Skip to main content
This guide walks you through Echelon’s core setup flow from scratch. By the end, you’ll have a live AI Employee handling outreach and an AI Manager coordinating your work — the two things that make Echelon worth using immediately.
Echelon is currently in Early Access. Pricing and plan limits shown during signup reflect Early Access rates and may differ from the published tiers on the marketing site.
1

Create your account

Go to dashboard.echeloncrm.app/auth and sign up. You can register with an email address and password, or use Continue with Google for a faster setup.After you sign up, Echelon creates your workspace and takes you to the dashboard automatically.
2

Sign in to your dashboard

If you already have an account, go to dashboard.echeloncrm.app/auth and sign in with your credentials or Google account.
Use Google sign-in if you want to skip password management — it’s the fastest way to get back into your dashboard.
3

Connect your email channel

From the dashboard, navigate to Integrations and select Email. Follow the on-screen prompts to authorize your email account.Email is available on all plans and is required before your AI Employees can send or receive messages. If you’re on a Growth or Scale plan, you can also connect WhatsApp and SMS from the same screen.
4

Create your first AI Employee

Go to AI Employees in the sidebar and click New AI Employee. Choose a role — for example, a sales outreach specialist or a billing follow-up agent — and configure its name and behavior.Once saved, your AI Employee is ready to be assigned tasks. On the Starter plan you can create up to 3 AI Employees; Growth supports 6, and Scale supports 10.
5

Activate the AI Manager

Go to AI Manager in the sidebar. The AI Manager coordinates your AI Employees, runs your pipelines, and schedules automated sequences.Enable it by toggling AI Manager on. On Scale plans, you can turn on Auto-Mode, which lets the AI Manager make operational decisions independently without requiring your input at each step.

​
You’re set up — here’s what to explore next

Connect more channels

Add WhatsApp or SMS to reach contacts across more touchpoints.

Build sequences

Create multi-step contact sequences that your AI Employees run automatically.

Automate billing

Set up billing reminders and follow-up workflows so nothing slips through.

Build a custom tool

Use the AI Coding Agent to create internal tools from plain language descriptions.