# Echelon

## Docs

- [Set Up Your Echelon Account, Sign In, and Configure](https://docs.echeloncrm.app/account-setup.md): Create your Echelon account with email or Google, sign in to your dashboard, reset your password if needed, and configure your workspace after first login.
- [Compare Echelon Subscription Plans: Starter to Scale](https://docs.echeloncrm.app/billing/plans.md): Compare Echelon's three pricing plans — Starter, Growth, and Scale — to find the right fit for your team's size, channels, and automation needs.
- [Monitor Your Usage and Manage Plan Limits in Echelon](https://docs.echeloncrm.app/billing/usage.md): Track your AI Employee count, custom tools, contacts, and team seats in Echelon, and learn what happens as you approach plan limits and how to upgrade.
- [AI Coding Agent: Build Internal Tools with Plain Language](https://docs.echeloncrm.app/concepts/ai-coding-agent.md): Learn how the Echelon AI Coding Agent turns plain language descriptions into working internal tools and API connections — no technical background required.
- [AI Employees: Specialists That Execute Work in Echelon](https://docs.echeloncrm.app/concepts/ai-employees.md): Understand how Echelon AI Employees handle outreach, replies, billing, and sequences — and how to configure the right specialists for your operations.
- [AI Manager: Echelon Operations Brain and Orchestrator](https://docs.echeloncrm.app/concepts/ai-manager.md): Learn how the Echelon AI Manager orchestrates your AI Employees, assigns tasks, runs pipelines, and keeps your operations moving without manual oversight.
- [Pipelines: Track Contacts and Deals Inside Echelon](https://docs.echeloncrm.app/concepts/pipelines.md): Learn how Echelon CRM pipelines organize contacts, leads, and deals — and how they connect to AI Employees and the AI Manager to drive automated action.
- [Automate Billing, Invoicing, and Reminders with Echelon](https://docs.echeloncrm.app/guides/automate-billing.md): Set up a billing AI Employee in Echelon to automatically send invoices, chase overdue payments, and keep customers informed about billing updates.
- [Build, Connect, and Run Automated Sequences in Echelon](https://docs.echeloncrm.app/guides/build-sequences.md): Learn how to build automated message sequences in Echelon, connect them to an AI Employee, and monitor their performance as they run.
- [Connect Email, WhatsApp, and SMS Channels to Echelon](https://docs.echeloncrm.app/guides/connect-channels.md): Learn how to connect email, WhatsApp, and SMS to your Echelon workspace so your AI Employees can reach customers across every channel.
- [Create and Configure Your First Echelon AI Employee](https://docs.echeloncrm.app/guides/create-ai-employee.md): Step-by-step guide to creating a new AI Employee in Echelon, choosing its role, configuring its behavior, and activating it to start working.
- [Build Custom Internal Tools with the AI Coding Agent](https://docs.echeloncrm.app/guides/custom-tools.md): Use Echelon's AI Coding Agent to build custom internal tools in plain language — no code required — and activate them directly in your workspace.
- [API Connections: Extend Echelon with External Tools](https://docs.echeloncrm.app/integrations/api-connections.md): Learn how API connections let you link external tools and services to Echelon, and how the AI Coding Agent uses them to build custom internal tools.
- [Connect Your Email Account and Automate with Echelon](https://docs.echeloncrm.app/integrations/email.md): Learn how to connect your email account to Echelon and let AI Employees handle outreach, replies, sequences, and reminders automatically.
- [Connect WhatsApp to Echelon for AI-Powered Messaging](https://docs.echeloncrm.app/integrations/whatsapp.md): Connect WhatsApp to your Echelon workspace on Growth or Scale plans and let AI Employees handle outreach, replies, and sequences through the channel.
- [What Is Echelon? Your AI-Powered Operations Platform](https://docs.echeloncrm.app/introduction.md): Learn how Echelon's three core systems — AI Manager, AI Employees, and AI Coding Agent — work together to run your business operations automatically.
- [Quickstart: Connect Channels and Activate Echelon AI](https://docs.echeloncrm.app/quickstart.md): Create your Echelon account, connect your email channel, spin up your first AI Employee, and activate the AI Manager — all in one workflow.