ECHO, your AI assistant

ECHO is the AI assistant built into ECHOPS. It knows your leads, deals, jobs, calendar and Knowledge Base, and it answers in plain words. Here's how to use it, and what it will and won't do.

Open ECHO

Click Ask ECHO at the top of any page, or press Command J, or Control J on a PC. The panel opens on the side. Pick one of the starter questions, or type your own.

Ask anything

Ask about your day, your pipeline, a client, a job, an order, or your own company's policies. ECHO looks it up in your workspace and answers. When the answer comes from your Knowledge Base, it adds a numbered mark that links to the article, so you can check the source.

Drafts

Ask ECHO to write a text or an email, like a first reply to a new lead. It writes the draft and opens it in your own composer. You read it, change what you like, and send it yourself. ECHO never sends anything on its own.

Changes you confirm

ECHO can also make changes for you. It can add a to-do, move a lead or a deal to its next stage, move a project, book an appointment, or add a note. Each one shows as a card with the details, and nothing happens until you click Confirm. If you don't, the card expires after thirty minutes.

What stays with you

Some things always stay with you. ECHO won't mark a deal won, send or sign anything, delete or archive, change prices, record payments, or change your team and settings. And it never tells anyone what a team member is paid, except owners and admins.

Files

Click the paper clip to attach a file: a PDF, a photo, a Word document, or a text file. Ask ECHO to check a supplier's quote, read a plan, or sum up a contract.

Your ECHO chat

ECHO lives in Chat too. Everyone has a private ECHO chat, listed right under Team chat. Every workday morning, around seven thirty, ECHO posts a short note there about your day. You can turn the morning note off with the switch in that chat.

ECHO in team chats

In the Team chat, start a message with at ECHO to ask a question everyone can see. You can add ECHO to a group chat, a direct message, or a deal's chat, but never a client's chat. In shared chats, ECHO keeps private things private, and sends those answers to your own ECHO chat instead.

Settings

Owners can turn on the nightly deal check in Settings, under ECHO. Each night, ECHO looks for deals that are going cold and lets the owner know. You can also ask ECHO from WhatsApp. The ECHOPS team sets that up for you through support.

Viewers can ask ECHO questions, but they can't confirm changes. Next: working your leads.