Automate the work behind every conversation

Overview

Workflows turn Echo from a chatbot into an operations layer. Every event in a conversation - a question answered, a booking made, a payment received, a ticket opened - can trigger a workflow. Workflows chain together triggers, conditions, and actions in a visual builder. Send transactional emails, post to Slack or Discord, create or update CRM contacts, fire arbitrary webhooks to your stack. Conversations also auto-reset after 30 minutes of silence so the next visitor starts clean. Booking workflows handle synthetic handoffs (DD-MM-YYYY format) so reschedules stay coherent.

What you get

• Triggers - New booking, paid order, missed answer, lead score threshold, custom event.
• Conditions - Branch logic on visitor data, channel, language, time of day.
• Actions - Send email, post to Slack, create CRM contact, fire webhook, tag conversation.
• Idle reset - Conversations auto-reset after 30 min of silence with clean state for the next visitor.

How it works

• 1. Pick a trigger - Choose what event starts the workflow.
• 2. Add conditions - Filter by channel, language, lead score, or custom fields.
• 3. Connect actions - Chain as many steps as you need. Echo runs them in order.

Who it is for

• Booking confirmation pipeline - After booking: send confirmation email, post to Slack, create CRM contact, add to follow-up sequence.
• High-value lead routing - When lead score > 80: notify sales on Slack, book a meeting, mark hot in CRM.

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Frequently asked questions