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16 articles
About: 2-Factor Authentication (2FA) is a simple yet powerful tool that adds an extra layer of protection to your accounts, beyond just a password. In general, 2FA can strengthen your security, prote…
Updated 5 months ago
Overview. Adding resources into Echo can be a way to provide quick access information and links to your Echo users and for Echo users to provide information quickly to the seekers they are talking wi…
Updated 1 year ago
About. Do you want to add a Code of Conduct or Statement of Faith agreement for your Echo Users to sign before they take conversations in Echo? There is now a place you can add this type of User Agre…
About. There may be a variety of situations where you want someone to be notified if that situation arises. Echo offers the ability to set up user alerts for any conversation that is flagged using th…
Updated 9 months ago
Overview. Resource Collections can be used to group resources together and assign to a permission set. This allows you to limit who in your system can see the resources within that collection. Settin…
About: The Echo Scheduler is designed to help you organize your users into time slots for service. Designed primarily for scheduling phone call users, it can also be used to schedule your users with…
Updated 2 years ago
Overview. Have you ever wanted more control over the source selections in Reports and CRM? Then you're going to love this new Echo feature called Source Groups. Source Groups allows admins to create…
About. Auto-Responders provide you the ability to set up pre-determined messages to go out at pre-determined times for any referrer/sources that offer this option. In Echo, these are considered subsc…
About: CRM or Client Relationship Management is where your client information is stored in Echo. Any clients who enter Echo through a conversation contact will have their information stored in the CR…
Note: The filters area has been updated with new documentation. This document does a good job at explaining the basics of how filters work. But for updated information about the new Echo Filtering Sy…
Updated 4 months ago
About. Filters are a set of triggers, rules, and actions to help correctly route your client messages to the group of users you want for response. In descending order, each filter is evaluated for ma…
Overview. Filter labels can assist you in providing information to your users about the contents of a message before they select it from the Inbox. Echo comes with three default filter labels (Emerge…
About: Are your users missing important messages in group chat because some messages are too long? You can now determine how many characters you want your group chat user messages to be. The system d…
Overview. In Echo, if enabled in a permission set, an Echo user can attach a short document or audio clip to their outgoing message. Instructions. An Admin must first add "Enable Outbound Message Att…
Updated 3 years ago
About: Some Social Media platforms allow for management of post comments in addition to direct messages. Echo has a different area to manage these comments than the private message Inbox. Currently,…
Updated 11 months ago
About: We've expanded the functionality of Autoresponders, which are primarily used with SMS or WhatsApp, to include Telegram. If you have a Telegram Integration and want to set up Autoresponder mess…
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