Industries
Financial firms first.
More industries next.
ECHO's core behavior is the same everywhere: it says it is an AI, answers only from approved information, and hands callers to a person when they need one. Each industry adds its own knowledge and its own lines ECHO must not cross, so we take them one at a time.
NOW · PILOTS
Financial advice and wealth management
- Calls ECHO takes
- After-hours calls: office hours, portal logins, forms and documents, and voicemail when a person is needed.
- Lines it does not cross
- No advice, no account access, and no request for passwords or codes.
- EXPLORING
Insurance agencies
Office hours, how to report a claim, where to send documents, and reaching the right agent.
Never says whether something is covered. - EXPLORING
Accounting and tax firms
Filing-season call volume, document drop-off, deadlines, and appointment requests.
No tax advice, and no taxpayer data on the line. - EXPLORING
Law firms
Office hours, directions, and routing new matters to intake.
No legal advice, and care with conflicts and confidentiality. - EXPLORING
Medical and dental practices
Office information, appointment requests, and after-hours routing.
HIPAA safeguards and emergency guidance first. - EXPLORING
Property management
Maintenance requests and urgent issues routed to the on-call line.
Emergency guidance before anything else. - EXPLORING
Real estate
Listing questions, showing requests, and agent routing.
Fair-housing rules in every answer. - EXPLORING
Home services
Service requests, arrival windows, and after-hours emergencies.
Clear routing for emergencies.