Onboarding

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.

This guide walks through the complete onboarding process for new Emanate administrators.

​

Overview

The onboarding process consists of five main steps:

​

Step 1: Business DNA Setup

Business DNA is the foundation of all your AI agents. It ensures every agent interaction feels authentic to your brand.

​

Automatic Extraction

1. Navigate to Settings → Business DNA
2. Enter your company website URL
3. Click Extract Brand

Emanate automatically extracts:

​

Manual Refinement

After extraction, review and refine:

1. Business Overview: Edit the company description for accuracy
2. Products/Services: Add or remove items
3. Brand Values: Adjust the extracted values
4. Visual Styles: Confirm color palette

​

Agent Context

Configure how agents should represent your company:

• Tone: Professional, friendly, technical, casual
• Personality: Helpful, consultative, direct
• Boundaries: Topics to avoid, escalation triggers

​

Step 2: Knowledge Base Setup

After your Business DNA is configured, import your company documents and spreadsheets into the Knowledge Base. This gives your agents the product knowledge they need before you start building them.

1. Navigate to Knowledge Base
2. Upload documents in the Agent Files tab:
   • Product catalogs and spec sheets (PDF, Word)
   • FAQs and support documents
   • Sales materials and pricing guides
3. Import spreadsheets in the AI Data Import tab:
   • Product lists and inventory data (Excel, CSV)
   • Pricing tables
   • Customer or contact data

The AI Data Import wizard will automatically classify your spreadsheet data, let you map columns, and track import progress.

​

Step 3: Agent Creation

​

Choose Agent Type

​

Voice Agent Setup

1. Basic Info
   • Name your agent
   • Write a first message (greeting)
   • Define the agent’s instructions and behavior
2. Model Configuration
   • Select an AI model from the available options
   • Adjust the creativity level (a balanced setting is recommended for conversations)
3. Voice Configuration
   • Browse and preview available voices
   • Select a voice that fits your brand
   • Configure speech settings
4. Knowledge Base
   • Upload product documents
   • Add FAQ content
   • Include sales materials
5. Custom Actions
   • ERP lookups
   • Calendar booking
   • CRM updates

​

Chat Agent Setup

Similar to voice agents, with additional widget configuration:

• Primary color (matches your brand)
• Widget position (bottom-right, bottom-left)
• Welcome message
• Suggested prompts

​

Step 4: Integration Setup

​

CRM Integration

1. Navigate to Settings → Integrations → CRM
2. Click Connect CRM
3. Follow the authorization steps to connect your CRM
4. Configure field mappings:
   • Lead fields → CRM contact fields
   • Company fields → CRM account fields

​

Lead Enrichment

1. Navigate to Settings → Integrations → Lead Enrichment
2. Connect your enrichment account
3. Configure enrichment settings:
   • Auto-enrich on lead capture
   • Fields to enrich (title, company, LinkedIn)

​

Email Notifications

1. Navigate to Settings → Integrations → Email
2. Connect your email service
3. Configure email templates for:
   • Lead notifications
   • Meeting confirmations
   • Follow-up sequences

​

Step 5: Team Onboarding

​

Invite Team Members

1. Navigate to Settings → Team
2. Click Invite Member
3. Enter email addresses
4. Assign roles

​

Role Permissions

​

Training Resources

Share these resources with your team:

• Quickstart Guide - 15-minute overview
• Concepts - Key terminology
• Tutorials - Step-by-step guides

​

Onboarding Checklist

Use this checklist to ensure complete setup:

​

Business DNA

• Website URL entered
• Extraction completed
• Business overview reviewed
• Products/services verified
• Agent context configured

​

Knowledge Base

• Key documents uploaded (product catalog, FAQ, pricing)
• Spreadsheets imported via AI Data Import
• Files processed and showing “Ready” status

​

First Agent

• Agent created
• Model configured
• Voice selected (if voice agent)
• Knowledge base files attached to agent
• Lead capture enabled
• Testing completed

​

Integrations

• CRM connected
• Lead enrichment configured
• Email integration set up

​

Team

• Team members invited
• Roles assigned
• Training scheduled

​

Next Steps