Slokoto recognizes the same person across multiple channels — Gmail, Shopify, webhooks, and more — and enriches a single lead rather than creating duplicates.
What Is Cross-Platform Enrichment?
When a lead contacts you through one channel (say, email) and then shows up through another (say, a Shopify order), Slokoto connects the two signals and updates the existing lead with the new information. No duplicate leads are created. No manual merging required.
This process is called cross-platform enrichment: the act of finding who the signal belongs to across your integrated systems, and adding new context to their existing record.
How Slokoto Identifies the Same Person
Slokoto uses two primary identity signals to recognize a person across channels:
Email Address
Every email associated with a lead is normalized (lowercased, trimmed) and stored in an identity index. This includes:
- The primary email used to create the lead
- Any additional email addresses seen in later interactions
- Aliases discovered through integrations (e.g., a different address on a Shopify order)
If an incoming signal carries an email that matches any known alias, Slokoto links it to the existing lead.
Phone Number
Every phone number is normalized to digits-only before matching. This means:
(347) 555-0192347-555-0192+1-347-555-01923475550192
When a phone number arrives (for example, from a Shopify order), Slokoto also searches your Gmail history for that number in multiple formats — in case the person mentioned their number in an email thread before placing an order.
Supported Channels
Cross-platform enrichment works across all connected integrations:
| Channel | How Identity Is Extracted |
|---|---|
| Gmail | Email address from sender/recipient; phone numbers mentioned in thread body |
| Shopify | Customer email, order email, billing phone, shipping phone |
| Webhooks / REST API | Any email or phone field in the payload; AI reads free-text for context |
| CTM (Call Tracking) | Caller phone number matched to existing leads |
What Happens When a Match Is Found
When an incoming signal matches an existing lead:
- No new lead is created — the existing record is kept as the single source of truth
- New data is merged in — order details, contact name, phone, product info, or other metadata from the new signal are added to the lead's record
- Lead context is updated — the AI re-evaluates the lead's stage and enriches the deal context with the new information
- A new signal is logged — the activity timeline on the lead shows what arrived and from which channel
- A todo may be created — if the new signal warrants action (e.g., a purchase completed), the AI surfaces a task for your team
What Happens When There Is a Conflict
A conflict occurs when the incoming signal's email points to one lead and the phone number points to a different lead.
Slokoto does not silently pick one. Instead:
- The conflict is detected explicitly
- The merge chain is followed — if one of the leads was previously merged into another, Slokoto traces the chain (up to 5 hops) to find the canonical record
- The canonical lead is enriched — the signal is applied to the true source-of-truth record
If the leads have genuinely never been merged and represent a real ambiguity (e.g., two people sharing a phone number), Slokoto flags the situation rather than making an incorrect assumption.
Matching Priority (Shopify)
When a Shopify order or draft arrives, Slokoto uses this priority order to find the right lead:
- Active lead with matching email or phone — highest confidence match
- Lead with a history as a draft order recipient — indicates prior engagement
- Lead linked to this Shopify customer ID — from a previous sync
- Any lead with matching email or phone — broader search across all statuses
- Create a new lead — only if no match is found after all of the above
What You See in the UI
After enrichment, the affected lead will show:
- Updated deal context — new information from the matched channel appears in the lead summary
- Activity timeline entry — a record of what arrived and when
- Linked integration data — for Shopify, the order appears under the lead's associated orders
- Potentially updated stage — if the new signal indicates a stage change (e.g., a completed purchase)
- New todo — if the AI determines your team should act on the new information
Frequently Asked Questions
Will I ever get duplicate leads?
Rarely. Slokoto's identity resolution runs on every incoming signal before a lead is created. Duplicates are avoided by design. In edge cases where a conflict cannot be resolved automatically, the system flags it rather than creating a duplicate.
What if two family members share a phone number?
If two people share a phone number and one is already a lead, Slokoto will match new signals to that lead. If you know this is incorrect, you can manually update the phone on the lead to reflect the right person. The system defers to your correction.
What if a lead has multiple email addresses?
Slokoto tracks all known email aliases for a lead. Any email that arrives in a new signal and matches a known alias — even a secondary one — will be linked to that lead.
Does enrichment work retroactively?
When Slokoto syncs an integration (Gmail runs every 15 minutes; Shopify syncs on the same schedule), it reconciles new signals with existing leads. Previously unmatched records may be enriched as new signals come in.
Can I see which channel a lead originally came from?
Yes. Each lead's activity timeline shows the source channel for every signal — email, Shopify, webhook, CTM — along with timestamps.