Organizations

Your First Organization

When you sign up, a personal organization is created automatically. You can start using Echo immediately without any setup.

Creating Additional Organizations

Need separate workspaces for different brands or clients?

1. Click the Organization Switcher in the top navigation bar.
2. Select Create Organization.
3. Enter a name for the new organization.
4. You're switched to the new organization.

Each organization has its own assistants, content, leads, team, and subscription plan. They are completely independent.

Organization Limits

You can create up to 2 free organizations where you are an admin. If you need more workspaces, upgrade at least one of your existing organizations to a paid plan -- paid organizations do not count toward the free limit.

Switching Organizations

Click the Organization Switcher in the top navigation. Each entry shows the organization name, current plan, and number of assistants. Click to switch. The dashboard, sidebar, and all data update to reflect the selected organization.

Inviting Team Members

1. Go to the organization section (click the Organization Switcher, then the settings icon, or navigate to the Members page).
2. Click Invite Members.
3. Enter the email address of the person you want to invite.
4. Select their role: Admin or Member.
5. Send the invitation.

The invited person receives an email and can join by accepting the invitation.

Two Roles, Keep It Simple

Admin

Full access to everything in the organization:

• Create, edit, and delete assistants
• Add, edit, and delete content
• Create and manage lead capture forms
• View and manage conversation threads
• Configure assistant settings
• Manage integrations
• Invite and remove team members
• Manage billing and subscription
• Access organization settings
• Delete the organization

Member

View everything, change nothing. Good for team members who just need to use the assistants:

• View all assistants and their content
• Chat with any assistant (each member has their own private threads)
• View leads

Members cannot create, edit, or delete assistants, content, forms, or integrations. They can't see the Settings, Forms, Embed, or Threads pages. They can't access billing or invite other members.

What Each Role Can See

Managing Team Members

Changing Roles

Admins can change a member's role at any time through the member list on the Members page.

Removing Members

Admins can remove members from the organization. The member loses access to all organization data immediately.

Leaving an Organization

Members can leave voluntarily:

1. Go to the organization Settings page.
2. Click Leave Organization in the Danger Zone.

Plans and Pricing

Echo offers four subscription tiers. Each plan sets limits on assistants, content items, messages, and team members.

Plan Comparison

Messages are counted on a rolling 30-day window. Content items are counted across all assistants in the organization.

Free Plan

Every organization starts with a Free plan. No payment method is required. You get up to 2 assistants, 50 content items, and 100 visitor messages per month. All features are available -- chat, lead capture, contracts, integrations, embedding. The Free plan cannot be cancelled; it is the default tier.

VIP Plan

The VIP plan is not visible on the Plan page. It is assigned manually to select partners and early adopters with significantly higher limits.

Current Usage

Go to the Plan page (Organization Switcher > Plan). All available plans are shown in a grid. For your active plan, usage bars show how much of each limit you've used:

• Green -- Normal usage.
• Yellow -- Warning (75%+ used).
• Red -- Critical (90%+ used).

The plan card also shows your next billing date and whether the plan is set to cancel at the end of the period.

What Happens When You Hit a Limit

To resolve any limit, upgrade your plan or remove unused resources.

Upgrading Your Plan

1. Go to the Plan page.
2. Click Upgrade on the plan you want.
3. You're redirected to a Stripe checkout page.
4. Enter your payment details and confirm.
5. Your plan is upgraded immediately. New limits take effect right away.

Managing Billing

Click Manage Billing on the Plan page to open the Stripe customer portal. From there you can:

• View and download invoices.
• Update your payment method.
• View your billing history.

Cancelling Your Plan

1. Go to the Plan page.
2. Click Cancel on your current plan.
3. Your subscription is set to cancel at the end of the current billing period.
4. You keep full access until the period ends.
5. After cancellation, you're moved to the Free plan.

Changed your mind? Click Renew before the period ends to reactivate.

Organization Settings

Editing the Organization Name

Go to the organization Settings page. Admins can edit the name. Members see it as read-only.

Deleting an Organization

1. Go to the organization Settings page.
2. In the Danger Zone, click Delete Organization.
3. Type the organization name to confirm.

Organization Overview

The organization overview page shows three key metrics:

• Plan -- Your current subscription plan with a link to manage it.
• Members -- Total team members with a role breakdown (admins and members).
• Assistants -- Number of active assistants with a link to the dashboard.

For new organizations with no assistants, a prompt appears to create your first one.