Reads your Overview and My Day and answers questions about them. Adds or checks off your to-dos after you confirm. Each workday morning it sends your plan to your own ECHO chat.
Reads the calendar and who is free. Books an appointment after you confirm; an estimate for a lead opens its deal. Moving or canceling stays with you.
Reads your meetings and their AI minutes to answer questions. Booking a meeting stays with you.
Reads the chats it is in and answers there when someone writes @echo, or anything you ask in your own ECHO chat. It doesn't start chats or message people for you.
05
Calls & Texts
Draft onlyReads your calls and texts and answers questions about them. Writes a text into your own composer for you to send. It never calls or texts anyone.
Reads the words of your email and answers questions about it. Writes an email into your own composer for you to send. It never clicks a link or opens anything inside an email.
Moves a lead to another status and adds a note, after you confirm. It never contacts a lead.
Moves a deal to another stage and adds a note, after you confirm. Never to Won, and it never sets a deal's value.
Builds a draft quote from your estimate sheet, after you confirm, for you to finish. It never sends a quote or changes prices.
Reads estimates to answer your questions. It never changes them.
Moves a project to another stage and adds a note, after you confirm. It never contacts the client.
Reads change orders to answer your questions. Writing and sending them stays with you.
Finds an order by its number. Updates its status, ETA, pick-up deadline, order number or where it's delivered, after you confirm; never its cost or payment.
Reads the crew schedule, labor sheets and sub payments. Assigning crews and subs stays with you.
Reads service calls and their warranty answers. Opening and updating tickets stays with you.
Finds a contact and everything tied to them.
Reads where each review ask stands.
Reads survey answers and scores.
Reads who is assigned what and how they did.
Answers “how do I…” from the How-to Guide, with a button to the right page.
Finds documents and company files.
