Explain the product in the customer’s context
Use approved product knowledge to answer questions and explore how your offer relates to the visitor’s industry, role or business challenge.
Turn initial interest into a conversation worth following up.
Give prospects a helpful first conversation. Echo explains your offer, asks relevant questions and prepares a clear brief for the people who can close the next step.
EXPLORE THE EXPERIENCE03 / Connect
A conversation becomes useful work.
Your voice. Your knowledge. Your way of working.
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
A better starting point for sales: what the customer needs, why it matters and where to take the conversation.
Qualify through a useful conversation
Collect requirements, current tools and priorities using questions you define, so a sales specialist receives a focused starting brief.
Give follow-up calls a purpose
Build outbound voice workflows for agreed follow-ups, win-backs or surveys, then review call progress and outcomes in Echo.
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 in depth
WHERE TO START
Make it part of your day.
Workflow ideas to configure around the knowledge and systems you use.
A product enquiry after a campaign
Ask what the visitor wants to achieve, explain the relevant capabilities and prepare a brief for a product specialist.
Explore it with AIA property viewing request
Capture area, property preferences and preferred times so the property team can check availability and arrange the next step.
Explore it with AIA structured follow-up campaign
Use a configured voice campaign to ask selected contacts about their interest, record the conversation and give sales an outcome to review.
Explore it with AIBefore 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 guide01Can Echo qualify a lead our way?
Yes. We configure the questions, approved product knowledge and information to capture around your sales process. Your team defines qualification rules and reviews the resulting conversations.
02Will it create CRM records automatically?
That can be part of a configured integration. Our engineers agree the destination, required fields, permissions and failure handling before enabling real record creation.
03Can we use it for outbound sales calls?
Echo includes outbound voice campaign tools for contact imports, scheduling, retries and call review. Your calling audience, telephony setup and applicable contact permissions need to be agreed before a campaign runs.
04Can 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.
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 LAUNCHMake it yours.
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.
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
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 THE POSSIBILITIES
Go deeper into what matters.
01
Customer support
Less time repeating the basics. More attention for the conversations that need your people.
02Sales conversations
A better starting point for sales: what the customer needs, why it matters and where to take the conversation.
03Business operations
Less re-explaining and re-entering. More context for the team responsible for getting the job done.
04Voice agents
A useful conversation from the first hello, shaped around the customer’s question and your business process.
05Chat agents
A consistent service voice across configured channels, with people ready to take over when the message needs them.
06Connected workflows
From a customer question to the right information, a prepared request or a permitted action in your systems.
07Conversation insights
Move from guessing what happened to reviewing the conversation and deciding what to change next.
08Managed setup
A platform you can use, with people to help you turn an idea into a working customer experience.
09Business knowledge
Your information becomes part of the conversation, with a clear approach when an answer needs more context.
10Shared inbox
A customer conversation stays visible as it moves between an AI reply and a person’s decision.
11Outbound campaigns
From a contact list to conversations with a purpose and follow-up your team can understand.
12Multilingual agents
A clear customer experience starts with the right language, the right information and a thoughtful conversation.