Head to the Echo Platform and click Get started. Sign in with your Google account — you'll land on your dashboard right away.

Your dashboard shows three types of assistants you can create:

• Assistants — Chat with your website visitors. Answer questions, capture leads, provide support.
• Knowledge Bases — Private AI for your team. Great for internal docs, SOPs, and onboarding.
• Contract Assistants — Generate documents and contracts from templates.

Scroll down to see Content Sources — a quick overview of everything you've fed your assistants so far.

Hit the Add Assistant button. Pick the type that fits your goal:

• Public Assistant — Best for customer support, sales chat, and lead capture on your website.
• Knowledge Base — Best for team wikis, training materials, and internal Q&A.
• Contract Assistant — Best for generating proposals, agreements, and document templates.

Choose a ready-made template or start from scratch. Give it a name and click Create Assistant.

Learn more about each type in Managing Assistants.

This is the first thing your visitors see. Make it count.

Go to Settings in the sidebar. Find Greeting Message, write something friendly and clear, then hit Save Settings.

Your assistant is only as good as the information you give it. No content = no useful answers.

Open Contents in the sidebar and click Add Content. You have four options:

• Text — Paste in FAQs, product descriptions, policies, or anything your visitors ask about.
• URL — Drop in a link. We'll pull the page content automatically.
• YouTube — Paste a video link. We'll grab the transcript.
• PDF — Upload a document. We'll extract the text for you.

For advanced content strategies, see Building Knowledge.

Go to Chat in the sidebar and ask some test questions. Pretend you're a visitor. Does the assistant give clear, accurate answers?

Not happy with the answers? Here's how to improve them:

• Add more content on the topics it struggles with.
• Tweak the Guidelines in Settings to adjust tone, length, or focus.
• Update the About field so the assistant knows exactly what it's for.