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US data agency operation multi-customer scenario: practical guide to deduplication, acceptance and archiving by project

US data SOP kkdata Agent operation

US data agency operation multi-customer scenario: practical guide to deduplication, acceptance and archiving by project

When the agent operation team serves multiple overseas customers at the same time, the management of US data often becomes an efficiency bottleneck. Different customers have completely different requirements for screening platforms (Telegram, WhatsApp, Line, etc.), activity standards, and gender orientation. Once the numbers are mixed, it may lead to delivery errors at best, or even lead to customer complaints or even data leaks. From a practical perspective, this article provides a complete solution for managing U.S. number data in a multi-customer scenario of agent operations - including sub-project deduplication, naming specifications, acceptance processes and archiving strategies, and is integrated into the practical operations of the KK-DATA platform.


Why do we need to manage US data separately in multi-customer scenarios?

Agent operation teams usually face the following pain points:

  • Number confusion: The same US mobile phone number may be requested by multiple customers for testing. If there is no isolation, the screening results will overwrite each other.
  • Balance Waste: Repeated detection of the same number results in double balance consumption.
  • Delivery confusion: The exported files are not clearly named, and it is unclear which file corresponds to which customer.
  • Difficulty in acceptance: When customers request specific fields (such as only active and male users), it is impossible to quickly confirm whether the screening number results are accurate.

Therefore, systematic management of U.S. data is no longer optional, but the basis for large-scale delivery by the operations team. The following will start from the four core links: deduplication, naming, acceptance, and archiving.


Deduplication by project: core strategy to avoid cross-customer confusion of US number data

Use data deduplication warehouse to isolate customer data

KK-DATA provides data deduplication warehouse function. The agent operation team can create an independent “duplication tag group” for each customer, such as Client-A-USA, Client-B-USA. When submitting a screening task, specify which label group the task belongs to, and the system will automatically store the numbers in the screening results into the group and remove duplicates. In this way, if the same number appears in tasks for different customers, the system will prompt that it has been detected to avoid repeated deductions.

graph LR
    A[客户A号码库] --> B[去重仓库: Client-A]
    C[客户B号码库] --> D[去重仓库: Client-B]
    B --> E[筛号任务A]
    D --> F[筛号任务B]
    E --> G[导出文件A]
    F --> H[导出文件B]

Operating steps:

  1. Enter “Data Deduplication Warehouse” from the left menu of the console.
  2. Click “Create Label Group” and name it like US-ClientA-20250407.
  3. When submitting the screening task, select the label group in “Duplication Settings”.
  4. After the task is completed, the detected numbers will automatically belong to the label group. If other tasks are submitted later and contain duplicate numbers, the system will skip them and give a prompt.

Agent operation tips

The console supports setting independent deduplication warehouse tags for each customer. Be sure to check the currently selected tag before submitting the task to avoid mistakenly mixing customer data. It is recommended to unify the naming convention within the team, such as Customer Abbreviation_Country_Batch.

Number deduplication verification before task submission

Even if a label group has been set up, the agency operation team still recommends proactively using the “pre-check” function of the deduplication warehouse before importing new customer numbers. After uploading the number, the system will immediately return the list of numbers that already exist in the warehouse.这样可以提前告知客户哪些号码已经检测过、是否需要重新检测(例如客户要求更新活跃度时间窗口),从而控制成本。


American data naming convention: three-level marking system for projects, customers, and tasks

Suggested naming convention: project code + client abbreviation + date

It is recommended to use a three-level naming template to ensure traceability:

{项目代码}-{客户缩写}-{国家}-{检测类型}-{日期}

Example:

  • US-ClientA-usa-tg_active-20250407
  • US-ClientB-usa-wa_gender-20250408
  • US-ClientC-usa-line_active-20250409

Set traceable export files through the console

KK-DATA task submission supports customizing “Task Name” and “Task Notes”.建议在任务名称中填入上述命名规则,在备注中记录客户特殊要求,例如“仅筛选过去30天活跃的男性用户”。 The exported file will be named after the task name by default to facilitate direct delivery.


Acceptance Process: How to ensure that US data quality meets customer requirements?

After the screening task is completed, do not deliver it directly. Follow the following six steps for acceptance:

  1. Quantity verification: Check whether the “number of submitted numbers” and “number of filtered numbers” in the task report are reasonable. For example, if a customer requests an “active number” and the success rate is very low, it may be that the number quality is poor or the detection time window is inappropriate, and you should communicate with the customer.
  2. Field sampling: Randomly select 50-100 screening results, and manually compare whether fields such as enabled/active/gender in the sample are consistent with expectations. For example, if a customer requests to filter only “Telegram men around 30 years old”, you can check whether the age field distribution in the sample is concentrated in the 25-35 age group.
  3. Deduplication verification: Confirm whether the customer’s data in the deduplication warehouse is independent and not mixed with other customers’ numbers.
  4. Export format confirmation: Select CSV or TXT according to customer requirements, and check the required fields (such as only number, active status, gender). Avoid exporting too many irrelevant fields.
  5. File Naming: Use the aforementioned naming rules and include instructions in the email or message.
  6. 交付记录:建议在 KK-DATA 控制台“任务历史”中截图任务报告,连同导出文件一并交付,方便后续追溯。

Acceptance reminder

Pay attention to customer privacy protection: do not retain unnecessary personal fields (such as detailed avatar, TG ID, etc.), and only deliver fields explicitly requested by customers. At the same time, the acceptance criteria should be confirmed in writing at the start of the project to avoid subsequent disputes.


Archiving and Backup: Making the History of U.S. Data Traceable

After each customer project is completed, the agency operations team should archive the following data:

  • Original number list (can be compressed and encrypted for storage)
  • Screen number result file (export CSV/TXT)
  • Task report screenshot (including number of submissions, number of screenings, and deduction records)

Recommended storage strategy: local folder + cloud object storage (such as Alibaba Cloud OSS, AWS S3), name the folder according to the customer project number.

Retention time: It is recommended to retain it for at least 6 months to cover customer traceability needs and secondary marketing possibilities. For data older than 6 months, the customer should be contacted to confirm whether it needs to be deleted or desensitized in compliance with regulations such as GDPR/CCPA.


Key points for agent operation team selection: how pay-per-volume billing and multi-platform screening support multi-customer scenarios

When choosing a screening platform, the agency operation team should focus on:

  • Billing Model: No subscription package, billing is based on items, to avoid paying for customers who use it infrequently. KK-DATA uses balance recharge + deduction based on the number of detections. Different platforms (Telegram, WhatsApp, Line, Zalo, etc.) have different unit prices. For details, see the real-time price on the console. Each client’s usage is independent, and there is no pressure to “use all of the monthly package”.
  • Multi-platform coverage: Different customers may require different channels, which must be handled by one platform. KK-DATA supports the generation of numbers for 240+ countries around the world, as well as screen numbers for Telegram, WhatsApp, Line, Zalo, iMessage, RCS, Viber, Facebook, Instagram, Binance, and LinkedIn, covering mainstream customer acquisition channels.
  • Data isolation capability: The tag group mechanism of the deduplication warehouse naturally supports multi-customer data isolation.
  • Export flexibility: Supports custom fields and file names to facilitate batch delivery by the operation team.

Common misunderstandings and precautions

MisunderstandingCorrect approach
Mix all customer numbers together and screen numbers at once to save timeEach customer submits tasks separately and uses deduplication warehouse isolation.
Tasks can be named arbitrarily, and customers can be identified by the file name after exportingUnify naming standards and state customer needs in task notes.
When accepting, only look at the quantity and not the quality of the samplesField distribution must be randomly checked to ensure that it meets customer orientation requirements.
Delete all data immediately after the project endsKeep it for at least 6 months and make encrypted backups.
Ignore the differences in unit prices between platforms and make a unified estimateThe unit prices for detection types on each platform are different, so you should check in advance on the console or consult customer service.

FAQ

**Q: How to prevent repeated detection of U.S. numbers across customers in a multi-customer scenario? ** Answer: It is recommended to use KK-DATA’s data deduplication warehouse function to create an independent tag group for each customer. Before submitting the number screening task, the system will automatically compare and exclude the detected numbers to avoid wasting balance.

**Q: After filtering the US data, how to quickly generate the export formats required by different customers? ** Answer: After the KK-DATA task is completed, you can select CSV or TXT format on the export page, and check specific fields according to customer needs (such as only active number, gender, etc.). Supports custom export names for easy archiving.

**Q: When accepting US data on behalf of the operations team, what indicators should be checked? ** Answer: It is recommended to check: 1) Whether the total number of numbers matches the actual number of screenings; 2) The sample consistency of each detection field (activation, active, gender, etc.); 3) Whether the export file is generated according to the customer naming specification; 4) Whether the customer data in the deduplication warehouse is independent.

**Q: How long should U.S. data archives be retained? ** Answer: It is recommended to keep it at least 6 months after the end of the project for customer traceability or secondary marketing. Sensitive data must comply with local privacy regulations and avoid being retained beyond the expiry date.

**Q: What platform filters does KK-DATA support? ** Answer: Support Telegram, WhatsApp, Line, Zalo, iMessage, RCS, Viber, Facebook, Instagram, Binance, LinkedIn and other platforms. Please see the real-time page of the console for detailed platform and detection type prices.


By mastering the above-mentioned sub-project deduplication, naming, acceptance and archiving strategies, the agency operation team can efficiently manage the US data of multiple customers to avoid confusion and waste. Experience KK-DATA’s multi-client management solution now:

👉Log in to the console to start screening numbers

Two-way contact customer service https://t.me/kkdata_robot

For more operation details, please refer to the usage documentation https://docs.kkdata.cc/ or visit the official website https://kkdata.cc/ to learn about the latest platform news.

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