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Interactive Templates

This is the legacy guide for an older version of echowin. Please check our new guides here.
Quickly create scenarios tailored for your business using our interactive templates.

To make the process of setting up your scenarios easier, we have recently launched our interactive templates library. You can pick from a library of curated templates that you can chat with to create the scenarios you need.

To get started with templates, click on the "Scenarios" tab on your agent's training page. Then click on the "Templates" button on top right.

Templates

This will get you into our templates library. Simply click on any template to get started.

Template Library

Once you start a template, you will notice that Cubie - our AI solutions developer will ask you specific questions needed to create the template. Simply provide the information needed and Cubie will create a scenario based on the template.
Template Cubie

If you have any template recommendations, please reach out to us at [email protected] and we will do our best to make it available.

Recommended Guides

Quick Start

Getting Started

Get started by quickly building an AI agent to handle phone calls....

Core Concepts

Crafting Instructions

Learn how you can craft the perfect instructions for your AI receptionist....

Tools

Send SMS

Learn how to use the Send SMS tool to send text messages to your team....

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