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Back to Echobase.ai

Quick Start

Quick Start Guide

Quick Start Guide

1. Sign Up

Before you can access the features of Echobase, you need to create an account.

• Navigate to our Register page.

• Fill in the required details.

• Click on the "Register" button.

2. Log In

After successfully registering, you can log in to your account.

• Go to the Login.

• Enter your credentials.

• Click on the "Log In" button.

• Select a plan that fits your needs (checkout our Pricing page for comparison)

3. Creating a Folder

Create a folder for your Functional AI Agents. A folder should contain any files or information that you want your AI Agent to have access to.

• Click on ‘Files’ on the vertical navigation menu.

• Select "Create New Folder".

• Upload your local files by clicking the file upload or drag and drop.

• Once your files have uploaded click “Train” to begin the indexing process.

4. Familiarize Yourself with the Dashboard

The dashboard is where you'll create and manage your agents.

• Explore the sidebar for various modules and features.

• Check out our Dashboard Guide for a detailed walkthrough.

5. Creating an AI Agent

Create your AI Agents.

• Navigate to "Dashboard" > "Create New Agent".

• Select the folder for your agent’s knowledge base.

• Customize and add any additional features for your agent to utilize

• Head over to the AI Agents page for step-by-step instructions.

5. Chatting with your Agents

Chatting with your Agents.

• Navigate to "Dashboard" and select “Chat” on an Agent you want to chat with.

• Customize and add any additional features.

• Follow our Create an Agent for step-by-step instructions.

6. Get Support

If you encounter any challenges, our support team is here to help.

• Visit our Help Center for FAQs and troubleshooting guides.

• Contact our support team via email or through the live chat on our platform.

7. Explore Advanced Features

Once you're comfortable with the basics, delve into the advanced features to maximize the benefits of our platform.