WorkMate Echo (Calls)
WorkMate Echo is your call intake and voice workflow designer. It helps you plan how to handle calls, create intake flows for your voice agent, and organize voice notes and callback workflows so nothing gets lost.
What it is
Small businesses need a way to capture what callers need and route follow-ups systematically. WorkMate Echo lets you design professional call intake flows that define what information to collect—caller name, reason for calling, and callback preferences.
Echo works with your voice notes and transcripts, helping you summarize key information, extract action items, and draft callback reminders. You design the intake structure, review transcribed voice content, and route summaries to whoever should handle the follow-up. Clean, organized call workflows ready to act on.
Setting up Echo
Before you design your call intake flow, you need to:
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Brief Echo about your business in your Brain
Tell Echo what you do and what callers usually ask. This helps Echo draft intake questions and routing logic that match your business. -
Design your intake flow
Use Echo to create a call intake form—what information you need to capture, how to route different types of calls, and what follow-up steps matter most. -
Prepare voice note handling
Set up how you want voice notes to be summarized and who should review them. Define templates for callback notes so follow-ups are consistent. -
Review and refine
Test your intake flow with your team. Make sure the capture fields match your workflow and routing rules make sense.
Common tasks
Design a call intake flow
Use Echo to create the structure of how you want to capture caller information. Define fields for name, reason, callback preference, and any other details that matter for your business.
Summarize a voice note
Transcribe and summarize voice notes from calls. Echo pulls out key information, action items, and context so you can act quickly without listening to the full message.
Draft callback notes
Echo helps you prepare structured callback reminders based on what the caller said. Include context from the original conversation so your follow-up is personalized and complete.
Refine your intake template
As you work with voice notes and callbacks, update your intake flow. Add new capture fields, adjust routing rules, or change how information is organized to match how your team actually works.
Share intake flows with your team
Once you've finalized your intake structure, share it with employees or other WorkMates so everyone captures information consistently.
Tips
Keep your Brain up to date.
The more Echo knows about what you do, who you serve, and your common questions, the better it designs intake flows. Spend 10 minutes keeping your business description current, and Echo will make more relevant suggestions.
Use Echo to standardize call intake.
Develop your intake flow once, then share it with your team so everyone captures information the same way. Consistency in how you record caller details makes follow-up faster and more reliable.
Combine with voice notes for full context.
Use Echo to design the intake structure, but pair it with voice note transcription and summarization. Together they capture both structured data (name, purpose, callback) and nuanced context from what the caller actually said.
Refine your flow based on experience.
As you work through voice notes and callbacks, you'll learn which intake fields are most useful and how calls naturally group for routing. Update your flow to match your actual workflow.
Remember: Echo designs, you decide.
Echo suggests intake flows and summarizes voice content—but you stay in control. You review what was captured, adjust the flow to match your needs, and decide how to route follow-ups. Nothing is locked in without your approval.