Workflows
Your playbook, running on every channel
Echo runs the conversation the way you want it to unfold, on your Echo page and across every messaging and social channel you've connected.
Overview
Workflows turn Echo from a chatbot into an operations layer for your business. You define how each conversation should go - what to ask, what to answer, when to send a product, when to book a slot, when to trigger a payment, when to escalate to a human - and Echo runs that playbook consistently on every channel: your public Echo page, the website widget, WhatsApp, Instagram DMs, Messenger, Telegram, and Discord. Conversations also auto-reset after 30 minutes of silence so the next visitor starts clean, and booking workflows handle synthetic handoffs (DD-MM-YYYY format) so reschedules stay coherent.
What you get
- Guide the discussion - Echo asks the questions you defined, in your tone, and stays on-script across every channel.
- Collect info - Capture name, email, intent, order details, or any custom field you need from the visitor.
- Trigger actions - Book a slot, open a checkout, send a product, escalate to a human, or tag the conversation.
- Every channel - Same behavior on your Echo page, website widget, WhatsApp, Instagram, Messenger, Telegram, and Discord.
How it works
- 1. Define the playbook - Tell Echo what to ask, what to answer, and what outcomes matter for your business.
- 2. Connect your channels - Turn on the Echo page, widget, and any messaging or social integrations you use.
- 3. Let Echo run it - Echo follows your playbook on every conversation and hands off to you when needed.
Who it is for
- Lead qualification - Echo asks your qualifying questions, captures the visitor's details, then books a call or opens a ticket - same behavior on your Echo page, WhatsApp, Instagram, Messenger and Telegram.
- Booking and payment - When a visitor is ready, Echo triggers a booking on your calendar or a Stripe, PayPal, or Square checkout, then confirms it back in the same chat.
Keep exploring
Related features
Recommended integrations
Also for
Frequently asked questions
Do I need to code anything?
No. You describe how you want conversations to go and Echo follows it. Power users can also fire webhooks for custom logic.
Does the same workflow run on every channel?
Yes. Your Echo page, website widget, WhatsApp, Instagram, Messenger, Telegram and Discord all share the same brain and playbook.
Can Echo take bookings and payments inside the conversation?
Yes. Echo can trigger a booking on your calendar or open a Stripe, PayPal, or Square checkout directly in chat.