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Category

Business Management

Built by

Beam.ai

AI Agent Integrations

Trestle logo

Trestle

AI Agent Integrations

Trestle

Vet phone and address records against Trestle, automating verification work like flagging mismatched or outdated contact details.

Phone number validation

Trestle checks whether a phone number is active, what line type it is, and who it is associated with. A Beam agent reads a phone number from a new lead or contact record, sends it to Trestle where account permissions allow, and applies your rule based on the result. Valid mobile numbers get marked reachable and passed on; disconnected or high-risk numbers are labeled and held. When Trestle returns an inconclusive result or the lookup errors, the agent leaves the record untouched and routes it to a person, so no contact is discarded on a shaky signal.

Address verification

Trestle confirms whether a postal address is real, deliverable, and current for a person. A Beam agent reads the address fields on a record at intake, submits them for verification within the permissions your account allows, and writes the standardized result back. Addresses that verify cleanly advance in the workflow; ones that fail or return a correction are flagged for review. When the returned address differs materially from what a customer entered, the agent does not overwrite it silently but routes the discrepancy to a human, keeping the person in control of any change to their details.

Reverse identity lookup

Trestle can return the name and contact details tied to a phone or address. A Beam agent uses this to enrich a thin record, reading the identifier already present and requesting the linked attributes that your policy permits. Confirmed matches are added to the record and noted as sourced from Trestle; low-confidence matches are held rather than merged. Any lookup touching sensitive or restricted data, or returning conflicting identities, is routed to a compliance reviewer, so decisions about attaching identity data to a person always rest with a human, not the agent.

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Start building AI agents to automate processes

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Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.