Who it is
- One per person, per workspace. Every teammate creates their own. Yours reads your inbox, learns your voice and follows your instructions; a colleague’s does the same for them. It never reads anyone else’s mail, and what it learns from yours stays with it.
- A name you choose. You pick the name on the Tactics page (2 to 40 lowercase letters, numbers or hyphens). It signs the Home chat, the emails it sends you, the cards it leaves on your Agent Inbox (Proposed by Rivet) and the phone call (“It’s Rivet.”). These docs use Rivet as the example name.
- An address of its own. The name becomes an address on Emanate’s assistant domain, such as
rivet@hq.emanate.ai. You can email, forward or CC it from day one, and every brief, digest and sweep it sends you comes from that address, so you can reply to any of them. - Your voice, learned from you. The moment you create it, it reads your recent sent mail to learn how you write (Studying how you write…) and writes an About-you profile you can edit in its settings. It never overwrites a profile you wrote yourself; a fresh suggestion waits for you to apply it. Every draft it writes afterwards is in your voice, at your usual length, signed with your signature.
- Part of your team’s Emanate. It reads the same accounts, contacts, orders and documents your workspace holds, through the permissions you already have.
Where you meet it
What it can read
You decide what it may draw on, once, in Assistant Settings, and every tactic honours it.- Your inbox. The connected mailboxes you choose under Context. It never reads a mailbox you have not connected or been given access to.
- Your workspace data. Accounts, contacts, leads, deals and sequences.
- Your ERP. Live customers, inventory, invoices and pricing, when an ERP is connected and you allow ERP lookups.
- Shared documents. Price lists, specs and other files your team connected from Google Drive, OneDrive or SharePoint, plus your Knowledge Base.
- The web. When you allow it.
- Its own memory. Your standing instructions, the files you gave it, what it has learned from your edits, and the Repository rules assigned to you.
What it can do
- Read and sort your mail. Decide which new emails deserve a reply, hold the ones from strangers if you ask, skip newsletters and no-reply senders, and explain every skip. File or tag every new email into your own folders (The Organizer), and clear the mail you never open a day or three after it lands (The Archiver).
- Draft replies in your voice. Into your Drafts folder, on the right thread, with the earlier emails, records and files it drew on cited so you can check them. When a question belongs to someone else, the draft can hand it off to a colleague from a list you control.
- Look things up. Search your email, look up ERP records, search inventory for the closest match in stock, check what a customer last paid, answer from workspace data with real numbers, find and read shared documents, search the web. It asks you a clarifying question instead of guessing when something is missing.
- Make files. Fill your spreadsheet template, add rows to it, build a document from your example, or build a spreadsheet from what it found, and attach the result to the email it sends you.
- Stage quotes. Turn an RFQ into a quote in your ERP or CRM, staged for your approval (Quote Runner).
- Email you what matters. The day’s urgent threads and spotted deals every morning, the replies you still owe every weekday evening, the people you have gone quiet on every Monday, the accounts that need you after each account review, the day’s newsletters in one digest.
- Call you. Ring you at the time you set, log what you worked and promised, text you a recap and queue the actions it heard for your approval.
- Take Emanate actions, as proposals. Create a segment, start a search, update a record, add someone to a sequence. Each is proposed on the run for you to approve, unless you turn on Acts on its own for that tactic. Anything that starts outreach, spends money or deletes something always waits for you.
- Propose automations. Once a week it looks at how you actually work and, when it spots repeated effort, sets up a tactic for it, turned off, with receipts showing how it would have handled your recent mail.
- Add the people you introduce. Email it an introduction and it checks whether the person is already in Emanate, then adds them as a lead, an account or an account contact, noting who introduced them.
- Run a tactic when you ask. Ask in chat or by email and it starts one of your enabled tactics and says so.
- Explain itself. Ask about any run and it reads the log and tells you what happened and why, and it can describe its own setup.
- Remember. Tell it “always quote FOB unless asked otherwise” and it keeps that as a standing instruction it follows everywhere it writes.
What it never does without you
Your assistant writes a great deal and sends almost nothing on its own.No tactic, built-in or custom, can email a customer. The furthest anything reaches is a draft in your own Drafts
folder or a quote staged for your approval. Every action is logged, and every log line opens to show what it read
and why it decided what it did.
How it learns, and how you steer it
There is nothing to train, but there is a lot you can teach.- Your edits. Edit a draft before sending and the change appears under Knowledge on the Agent Inbox tactic. Press Teach on the edits that show how you write and it writes more like you next time. Allow learning turns this off.
- Standing instructions. Things it always follows, everywhere it writes. The same list appears under Memories in its settings, under Knowledge on the Agent Inbox tactic and on the Learnings page; add one in any of them, or just tell it in chat. An instruction saved from a tactic’s own thread applies to that tactic alone, marked with the tactic’s name. Each has its own switch.
- Corrections by reply. Reply to any email it sent you with a correction and it saves the instruction, marked Saved from chat, on the tactic that sent it.
- About you. Your role, tone and priorities in your own words, under Assistant Settings → General. If it drafted one from your inbox, it appears as Suggested from your inbox to Apply or Dismiss.
- Topics to ignore. One list on your assistant, honoured by every tactic.
- Files. Examples, pricing notes and PDFs it has read and can quote from, under File memories.
- Rules assigned to you. Standing sales rules from your company’s Repository that were assigned to you, each with its own switch. Company-wide rules always apply.
- What you dismiss. Dismiss what it surfaces and it stops surfacing that kind of thing. A kind of automation you dismiss is not proposed again for three months.
- The Rundown. Hover a line in its nightly record of your book and Weigh in: Confirms, Needs correction or Repeats another line. What you say outranks anything it worked out on its own.
Its settings
Everything about the assistant itself lives in one dialog, Assistant Settings on the Tactics page. Each tactic’s own settings live on that tactic’s page.
The full table, with defaults, is on the Tactics page.
Admins: your team’s assistants
A workspace admin can open any teammate’s Home or Tactics from the switcher beside the page title, and from there create their assistant, turn tactics on or off, change settings and read their activity. Two things stay personal: only the teammate can connect their own mailbox, and only the author of a custom tactic can share it to the library.Your assistant or Ray?
Next steps
Emanate Ray
The AI built into the product, and every page where you meet it
Tactics
Create your assistant and turn on your first tactic
Agent Inbox
Chat with it, review its drafts and tune how it writes
Custom Tactics
Hand it a job of your own, in plain language