This guide walks through the complete onboarding process for new Emanate administrators.
Overview The onboarding process consists of five main steps:
Business DNA Setup
Extract and configure your brand context
Knowledge Base Setup
Import your company documents and spreadsheets
Agent Creation
Build your first voice or chat agent
Integration Setup
Connect your CRM and other tools
Team Onboarding
Invite team members and set permissions
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.
Navigate to Settings → Business DNA
Enter your company website URL
Click Extract Brand
Emanate automatically extracts:
Field Description Business Name Your company name Tagline Main value proposition Industry Business category Products/Services What you sell Target Audience Who you serve Brand Colors Visual identity Tone & Style Communication style
Manual Refinement After extraction, review and refine:
Business Overview : Edit the company description for accuracyProducts/Services : Add or remove itemsBrand Values : Adjust the extracted valuesVisual Styles : Confirm color palette
Take time to refine the Business DNA — this context shapes how every agent communicates and significantly impacts conversation quality.
Agent Context Configure how agents should represent your company:
Tone : Professional, friendly, technical, casualPersonality : Helpful, consultative, directBoundaries : 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.
Navigate to Knowledge Base
Upload documents in the Agent Files tab:
Product catalogs and spec sheets (PDF, Word)
FAQs and support documents
Sales materials and pricing guides
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.
Import your most important files first — product catalog, pricing guide, and FAQ. You can always add more documents later.
Step 3: Agent Creation Choose Agent Type Type Use Case Voice Agent Phone calls (inbound/outbound) Chat Agent Website chat widget Workflow Squad Multi-agent orchestration
Voice Agent Setup
Basic Info
Name your agent
Write a first message (greeting)
Define the agent’s instructions and behavior
Model Configuration
Select an AI model from the available options
Adjust the creativity level (a balanced setting is recommended for conversations)
Voice Configuration
Browse and preview available voices
Select a voice that fits your brand
Configure speech settings
Knowledge Base
Upload product documents
Add FAQ content
Include sales materials
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
Navigate to Settings → Integrations → CRM
Click Connect CRM
Follow the authorization steps to connect your CRM
Configure field mappings:
Lead fields → CRM contact fields
Company fields → CRM account fields
Lead Enrichment
Navigate to Settings → Integrations → Lead Enrichment
Connect your enrichment account
Configure enrichment settings:
Auto-enrich on lead capture
Fields to enrich (title, company, LinkedIn)
Email Notifications
Navigate to Settings → Integrations → Email
Connect your email service
Configure email templates for:
Lead notifications
Meeting confirmations
Follow-up sequences
Step 5: Team Onboarding Invite Team Members
Navigate to Settings → Team
Click Invite Member
Enter email addresses
Assign roles
Role Permissions Role Capabilities Admin Full access, billing, team management Manager Agent management, analytics, campaigns Agent View logs, handle escalations Viewer Read-only access to dashboards
Training Resources Share these resources with your team:
Onboarding Checklist Use this checklist to ensure complete setup:
Business DNA Knowledge Base First Agent Integrations Team Next Steps
Create Voice Agent Build your first voice agent
Run a Campaign Launch outbound campaigns
