When to Use Each Batch Endpoint
Use this guide to choose the right Batch Processing endpoint for your workload. It consolidates usage guidance so you don't have to check each endpoint page.
- CRM Basic Batch → Fast, low-cost, high-volume batch qualification
- CRM Complete Batch → Full behavioral analysis at scale
- CRM Plus Batch → Premium AI-enhanced batch insights for strategic lists
CRM Basic Batch — When to Use
- High-volume prospecting where speed and cost matter
- Quick enrichment for SDR/BDR workflows
- Top-of-funnel routing/segmentation
- You don't need OCEAN/MBTI or AI market intelligence
- Best throughput and lowest credit cost (1 credit × success)
Go to: CRM Basic Batch
CRM Complete Batch — When to Use
- Need OCEAN scores, MBTI, buyer playbooks at scale
- Mid-funnel personalization and prioritization
- Sales enablement and targeted sequencing
- You need deeper insights, but not AI market intelligence
- Cost: 2 credits × success
Go to: CRM Complete Batch
CRM Plus Batch — When to Use
- Strategic account lists (ABM, enterprise, high-value deals)
- Require AI-enhanced market intelligence and company context
- Executive-level prep and strategic messaging
- Slower but deeper: includes AI insights beyond Complete
- Cost: 3 credits × success
Go to: CRM Plus Batch
Quick Comparison
| Attribute | Basic Batch | Complete Batch | Plus Batch |
|---|---|---|---|
| Credits (per success) | 1 | 2 | 3 |
| OCEAN/MBTI | No | Yes | Yes |
| Buyer Playbook | Basic | Advanced | Advanced + AI |
| AI Market Intelligence | No | No | Yes |
| Throughput | Fastest | Fast | Slower |
| Best For | Qualification | Personalization | Strategy |
Throughput Tips
- Use batches of up to 10 profiles per request for best performance
- Split large lists (e.g., 5,000+) into pages of 10 and parallelize with backoff
- Cache successful profiles to avoid duplicate costs
- Retry failed profiles after fixing data quality issues
Cost Planning
- You're billed per successfully analyzed profile
- Track
batch_summary.successfulto compute actual spend - Consider mixing endpoints (e.g., Basic first, then Complete for top 20%)