Contact Sales

Setup Guides

Step-by-step instructions to get your AI agents up and running quickly. Follow our comprehensive guides for seamless implementation.

4
Detailed Guides
15-45
Minutes Setup
24/7
Support Available
99%
Success Rate

Prerequisites

!

EchoLeads Account

Active account with appropriate subscription plan

Required

Business Phone Number

Verified business phone number for voice agents

CRM System

Salesforce, HubSpot, or other supported CRM

Technical Knowledge

Basic understanding of APIs and webhooks

Cold Calling Agent Setup

30-45 minutes
Intermediate
1

Account Setup & API Configuration

Estimated time: 10 minutes

Create your EchoLeads account and verify email
Generate API key from dashboard settings
Configure basic account settings and billing
Set up team permissions and access controls
2

Agent Configuration

Estimated time: 15 minutes

Choose voice characteristics (tone, pace, accent)
Configure industry-specific conversation templates
Set up lead qualification criteria and scoring
Define call routing and escalation rules
3

Integration Setup

Estimated time: 15 minutes

Connect your CRM system (Salesforce, HubSpot, etc.)
Set up calendar integration for appointment booking
Configure phone number and telephony provider
Test webhook endpoints for real-time notifications
4

Testing & Launch

Estimated time: 5 minutes

Run test calls with sample scenarios
Verify lead data flows to your CRM correctly
Check appointment booking functionality
Launch your first campaign and monitor performance

Common Issues & Solutions

Quick fixes for the most common setup challenges

❌ Agent not responding to calls/messages

✅ Check API key configuration and webhook endpoints. Verify agent is enabled and within business hours.

❌ CRM integration not working

✅ Verify CRM credentials and permissions. Check field mapping configuration and test connection.

❌ Poor conversation quality

✅ Review and update conversation templates. Adjust AI training data and qualification criteria.

❌ Webhook delivery failures

✅ Check webhook URL accessibility and SSL certificate. Verify endpoint can handle POST requests.

Need Help with Setup?

Our technical support team is available 24/7 to help you get your AI agents configured and running smoothly. Don't hesitate to reach out!