The four roles
Every Echo7 account has a role. Your role decides what you can see and change, so each person only works with the information they’re authorised to access.
| Role | Who it is | What they can do |
|---|---|---|
| Administrator | The person or company that runs the Echo7 environment. | Full access: system settings, users, resellers, managers, assistants and all platform features. |
| Reseller | A partner who offers Echo7 to their own clients. | Manages their own clients (managers) and can see their assistants, plans, usage and credit consumption. No access to system settings or other resellers. |
| Manager | The company or organisation using Echo7 for its own assistants. | Creates and configures assistants, manages documents and knowledge, views usage and credits, and – where permitted – manages its own users. |
| User | The person chatting with your assistant. | Asks questions through the chat or other channels. Has no access to the administration area. |
Most customers work at Manager level: you create your assistants, train them and track how they’re used, while your data stays separate from other organisations.
Levels and sharing
Many items in Echo7 – such as integrations, database connectors, workflows and retraining – can be set at different levels: System, Reseller, Manager or Assistant. Something defined at manager level can be used by all of that manager’s assistants; something defined at assistant level applies only to that assistant.
Key terms
| Term | Meaning |
|---|---|
| Assistant | An AI chatbot that answers questions based on the content it has been trained on and how it’s configured. |
| Train | Processing your content – files, web pages, cloud sources – so the assistant can use it to answer. |
| AI credits | The unit used to measure AI usage. Sending messages, analysing content and processing documents each use credits. |
| Tokens | Small units of text the AI processes. “Token in” is what’s sent to the AI; “token out” is what it generates. |
| IDP | Intelligent Document Processing – reading, classifying and extracting data from documents, images and messages. |
| Integration | A reusable connection to an external system, such as a CRM, e-commerce platform or database. |
| Agent | An action the assistant can perform through an integration, such as looking up an order. |
| Workflow | A visual, step-by-step process the assistant follows, built in a drag-and-drop editor. |
Prefer a guided walkthrough? Book a training session and an Echo7 specialist will help your team set it up.
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This guide covers the essentials. For detailed reference on every setting and feature, explore the full Echo7 Wiki.
Echo7 Wiki