emily
Who it's for
Industries
Platform
How it works
Integrations
pt
es
en
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See how it works
Book a demo
Who it's for
Industries
View all
Industrial products
Agricultural products
Manufacturing
Real estate
Consumer goods
Insurance
Platform
How it works
Integrations
pt
es
en
Sign in
See how it works
Book a demo
Documentation
How to set up emily, how to talk to her, and what she can do.
Getting started
What Emily is
Set up your team
Access by company and topic
Connect your ERP
Connect calendar and mailbox
Connect by just asking
Your first question
Talking to Emily
WhatsApp voice calls
WhatsApp messages, voice notes and photos
Phone calls
Browser voice
Web chat
What differs by channel
Trust and control
She never invents numbers
Confirmation before acting
Access by person, company and topic
Audit trail
Your data
Asking about your business
Sales and invoicing
Customer balances and overdue debts
Products and stock
Purchases and suppliers
Asking across all companies at once
Naming a company, a period or a rep
When emily does not know
Reports
Reports overview
Sales by client and product
Stock inventory
Overdue customer debts
Scheduling reports and Run now
Excel export
Sending a report by email or WhatsApp
Proactive alerts
What emily watches
Low stock alerts
Overdue debt alerts
Follow-ups
Email and calendar
Reading your inbox
Drafting and sending email
Booking, moving and cancelling meetings
Meeting prep
CRM
CRM overview
The CRM workspace
Companies
Contacts
Deals
The pipeline
Pipeline stages
Notes
Logging a visit by voice
Logging from a photo
Attachments on a deal
Finding documents
Tasks
Assigning and delegating tasks
Task comments
Opening a record
Filters and views
Your existing CRM
Activity history
Knowledge Bank
Knowledge Bank overview
Uploading documents and audio
Asking questions of your documents
Having emily write a document
Recordings
Recording and transcribing
Meeting notes
Linking a recording to a CRM record
Automations
Scheduling recurring work
One-off reminders
Managing what is scheduled
Reference
Limits and what's coming