Key Concepts

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.

Understanding these core concepts will help you get the most out of Emanate.

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Agents

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Assistant

An Assistant is an AI-powered agent configured to handle conversations. Each assistant has:

• Instructions: Rules that define the agent’s behavior and personality
• AI Model: The AI model powering the agent
• Voice: For voice agents, the text-to-speech voice
• Knowledge Base: Documents providing context
• Tools: Custom actions the agent can perform

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Voice Agent

A voice agent handles phone calls. It includes:

• Transcription: Converts speech to text in real-time
• Voice: Converts text responses to natural-sounding speech
• Phone Number: The number callers dial

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Chat Agent

A chat agent handles website conversations via an embedded widget. It includes:

• Widget Config: Colors, position, welcome message
• Embed Code: A snippet you paste into your website to display the chat widget

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Workflow Squad

A Squad is a group of agents that work together on complex workflows. Squads enable:

• Agent Handoffs: Transfer conversations between specialists
• Conditional Routing: Route based on customer intent
• Parallel Processing: Multiple agents working simultaneously

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Leads

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Lead

A Lead is a potential customer captured from an agent conversation. Lead records include:

• Contact information (name, email, phone)
• Company information
• Conversation context
• Enrichment data
• ICP score

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Lead Capture

Lead Capture is the automatic extraction of contact information from conversations. Agents naturally ask for and collect:

• Name
• Email address
• Phone number
• Company name
• Custom fields

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Lead Enrichment

Lead Enrichment automatically appends additional data to your leads:

• Job title
• Company size
• Industry
• LinkedIn profile
• Direct phone

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ICP Scoring

ICP (Ideal Customer Profile) Scoring rates how well a lead matches your target customer:

• Score: 0-100 rating
• Factors: Industry, company size, role, intent signals
• Automation: High-scoring leads can be fast-tracked

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Campaigns

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Voice Campaign

A Voice Campaign is an automated outbound calling program:

• Contact List: Phone numbers to call
• Agent: The voice agent making calls
• Schedule: When calls are made
• Pacing: Calls per hour limit

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Campaign Status

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Sequences

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Sequence Template

A Sequence Template is the reusable blueprint that defines the messaging and step structure of an outreach cadence. Templates support email, LinkedIn connection requests, and LinkedIn messages.

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Sequence

A Sequence is the individual execution of a template for one contact. Each assigned contact gets their own independent sequence instance, so their progress, status, and stop conditions are isolated from other contacts on the same template.

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Sequences vs Campaigns

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Analytics

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Call Log

A Call Log records every voice call:

• Call duration
• Transcript
• Recording URL
• Outcome (completed, voicemail, no answer)
• Lead captured (if any)

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Chat Log

A Chat Log records every chat session:

• Messages exchanged
• Session duration
• Outcome
• Lead captured (if any)

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Evaluation

An Evaluation is a quality assessment of a conversation:

• Criteria: Greeting, product knowledge, objection handling
• Score: Per-criteria and overall rating
• Feedback: AI-generated improvement suggestions

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Insights

Insights are AI-generated performance analyses:

• Trend identification
• Anomaly detection
• Improvement recommendations

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Glossary