The Customers tab is your main workspace. At the top you'll see two live counters: total Customers and Total seats across all of them.To add a customer, click the + on the All Customers panel and provide their details. Each customer row shows:<table style="minWidth: 50px"><colgroup><col><col></colgroup><tbody><tr><td colspan="1" rowspan="1">Column</td><td colspan="1" rowspan="1">What it means</td></tr><tr><td colspan="1" rowspan="1">IT Admin</td><td colspan="1" rowspan="1">The admin email/account for that customer.</td></tr><tr><td colspan="1" rowspan="1">Status</td><td colspan="1" rowspan="1">The customer's current connection/account state.</td></tr><tr><td colspan="1" rowspan="1">Company</td><td colspan="1" rowspan="1">The customer's company name.</td></tr><tr><td colspan="1" rowspan="1">Product</td><td colspan="1" rowspan="1">The Echo product/SKU assigned.</td></tr><tr><td colspan="1" rowspan="1">Seats</td><td colspan="1" rowspan="1">Number of seats allocated to that customer.</td></tr><tr><td colspan="1" rowspan="1">Unit Cost Price</td><td colspan="1" rowspan="1">What that seat costs you (the partner). May show N/A if not set.</td></tr><tr><td colspan="1" rowspan="1">Unit Retail Price</td><td colspan="1" rowspan="1">What you charge the customer per seat.</td></tr><tr><td colspan="1" rowspan="1"><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Ref.ID">Ref.ID</a></td><td colspan="1" rowspan="1">Your own reference identifier for the account.</td></tr><tr><td colspan="1" rowspan="1">Billing file</td><td colspan="1" rowspan="1">Download the billing file for that customer.</td></tr><tr><td colspan="1" rowspan="1">Options</td><td colspan="1" rowspan="1">The <code>…</code> menu for further actions (amend, offboard, etc.).</td></tr></tbody></table>Use Search and the All Statuses filter to find customers quickly, and the chevron on a row to expand its details.

Onboard customers and manage their seats.

Adding and managing customers

Ben O'Nion

New to Echo? Set up your AI notetaker, add it to your first meeting, and learn your way around.

Getting Started

A quick overview of what Echo does and how it works.

What is Echo?

Create your account and sign in

Adding Echo to a meeting

What happens before, during, and after a call.

Your first meeting: what to expect

Finding your way around Echo

Everything about how Echo captures meetings and how to work with the notes, transcripts, and recordings afterward.

Meetings & Recordings

Supported platforms and how joining works.

How Echo joins your meetings

What each status on the Meetings page means.

Understanding meeting statuses

A walkthrough of an individual meeting's layout.

The meeting page

Searching your meetings

Export notes and summary to share offline.

Downloading a meeting as PDF

Organizing meetings with folders

Share notes and recordings, and control who can.

Sharing a meeting

Tailor how your summaries are structured.

Custom note templates

Use Echo's AI to interrogate individual meetings and spot trends across all of them.

Echo AI & Insights

Ask questions instead of re-reading the transcript.

Chatting with Echo AI about a meeting

What the AI-powered analytics dashboard shows.

Business Insights explained

Match the summary format to the meeting type.

Getting better summaries with templates

Connect your calendar and conferencing tools so Echo joins the right meetings automatically.

Calendar & Conferencing Integrations

Connecting Google Calendar

Connecting Zoom

Auto-join rules (Meeting bot rules)

Slack Huddles

Connect your meeting data to Claude and other AI tools through Echo's MCP server.

Echo MCP (Connect to Claude & other LLMs)

Query your meetings from your favorite AI assistant.

What is Echo MCP?

Step-by-step setup with a custom connector.

Connecting Echo MCP to Claude

What you can ask Echo MCP

Manage your profile, security, notifications, and how your meeting bot looks and behaves.

Account & Personal Settings

Personal info

Passwords, sharing controls, and account deactivation.

Login & security

Email notifications

Meeting bot rules

Brand the meeting bot your participants see.

Custom branding

Invite teammates, assign roles, verify your domain, and configure SSO.

Team & Workspace

Inviting teammates and managing seats

Roles and departments

Domain verification

Single Sign-On (SSO)

Manage payment methods, billing email, and invoices.

Billing & Plans

Managing your payment method

Where invoices are sent and how to download them.

Billing email and invoices

A transparent look at the AI pipeline behind Echo — how your meetings are recorded, transcribed, summarized, and made searchable, and who processes the data.

How Echo Processes Your Data (AI & Privacy)

The journey from live call to searchable notes.

Echo AI pipeline

Meeting bot infrastructure

How recordings become accurate transcripts.

Transcription

How summaries, notes, and insights are generated.

Meeting intelligence

How Echo makes every meeting instantly searchable.

Search & indexing

Subprocessors, controls, and what you can manage.

Your data and privacy

For Echo partners and resellers — onboard customers, set your own pricing, invite sub-partners, manage your team, and integrate via the Partner API. Access the portal at https://partner.meetecho.io/.

Column	What it means
IT Admin	The admin email/account for that customer.
Status	The customer's current connection/account state.
Company	The customer's company name.
Product	The Echo product/SKU assigned.
Seats	Number of seats allocated to that customer.
Unit Cost Price	What that seat costs you (the partner). May show N/A if not set.
Unit Retail Price	What you charge the customer per seat.
Ref.ID	Your own reference identifier for the account.
Billing file	Download the billing file for that customer.
Options	The `…` menu for further actions (amend, offboard, etc.).