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Database intelligence

Cori continuously scans your lead database for data quality issues — duplicates, missing fields, and stale contacts — so your pipeline stays clean and actionable.

How it works

Database Intelligence runs automatically in the background. It also triggers after every CSV import to immediately assess the quality of incoming data. You can access it at any time by clicking the Database Intelligence icon in the sidebar.

Cori analyzes your entire lead database and produces:

An overall health score for your database
Specific findings grouped by issue type
One-click action buttons to fix each issue

Issue types detected

Issue type	What Cori looks for
Duplicates	Leads that share the same phone number, email address, or name. Cori shows a side-by-side comparison and lets you merge them.
Missing email	Leads with a phone number but no email address on file. These leads cannot receive email campaigns.
Missing phone	Leads with an email but no phone number. These leads cannot be dialed.
Stale 30+ days	Leads with no activity (calls, emails, SMS, or status changes) in the past 30 days. May need re-engagement.
Stale 90+ days	Leads with no activity in 90 days or more. Consider archiving or running a win-back campaign.

Merging duplicate leads

When Cori detects duplicates, each pair is shown on a card with both records side by side. To merge:

Review the duplicate card — Cori highlights which fields differ between the two records.
Click Merge on the card.
Choose the surviving record (the one that keeps its lead ID and profile).
All activity history — calls, emails, SMS, notes, and tasks — from both records is combined into the surviving lead.

Merging preserves all data. No calls, notes, or communication history is lost. The duplicate record is archived, not deleted.

Handling stale leads

Each stale lead card includes quick-action buttons:

Send SMS — compose a quick re-engagement message
Send Email — draft an email to re-open the conversation
Archive — move the lead to archived status to declutter your active pipeline

Before archiving stale leads, consider sending a brief "Are you still interested?" message. A simple check-in can revive leads you thought were dead.

Health score

The health score is a percentage reflecting how clean your database is. A higher score means fewer issues. The score accounts for:

Percentage of leads with complete contact information
Number of unresolved duplicates
Ratio of active leads to stale leads

Aim for 80% or higher. Resolving the issues Cori surfaces will steadily improve your score.

Frequently asked

How are duplicates detected?+

Cori matches leads by phone number, email address, and name similarity. An exact match on phone or email is flagged immediately. Name matching uses fuzzy logic to catch slight variations (e.g., "John Smith" and "Jon Smith").

Does merging delete any data?+

No. All activity history from both records is preserved on the surviving lead. The duplicate record is archived (soft-deleted) and can be reviewed later if needed.

Can I undo a merge?+

Merges cannot be automatically reversed. However, since the duplicate record is archived rather than permanently deleted, contact support if you need to restore a record that was merged in error.

How often does Cori scan the database?+

Cori runs a scan automatically after every CSV import and performs periodic background checks. You can also trigger a fresh scan at any time by opening the Database Intelligence page.

Does it scan across the whole team?+

Yes. Database Intelligence scans all leads in your organization, regardless of which agent they are assigned to. This ensures cross-agent duplicates are caught.

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Last updated 16 Jun 2026 · Applies to: Asan CRM