Contact Company Identifier uses a contact's email domain to identify their company and save it in a selected contact custom field. It helps teams enrich contact records automatically when tickets are created.
Before you start
Make sure your Help Desk account has:
- Access to Autopilot.
- Ticket categories where this AI Agent should run.
- A text-type contact custom field for the company name.
- A clear rollout plan for whether your team should review the AI Agent's work first.
Hire the AI Agent
- Open Autopilot > Home.
- Search for Contact Company Identifier.
- Select Hire Agent.
The setup flow opens on the Onboard step.
Configure the AI Agent
- Give your AI Agent a name.
- Enter a description that explains what the AI Agent should do.
- Choose Supervised Mode or Autopilot Mode.
- Select the ticket categories where the AI Agent should run.
- Under Agent Actions, select the text-type contact custom field where the company name should be stored.
- Select Continue.
Use a dedicated contact custom field if your team needs to distinguish an inferred company name from company data maintained by another integration.
Review before deployment
- Confirm the selected categories and operating mode.
- Verify the destination contact custom field.
- Select Deploy Agent only after the configuration is correct.
What happens after deployment
The AI Agent runs when a new ticket is created in a selected category. It uses the contact's email domain to determine a company name and updates the selected contact custom field when possible.
Review early results in Agent Activity Log and check records that use public or shared email domains.
Troubleshooting
- The destination field is unavailable: Confirm that it is a text-type contact custom field.
- The company name is not populated: Confirm that the contact email uses a domain that can be associated with a company.
- The company name is inaccurate: Review contacts using shared, reseller, subsidiary, or public email domains and use Supervised Mode during rollout.