> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callecho.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Work with Echo Agent
> Ask Echo Agent about your meetings, hand it work that ends in a file, and organize your conversations.
Echo Agent is where you talk to Echo between meetings. Ask it what someone said three calls ago, or hand it a job that ends in a document, such as a proposal built from your calls, a shortlist or a formatted CV. It works through your meetings, the files you give it and the web, step by step, then hands you the result.
> [!NOTE]
>
> Echo Agent was called Ask Echo in earlier versions. If your sidebar still says Ask Echo, update Echo to the latest version.
## Start a conversation
Select **Echo Agent** in the sidebar. A new conversation asks **What's next?**
Type a question or describe the work, then press Enter. Shift Enter starts a new line. Under the composer are a few suggestions for your track. Some ask straight away; others put the start of a request in the box for you to finish, like "Plan an itinerary for this trip: ".
Your first question sets up your agent, which can take a couple of minutes. After that, answers start in seconds.
## Watch it work
For bigger jobs Echo shows what it's doing right now, such as searching your meetings or reading a file. Released desktop versions let you open **Activity** to see each step.
> [!NOTE]
>
> Release pending — the next desktop interface keeps the working message above a compact step count. Open the count to see the steps; it starts closed. A failed request keeps its error and step history with the question. As of October 27, 2026, this interface is awaiting desktop release. See [Release status](https://docs.callecho.ai/reference/release-status.md).
Long research can take a while, and Echo checks in every few minutes so you know it's still going. You can start another conversation in the meantime; conversations run side by side.
To change course, send a new message in the same conversation. It replaces the request that's running.
## Give it files
Select the paperclip (**Add context** in a new conversation), paste, or drag files onto the conversation. You can attach up to 4 files per question, 20 MB each: PDF, Word, Excel, text, Markdown, CSV, JSON, images (PNG, JPG, GIF, WebP), audio (MP3, M4A, WAV, OGG) and video (MP4, WebM).
## Get files back
When the answer is a document, Echo makes the file and gives you a **Download file** link in the answer. It can make Word, Excel, PowerPoint, PDF, PNG images and simple web pages. Download links expire after a day; ask Echo for a new link if you need the file again.
Some answers come as tables, forms or buttons you can click. Select **Open panel** to view a large one beside the conversation.
## Choose what it searches
Select **Sources** to choose what Echo uses: **Meetings** (your meeting history) and **Notion** (Notion pages saved to Echo's memory). Both are on by default. Public [Product Help](https://docs.callecho.ai/agent/what-you-can-ask.md#get-help-using-echo) remains available independently of these private sources.
A source you switch off stays off until you switch it back on. While any source is off, questions start without the earlier conversation and can't use attachments, web search, file-making or connected apps. Switch every source back on to return to normal.
That restriction does not disable every Echo record edit. With the [record-editing tools](https://docs.callecho.ai/agent/what-you-can-ask.md#change-your-echo-records) in desktop 0.1.87, turning Notion off still allows supported changes to your Echo records. Turning Meetings off blocks meeting operations and tasks derived from those meetings; tasks you explicitly created and supported account settings remain independent. Contacts that combine several sources stay unavailable in restricted turns.
## Organize conversations
The sidebar keeps every conversation.
* Select **New message** to start a conversation.
* In earlier desktop versions, select New topic to group conversations, for example one topic per client. Drag a conversation onto a topic, or use **Move conversation**. Topics only organize; they don't change what Echo can see.
* Hover a conversation to rename it (pencil) or delete it (trash). Deleting happens at once. Its menu has **Move conversation**.
* A blue dot marks an answer you haven't read. A pulsing dot means Echo is still working.
The screenshot shows the earlier sidebar. In the current desktop sidebar, **New message** starts a conversation and the **Groupings** heading has the add control for a topic.
## Schedule something for later
Ask Echo to do something at a set time, for example "Tomorrow at 8am, list the open items for my Northstar call." **Scheduled tasks** in the sidebar shows what's coming up and when it will run, in your time zone.
> [!NOTE]
>
> If you don't see **Scheduled tasks** in the sidebar, update Echo to the latest version.
## Echo Agent on other apps
The phone app has Echo Agent too, and your conversations carry across. You can also message Echo from WhatsApp and Telegram; those chats stay in those apps. See [Use Echo anywhere](https://docs.callecho.ai/anywhere/index.md).
## Ask about a person
On a contact's record, select **Ask Echo** or **Draft follow-up**. Echo Agent opens with a ready-made question about that person in the composer, for you to edit and send.
## What Echo Agent won't do
Echo Agent drafts; you send. It doesn't send email, post messages or book anything on its own. When it needs to act in an app you connected, it asks you to approve that exact action first. See [Connect apps](https://docs.callecho.ai/agent/connect-apps.md).
## Next
> [card] [What you can ask](https://docs.callecho.ai/agent/what-you-can-ask.md)
>
> Example requests, from quick lookups to finished documents.
> [card] [Connect apps](https://docs.callecho.ai/agent/connect-apps.md)
>
> Give Echo access to the tools you already use.
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