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Required

1

Snippet installed and verified

The chat button appears on every page you expect it on. See install on your website.
2

Sales Agent name set

General → Identity. Required, and it is the name every buyer sees.
3

Goal chosen

General → Conversation. This decides what the agent drives toward, so the default may not be what you want.
4

Business hours set

In Account settings → Business details → Hours. The agent uses these to answer availability questions, and lead routing uses them for escalation timing.
5

Booking calendar connected

If you want the agent booking appointments, connect a calendar under Capabilities → Booking and share it with the Ekho service account. Availability comes from that calendar, not from your hours.
6

Inventory syncing

The agent only quotes units marked Available.
1

Personality reviewed

Response length in particular. Concise reads better over SMS. See identity and personality.
2

Capabilities turned on

Pre-qualification, trade-in estimate, shipping fees, and booking are individually toggled. Set the minimum FICO score if you enable pre-qualification.
3

Knowledge documents uploaded

Hours, policies, financing terms, current promotions. See Knowledge.
4

CRM forwarding connected

So qualified leads land where your team already works. See CRM forwarding.

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Worth doing

  • Set your brand color and font so the widget matches your site
  • Add suggestions so buyers have something to click instead of a blank box
  • Check the trigger button does not collide with a cookie banner or another chat tool
  • Enable SMS if you want text coverage
  • Add a few smart replies for questions you want answered in exact wording

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Test it like a buyer

1

Ask about a unit you have

You should get a vehicle card with photo and price.
2

Ask about something you do not stock

The agent should say so and offer alternatives, not invent stock.
3

Ask for a human

Confirm the conversation shows up under the Escalated filter in your inbox.
4

Book an appointment

Confirm it lands on the right calendar at the right time.
Expect to tune for the first couple of weeks. The fastest improvement is almost always uploading a knowledge document that answers whatever buyers keep asking.