Quick Answers to Common Questions

Fast answers to common Emerald Intel questions, with links to more detailed Knowledge Hub guides.

What's the difference between a Location and a Company?

A Location is an individual business location. A Company represents the broader company behind its locations. Think of a neighborhood Starbucks as a Location and Starbucks headquarters as the Company.

What's the difference between a Saved List and a Saved Search?

A Saved List contains specific records you selected. A Saved Search stores criteria and reruns those criteria when you open it.

Can one Saved List contain companies, contacts and licenses?

No. Lists are record-type specific.

Can I add more records to an existing list?

Yes. You can add selected records to an existing Saved List or create a new list.

How often can I receive alerts?

Saved List and Saved Search alerts can be set to daily, weekly or monthly.

How many records can I export?

Standard exports are limited to 5,000 records. For a larger export, contact support@emeraldintel.ai.

Why are there two contact exports?

The Email Export provides one instance of each contact. The Direct Mail Export can provide a mailing address for each associated location, so a contact with multiple associations may appear multiple times.

Can I add or remove Emerald Intel users myself?

No. User changes are handled by Client Success. Email support@emeraldintel.ai.

What CRM integrations are available?

Emerald Intel supports HubSpot, Salesforce, Zoho CRM and Saleshandy.

What is CRM Update?

CRM Update shows contacts that have had updates or changes after they were pushed from Emerald Intel into your CRM.

What is MCP?

Model Context Protocol is a standard that lets compatible AI agents securely connect to external data sources and tools. Emerald Intel MCP connects compatible AI assistants to Emerald Intel data.

Does MCP replace the Emerald Intel platform?

No. The platform remains the purpose-built place to search, filter and build targeted lists. MCP is useful for analysis, research and workflows that use Emerald Intel alongside other connected information.

How do I report information that needs to be updated?

From an individual license record, select Report an update. Choose the type of change, explain what should be reviewed and why, and attach supporting documents if available. You can also click the ? Help button at the top-right of Emerald Intel and email the support team.

What can I search from the main search bar?

You can search by company name, license number, contact or address.

What is the Ask AI button?

Ask AI is available from a company page and can prepare a company summary, a short outreach icebreaker or a custom prompt for use with your selected AI platform.