Install Echo and sign in

Echo takes about five minutes to set up. You install the desktop app, sign in, allow the microphone and screen capture, and pick your track.

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What you need

Echo listens through the computer you take the call on. Nothing joins the meeting as a participant. The phone apps are for in-person meetings, not phone calls. You can also message Echo on WhatsApp and Telegram; see Use Echo anywhere.

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Download

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Sign in

1. Open Echo.
2. Select Continue with Google, Continue with Microsoft or Email a sign-in code.
3. Google and Microsoft finish in your browser, then send you back to Echo. With email, enter your address and select Send code, then enter the 6-digit code and select Verify & sign in, or open the link in the email.

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Allow the microphone and screen capture

On a Mac, Echo asks for two permissions before your first meeting.

• Microphone lets Echo transcribe your side of the call.
• Screen capture lets Echo record your computer’s audio, which is how it hears the other people in an online meeting. macOS lists this under Screen & System Audio Recording (Screen Recording on macOS 14). It also lets you save a screenshot of a meeting when you choose to.

Select Allow on each card, then Continue to Echo. If you turned screen capture down by mistake, open System Settings › Privacy & Security › Screen & System Audio Recording (Screen Recording on macOS 14), switch Echo on, and select I’ve enabled it. Re-check. Windows doesn’t ask for these permissions, so Echo skips this screen.

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Tell Echo what you do

Echo asks What kind of work do you do? Pick General, Recruiting or Travel advisor, then select Continue. This is your track (Settings calls it Work type). It changes the suggestions Echo offers, and Recruiting adds client meeting setups and CV tools. See Choose your track. Earlier desktop builds may next offer Recruiting note, CV and email formats. Those screens belong to the earlier setup flow; see Set up recruiting.

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Set up with Echo

After you choose your Work type, Set up with Echo asks up to three questions about your meetings, then proposes Meeting Types with their own Final Notes instructions and, where useful, checklist items.

1. Answer the questions about the meetings you run.
2. Review the proposed Meeting Types. Open one to edit its Final Notes or modules, remove a type you don’t need, or ask Echo to change the proposal.
3. Select Looks good to apply it. Reading or editing the proposal alone doesn’t save it. If applying fails, retry; Echo checks what was saved before completing setup.
4. Select Go to Home when setup finishes.

General meeting covers meetings that don’t need a special setup. Automatic suggestions preserve your own Meeting Types; an explicit request can edit or remove a custom type. You can run the interview again from Set up with Echo under Work type in Settings. Calendar connection, a CV Template and a Client Email Format aren’t steps in this new interview. When you first start a CV Out without a saved template, Echo asks for one then. See Set up recruiting.

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Keep Echo up to date

Echo downloads updates on its own while Download updates automatically is on in Settings › About. When a new version is required, Echo shows Update required: select Download and install, then Relaunch now.

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