Intelligence

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.

Intelligence is your AI data analyst. Ask questions in plain English about your agents, leads, accounts, conversations, and campaigns, and get back charts, tables, and explanations — no SQL required. Find it under Observe → Intelligence in the sidebar (/intelligence), alongside Metrics, Map, and Logs.

​

What Intelligence Does

• Answers questions across every signal Emanate captures — calls, chats, leads, accounts, campaigns, knowledge base usage.
• Generates visualizations on the fly (Plotly, in your Emanate dark theme) and lets you pin the ones worth keeping.
• Surfaces anomalies automatically — a pulsing eye icon in the sidebar means something moved enough to investigate.
• Suggests questions daily based on your data, so the page is never blank.

​

Intelligence vs Metrics

Both read from the same underlying tables, so numbers reconcile across the two surfaces.

​

The Page

The Intelligence page has three panels: Toggle the side panels with the buttons in the chat header.

​

Asking Questions

Type a question in plain English. Behind the scenes, the Intelligence agent runs a tool-calling loop:

1. Looks up the schema of the tables it needs.
2. Runs a read-only SQL query, always scoped to your organization.
3. Generates a chart in an isolated sandbox if a visualization helps.
4. Synthesizes — replies in business language, not SQL.

You’ll see a “thinking” trace as it works through complex questions, then a final answer with any charts inline.

​

Example Questions

• “Which agents had the highest lead capture rate last month?”
• “Show me sentiment trends across all support calls this quarter.”
• “What were the top 5 reasons customers ended calls early?”
• “How does our connect rate compare week-over-week?”
• “Which accounts have the most engaged conversations?”

​

Composite Ranking

When you ask open-ended questions like “What are my most important leads?”, Intelligence combines multiple signals into a composite score rather than sorting on a single field. It explains the ranking criteria in the answer so you understand why items are ordered the way they are.

​

Suggested Questions

Each day Intelligence pre-loads 3–5 personalized starter questions on the empty state of the chat, scoped to what’s actually in your data. Suggestions:

• Refresh daily at 06:00 UTC.
• Expire after 24 hours.
• Can be dismissed individually.

When an anomaly is detected (see below), one of the suggestions becomes a one-click investigation prompt.

​

Anomaly Detection

Intelligence checks your account every 6 hours and compares the last 7 days vs the prior 7 days for:

• Call volume
• Lead captures
• Average call duration

Any metric that moves more than 30% triggers an anomaly. When that happens:

• The eye icon in the sidebar gains a pulse animation.
• A pre-written question appears at the top of suggestions, e.g. “Your lead captures dropped 42% this week — want to investigate?”

Click the suggestion to start a conversation that drills into the cause.

​

Visualizations

Charts created during a conversation appear inline in the chat. To keep one around:

• Pin a chart to add it to the Visualizations panel on the right.
• Pinned charts persist across sessions and survive new conversations.
• Unpin at any time from the panel.

All charts use the Emanate dark theme automatically.

​

Conversation History

Every conversation is saved. From the History panel:

• Resume a thread to keep asking follow-up questions in context.
• Rename a conversation to find it later.
• Delete old conversations.

Visualizations created during a past conversation are restored when you resume it.

​

Data Intelligence Can See

Intelligence reads from a curated set of tables. Every query is scoped to your organization — Intelligence cannot see data belonging to other customers. Intelligence joins these together to answer multi-signal questions — for example, ranking agents by combining success rate, sentiment, and call volume in a single query.

​

How Intelligence Connects to Other Sections

​

Privacy & Safety

• Queries are read-only. Intelligence cannot modify, delete, or export your data.
• Visualization code runs in an isolated sandbox, not against your live database.

​

Limitations

• Intelligence answers questions about data already in Emanate. It does not pull live from your CRM, ERP, or third-party systems — those need to be synced first via Integrations.
• Time-based questions default to the last 30 days unless you specify otherwise.
• For very broad questions (“how’s the business?”), Intelligence may ask a clarifying question before running queries.

​

Next Steps