Find articles to help answer your Echo7 questions.
Looking for the full reference? Visit the Echo7 Wiki.
Prefer to ask? Search the docs by asking – our assistant can answer questions about every guide.
Add a floating chat button, embed the chat in a page or share a direct link.
Let authorised users ask questions about live data in your database, safely.
Keep your knowledge base up to date automatically from cloud folders and your CMS.
Connect your assistant to WhatsApp so customers and field teams can chat with it.
Everything you need to set up your first assistant, step by step.
Build a workflow step by step – or describe it and let Echo7 create it for you.
Create an agent that collects the details it needs and carries out a task.
Connect Echo7 to an external system so your agents can read and update its data.
Get more accurate extraction with better scans, clear rules and your own codes.
Teach Echo7 to recognise your documents and the fields to extract from each page.
Upload sample documents and check what Echo7 extracts before going live.
Review conversations, correct answers in one click and track satisfaction.
API keys, tokens and OAuth explained – and how Echo7 keeps credentials secure.
Link sales, support and internal assistants so users reach the right one.
Invite colleagues, assign roles and control what each person can access.
Hand conversations to a person when users need help or get frustrated.
A checklist to test your assistant thoroughly before you launch it.
Learn what administrators, resellers, managers and users can see and do.
Have Echo7 answer incoming emails automatically or receive documents for processing.
Understand the key figures on your dashboard – conversations, satisfaction and credit usage.
Practical tips for writing documents your assistant can answer from accurately.
Didn’t find your answer? Ask our assistant – it’s trained on everything on this site.
01
Echo7 turns the knowledge your organisation already has – documents, web pages, manuals, price lists and FAQs – into an AI assistant that answers from your content, not from generic internet knowledge. Workflows define how each request is handled, and agents connect to your systems to look things up or complete tasks, with a person brought in whenever needed.
02
Manuals, procedures, price lists, FAQs, contracts, PDFs, Word and Excel files, and the pages of your website. Spreadsheets and CSV files are treated as structured data, so totals, averages and rankings are calculated rather than guessed.
03
Yes. Roles and permissions, two-factor authentication, separate scopes for clients, departments and assistants, and protected credentials are all built in – and you can run Echo7 in the cloud or on your own servers. Read more about security and deployment.
04
Yes. Echo7 connects to e-commerce platforms, CRMs, helpdesks, ERP and document management systems, with hundreds of integrations available. If a service has API or MCP documentation, Echo7 builds the integration and agents for you. Learn more about integrations and agents.
05
You can start with the content you already have – your website and existing documents – and have a working assistant without writing any code. Workflows are built in a visual editor and can be reused as templates. Start a free trial or book a demo.
Book a training session with an Echo7 specialist and get your assistant working for your team.