Welcome to the Eqho AI Learning Center, your comprehensive guide to creating powerful digital team members that transform your business.

Here, you'll discover how to craft effective agent roles, design natural conversation scripts, and configure the essential components that bring your AI agent to life. You'll also find all the essential tips and tricks for managing your account.

Use the navigational menu on the left to find the help you need, or check below for some common answers. Happy building!

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Creating an Eqho AI Agent role is like writing the perfect job description for your most valuable team member. It's where you get to shape not just what your agent does, but how it thinks and interacts with your customers.

A role serves as the blueprint that transforms a standard AI into your business's dedicated specialist. What makes Eqho roles particularly powerful is their flexibility - they can be written many different formats and include dynamic variables and action tags that help your agent adapt to different situations and user needs.

Here's what makes up a great role:

• Core mission and responsibilities

• Conversation style and personality

How to Create and Upload Leads in Eqho AI

Table of Contents

1. Overview

2. Prerequisites

3. Creating Leads One-by-One

4. Bulk Uploading Leads via CSV

   1. Preparing Your CSV File

   2. Initiating the Bulk Upload

   3. Mapping and Validation

5. Troubleshooting & FAQs

6. Additional Resources

1. Overview

Eqho AI is a platform used by sales, marketing, and operations teams to manage leads and launch campaigns. It allows you to either create leads manually (one at a time) or upload them in bulk using CSV files. All users on Eqho AI have permission to create and upload leads.

2. Prerequisites

1. Have a CSV File Ready

   • Leads must be in CSV format, matching the structure provided in the example CSV template (downloadable from the Leads page).

2. Recommended Fields

   • Although no field is strictly mandatory, a

3. Creating Leads One-by-One

Although bulk importing is the primary method of adding leads, you can also create leads one at a time via a form in Eqho AI.

1. Navigate to the Leads Section

   • Go to Leads > Create New Lead (or similar button).

2. Fill Out the Form

Note: Manually creating leads is mostly recommended for testing. For large-scale lead management, please use the bulk upload feature.

4. Bulk Uploading Leads via CSV

4.1 Preparing Your CSV File

1. Start with the Example Template

   • Download the example CSV from your Leads page to understand the recommended column headers and formatting.

   • Common columns you might include:

4.2 Initiating the Bulk Upload

1. Go to the Leads Page

   • From the main navigation, select Leads.

2. Click ‘Upload’

   • This opens the upload interface.

4.3 Mapping and Validation

1. Match CSV Columns

   • Eqho AI will attempt to automatically match your CSV columns to the lead fields in the platform.

   • Verify or adjust any mismatched columns (e.g., phone > Phone Number).

4.4 Post-Upload Actions

1. Upload Summary

   • After the upload completes, you’ll see a summary page listing how many leads were successfully uploaded and how many (if any) failed.

2. Failed Records

5. Troubleshooting & FAQs

1. Why did some leads fail to upload?

   • Typically due to invalid phone numbers (missing country code/area code) or improperly formatted emails.

   • Check the summary page to see which rows failed and update them accordingly.

2. Can I upload extremely large CSV files?

6. Additional Resources

• Video Walkthrough: A step-by-step video is embedded in this article or available in the Eqho AI Learning Center. It shows how to create, upload, and map lead fields in real-time.

• Example CSV Template: Download from the Leads page.

• Help Center / Gitbook: This guide (and other how-to articles) can be found in the Eqho AI Learning Center (Gitbook), updated quarterly.

An effective Eqho AI agent is built on four key components that work together to create a powerful digital team member. This guide will walk you through understanding each component and provide a step-by-step process for building your agent.

The Four Core Components

Update your Billing Information.

You must be an admin user to update your billing information in Eqho, contact your company admin to update your permissions.

Adding Additional Credits.

Company admins can add additional credits to their Eqho account using the card on file.

Credits purchased on top of your subscription never expire. So load up those credits and get your agent singing!

Creating an Eqho AI Agent role is like writing the perfect job description for your most valuable team member. It's where you get to shape not just what your agent does, but how it thinks and interacts with your customers.

A role serves as the blueprint that transforms a standard AI into your business's dedicated specialist. What makes Eqho roles particularly powerful is their flexibility - they can be written many different formats and include dynamic variables and action tags that help your agent adapt to different situations and user needs.

Here's what makes up a great role:

• Core mission and responsibilities

• Conversation style and personality

• Operational rules and guidelines

• Specific protocols for different scenarios

• Communication standards

• Integration instructions with business tools and actions

• Qualification criteria and typical success stories for interactions

These components work together under our global role system, which ensures consistent performance and security while giving you the freedom to customize your agent's specific behaviors and responses.

Think of role creation as building the foundation of your AI strategy. You're not just programming responses - you're crafting an intelligent assistant that understands your business goals and knows how to achieve them. As your business grows and evolves, your agent's role can be refined to match your changing needs.

The beauty of an Eqho AI Agent role lies in its balance of structure and adaptability. Whether you're creating a sales specialist, customer service expert, or appointment setter, the role you design will guide your agent in delivering consistent, effective, and engaging interactions that truly serve your business objectives.

Detailed Description

Creating an Eqho AI Agent script is like writing a sophisticated conversation guide for your digital team member. You're crafting the exact words and responses your agent will use to engage with customers, while building in enough flexibility to keep conversations natural and personalized.

A script is your agent's vocabulary and dialogue handbook. It includes everything from greeting customers and explaining services to handling questions and closing conversations. What makes Eqho scripts particularly effective is their ability to combine carefully crafted responses with natural conversation flow, ensuring each interaction feels both professional and personal.

Here's what makes up a great script:

• Welcome messages and introductions

• Core service explanations and descriptions

• Question responses and clarifications

• Problem-solving dialogue

• Transition phrases and segues

• Closing statements and follow-ups

• Empathy statements for various situations

• Alternative phrasings for variety

These elements work together to create a consistent voice while allowing for natural conversation flow.

Think of script writing as creating your agent's distinctive voice. You're not just programming responses - you're crafting a conversational style that reflects your brand and resonates with your customers. Each phrase should sound natural while clearly conveying your message.

Important Note About Greetings

Greetings are configured at the agent builder level, not within the script builder. Your agent's greeting can include variables like the agent's name and the customer's name. For example:

• "Hello, this is {Agent Name} from Sam's Autoshop, how may I assist you today?"

• "Good morning {Customer Name}, I'm {Agent Name}, your dedicated support specialist."

These greetings remain consistent even when switching between different scripts, ensuring a uniform initial interaction across all conversations.

Script Adherence Setting

The script adherence slider controls how strictly your agent follows the script:

• 100% Adherence: Agent follows the script word-for-word, regardless of context. Ideal for legal/medical scenarios requiring exact language.

• Medium Adherence: Agent can skip redundant script elements if information was already provided.

• Low Adherence: Agent uses the script as a general guide while relying more on its role definition to shape responses.

Choose the adherence level based on your compliance requirements and desired conversation flexibility.

Writing Effective Dialogue

Opening Conversations

• "Welcome to [Company Name]! I'm [Agent Name], and I'm here to help you with [specific service]."

• "Thanks for reaching out! How can I assist you today?"

• "Hello! I'm [Agent Name], your dedicated [service] specialist."

Explaining Services

• Keep explanations clear and concise

• Use everyday language rather than technical terms

• Break down complex information into digestible pieces

• Include relevant examples when helpful

Handling Questions

• Create direct, clear answers

• Include follow-up questions to ensure understanding

• Prepare alternative explanations for complex topics

• Write clarifying questions for ambiguous situations

Showing Empathy

• "I understand how frustrating this situation must be..."

• "I hear your concern about..."

• "Let me help you resolve this..."

• "I appreciate your patience while we..."

Transitioning Topics

• "Now that we've addressed [X], let's talk about..."

• "Before we move on, is there anything else about [X] you'd like to know?"

• "Let me guide you through the next step..."

• "That's a good question. Let me explain..."

Closing Conversations

• Summarize what was accomplished

• Confirm all questions were answered

• Provide next steps if applicable

• End with a warm closing statement

Best Practices

Tone and Style

• Match your brand voice

• Keep language friendly but professional

• Use clear, concise phrasing

• Avoid jargon unless necessary

Natural Language

• Write like people speak

• Vary sentence structure

• Include conversation fillers sparingly

• Use contractions when appropriate

Using Variables

Variables can be added to any script line using the @ symbol. Common variables include:

• @firstName, @lastName - Customer's name

• @lastConversation - Summary of previous interactions

• @currentTime - Current time/date

• @extractedData - Data from previous actions

Example usage: "I see from our records that you contacted us on @lastContact about @previousIssue. Has this been resolved, @firstName?"

Script Templates

The script builder allows you to save scripts as reusable templates. Benefits include:

• Quick deployment of similar scripts across multiple agents

• Consistent conversation patterns across your organization

• Easy updates to all agents using the same template

• Time savings when creating new agents

To create a template:

1. Build and test your script

2. Click "Save as Template" in the script builder

3. Name and categorize your template

4. Add any relevant notes or usage guidelines

Personalization

• Leverage variables for dynamic content

• Create variations of common responses

• Build in contextual references

• Allow for customization based on situation

Clarity and Precision

• State information directly

• Break down complex ideas

• Use specific examples

• Confirm understanding at key points

Example Script Sections

Service Introduction

Problem Resolution

Closing Interaction

Remember, your script should evolve based on actual conversations and customer feedback. Regular updates and refinements will help your agent better serve your customers while maintaining a natural, engaging dialogue style.