INTERMEDIATE PROJECT

CRM lead-enrichment agent

Quick answer

Client brief: Sales wants new CRM leads enriched with company details before an owner is assigned.

Deliverables

1. An agent with defined tools
2. A human-approval step before writes
3. An audit log of every action

Rubric: it passes when

☐ The agent never writes without approval
☐ Wrong enrichments are caught in review
☐ Cost per lead is reported

Skills used

ERP/CRM integration AI agents Guardrails

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