EnableMate Documentation

If your organization already uses EnableMate, an admin will send you an invitation email.

After signing in, the Dashboard is your home base. It shows:

• Setup Overview — status of your brand configuration (green = complete, amber = needs attention)
• Quick Actions — shortcuts to Create Document, My Documents, and Campaigns
• Stats — documents created, active campaigns, memory samples, acceptance rate
• Recent Documents — your latest generated content with quick access to edit

Define your visual identity — colors, logos, typography, and brand imagery.

• Import from website — paste your website or brand portal URL. The system scrapes colors, logos, and typography automatically.
• Colors — primary, secondary, and accent colors. Used in document generation and exports.
• Logos — upload your logo variants (primary, white, icon). Used in document headers.
• Typography — upload custom fonts (TTF, OTF, WOFF, WOFF2) or use defaults.
• Brand Visuals — upload photos, icons, and graphics. Categorize them and add descriptions so the AI knows when to use each image.
• Templates & Samples — upload existing document templates and sample materials. Tag each with its output type (One-Pager, Email, Presentation) so the AI learns your formatting style.

Define how your content should sound.

• Brand Voice — describe your overall writing style (e.g., “Professional, confident, and clear”).
• Writing Do's — rules the AI should follow (e.g., “Use active voice”, “Address the reader directly”).
• Writing Don'ts — patterns to avoid (e.g., “Don't use superlatives without evidence”).
• Learn from Samples — if you uploaded samples in Step 1, click “Derive writing style from samples” to auto-fill tone settings from your actual content.
• Tone Preview — generate two sample paragraphs (formal vs. conversational) and pick the one that matches your style. This preference guides all future generation.

Define your brand positioning and key messaging.

• Brand Positioning — a 1-3 sentence statement of what your company does, who it serves, and what makes it unique.
• Core Values — the fundamental principles your brand embodies.
• Key Messages — the main talking points and value propositions that should appear in your materials.

Define who your customers are.

• Industries — the sectors you serve (e.g., Pharmaceutical, Automotive, Technology).
• Customer Types — the types of companies you target (e.g., Enterprise, Mid-Market, SMB).
• Personas — detailed buyer personas with pain points, priorities, and messaging focus. When generating documents for a specific audience, the AI tailors content to match the persona.

Set compliance rules that the AI must always follow.

• Messaging Principles — high-level compliance rules (e.g., “Never guarantee specific outcomes”).
• Forbidden Terms — words or phrases that must never appear in generated content.
• Required Disclaimers — text that must be included in every generated document.

Review your complete brand configuration before going live. Each section shows a completion status. Click any section heading to go back and edit. When everything looks good, click Go Live to activate your workspace.

Use when: you have existing materials (presentations, one-pagers, emails) that you want to adapt, localize, or distribute across teams.

Use when: you want to create campaign materials from scratch within EnableMate.

Before activating, the preview step generates sample outputs using your brand styling. You'll see a fully branded visual preview — the same layout that appears in the document editor and exports. Review the content, compliance score, and formatting before making the campaign live.

Once a campaign is active, you can share it with your sales team via a campaign link. Sales users access the link, select their region and audience, choose the output language, and generate tailored materials instantly — without needing marketing involvement.

The Create page guides you through document generation step by step:

EnableMate supports multilingual document generation. When generating, select the output language from the dropdown. The AI:

• Generates all content in the selected language
• Applies language-specific business writing conventions automatically
• Translates claims from English sources while preserving meaning
• Uses any language-specific tone rules configured by your admin

After generation, the document opens in the visual editor. You can:

• Click any text to edit it directly — headlines, body text, benefits, CTAs.
• Review section titles — the AI chooses contextual titles. You can change them.
• Check compliance — the compliance score is shown in the document metadata.
• Save — changes are saved automatically as you edit.

Export your documents in three formats from the document page:

• PDF — pixel-perfect match of the editor preview. Best for sharing as a finished document.
• PPTX — PowerPoint format with editable text. Best when recipients need to customize further.
• DOCX — Word format with structured content. Best for integration with other workflows.

• Review and edit content in the visual editor before exporting.
• PDF exports match the editor most closely — use PDF when visual fidelity matters most.
• Upload brand fonts in Brand Assets for consistent typography across exports.
• Upload a logo — it appears in the document header automatically.

Manage who has access to your organization.

• Invite users — enter their email and assign a role (Sales or Marketing). They'll receive an invitation email.
• Assign roles — Sales users generate content. Marketing users manage campaigns and brand setup.
• Admin access — only Marketing users can be granted admin rights. Toggle the Admin checkbox next to a user.
• Assign regions — use the region dropdown to assign users to their market.
• Remove users — removes their access to the organization.

Manage sales regions for your organization. A default “Global” region is created automatically. Add regions like “EMEA”, “APAC”, “Americas” to organize your teams. Users are assigned to regions in the Users & Team tab.

Control how the AI generates content. Choose a Generation Mode:

• Strict — maximum control. Only uses approved messaging with minimal variation. Best for compliance-heavy industries.
• Balanced (default) — moderate adaptation. Uses approved messaging with light rephrasing for clarity.
• Adaptive — more flexibility. Can expand on messaging and adapt tone to context. Best for exploratory content.

Advanced controls let you fine-tune: Rewriting Level, New Content Generation, Claim Strictness, Tone Enforcement, and Personalization Depth.

Enable languages for document generation. When you enable a new language, the system automatically generates regional B2B writing conventions (formality, forms of address, punctuation rules) using AI. You can review and adjust these or regenerate them.

View and manage uploaded document templates, sample documents, and brand assets. Each template and sample shows its output type (One-Pager, Email, Presentation) and document type (Template or Sample).

The Knowledge Base is the AI's reference library. It contains all the content sources the system draws from when generating documents — product descriptions, campaign briefs, approved claims, case studies, and any other materials you've provided.

When a document is generated, the AI searches the Knowledge Base to find the most relevant content for the specific campaign, audience, and context. This ensures outputs are grounded in your approved content rather than generic AI text.

• Automatic population — content is added automatically during brand setup (scraped websites, uploaded documents) and when campaigns are created.
• Manual additions — click “Add Content” to paste product briefs, campaign updates, or new claims.
• Approval — new sources start as pending. Click “Approve & Activate” to include them in the AI's reference pool.
• Deletion — deleting a source also removes it from the AI's knowledge base. The system will no longer use that content when generating documents.
• Language tags — sources can be tagged with a language. Non-English sources show a language badge.