Knowledge Base
Last updated: Apr 20, 2026
Welcome to the Ekoh Knowledge Base. Here you will find everything about your 24/7 employee — from core functionality and integrations to your client dashboard, live video calling, and widget features.
Core Functionality
Everything about your 24/7 agent and how it captures leads.
How does the agent capture leads?
Ekoh provides a custom employee for your home service business. It works on both your phone line and your website simultaneously — capturing every lead, asking qualifying questions, and handling the initial homeowner intake instantly. It transforms missed calls and stale web traffic into warm, qualified leads delivered straight to your phone.
Does the voice agent work after hours?
Yes. Your Ekoh agent works 24 hours a day, 7 days a week, 365 days a year. It takes no sick days and never goes to voicemail. Over 40% of service calls come in after hours — your captures that revenue while you sleep instead of sending customers to competitors.
What industries does Ekoh support?
Ekoh supports over 30 home service niches including Roofing, HVAC, Solar, Plumbing, Kitchen & Bath Remodel, Landscaping, Electrical, Pest Control, Foundation & Waterproofing, Window & Door, Pool Installation, Tree Removal, Flooring, Painting, Insulation, Garage Door, Concrete & Epoxy, Security & Smart Home, Junk Removal, Fencing, Pressure Washing, Deck & Patio, Fire/Water/Mold Restoration, Gutter Installation, Irrigation & Sprinklers, Chimney & Fireplace, Appliance Repair, Cabinet Refacing, EV Charger Installation, and General Contracting. If your niche is home services, Ekoh can likely help.
Does Ekoh support multiple languages?
Yes. Ekoh is fluent in 25+ languages and detects the caller's language automatically. If a caller speaks Spanish, the agent responds entirely in Spanish — no configuration required. This works for both voice calls and website chat, covering English, Spanish, French, Portuguese, Mandarin, and many more.
Voice Agent & Phone
Your dedicated phone number, call forwarding, and voice agent. capabilities.
How does the voice agent work?
Ekoh provisions a dedicated local phone number for your business. When a call is missed on your existing business line, call forwarding automatically routes it to your Ekoh number. The voice agent answers instantly in natural conversation, qualifies the caller, collects their details, and can book directly into your Google Calendar — all without any dead air or awkward silence.
Do I get a real local phone number?
Yes. Ekoh provisions a dedicated local phone number tied to your market area. This number is visible in your Client Dashboard under "Phone Number". You set up call forwarding from your existing business line to this number — callers will never know the difference. Your existing number stays the same.
How do I set up call forwarding?
Your Ekoh phone number is shown in Dashboard → Phone Number. To enable call forwarding, go to your carrier's settings (most carriers let you dial *72 followed by the number, or configure it in your phone's settings app). Forward missed calls — not all calls — so your staff still answers first and Ekoh catches anything they miss.
Can I read what the agent said on a call?
Yes. Every voice call is transcribed word-for-word. You can find the full transcript by going to Dashboard → Leads, clicking any voice lead, and reading or listening to the complete conversation. Transcripts are stored indefinitely so you can review any past call at any time.
What happens if a caller has an emergency?
The Ekoh voice agent detects urgency in the caller's tone and words. If a caller states they have an emergency — like "my pipe is burst" or "my roof is collapsing" — the agent will immediately offer to transfer them to your live on-call team. If you have routing numbers configured, it will ask "Would you like me to transfer you right now?" and connect them instantly if they say yes.
Does the agent pause or go silent when booking or saving a lead?
No. Ekoh uses non-blocking background execution for all CRM and calendar actions. When the agent captures your lead or books an appointment, it fires those tasks in the background while continuing the conversation naturally. The caller hears zero dead air — the agent keeps talking while leads are saved and Google Calendar events are created simultaneously.
Instant Alerts
Immediate SMS and email notifications when a homeowner needs you.
How fast do I get notified of a new lead?
Within seconds. The moment a homeowner provides their information, you receive an SMS and email with their name, phone number, and what they need. For voice calls, the notification arrives before the caller even hangs up. You can call them back to close the job before they find a competitor.
Do I get reports on performance?
Yes. Every conversation is logged and analyzed. You receive monthly ROI reports containing the exact leads captured, conversations handled, estimated revenue recovered, and overall agent performance metrics — all delivered automatically to your inbox.
Does the customer get a confirmation after booking?
Yes. After a successful appointment booking, the agent automatically sends the homeowner a confirmation email with the appointment details — date, time, business name, and service. For voice calls, an SMS confirmation is also dispatched to the caller's phone once SMS (via 10DLC) is approved for your number.
100% Done For You
The zero-effort installation and completely managed setup.
Will I have to build or maintain the agent myself?
No. Ekoh is completely 100% Done For You. We scrape your entire website to understand your services, pricing, and brand. We build the agent, write the custom prompts, provision your phone number, install the chat widget, connect your integrations, and monitor everything ongoing. You will never touch a single line of code.
How long until my agent is live?
In under 24 hours from our initial contact, you will have a fully branded, intelligent agent that knows your business inside and out — answering both phone calls and website chat. You will receive a live preview to test before it goes fully live.
Pricing & Guarantee
Uncapped performance pricing and free live previews.
Do I have to pay before seeing it work?
No. We build your custom agent and show you a live preview on your actual website for free. You can test it with every curveball question a real caller would ask. If you don't love it, you walk away with zero risk, zero contracts, and zero cost.
What is the pricing model?
Custom pricing based on your business scale, lead volume, and call traffic. Two plan options are available: (1) a one-time setup fee paired with a lower monthly rate, or (2) a monthly-only plan with no upfront setup cost. You only pay after approving the live agent. Every plan includes the full platform: voice agent, chat widget, local phone number, client dashboard, all integrations, monthly ROI reports, and ongoing management.
Integrations
Connect Ekoh to your CRM, calendar, and field service tools.
What integrations does Ekoh support?
Ekoh integrates with 12+ platforms across three categories. Scheduling & Booking: Google Calendar (native, live availability + direct booking) and Calendly (booking link dispatch). Field Service Management: HouseCall Pro (live), Jobber, ServiceM8, Zoho FSM, and ServiceTitan (coming soon). CRM & Marketing: HubSpot, Salesforce, and 1,000+ more via Zapier. All integrations are managed from Dashboard → Integrations.
How does Google Calendar integration work?
Once connected, Ekoh can check your real-time Google Calendar availability and book appointments directly into it. During a call or chat, the agent checks open time slots for the requested date and presents them to the caller naturally. After the caller confirms their choice, the agent books the event — no manual entry required. Connect from Dashboard → Integrations → Google Calendar → Connect.
How does HouseCall Pro integration work?
HouseCall Pro is Ekoh's first live field service management integration. Once you add your API key in Dashboard → Integrations → HouseCall Pro → Connect, Ekoh automatically dispatches new leads as customers in HouseCall Pro. Lead data flows directly from your website and phone calls into your dispatch system — no manual entry needed.
Does Ekoh integrate with Jobber or ServiceM8?
Yes. Ekoh supports Jobber and ServiceM8 integrations for automatic lead and job dispatch. When a lead is captured via voice or chat, Ekoh can automatically create a new client and job in Jobber or ServiceM8 in the background — without the caller experiencing any delay. Connect from Dashboard → Integrations.
Can I connect Calendly for scheduling?
Yes. If you use Calendly, Ekoh can dispatch your Calendly booking link via SMS or chat message when a caller or visitor wants to schedule. This is available from Dashboard → Integrations → Booking URL. The agent will send the link and confirm it was dispatched.
Can I install the widget via Google Tag Manager?
Yes. From Dashboard → Integrations, you can connect Google Tag Manager with one click and Ekoh will inject the chat widget automatically — no touching your website code at all. Alternatively, copy the script tag from the same page and paste it before the closing </body> tag on your site.
Can the agent send payment links or request Google reviews?
Yes. If you add a Payment URL in your dashboard, the agent will automatically send your payment link when a caller or visitor says "pay", "invoice", "checkout", or similar. If you add a Reviews URL, the agent will proactively ask satisfied customers to leave a review after a positive conversation — and send the direct link. Both are configured in Dashboard → Integrations.
Client Dashboard
Your command center for leads, analytics, billing, and agent settings.
What can I do from the Client Dashboard?
Your Client Dashboard at ekoh.io/client/dashboard is your command center. From the sidebar: Overview (real-time stats and revenue metrics), Phone Number (your dedicated local number and call forwarding instructions), Leads (all captured leads with full transcripts), Integrations (connect Google Calendar, HouseCall Pro, Jobber, ServiceM8, Zoho FSM, Zapier, Google Tag Manager, Booking URL, Payment URL, Review URL, and more), and Settings (agent name, voice, knowledge base). Account at the bottom gives you Billing, Team management, and Logout.
How do I view and manage my leads?
Click "Leads" in the sidebar. You will see two tabs: "Needs Attention" for new unreviewed leads, and "Handled" for leads you've addressed. Click any lead to see the full chat or voice transcript, the homeowner's contact details, the service they need, and when they called. You can mark leads as handled to keep your pipeline clean. Voice and chat leads are both shown in the same list.
How do I manage billing and payments?
Click "Account" at the bottom of the sidebar, then "Account & Billing". You can see your current plan, monthly rate, next billing date, and recent invoices. Click "Manage Billing" to open the secure Stripe portal where you can update your payment method, download invoices, or manage your subscription.
Can I customize my agent?
Yes. From Dashboard → Settings you can update your agent's name, voice, greeting message, and full knowledge base. The knowledge base editor lets you modify your business details, services, FAQs, pricing, intake questions, and more. All changes are saved automatically and take effect immediately on both voice calls and website chat.
How do I install the widget on my website?
Go to Dashboard → Integrations. You can install via Google Tag Manager (one-click), or copy the provided script tag and paste it into your website's HTML before the closing </body> tag. Your unique Widget ID is shown on this page. The widget appears as a floating chat button in the bottom-right corner of your site.
Can I add team members to my account?
Yes. From Account → Team, you can invite team members by email and assign them roles. Team members can view leads, manage conversations, and access the dashboard — without having permission to change billing or core agent settings unless granted. This lets your office staff or dispatcher manage inbound leads without full admin access.
Live Video Call
Real-time video conversations powered by your voice agent.
What is the Live Video Call feature?
Live Video Call lets you have a real-time face-to-face conversation with the Ekoh agent through your webcam. Start a video call by clicking the video camera icon in the top-right corner of the chat header. The agent can see you and respond naturally with full knowledge and lead capture capabilities — just like text chat, but spoken.
How do I start a video call?
Open a chat conversation, then click the video camera icon (📹) in the top-right of the chat header. Your browser will ask for camera and microphone permissions — allow both. The agent will greet you and the session begins. You can end it by closing the video panel or clicking the X.
Does the video call agent know everything the chat AI knows?
Yes. The video call agent uses the exact same knowledge base and system prompt as the text chat and voice agents. On your website, it knows all your services, pricing, and FAQs. On the Client Dashboard, it knows your account details, leads, billing, and can walk you through any dashboard action step by step.
Widget Features
Chat, quick replies, handoff to humans, and more inside the Ekoh widget.
What are the suggested prompts below the greeting?
When you first open the chat, you'll see clickable prompt buttons below the agent's greeting. These are quick-start suggestions — just tap one to instantly ask that question. On the Ekoh website they include "What does Ekoh do?", "How much does it cost?", and "How do I get started?". On a contractor's site they show context-relevant questions about their services.
Can I request a human agent by typing?
Yes. Simply type phrases like "speak to someone", "talk to a human", "connect me to a rep", "transfer me to a live agent", or "speak to someone real" and the handoff will trigger automatically. You can also click the person icon (👤) in the chat input bar. A human team member will join the conversation shortly.
What are the tabs in the Ekoh widget?
The Ekoh widget has four tabs: Home (starting screen with quick actions), Messages (all past conversations), Help (search and browse FAQ articles — you are here!), and News (latest Ekoh blog posts and updates). You can switch between tabs at any time without losing your current conversation.
Can I use voice-to-text in chat?
Yes. In the chat input bar, click the microphone icon (🎙️) to activate voice-to-text. Speak naturally and your words will be transcribed into the text box. When you stop speaking, the text is ready to review and send. This uses your browser's built-in speech recognition.
Can I send GIFs, emojis, and images?
Yes. The chat input bar includes an emoji picker (😊), a GIF button, and an image attachment icon (📎). Click the emoji icon to browse and insert emojis, click "GIF" to search and send animated GIFs, or click the paperclip to attach an image directly in the conversation. The agent can see and respond to images you send.