Check input readiness
Separate people with missing or ambiguous identity fields before a full run, and keep those rows in the pilot to observe their no-result behavior. The canonical guide selects the supported input path for the data you have.Ask an agent
Run the maintained Play
Email waterfall owns the executable single-record and CSV-pilot procedures, input selection, live-contract inspection, and result interpretation. Use that page before running a batch.Next steps
- Prebuilt Plays: compare a prebuilt Play with a custom Play.
- Data lifecycle: decide when a CSV pilot should move into the Database or a CRM.