Customer hub
Know every visitor. Reply to every conversation.
Echo's customer hub is a built-in CRM that captures contacts from chat, tracks every conversation, and ranks leads automatically.
Overview
The customer hub turns every chat into structured data. Contacts are upserted automatically when Echo collects an email - no separate forms, no extra steps. Every conversation is searchable by name, channel, date, lead score, or keyword. Tickets created from chat flow into a dedicated queue with status, priority, and assignee. Your team can jump in to any live conversation, take over from the AI, and hand back when the issue is resolved. All localized notifications and history are preserved through the handoff.
What you get
- Contacts - Email, name, phone, custom fields, lead score, all captured from chat.
- Conversations - Every thread from every channel. Search, filter, jump in, hand off.
- Tickets - Visitors can open tickets that route to the right person on your team.
- Lead scoring - Echo assigns 0-100 score based on engagement, intent, and purchase signals.
How it works
- 1. Echo captures contacts conversationally - Email and name are asked naturally during the chat.
- 2. You jump on when needed - Take over from the AI in one click. Hand back when done.
- 3. Follow up via email or DM - Send re-engagement messages right from the customer hub.
Who it is for
- B2B lead capture - Echo qualifies leads, captures email, books a call, routes hot ones to sales.
- Support inbox - Echo handles tier-1, escalates complex issues to your team with full context.
Keep exploring
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Recommended integrations
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Frequently asked questions
Is this a full CRM replacement?
For most small teams, yes. Echo can also push events via signed webhooks to Pipedrive, HubSpot, Salesforce, or any tool that accepts webhooks.
Can I export my contacts?
Yes. CSV export, plus webhook events on every new contact and conversation.
Who can see conversations?
Only you and team members you invite. Conversations are scoped per Echo with row-level security.