The Echo Editor is your complete command center for building and customizing AI assistants. Whether you're creating your first Echo or fine-tuning an existing one, understanding the editor layout will help you work efficiently.
Accessing the Echo Editor
To open the Echo Editor:
Go to your Dashboard
Click on any existing Echo, or click "Create New Echo"
The editor opens with your Echo's settings on the left and a live preview on the right
Editor Layout
The Echo Editor is divided into two main areas:
Left Panel – All your customization tabs and settings
Right Panel – Live preview showing how your Echo looks to visitors
As you make changes on the left, the preview updates instantly on the right.
<img class="max-w-full h-auto rounded-lg my-4" alt="Screenshot of the Echo Editor showing the view of an existing Echo preview drawer">Navigation Tabs
The editor organizes settings into 9 tabs, accessible from the left sidebar:
<table class=""><colgroup><col><col></colgroup><tbody><tr class=""><th class="" colspan="1" rowspan="1">Tab
</th><th class="" colspan="1" rowspan="1">What It Controls
</th></tr><tr class=""><td class="" colspan="1" rowspan="1">Basic
</td><td class="" colspan="1" rowspan="1">Name, avatar, bio, welcome message, privacy settings
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Personality
</td><td class="" colspan="1" rowspan="1">Tone, creativity, response style, rules
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Voice
</td><td class="" colspan="1" rowspan="1">Voice chat settings and voice selection
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Knowledge
</td><td class="" colspan="1" rowspan="1">Background info, documents, Q&A examples
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Smart Questions
</td><td class="" colspan="1" rowspan="1">Preset conversation starters
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Appearance
</td><td class="" colspan="1" rowspan="1">Colors, fonts, themes, wallpapers
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Links
</td><td class="" colspan="1" rowspan="1">Social media and contact links
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Integrations
</td><td class="" colspan="1" rowspan="1">External platform connections
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">SEO
</td><td class="" colspan="1" rowspan="1">Search engine and social sharing optimization
</td></tr></tbody></table>Saving Your Work
The Echo Editor has two ways to save:
Auto-save – Your changes are automatically saved as drafts as you work
Publish – Click the "Publish" button to make your changes live
Your draft changes won't be visible to visitors until you publish them.
Preview Options
The preview panel lets you:
See exactly how your Echo appears to visitors
Test the chat interface
Switch between desktop and mobile views
Refresh to see the latest changes
Plan Features
Some editor features require a paid plan:
<table class=""><colgroup><col><col><col><col><col></colgroup><tbody><tr class=""><th class="" colspan="1" rowspan="1">Feature
</th><th class="" colspan="1" rowspan="1">Free
</th><th class="" colspan="1" rowspan="1">Pro
</th><th class="" colspan="1" rowspan="1">Business
</th><th class="" colspan="1" rowspan="1">Enterprise
</th></tr><tr class=""><td class="" colspan="1" rowspan="1">Appearance
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Page Customization
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Photo Wallpaper
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Video Wallpaper
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Header & Chatbox Font Customization
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Advanced CSS Styling
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">GIF Avatar & Hero Header
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Custom Favicon
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Branding & SEO
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">SEO Customization
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Hide Branding & Promo Text
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Custom SEO Banner Upload
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Custom Domain
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Knowledge & Content
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Document Upload
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">20 docs
</td><td class="" colspan="1" rowspan="1">50 docs
</td><td class="" colspan="1" rowspan="1">Unlimited
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Media Upload
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">40 files
</td><td class="" colspan="1" rowspan="1">100 files
</td><td class="" colspan="1" rowspan="1">Unlimited
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Smart Questions
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Internal Knowledge Mode
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Guardrails
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Voice
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Voice Interface & Chat
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Custom Voice
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Collaboration & Business
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Collaborators
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Lead & Sales Workflows
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Customer Hub & Ticketing
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">API Access
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Analytics
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Basic Analytics
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Advanced Analytics
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">Integrations
</td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td><td class="" colspan="1" rowspan="1"></td></tr><tr class=""><td class="" colspan="1" rowspan="1">Messaging & Payment Integrations
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr><tr class=""><td class="" colspan="1" rowspan="1">All Integrations (e-commerce, Web3)
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✗
</td><td class="" colspan="1" rowspan="1">✓
</td><td class="" colspan="1" rowspan="1">✓
</td></tr></tbody></table>Features that require an upgrade show a lock icon or upgrade prompt.
Next Steps
Now that you understand the editor layout, explore each tab in detail:
Setting Up Your Echo's Identity (Basic Tab)
Defining Your Echo's Personality
Enabling Voice Chat
Adding Knowledge to Your Echo