Email Insights

Documentation Index

Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Insights tab on the Email page aggregates outbound and inbound email across your connected inboxes (Gmail, Outlook, and IMAP) and broadcast sends so you can see how your team is performing without leaving Emanate.

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Accessing Insights

Navigate to Email in the sidebar, then click the Insights tab. Use the controls at the top to filter the dashboard:

• Date range — last 7, 30, or 90 days
• Rep — focus on a single teammate or view the whole team

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Top-Level Stats

The header shows four headline numbers for the selected period:

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Highlights

A row of highlight cards surfaces standout activity for the period:

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Team Activity

Two visualizations describe when and how much email is moving:

• Daily Volume — line chart of sends and receives per day across the date range
• Hour × Day Heatmap — grid showing send density by day-of-week and hour-of-day, useful for spotting peak send windows

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Coverage & Follow-Up

The lower section is designed for spotting gaps and prioritizing outreach:

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How Sent vs Received Is Decided

All four headline metrics, the highlights, and the per-rep breakdown need to know whether a given message is outbound or inbound. Insights uses a participant-side model rather than the stored direction column on the message row:

• A message is counted as outbound for a connected rep when that rep appears in the From field, regardless of how the provider tagged the row at sync time.
• A message is counted as inbound when an external participant appears in From and at least one connected rep appears in To / Cc / Bcc.

This intentionally ignores the provider-set direction field, which has historically been unreliable for forwarded and BCC-only sends. The participant-side model also means CC and BCC count: an email a rep is BCC’d on contributes to that rep’s Emails Received total and to Account Coverage for the corresponding account, even if they aren’t the primary recipient.

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Account Coverage Includes CC / BCC

Account Coverage and the Most Active Account highlight resolve participants on both sides of every thread — From and To and Cc and Bcc. Threads where a rep is BCC’d on an external send are attributed to that account just like threads where the rep is in the To line, so coverage numbers reflect total interaction rather than only direct addressing. The Most Active Account highlight surfaces the account with the highest combined send + receive volume in the window. The card hides any “across N reps” suffix when N is zero or one — so single-rep orgs and accounts touched by a single rep show a clean headline number.

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Data Sources

Stats-card aggregation runs entirely in Postgres (paginated source fetches under the hood), so the metrics row loads independent of the larger insights query and stays fast on multi-thousand-message windows.

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Next Steps