Template Gallery by Industry
EchoAI ships with 29 ready-made templates tailored to specific industries and use cases. A template doesn't lock you into anything — it's just a faster start. You pick one when creating an assistant, and you can customize everything afterward in Settings.
On This Page
What a Template Pre-fills
When you select a template, the new assistant starts pre-configured. It brings the following:
- Name and icon – an industry-tuned display name and emoji.
- About and guidelines – a ready-made role description and behavior rules for the AI.
- Greeting message – the first message visitors see.
- Starter questions – clickable buttons to kick off the conversation.
- Lead capture forms – for public templates, pre-built forms with fields and trigger conditions.
A template is just a starting point
Everything a template brings can be rewritten after the assistant is created. Customize the name, icon, guidelines, starter questions, and forms in Settings.
Type vs. Template
Creating an assistant is two decisions, in this order:
- First pick a type – Public, Knowledge Base (internal), or Contract. The type decides what the assistant is for and which features it has (lead capture, embedding, template management, and so on). See Managing Assistants for details.
- Then optionally pick a template – choose from the templates that belong to your selected type, or start blank with Create from scratch.
Every template belongs to exactly one type. The type cannot be changed after the assistant is created, but the content a template brings can be edited at any time.
| Type | Use it for | Templates |
|---|---|---|
| Public | Embedded chat with website visitors, with lead capture | 20 |
| Knowledge Base (internal) | Team Q&A from your company documents | 4 |
| Contract | Generating documents and contracts from templates | 5 |
Public Templates 20
Assistants you embed on a website to chat with visitors and capture leads. Each includes starter questions and pre-built lead capture forms.
| Template | What it's for |
|---|---|
| 🎧 Customer Support | Answers customer questions on your site around the clock and cuts phone load. |
| 📰 Content / Magazine | Surfaces articles, helps readers navigate, and grows subscriptions for you. |
| 🌟 Influencer / Personal Brand | Answers collaboration questions and collects inquiries while you create. |
| 🛍️ E-commerce | Helps shoppers choose and order, reducing abandoned carts. |
| 🍽️ Restaurant | Handles reservations, presents the menu, and captures leads. |
| 🏠 Real Estate | Showcases the portfolio, screens prospects, and schedules viewings. |
| 🏥 Healthcare Practice | Manages appointments, explains services, and reduces phone traffic. |
| ⚖️ Legal Services | Qualifies the need, informs, and collects first-consultation details. |
| 📊 Accounting Services | Explains deadlines, reminds, and pre-screens new clients. |
| 💪 Fitness & Wellness | Presents memberships, trainers, and schedules, and signs people up instantly. |
| 💄 Beauty & Wellness | Showcases services, books appointments, and recommends treatments. |
| 📈 Business Consulting | Maps the needs and prepares the consultation. |
| 💻 Software & Tech | Answers technical questions and books the product demo. |
| 🎓 Education & Training | Presents courses, pricing, and schedule, and enrolls people day and night. |
| ✈️ Travel & Tourism | Inspires, recommends destinations, and collects prospect details. |
| 🎨 Digital Agency | Showcases past work, qualifies needs, and books a meeting. |
| 🛡️ Insurance & Finance | Explains products clearly, compares them, and prepares quote requests. |
| 🎯 Coach / Advisor | Presents the method and results, and books the first consultation. |
| 🚗 Auto Service | Handles bookings, informs on pricing, and reminds about the next service. |
| 📸 Photography Studio | Presents packages and portfolio, and books the session. |
Internal (Knowledge Base) Templates 4
For your team's internal use: they answer from your company's uploaded documents, with source citations. These have no lead capture and no embedding.
| Template | What it's for |
|---|---|
| 📚 General Internal Knowledge Base | Answers about documents and policies in seconds instead of hour-long searches. Can also generate SOPs. |
| 🎉 Onboarding Knowledge Base | Walks new hires through processes step by step, generates checklists, and speeds up ramp-up. |
| ⚙️ Technical Knowledge Base | Answers technical questions instantly from system docs and troubleshooting guides. |
| 📖 Policy Knowledge Base | Answers staff from the HR policy and handbook, freeing up HR's time. |
Contract Templates 5
They generate documents and contracts from uploaded templates, with AI field detection and validation. For full details on managing contract templates, see Managing Contracts.
| Template | What it's for |
|---|---|
| 📋 General Contract Manager | Generates service agreements, NDAs, terms, and other documents from a template in minutes. |
| 👤 Employment Contract Manager | Employment, service, and internship contracts and terminations — with HR-specific validation (probation, working hours, pay). |
| 🔒 GDPR Document Manager | Privacy policy, DPA, consent statement, DPIA, and breach notice — with EU-regulation-aware validation. |
| 🏠 Real Estate Contract Manager | Lease, sublease, sale, and management contracts — with property-specific fields (parcel number, deposit, utilities). |
| 📐 Project Contract Manager | Subcontractor, contractor, and supplier agreements and SLAs — with project-specific validation (milestones, penalties, warranties). |
Next Steps
- Create an assistant from a template or from scratch, and customize its settings.
- Add content to make your assistant smarter.
- Set up lead capture for public assistants.
- Upload contract templates for contract assistants.