Agent is now equipped to execute its designated tasks. It uses automated information extraction techniques to process data from a variety of sources, both structured and unstructured, including:
Publicly accessible websites and company profiles
Financial databases
Third-party data providers
Internal sources such as CRM, ERP, CMS, and others
In essence, the agent acts like a knowledgeable individual, extracting the information they need. After data extraction, the agent can perform further validation steps. This validation involves comparing information from multiple sources to ensure accuracy and reliability and assigning confidence scores.
To guarantee that choices conform to your operational procedures, the business rules are rigorously applied. Conflicting data points are flagged for examination, along with proposed solutions. The decision-making process is made transparent by providing information on the rationale behind decisions and AI confidence ratings. Additionally, because humans determine the confidence thresholds for automatic approvals or manual resolutions and may review all results, you keep control.
Ultimately, the agent automates the process of enriching company profiles by intelligently filling in missing information. If a customer relationship management (CRM) record lacks recent financial data or up-to-date executive information, the agent seamlessly extracts this data from reliable sources. This ensures that your client company data is complete, providing you with a comprehensive and accurate view of each organization.
As the business evolves, client company data must remain fresh and relevant. Our agents can be configured to run regular checks—triggered by events like new account creation, adding a new field, or scheduled updates—ensuring that your data stays complete and current over time. In all cases, the agent can be embedded into existing workflows to ensure a seamless process.
Although we’ve used customer company data as an example, our agents can be applied to any complex and valuable business entity:
Supplier Data: Ensure up-to-date supplier information for better procurement decisions and risk assessments.
Contacts: Keep customer and partner contact information fresh and complete, improving outreach and engagement efforts.
Loyalty Program Members: Maintain accurate profiles for personalized marketing and engagement.
No matter the entity, the agent’s ability to extract, validate, enrich, and maintain data ensures that your existing processes are optimized, and data is ready for the future.
Data quality impacts every aspect of your business today, from operational efficiency to decision-making, and it will be even more critical as businesses transition to AI-augmented work in the future. Tektonic AI’s agents ensure that your data is accurate, complete, and maintained, so you can optimize current processes while preparing for future AI opportunities.
With Tektonic AI, you’re not just solving today’s data challenges—you’re setting the path for the future of work. Stay tuned for our upcoming blog posts, where we will explore how Tektonic AI’s agents extend beyond data quality to unlock more value in other critical business areas.