TL;DR: Click Enrich in the header (or Enrich Profile in the Enrichment panel). Waterfall runs against missing channels. Results appear in the Detailed Profile within a few seconds.
On a Lead detail
The Enrich button lives in the header strip, top-right area, next to Run custom research. It's primary green when there are missing channels; muted when fully enriched.
Click it → the waterfall runs across the four contact channels (work email, personal email, phone, LinkedIn URL) for whichever ones are missing. Per-channel results stream into the Detailed Profile below.
Credit cost is shown in a confirmation toast: "Enriched 2 channels for 4 credits". Already-enriched channels are skipped (no double-charge).
On an Account detail
Same button, but the waterfall here runs against account-level fields: industry classification, employee count, revenue band, tech stack, funding stage. Per-field results stream into the Detailed Profile.
Account enrichment doesn't surface contact channels — those live on the leads, not the account. To get contacts for an account, navigate into a specific lead inside the account's People panel and enrich there.
The Enrichment panel
The Enrichment panel in the middle of the detail page shows enrichment STATUS, but the action is the same button. Either click Enrich in the header or Enrich Profile in the panel — they do the same thing.
The panel's status indicator updates immediately after enrichment:
- 🟢 Full — all configured channels enriched
- 🟡 Partial — some enriched, some missing
- ⚪ Empty — no channels enriched
Re-enriching
The button is idempotent for already-enriched channels — re-clicking won't re-run the waterfall on fields that already have values. To force a re-run (e.g. to refresh a stale email):
…overflow →Clear enrichmentfor the specific channel → clickEnrich. The waterfall re-runs against the now-empty channel.
This is useful for verifying email deliverability — if outbound bounces, clear the work_email field and re-enrich; the waterfall may surface a different (working) email from a different provider.
Custom research vs enrichment
Run custom research is NOT enrichment. It's a Copilot-driven deep research action that produces a one-page brief on the lead / account by combining enrichment data, signal history, and external research. Different output, different cost basis.
Enrichment fills fields. Custom research writes a narrative.
What happens when enrichment fails
If the waterfall runs and no provider returns a contact for a channel:
- That channel remains empty on the record
- The Enrichment panel shows partial status
- A note appears in the channel's metadata: "Tried Providers A, B, C, D — none found"
- No credits charged for failed attempts (only successful enrichments cost credits)