Leads Overview

Documentation Index

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Emanate’s lead management system automatically captures, enriches, scores, and syncs leads from AI agent conversations to your CRM.

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How It Works

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1. Lead Capture

During AI agent conversations, contact information is automatically extracted:

• Name: First and last name
• Email: Email address
• Phone: Phone number
• Company: Organization name
• Custom Fields: Project details, requirements, etc.

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2. Lead Enrichment

Captured leads are automatically enriched with additional contact and company data:

• Title: Job title
• Company Details: Size, industry, revenue
• Contact Info: Direct phone, LinkedIn
• Company Insights: Technologies, funding

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3. ICP Scoring

AI scores leads against your Ideal Customer Profile:

• Fit Score: How well they match your ICP
• Intent Signals: Buying indicators from conversation
• Engagement: Quality of interaction

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4. CRM Sync

Qualified leads are automatically synced to your CRM with contacts, companies, and conversation notes.

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Lead Sources

Leads can come from multiple channels:

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Custom Fields

Add columns of any type — text, number, date, single-select, multi-select — from the column picker. Custom fields become available in:

• The Leads table (filterable and sortable)
• The Lead drawer (editable inline)
• The Filter Builder for advanced multi-condition queries
• Audience Segments for targeting broadcasts

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Session-Scoped Custom Columns

Custom columns belong to the import session that created them, with a cap of 10 custom columns per session. This keeps each import’s domain-specific fields scoped to that batch instead of polluting the global table. When you import a CSV via the wizard, all mapped columns are auto-registered as custom-column metadata for the session — no manual setup required.

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Editable Session Names

Hover the session title at the top of a session view and click the pencil icon to rename it. Helpful for distinguishing imports like “Q2 NorCal manufacturers” from “Apr 18 trade-show list.”

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Duplicate Detection

When a new lead’s domain matches one already in your workspace, the second lead is flagged with the needs_review status. Open the Duplicate Review dialog to choose: Enrichment runs in batches of up to 100 leads or accounts at a time, with batch size adjusted in real time based on available resources. Auto-enrichment on import skips rows that match an existing lead; you can run enrichment on them manually. See Lead Enrichment for the full enrichment pipeline that powers lead intelligence, addresses, and decision-maker discovery.

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Lead Status

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Key Features

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Quick Start

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Enable Lead Capture

1. Open agent editor
2. Go to Overview tab
3. Enable Lead Capture
4. Select fields to capture

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Run Enrichment

Enrichment is built into Emanate — no setup required. Toggle Auto-enrich imported leads on the Column Mapping step of the Import Wizard, or click Enrich on any lead’s drawer to run it on demand. See Lead Enrichment for the full pipeline.

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Set Up CRM Sync

1. Go to Settings → Integrations → CRM
2. Connect your CRM
3. Map fields
4. Enable auto-sync

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Lead Metrics

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Next Steps