DialEcho
§ How DialEcho works · end to end

A lead enters.
Here’s exactly what happens next.

Most pages tell you what an AI sales rep can do. This one shows you what it does. Step by step. From the moment a form is submitted to the moment a closer picks up a warm meeting on Tuesday at 2:15.

AVG. LEAD → BOOKED MEETING4:00min● from form submit · live median
01
PHASE 01 · INGEST

A lead lands. Within 11 seconds, DialEcho knows more about them than your last rep did after a discovery call.

LEAD · L-48201 enriching
SourcePricing page · form
Companyfetching…
Sizefetching…
Stackfetching…
Intentfetching…
→ routed to routine “warm-pricing-visitor”+11.2s
01

Form submit captured

Webhook fires in 80ms. Lead drops into the pipeline raw.

02

Enrichment cascade

Pulls firmographics, tech stack, funding, and intent signals from 14 data sources in parallel.

03

Behavioral scoring

Cross-references 6 weeks of site activity. Visited pricing 4×? That's a 92.

04

Routine routing

Matches the lead against your active routines. Picks the highest-confidence match.

02
PHASE 02 · DECIDE

It picks a routine. Routines are the rules of the game — written by you, run by DialEcho.

warm-pricing-visitor selected
Visited pricing 3+ times in 7 days
142
RUNS
38%
WIN
stale-trial-day-12
Trial active, login activity dropped
89
RUNS
22%
WIN
lost-deal-revive-90d
Closed-lost 90+ days ago, role change detected
67
RUNS
14%
WIN
demo-no-show-bounce
Booked demo, didn't show up, 2 hours ago
31
RUNS
19%
WIN
linkedin-react-recent
Reacted to your last 2 LinkedIn posts
54
RUNS
12%
WIN
+ 42 more routines · or write your own
WHAT A ROUTINE CONTAINS

Targeting · script · channel · policy.

routine "warm-pricing-visitor" {
  trigger: pricing_visits >= 3 within 7d
  channel: voice → sms → email (cascade)
  voice {
    opener: "Hey {{first}}, this is Echo from DialEcho..."
    objection_map: pricing_too_high → tier_calculator
    book_against: closer_calendar.warm_inbound
  }
  policy {
    timing: business_hours(prospect_tz)
    max_attempts: 3 across 5 days
    handoff_if: hot_intent | manager_request
  }
}

Routines are versioned, A/B-testable, and editable in plain English or YAML. Forking the one that’s winning takes one click. Edits ship live in seconds — no engineer required.

03
PHASE 03 · SPEAK

It places the call. Sub-500ms latency. Handles interruptions. Books the meeting before hanging up.

LIVE · Jamie Park · CRO · Northstar
01:12 · +1 (415) 555-0142
ECHO
00:02
Hey Jamie — this is Echo from DialEcho. I noticed your team's been on the pricing page a few times this week. Did you have a sec for a quick question?
Opener · personalized from CRM
JAMIE
00:18
Yeah, like 30 seconds. Honestly we're poking around for a few alternatives to Aircall.
ECHO
00:27
Got it. Quick one then — is it the cost, or the fact that it doesn't really know what to do after the call?
Discovery · qualifying objection
JAMIE
00:39
Both, but mostly the second one. We've got 6 reps making calls and 4 stuck on follow-ups.
ECHO
00:51
That tracks. DialEcho runs voice plus the follow-up — SMS, email, the calendar booking, all on one bill. Want me to grab 15 mins with Sarah from our side Tuesday at 2:15?
Pivot · concrete offer
JAMIE
01:09
Sure, 2:15 Tuesday works. Send it over.
ECHO
01:12
Locked in. You'll get a calendar invite in about 30 seconds and an SMS recap. Thanks Jamie.
Close · multi-channel handoff queued

Sub-500ms response

Faster than the average human pause. Prospects can't tell.

247ms

Interruption handling

Stops mid-sentence the moment Jamie talks. Resumes from context.

100%

Objection map

47 pre-trained rebuttals per routine. Custom ones learn in days.

47+

Calendar awareness

Knows Sarah's calendar in real time. Won't book over a meeting.

live

Multi-language

Same agent, 11 languages. Switches on detection.

11
04
PHASE 04 · HAND OFF

It choreographs the rest. SMS, email, calendar, Slack — all from the same brain. Then it gets out of the way.

LEAD L-48201 · 72-HOUR CHOREOGRAPHY● 7 actions · all automatic until 4
VOICE
Discovery call · 1:12
Sarah's meeting · human takes it
SMS
Recap SMS sent
Reminder T-24h
Reminder T-1h
EMAIL
Brief email to Jamie
Internal brief to Sarah
CALENDAR
Invite created
SLACK
#deals notified
T+0T+1hT+6hT+24hT+48hT+72h
7
Touches across 3 channels
0
Manual actions required
1
Human meeting on Sarah's calendar
100%
Logged to Salesforce automatically
§ Under the hood

What’s actually running.

01

Speech stack

Streaming ASR with semantic VAD. Voice synth fine-tuned on 12,000 hours of inbound/outbound sales calls.

247ms p50 latency11 languages
02

Reasoning layer

Multi-step planner runs in parallel to speech. Picks next move (rebut · pivot · book · escalate) every ~2 seconds.

Tool-useSelf-correcting
03

Memory

Per-lead memory persists across channels. The SMS knows what the call said. The email knows the SMS.

Cross-channelCRM-grounded
04

Tool layer

First-class integrations: Salesforce, HubSpot, Slack, Google Cal, Twilio, Zoom, Stripe, Snowflake, Notion.

40+ toolsCustom webhooks
05

Policy engine

Per-routine and per-account guardrails. TCPA timing, dialing windows, compliance flags, escalation triggers.

TCPA-awareSOC 2
06

Eval & replay

Every call evaluated against 12 dimensions. Failures auto-flagged. Replay any conversation with one click.

12-axis evalsAudit log
§ The guardrails

The smartest move is knowing when to stop.

WHEN ECHO HANDS OFF TO A HUMAN

Hot intent detected

Buyer says 'I need to talk to someone today.' Slack ping to closer, call patched live.

Pricing > $50k ACV

Anything above your enterprise threshold escalates to a named senior rep.

Legal / contract questions

MSA, DPA, redlines — never the AI's job. Hands to your legal contact.

Frustration signals

Detected sarcasm, raised voice, or 'speak to a manager.' Patches immediately.

Explicit human request

'Can I talk to a real person?' → yes. Always. No friction.

WHAT ECHO WILL NEVER DO
×

Lie about being AI

If asked 'Are you a real person?' — it tells the truth. Every time. No exceptions.

×

Call before 9am or after 8pm

TCPA timing, in the prospect's local timezone. Hardcoded.

×

Talk to anyone who's opted out

DNC list scrubbed before every dial. Opt-outs honored across all channels in 60s.

×

Make promises it can't keep

Pricing, contracts, timelines — bounded to your approved messaging.

×

Record without consent

Two-party-consent states get the disclosure. No recording without it.

§ Day in the life

Tuesday, for your closer.
Before and after.

TIMEBEFORE DIALECHOWITH DIALECHO
8:30amCoffee. Open laptop.Coffee. Open laptop.
9:00am200 cold calls queued. Start dialing.Read 4 briefs for warm meetings Echo booked overnight.
10:30amLeft 47 voicemails. 3 conversations. 0 meetings.First meeting · Northstar · Echo did discovery, you do the close.
12:00pmLunch. Demoralized.Lunch. Reviewed Echo's overnight calls in 8 min.
1:00pm100 more dials. Pricing objections you don't have answers to.Three back-to-back closes. Echo handles the recap emails.
3:00pmUpdate CRM manually for 90 min.Echo updated everything. You write personal notes to 2 hot accounts.
5:00pm1 meeting booked. Burned out.5 meetings closed. Pipeline up $180k. Home by 5:30.

Now you know.
See it on your leads.

Start free →14 days · no card · phone number included