CLIENT ONBOARDING
It’s more than
a checklist.
The goal
Help Acme get their data into the new workspace.
The detail that matters
The launch date stays provisional until their export is confirmed.
Context worth keeping
Great people leave.
Their best work shouldn’t.
Turn the context behind your work into knowledge,
workflows, and AI agents you can keep building on.
Echo workspace / Client onboardingIllustrative example
START WITH WHAT YOU KNOWThe details that
The details that
make the difference.
The customer’s constraints. The decision behind the deadline. Give your agent the context a handoff document usually misses.
Project notes Your direction
It’s more than
Context → Agents → Work that stays usefulSee it in Echo
The knowledge behind the work
The file tells you what happened.
The know-how tells you why.
Your best people carry the context: what worked, what didn’t, and what to do next. Echo gives that thinking a place to become useful work.
Inside Echo
From “here’s the context”
to “here’s the handoff.”
In this real product example, an agent turns a fictional client brief into a saved Echo document. The conversation and its result stay side by side.
Conversation + documentCaptured in Echo · Demo data
Built around real work
Less starting over.
More moving forward.
Start with a task you know well. Bring the context, work with an agent, and keep a result you can use again.
01 / ONBOARDING
Give someone a head start.
Turn your explanations and project context into a guide the next person can build on.
02 / REPEATABLE WORK
Build on a good process.
Bring the steps behind recurring work into Echo. Develop workflows you can revisit and improve.
03 / HANDOFFS
Leave the thinking intact.
Capture the assumptions and open questions alongside the deliverable, while the details are still fresh.
One connected workspace
Your context.
Your agents.
Your next chapter.
Conversations are the beginning. Keep building with documents, workflows, tables, presentations, and apps in the same workspace.
Explore EchoTrust starts with control
Helpful by design.
Directed by you.
Useful context comes with responsibility. Decide what to bring into Echo, what your agents can use, and what you’re ready to share.
Choose your context.
Connect the sources you want to use. Device capture requires setup and your permission.
Set the boundaries.
Give agents access to the tools they need. A connection and an agent’s permission to use it are separate choices.
Decide what goes further.
Review the results. Saving a document or presentation is separate from choosing to publish it.
Good work deserves a second life