Customer Knowledge Base

Personalising Emma

๐Ÿงช Emma is currently in beta
The AI Assistant is available to selected test users only. If you do not see the assistant icon in your navigation bar, your account has not yet been enabled. Please contact your emax digital account manager to request access.

Emma's Settings panel lets you personalise how Emma communicates with you and how it understands your business. This article covers the My Profile and Company Context tabs โ€” the two tabs that shape Emma's responses for your specific role and organisation.

To open Settings, click the โš™๏ธ Settings icon in the Emma header toolbar.

Settings Overview

Diagram showing the Settings panel with My Profile and Company Context tabs

My Profile

The My Profile tab lets you personalise how Emma addresses you and adapts its responses to your role.

Field

Description

How should Emma call you?

Enter your preferred first name. Emma will use this name when addressing you in responses.

What is your Role?

Describe your role โ€” for example, Account Manager or Category Manager. Emma uses this to contextualise insights and tailor the level of detail in responses.

Response Style

Describe your preferred format for responses. Examples: short summaries, detailed reports, or executive style.

Click Save to apply your changes.

07_emma_settings_my_profile-20260610-115548.png

Company Context

The Company Context tab lets you configure business-specific information so Emma understands the company's setup, focus areas, and priorities.

Field

Description

About this business

Describe the business model, product category, and sales channels. Example: "We are selling Jewelry and just started this year on Amazon..."

Highlight Topics

Specify key focus areas such as Advertising, PPC, Content, or Inventory. Emma will prioritise these topics in responses.

Preferred Distributor View

Select a default distributor view from the dropdown.

Preferred Sales View

Select a default sales view from the dropdown.

Advanced Custom Instructions

A free-text field for any additional instructions specific to this company context.

Conversation Tags

Create custom labels to organise conversations. Click + New Tag to add a tag.

Click Save to apply your changes.

08_emma_settings_company_context-20260610-115615.png


Note: The Skills tab in Settings is covered in a separate article: Skills (Shortcuts).