Book a training session
Get the most out of Echo7
A hands-on session with an Echo7 specialist to help your team set up, train and grow your AI assistant.
Book your training session
Tell us who’s attending and what you’d like to cover, and we’ll arrange a time that suits you. Each session is tailored to your setup – whether you’re creating your first assistant or building advanced workflows.
What to expect
A live session with an Echo7 specialist, pitched at your team’s level of experience. Bring your questions – we’ll work through them together using your own content.
What we can cover
Every session is shaped around your goals. Popular topics include:
01
Set up your assistant
Create your first AI assistant, choose the right assistant type and get it answering in minutes.
02
Train it on your content
Add your website, documents and cloud sources, and keep your assistant’s knowledge up to date.
03
Add it to your website
Embed the assistant on your site, customise how it looks and test it with real questions.
04
Automate more
Connect integrations and agents, build workflows in the drag-and-drop editor and process documents with IDP.
Training for every stage
We’ll pitch the session at the right level for your team – from first steps to advanced automation.
New to Echo7
Create your first assistant, add your first training sources and check the answers it gives.
Content and knowledge owners
Manage training sources, retrain when content changes and connect cloud services and your CMS.
Website and digital teams
Add the assistant to your website, customise its appearance and set it up for multilingual visitors.
Customer support teams
Set up escalation so conversations reach the right person when a human is the better choice.
Operations and IT
Connect your systems with integrations and agents, and automate processes with workflows and IDP.
Administrators
Manage users, permissions, security settings and notifications across your assistants.
Training questions
01
Who can book a training session?
Any Echo7 customer. Sessions are for teams already using Echo7 – whether you’ve just signed up or have been using it for a while.
02
What will we cover?
Whatever is most useful for your team – from creating your first assistant and training it on your website and files, to integrations, workflows and IDP. Use the form to tell us your priorities.
03
Who should attend?
Anyone who will set up or manage Echo7 – for example the people who look after your website content, your support team or your IT team.
04
Do I need to prepare anything?
Not much. It helps to have your Echo7 login to hand and to know which web pages and documents you’d like your assistant to use.
05
Where can I find help in the meantime?
Our guides walk you through the basics, and our support team is here to help.