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Echo
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Account & Personal Settings
Getting Started
What is Echo?
Create your account and sign in
Adding Echo to a meeting
Your first meeting: what to expect
Finding your way around Echo
Meetings & Recordings
How Echo joins your meetings
Understanding meeting statuses
The meeting page
Searching your meetings
Downloading a meeting as PDF
Organizing meetings with folders
Sharing a meeting
Custom note templates
Echo AI & Insights
Chatting with Echo AI about a meeting
Business Insights explained
Getting better summaries with templates
Calendar & Conferencing Integrations
Connecting Google Calendar
Connecting Zoom
Auto-join rules (Meeting bot rules)
Slack Huddles
Echo MCP (Connect to Claude & other LLMs)
What is Echo MCP?
Connecting Echo MCP to Claude
What you can ask Echo MCP
Account & Personal Settings
Personal info
Login & security
Email notifications
Meeting bot rules
Custom branding
Team & Workspace
Inviting teammates and managing seats
Roles and departments
Domain verification
Single Sign-On (SSO)
Billing & Plans
Managing your payment method
Billing email and invoices
How Echo Processes Your Data (AI & Privacy)
Echo AI pipeline
Meeting bot infrastructure
Transcription
Meeting intelligence
Search & indexing
Your data and privacy
Echo Partner Portal
What is the Echo Partner Portal?
Adding and managing customers
Pricing: cost price vs. retail price
Inviting and managing sub-partners
Managing your partner team
Using the Echo Partner API
Partner support and your account
Troubleshooting & FAQ
Echo didn't join my meeting
Echo wasn't let into the meeting
Echo waited for 5 mins but no one joined
My transcript is in the wrong language
A meeting is missing from my list
Contact support
Account & Personal Settings
Manage your profile, security, notifications, and how your meeting bot looks and behaves.
Personal info
Update your name, email, and photo.
Login & security
Passwords, sharing controls, and account deactivation.
Email notifications
Choose who receives meeting recaps.
Meeting bot rules
Set language and auto-join behavior.
Custom branding
Brand the meeting bot your participants see.