Echo overviewECHO / Outbound campaigns

Make follow-up a workflow your team can run and review.

Prepare AI voice campaigns for reminders, enquiries, surveys and customer follow-up. Choose the agent, organise the contact data, set the calling approach and inspect each conversation’s outcome.

EXPLORE THE EXPERIENCE
03 / Connect

A conversation becomes useful work.

Your voice. Your knowledge. Your way of working.

Example workspaceWeb chat
Prepared for your team

Return request

Item
Jacket
Reason
Size exchange
Next step
Service team review

Connected actions are scoped during setup. This example sends nothing.

Illustrative product experience · example data · no live actions

WHY IT MATTERS

From a contact list to conversations with a purpose and follow-up your team can understand.

01

Give every campaign a clear job

Choose the agent, greeting and questions for the campaign. Use contact variables to give the configured conversation the context it needs.

02

Plan how calls are attempted

Prepare the contact import, choose immediate or scheduled dispatch and configure delay, concurrency and attempt limits for the agreed calling plan.

03

Review outcomes at conversation level

Track completed, failed and pending calls, then open the related sessions to understand what happened and what your team should do next.

Inside the experience

See how it comes together.

Explore the configuration and decisions behind a useful conversation. Each step shows what you control and how it helps your customer.

Give follow-up a consistent conversation.

Build voice campaigns for scoped follow-ups, reminders, win-backs or surveys. Set the audience and message, choose the timing, then review what happened in each conversation.

echo / Outbound campaignsProduct illustration
Service follow-up campaignIllustrative voice campaign setup
1Audience & script
2Schedule & attempts
3Sessions & outcomes
CampaignService follow-up
Contact sourceApproved CSV or XLSX list
CollectQuestion and preferred next step
Configured for your business scope01 / 03
Step 1

Prepare the audience

Import the approved contact list and map the variables the agent needs. Define the purpose of the campaign and the information it should collect.

Your team approves the contact list, message and contact policy.

A repeatable outreach process with call outcomes your team can inspect.Explore all Echo capabilities
WHERE TO START

Make it part of your day.

Workflow ideas to configure around the knowledge and systems you use.

Appointment reminders

Prepare a reminder with the relevant appointment details and capture a request to change or discuss the booking through the agreed process.

Explore it with AI

Follow up on an enquiry

Ask a prospect whether their needs or timing have changed, collect the useful details and prepare the conversation for the sales team.

Explore it with AI

Collect structured feedback

Use a consistent set of service questions, capture the customer’s answers and review the sessions for feedback that deserves attention.

Explore it with AI
Before you begin

Good questions deserve clear answers.

From voice and knowledge to integrations and launch. These are the details that help you choose a useful next step.

Talk through your idea with the Echo guide
01

What kind of campaigns does this page describe?

AI voice-call campaigns. Echo’s campaign controls cover contact imports, agent and caller selection, scheduling, attempt settings and per-call outcomes. Messaging channels have their own setup and workflows.

02

Can we schedule a campaign?

Yes. The campaign setup provides immediate and scheduled dispatch alongside controls for delay, concurrency and maximum attempts. The calling plan should match your audience and operating requirements.

03

What contact information can a campaign use?

Contact files can include the fields and variables needed for the configured conversation. Validate the import and the intended use of those details with your team before running the campaign.

04

How do we know what happened on a call?

Campaign progress distinguishes completed, failed and pending calls, with outcomes linked to sessions. Review the underlying conversation and any connected business result when deciding what follow-up is needed.

05

Can your team set up our first campaign?

Yes. We can help define the conversation, prepare the agent, check contact variables and calling settings, and review test scenarios through agreed enablement work.

06

Can Echo help with outbound follow-ups?

Echo has a voice-campaign workflow for imported contacts, immediate or scheduled runs, retries and per-call outcomes. Your team defines the purpose, approved contact list and script, then reviews the conversations and follow-up actions.

07

Can we choose how the agent sounds?

Echo supports configurable agent voice, pace, greeting and instructions. Your setup should include testing your business names, terminology and common questions in the intended languages so the experience fits your audience.

08

Can we use our existing phone number?

Our team reviews your number, current telephony provider and routing requirements. Forwarding, routing and number provisioning are scoped for the deployment; any provider or telephony costs are discussed as part of setup.

09

Does the agent support Arabic and other languages?

Echo supports enabled language choices, and our website agent currently has 32 configured languages. We help choose and test the languages your customers need. Website translation, the agent’s greeting and conversation language are separate parts of the experience.

Your launch starts here

You know your business. We help with the rest.

You do not need to prepare everything alone. Use this checklist to see what you already have and where our setup team can help.

0/ 6

items you marked ready

A local planning checklist; nothing is submitted.
01

One job worth doing first

What you bring

Five questions customers really ask, the audience and the outcome you want.

How we help

We define the agent’s role, the first workflow and how to judge whether it works.

Example: explain returns and prepare a service request.

02

Information your team approves

What you bring

Product descriptions, policies, service instructions and a person who owns each source.

How we help

We organise the agent’s knowledge, clarify boundaries and test missing information.

Example: current policy, exclusions and who approves exceptions.

03

The channel and conversation

What you bring

Your first channel, the languages customers use and the tone you want them to hear.

How we help

We configure the entry point, greeting and available voice or messaging settings.

Example: Arabic and English website chat, then a phone workflow.

04

The system behind the request

What you bring

The tools involved, a system owner and the specific information or action needed.

How we help

We scope permissions, identity checks and the connection or engineering required.

Example: read an allowed order status; prepare a request for review.

05

People and decision points

What you bring

Who owns enquiries, who replies to exceptions and what a person must approve.

How we help

We map the messaging takeover, team responsibilities and follow-up process.

Example: AI explains policy; the service team approves the refund.

06

Real questions to test together

What you bring

Typical enquiries, difficult cases, product names and examples in your launch languages.

How we help

We test the whole journey, review responses together and agree the first release.

Example: a normal request, missing knowledge and a rejected system action.

Let’s start with one useful workflow.

Setup teams are available 24/7. Engineering work and enablement hours are scoped to your plan and workflow.

YOUR PATH TO LAUNCH

Make it yours.
With us beside you.

Explore the platform yourself, or work with our team on your first workflow. You don’t need to have every answer before you start.

EXPLORE THE PLATFORM

Start your Echo workspace.

Get to know agent configuration, knowledge and channels. Choose a focused use case and begin shaping your agent.

  • A voice and personality for your business
  • Knowledge and instructions for your agent
  • A clear starting point for testing
Create an Echo accountAlready using Echo? Sign in
WE HELP YOU LAUNCH

Bring the challenge. We’ll help set it up.

Our 24/7 setup teams help with knowledge, languages, channels and the integrations your workflow needs.

  • Shape a useful first workflow
  • Configure knowledge, channels and connections
  • Test scenarios and refine the experience
Explore managed setupAnnual enablement hours follow your plan; launch scope is agreed with you.
EXPLORE THE POSSIBILITIES

Go deeper into what matters.

01

Customer support

Less time repeating the basics. More attention for the conversations that need your people.

02

Sales conversations

A better starting point for sales: what the customer needs, why it matters and where to take the conversation.

03

Business operations

Less re-explaining and re-entering. More context for the team responsible for getting the job done.

04

Voice agents

A useful conversation from the first hello, shaped around the customer’s question and your business process.

05

Chat agents

A consistent service voice across configured channels, with people ready to take over when the message needs them.

06

Connected workflows

From a customer question to the right information, a prepared request or a permitted action in your systems.

07

Conversation insights

Move from guessing what happened to reviewing the conversation and deciding what to change next.

08

Managed setup

A platform you can use, with people to help you turn an idea into a working customer experience.

09

Business knowledge

Your information becomes part of the conversation, with a clear approach when an answer needs more context.

10

Shared inbox

A customer conversation stays visible as it moves between an AI reply and a person’s decision.

11

Outbound campaigns

From a contact list to conversations with a purpose and follow-up your team can understand.

12

Multilingual agents

A clear customer experience starts with the right language, the right information and a thoughtful conversation.