Messaging · CONNECTIONManage echowin AI receptionist agents and their knowledgebase, read calls and chats, and keep contacts, notes and tags.
Explore 20 workflow actions for echowin, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a contact with custom fields and tags.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a note to a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a question and answer to an agent's knowledgebase.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact tag; names are unique per team.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a contact with its notes, assignments and board placements.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read the team the key belongs to, its credit balance and subscription.
Read an agent's current instructions.
Read one call with its transcript, timeline, recording URL and analysis.
Read one chat conversation with its transcript.
Read one contact.
List the team's AI agents with their linked knowledgebase.
List the team's active boards with their contact counts.
List call logs with transcripts, by direction, agent, duration, dates or text.
List chat conversations for one channel with transcripts.
List a contact's notes, newest first.
List contacts with tags, CRM stage and assignments, by text or tags.
List contact tags with how many contacts carry each.
Semantic search across an agent's knowledgebase; each search uses one echowin credit.
Replace an agent's instructions; echowin keeps the previous version in its history.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the given contact fields; tags given replace the contact's tag set.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in echowin. A saved workflow is not a completed provider action.
