Design the path
Start from a customer message or a scheduled task. Use option lists, branches and calendar steps to guide a predictable process. The booking branch in the example uses a defined sequence without AI.
Agents Studio
Build an agent for
the way you work.
Design visual workflows with schedules, choices and actions. Add AI when the job needs it.
- Guide customers through option lists
- Schedule actions and appointment steps
- Combine workflow rules and AI
Workflows with or without AI. Included in business plans.
EleonEchoAGENTS STUDIOGuided workflow example
New customer messageTrigger
Show optionsChoose an example path
Check calendarFind available times
Confirm selectionSend confirmation details
Search knowledgeFind relevant information
AI answerGenerate a helpful response
Hand off if neededCreate a support ticket
Choose a path to walk through the example. Nothing is booked or sent.
Explore Echo services
Find the AI workflow
your team needs next.
Build a visual agent, prepare its knowledge or choose a focused workflow for publishing, support and marketing.
Agents StudioDesign choices, calendar steps and actions. Add AI where it helps.Knowledge BaseConnect current websites and documents to useful answers.AI content creationFrom a useful brief to an editable draft.AI editing & reviewRefine the draft. Keep approval explicit.Publishing automationPlan recurring work and scheduled delivery.AI sales agentsTurn product questions into useful next steps.Internal marketing agentsBring structure to private campaign requests.Website agent ticket handoffKeep context when a conversation needs your team.
How it fits together
One workflow.
The right help at each step.
Connect the agent’s path, the knowledge behind an answer and the team responsible for the outcome.
Bring in knowledge and AI
Use approved website and document sources when a question needs context. Bind the relevant knowledge to the agent, then choose the tools it can use to take the next step.
Continue with your team
Route unresolved questions to the configured support workflow. Keep review, ticket creation and external delivery visible so people can check the result and handle exceptions.
Configurable autonomy
Choose where AI acts.
Choose where people decide.
These patterns depend on the specific agent, tools and workflow configuration.
| Pattern | AI’s role | Your team’s role |
|---|---|---|
| Assist | Prepare a draft or suggested next step. | Review and perform the action. |
| Act with review | Use permitted tools within the workflow. | Approve transitions that require judgment. |
| Act within limits | Handle permitted work and follow escalation rules. | Monitor outcomes and handle exceptions. |
Explore the details
The Agents Platform:
your questions answered.
What to know when choosing your workflow.
Does every agent need AI?
No. A visual workflow can follow choices, schedules and defined actions. Add AI for tasks such as understanding a question, retrieving knowledge or drafting an answer. Follow the Agents Studio guide.
How do Agents Studio and Knowledge Base work together?
Agents Studio defines the sequence of steps. Knowledge Base supplies selected reference material to the AI steps that need it. Source bindings and permissions determine which material each agent can use. Read the knowledge guide.
Can I try these workflows here?
Choose Book a time or Ask a question in the Agents Studio example, then explore sources on the Knowledge Base page. These interactive examples send no messages and create no appointments or Tickets.
Is the same agent used for every job?
No. Use focused instructions, relevant knowledge and permitted tools for each job. Public answers and private staff tasks need separate boundaries.
Does a channel connection enable every AI action?
No. A connection provides a destination or conversation channel. The appropriate agent, knowledge, tools and routing also need configuration. Compare integration capabilities.
Where should our team start?
Choose one frequent task with a clear result. Test its knowledge, actions and escalation path, review the outcome and expand only the work your team can monitor.
PUT IT INTO PRACTICE
Explore the documentation.
Follow the setup, understand the controls and find the next step.
Agents Studio: visual workflows, knowledge and AI
Plan a visual agent with triggers, option lists, calendar steps and optional AI. Connect its knowledge, permitted actions and support handoff.
Knowledge Base: websites, documents and agent answers
Connect website and document knowledge to Agents Studio and AI agents. Plan scheduled refresh, verify indexing, select sources and test grounded answers.
Set AI tool permissions, review and autonomy
Control what an EleonEcho AI agent can read or do, keep publishing review explicit, and diagnose denied, failed or incomplete tool actions.
PUT IT INTO PRACTICE
Explore the documentation.
Follow the setup, understand the controls and find the next step.
Configure AI agents, versions and execution history
Understand EleonEcho AI agent definitions, published versions, instructions, sandbox access and execution history before enabling a workflow.
AI knowledge sources, context and retrieval
Learn how configured AI knowledge sources, retrieval modes, source permissions and conversation context shape an EleonEcho agent’s answers.
Set AI tool permissions, review and autonomy
Control what an EleonEcho AI agent can read or do, keep publishing review explicit, and diagnose denied, failed or incomplete tool actions.
Your next chapter, with AI
More ideas out.
More conversations moving.
Bring your publishing, marketing and support work into Echo.