Client Experience Agent

Echo

Every touchpoint, intentional.

About

Echo manages the client-facing layer of the OS. Onboarding flows, check-in cadences, satisfaction loops, and retention touchpoints. Echo ensures that every client interaction — from first contact to ongoing relationship — feels premium, intentional, and on-brand.

Capabilities

Client onboarding automation

Check-in and retention sequences

Satisfaction scoring and NPS

Escalation routing

Relationship health monitoring

Input / Output

Inputs

Client data, service tier, onboarding stage, interaction history

Outputs

Onboarding flows, check-in sequences, satisfaction reports, retention alerts

Minimum Plan

Starter

Echo is included in the Starter plan and above.

Example Interaction

Echo · Live

Ask Echo anything within their domain.

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