Quick Start Guide
Get your AI agent up and running in minutes. Follow this step-by-step guide to create, train, and deploy your first echowin agent.
Before You Begin
echowin Account
Sign up at echo.win if you haven't already
Paid Plan (for phone numbers)
Upgrade your account to get phone number access
Create Your Agent
Start by creating a new AI agent. If you've already created one during onboarding, you can skip to the next step.
- 1Navigate to the Agents section in your dashboard
- 2Click the "New Agent" button to create a new agent
- 3Enter a name, select language and timezone
- 4Click "Create Agent" to proceed
Agent Setup Wizard
Step 1 of 3Agent Instructions
You are a friendly and professional customer support agent for [Company Name]. Your goal is to help customers with their inquiries while maintaining a warm and helpful tone. Always be polite, patient, and solution-oriented. When answering questions: - Be concise but thorough - Use the customer's name when provided - Offer to help with additional questions - If you don't know something, offer to connect them with someone who can help
Tip: Write instructions as if you're training a new employee. Be specific about your business, products, and how to handle common scenarios.
Train Your Agent
Write instructions in plain English - no coding required. Your AI agent has advanced reasoning capabilities and will understand context and nuance.
General Instructions
Define how your agent behaves, responds, and represents your brand
Read the complete instructions guide →Knowledge Base
Upload documents, FAQs, and product info for accurate responses
Learn about knowledge management →Enable Tools
Add capabilities like sending SMS, emails, or scheduling appointments
Explore available tools →Test Your Agent
Before going live, test your agent to ensure it responds correctly. Use the built-in chat interface to have a conversation, or jump into the voice test environment to hear exactly how your agent will sound on a real phone call.
Chat Test Interface
Hello! Thank you for calling. How can I assist you today?
Hi, I'd like to get a quote for a kitchen remodel.
I'd be happy to help you with a kitchen remodel quote! May I have your name and the location of the project?
Deploy Your Agent
Your agent is ready! Now deploy it to start handling real conversations across different channels.
Deploy to Channels
Choose where your agent will be available
Phone Calls
Handle inbound & outbound calls
Web Chat
Embed on your website
Deploy as WhatsApp agent
Phone Number Setup
To receive phone calls, you'll need to connect a phone number:
- 1. Go to the "Deployment" tab and click "Connect" on the Phone Calls channel
- 2. Open the Numbers section and click "Add Number"
- 3. Choose a local number or port your existing number
- 4. Assign the number to your agent
Congratulations!
Your AI agent is now live and ready to handle calls. Dial your assigned number to experience your agent in action!