> ## 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.

# Choose your path

> Echo has three paths: General, Recruiting, and Travel advisor. Here's what each one changes and how to switch Work type.

Echo works the same way for everyone: briefs before Meetings, transcripts and notes, and Echo Agent between Meetings. A documentation path helps you find the right guides. The app setting is **Work type**, and changing that setting tunes Echo for your work.

Reading a path does not change your account. Change **Work type** only when you want Echo's suggestions and setup to change.

> [card] [General](https://docs.callecho.ai/tracks/general.md)
>
> Client, sales and team meetings.

> [card] [Recruiting](https://docs.callecho.ai/tracks/recruiting/index.md)
>
> Intake calls, searches, interviews and CVs.

> [card] [Travel advisor](https://docs.callecho.ai/tracks/travel/index.md)
>
> Consultations, itineraries and proposals.

> [card] [Use Echo in other AI apps](https://docs.callecho.ai/anywhere/ai-apps.md)
>
> Connect an external AI app through MCP when you want that agent to read approved Echo Meetings.

> [card] [Echo Agent](https://docs.callecho.ai/agent/overview.md)
>
> Use Echo's built-in agent for meeting questions, documents, and path-specific starters.

## What Work type changes

| | General | Recruiting | Travel advisor |
| - | - | - | - |
| Echo Agent suggestions | **Prepare my day**, **Summarize a meeting**, **Review action items** | **Build a shortlist** in Home, plus recruiting starters such as **Format a CV** and **Draft a submission email** | **Plan an itinerary**, **Compare options**, **Draft a trip proposal** |
| Quick Actions in meetings | Recap last 5 min, Action items, Ask next, Wrap meeting | Recap last 5 min, Ask next, Gaps so far, Candidate summary | Same as General |
| Default Meeting Types | General meeting | General meeting, Candidate interview, Client briefing | General meeting, Trip consultation, Itinerary review |
| Setup after sign-in (desktop 0.1.87) | Set up with Echo proposes Meeting Types for your meetings | The same interview, tailored to recruiting | The same interview, tailored to travel consultations |
| What Echo Agent knows about you | General work | That you work in recruiting | That you're a travel advisor |
| Extra tools | | **Create CV Out** is available with Recruiting selected. Candidate search needs separate shortlist access through a referral, paid plan or administrator | |

Meeting Types you created or used are preserved, so older accounts may retain Discovery Call, Client intake or Hiring manager debrief. Earlier Recruiting builds may still show the four-format setup. The new setup interview is available in desktop 0.1.87; see [Install and set up](https://docs.callecho.ai/get-started/install.md#set-up-with-echo) and [Release status](https://docs.callecho.ai/reference/release-status.md).

Every path has briefs, notes, My Tasks, Contacts, sharing and Echo Agent's general abilities. Live help depends on the Meeting Type and which modules you enable. Recruiting also adds **Create CV Out** in Echo Agent.

## Choose or change your Work type

You pick a Work type when Echo first asks **What kind of work do you do?** To change it later:

1. Open **Settings › Account & workspace**.
2. Under **Work type**, choose **General**, **Recruiting** or **Travel advisor**.

![The Work type setting with Recruiting selected, and the Recruiter formats and CV template rows below it.](https://mintcdn.com/callecho/3msX5gJvFFZ4hlDx/images/tracks/work-type-v1.png?fit=max\&auto=format\&n=3msX5gJvFFZ4hlDx\&q=85\&s=745e13298b3396e2b1a1cd212d101255)

Switching never deletes anything. Meeting Types, checklists and approved formats stay where they are. Candidate shortlist access follows your account capability or allowance. If you've customized your Quick Actions, they stay too; **Restore defaults** in the Quick Actions editor switches to your new track's set.

> [!TIP]
>
> If you're not sure, pick General. You can switch as soon as you want the recruiting or travel extras.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.