Leads Overview

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 and seniority
• 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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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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Configure Enrichment

1. Go to Settings → Integrations → Enrichment
2. Connect your enrichment account
3. Enable auto-enrichment

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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