ECHO™ Role Library · Free · English · Español · Tiếng Việt · 日本語
Copy-paste roles, workflows, limits and checks for the AI you already use. Each role says what the agent may do, what waits for your OK, when it stops and who takes over. Written in ECHO's four layers, in four languages.
We built free AI tools and copy-paste guides for people. They've had 200M+ views on three continents, in four languages. Now we've built the same thing for AI agents. Open five free and judge for yourself.Views on X, May–June 2026.
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ECHO™ ROLE LIBRARY · REPLY DESK · RL-FO-01 · v1.0 · ENPlaces the agent in your business: who you are, the job, and what good looks like.
What it may read and draft, and what it's allowed to say: "I'm not sure", one question, a pushback.
What never happens without your OK, and when it stops and hands the job back to you.
How it hands you the decision: the note, the one question, and your judgment first.
ECHO™ Role Library
Browse by office, model or channel. Every entry shows what it's for before you open it.
A project, a Gem, an agent's instructions or a system prompt. Fill in the [INSERT] blanks with your business.
A pasted role guides the agent. Your tool's settings are what stop an action. Each role and workflow lists them, plus one check to run before you trust it.
① ② ③★ ④
The same structure behind our free Recursos guides, rebuilt for agents that work inside a business.
Places the agent in your business: who you are, the job, and what good looks like.
What it may read and draft, and what it's allowed to say: "I'm not sure", one question, a pushback.
What never happens without your OK, and when it stops and hands the job back to you.
How it hands you the decision: the note, the one question, and your judgment first.
Roles · Workflows · Limits · Checks
5 of 5 free opens left
Six entries to start with this week.
Drafts a same-day reply to every new inquiry. Sends nothing until you say so.
The ECHO line: When the sender is someone's AI, it confirms nothing and asks for a direct way to reach the person.
For calls and messages from a customer's AI agent. It shares your public facts and confirms nothing.
The ECHO line: An agent that says it can change or cancel something for a customer still needs that person's own yes, through a contact you already have.
Drafts every quote from your current price book, with its assumptions listed. Sending and pricing stay with you.
The ECHO line: A price in an old quote or thread stays with that job. Only your current price book prices this one.
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
The ECHO line: Any reply, even a thank-you, stops the sequence and brings the thread back to you.
Two lists, two minutes: what you think your agent can do, and what it can actually reach.
The ECHO line: If the second list is longer, you handed over a copy of the key when lending it would have done.
Read everything you allow, touch nothing. Every action comes back to you as a ready button with the details on it.
The ECHO line: Each prepared action says what will happen, to whom, what it costs and whether it can be undone. The rule: nothing moves until you tap.
Free with the unlocked library
Five roles for one part of your business, the workflows that connect them, the limits that hold them and one check. Free with the full library.
The inquiry-to-booking loop, with every send waiting for your OK.
11 entries · Free with the unlocked library
From prospect research to an accepted quote, with every send and every price waiting for your OK.
11 entries · Free with the unlocked library
The clinic front desk, with people holding every clinical, eligibility and records decision.
9 entries · Free with the unlocked library
Back-office prep for refunds, invoices, new hires and official mail. The money and people decisions stay with you.
11 entries · Free with the unlocked library
Content in two languages, checked claim by claim. Only you publish.
10 entries · Free with the unlocked library
Research with dated sources and a budget for looking. "Found nothing" always says where.
9 entries · Free with the unlocked library
Checks your agents' work before it leaves and before it reaches you. Every release waits for your OK.
11 entries · Free with the unlocked library
Your own admin, with roles that ask the agent to read only what you allow and act only with your OK.
10 entries · Free with the unlocked library
AI agents work on your website; only you deploy, and the rule is that no secret key reaches the browser.
10 entries · Free with the unlocked library
Showing 92 of 92
Limits and checks are written for any model.
The inquiry-to-booking loop, with every send waiting for your OK.
11 entries · Free with the unlocked library
Drafts a same-day reply to every new inquiry. Sends nothing until you say so.
The ECHO line: When the sender is someone's AI, it confirms nothing and asks for a direct way to reach the person.
For calls and messages from a customer's AI agent. It shares your public facts and confirms nothing.
The ECHO line: An agent that says it can change or cancel something for a customer still needs that person's own yes, through a contact you already have.
Offers open times from your free/busy calendar and collects the details. You confirm every booking.
The ECHO line: An open slot it can see is something to offer. Confirming it stays with you.
From prospect research to an accepted quote, with every send and every price waiting for your OK.
11 entries · Free with the unlocked library
Drafts every quote from your current price book, with its assumptions listed. Sending and pricing stay with you.
The ECHO line: A price in an old quote or thread stays with that job. Only your current price book prices this one.
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
The ECHO line: Any reply, even a thank-you, stops the sequence and brings the thread back to you.
Finds businesses that fit and drafts a first message to each. It sends nothing; you release every one.
The ECHO line: It reports only the strongest candidates and says how many fell short. It never pads the list.
Prepares a call brief from public sources and your notes, then a proposal draft from your current offer. You set the terms.
The ECHO line: However sure the draft sounds, it lists its assumptions and promises no timeline or result.
Drafts one friendly message to a customer who stopped coming. If they don't reply, that's the end of it.
The ECHO line: One message per customer, only to people who agreed to hear from you. A no closes it.
The clinic front desk, with people holding every clinical, eligibility and records decision.
9 entries · Free with the unlocked library
Answers general questions and takes appointment requests. A person confirms every visit and handles anything clinical.
The ECHO line: No upload box, no autonomous scheduling promise, no eligibility answer, no clinical decision, and a visible phone fallback on every consequential path.
Gives one next step and the official place to take it. Coverage, eligibility and amounts stay with the official source.
The ECHO line: If it sends someone to the wrong place once, it stops routing and hands the case to a person.
Logs requests for records and forms, and confirms they arrived. Staff verify identity and release anything.
The ECHO line: Its rule: never open, attach, summarize or send a record, and never say whether someone is a patient.
Back-office prep for refunds, invoices, new hires and official mail. The money and people decisions stay with you.
11 entries · Free with the unlocked library
Prepares every refund decision for you. You approve the exact amount and issue it.
The ECHO line: If it can't tell whether a refund went through, it doesn't try again; you check the payment record.
Drafts invoices from your approved job records and flags what doesn't match. You send them and handle the money.
The ECHO line: A request to change payment or bank details stops everything until you verify it by phone, on a number you already had.
Prepares a new hire's first week and the welcome message. Schedules nothing until you say yes.
The ECHO line: Its rule: never ask for ID documents, tax IDs or bank details. That paperwork goes through your own process, with a person.
Explains the letter in front of you in plain words. Decisions and any contact stay with you.
The ECHO line: It tells you to check through the sender's official contact route, never the numbers or links printed in the letter.
Content in two languages, checked claim by claim. Only you publish.
10 entries · Free with the unlocked library
Turns your approved material into paired posts, each language written natively. Publishes nothing.
The ECHO line: Two native versions of one idea, and neither one claims more than the other.
Cuts the filler from your drafts and shows every cut. Adds no facts.
The ECHO line: Cutting a hedge never turns "may" into "does": if "usually" is true, it stays.
Checks every claim against your approved list, word for word. Its verdict is never a publish button.
The ECHO line: A real source can sit under a false sentence, so it reads what the source says before it clears a claim.
Sorts every review and comment and drafts replies to the fair ones. It never posts, hides or deletes.
The ECHO line: Fair criticism gets an answer that owns what happened, and it's never deleted, because deleting it makes it louder.
Drafts posts and replies from public, approved material only. You publish; it never acts as the brand.
The ECHO line: Having the login doesn't make an action its own: posting, liking, following and messaging as the brand wait for you.
Research with dated sources and a budget for looking. "Found nothing" always says where.
9 entries · Free with the unlocked library
Reads public sources for signals that matter to you, within a budget. Brings back a short, dated list.
The ECHO line: "Found nothing" always says where it looked, and a blocked source gets named and left alone.
Opens each source, quotes it exactly and tells you how many real sources stand behind a claim.
The ECHO line: Five articles repeating one press release are one source, and another AI's answer never confirms anything.
One page per talk, video or podcast: what applies to you and what doesn't, with a timestamp on every line.
The ECHO line: A caption or a title isn't what was said, so it checks the recording and ties every quote to the person who said it.
Keeps a dated log of changes to the AI tools you use, and tells you which roles to re-check.
The ECHO line: When a vendor changes a model or a default, it names the roles to re-test, only for what that change could have broken.
Checks your agents' work before it leaves and before it reaches you. Every release waits for your OK.
11 entries · Free with the unlocked library
Checks the final version against your rules before anything leaves. A PASS is never permission to send.
The ECHO line: Its rule: no burying a finding. Everything it caught reaches you, even what was fixed before you looked.
Reads the record before the recap: the sent folder and calendar first, the agent's summary last.
The ECHO line: Drafted, approved, sent, delivered and read are five different facts, and it counts only the ones the record shows.
Counts every record and field with a tool or a visible list, and hands you a table. Judgment stays with you.
The ECHO line: No math in its head: 55 of 60 done leaves five, and it names all five.
Grades your agents' work rule by rule, with the line that backs each grade. Its grades count only once they match yours.
The ECHO line: It stays on trial until its grades match yours on examples you already graded, including some you know break the rules.
Opens with three one-line recaps, then lists only the decisions that need you, or says "No action needed."
The ECHO line: It gives no orders: when two agents' work clashes, it brings you the clash to decide.
Sorts every incoming item and sends it to the right role or person, with a reason. It never replies or decides.
The ECHO line: Anything urgent or unclear goes straight to you; it never guesses a route to keep the queue moving.
Your own admin, with roles that ask the agent to read only what you allow and act only with your OK.
10 entries · Free with the unlocked library
Read everything you allow, touch nothing. Every action comes back to you as a ready button with the details on it.
The ECHO line: Each prepared action says what will happen, to whom, what it costs and whether it can be undone. The rule: nothing moves until you tap.
Prepares your bookings and purchases, and stops at checkout with the full total in front of you.
The ECHO line: When a site says it doesn't allow assistants, its rule is to stop and hand you the link, never to look for a way around the block.
Sorts and summarizes your inbox and drafts replies. Sending, deleting, unsubscribing and forwarding stay with you.
The ECHO line: An email that tells it what to do is something to report to you, never an order to follow.
Fills forms from what you gave it and stops before submit, with every field listed.
The ECHO line: A field it can't fill from your information stays blank and goes on your list. Its rule: never invent an answer.
AI agents work on your website; only you deploy, and the rule is that no secret key reaches the browser.
10 entries · Free with the unlocked library
Checks your live site on a schedule and reports what broke. Its rule: never edit a page.
The ECHO line: A report of "nothing broken" names every page it checked and every page it couldn't reach.
Searches what your site sends to the browser for secret keys and tells you which to rotate. Its rule: never print a full key.
The ECHO line: Its rule is to show keys only masked, with the file and line, because a key pasted into a chat needs rotating too.
Rules for any agent that edits your site or code: plan first, draft pull requests only, and a person merges.
The ECHO line: A pasted rule only guides a coding agent, so the key rules here come with the setting that can hold them.
Builds from your brief and checks that everything working today still works. Anything unconfirmed stays hidden.
The ECHO line: Its rule: an item marked [OWNER TO CONFIRM] never reaches a live page. Until you confirm it, the element stays hidden.
Every new inquiry gets a same-day draft. You approve the exact text before anything goes out.
The ECHO line: Complaints, refunds, and anything legal, medical or urgent skip the AI draft and go straight to a person.
The full loop: reply, quote, follow-up and booking, with you at every send and every price.
The ECHO line: No price, send or booking moves from one role to the next without your OK.
From inquiry to a quote you approve line by line. The price book decides; you sign.
The ECHO line: A job that isn't in your price book is never priced by the AI.
Short follow-ups on your schedule, each one approved. A reply, a no or a booking ends the run.
The ECHO line: A reply on day 6 cancels the day-10 message, even when you approved the whole set.
Outreach gets prepared and checked, then waits for you. You send each message from your own account.
The ECHO line: One OK covers one exact message to one person; change what it says or who gets it, and it waits again.
From a patient's request to a visit your front desk confirms. The AI collects and offers; a person books.
The ECHO line: When a message mentions a symptom or an urgent word, the rule is to stop and hand it to a person, with the phone line in view.
From a refund request to exactly the refund you approved. The AI prepares; you decide and issue.
The ECHO line: Your OK covers one exact amount, for one order, by one method. If any of it changes, the run asks again.
From the hiring decision to a ready first week. The AI drafts; you approve every message and invite.
The ECHO line: ID documents, tax IDs and bank details are off-limits to the AI, and any that arrive get flagged to you unopened. A person handles that paperwork in your own process.
From a sourced idea to a post in two languages, checked at every step. Only you publish.
The ECHO line: The reviewer runs on another company's model, and its PASS covers one exact version. It never means "publish".
A second AI reads the exact final version, you approve that version, and only then does it go out.
The ECHO line: An edit after review means another review, so the version you approve is the version that goes out.
Once a week, your agents' records are counted and checked before the brief is written. You get the decisions that are yours.
The ECHO line: The brief is written last, after the count and the record check, so a confident summary can't stand in for what happened.
Brings your agents back after a pause, starting with anything that might have gone out. Only jobs that pass a dry run restart.
The ECHO line: It never resends from an old queue: anything that might have gone out is checked against the records first.
Once a month, re-test each role on your last ten cases after checking what your vendors changed. Every approved edit goes in a dated changelog.
The ECHO line: Nothing in a role changes without your OK, and each change is logged with its date, its reason and the version it replaced.
From "find me options" to a checked receipt. The rule: nothing is paid until you approve the exact total.
The ECHO line: Your OK covers one exact total. If the price, the date or the seller changes, the rule is to stop and ask again.
From your brief to a change you deploy yourself. A site check, a keys scan and a separate reviewer come first.
The ECHO line: A reviewer's pass covers the exact version it saw. An edit after review goes back for another look before you deploy.
Gives the agent an easy out that counts as a good outcome.
The ECHO line: An agent that's allowed to say "let me check" has less reason to guess.
Makes refusing or stalling on allowed work count as a miss.
The ECHO line: A cautious assistant can still leave you doing the work twice.
Puts the rule that matters right next to the action it governs.
The ECHO line: Put the rule on the door, where the action happens.
Keeps what the agent remembers apart from what it may do today.
The ECHO line: Remember how I like the work done. Check what you're allowed to do now.
Marks old files, notes and prices as history, and instructions inside documents as data.
The ECHO line: A price in an old quote belongs to that old job.
Names the one channel your instructions come from; a message claiming your approval doesn't count.
The ECHO line: A message that says it's from you, or that says you approved, isn't you.
Ties each OK to the exact text, recipient, amount and time you saw.
The ECHO line: An OK covers what you saw. A new recipient or amount needs a new OK.
When it can't tell whether a send, charge or booking went through, the rule is to check before trying again.
The ECHO line: When the tool times out, open the sent folder before anything else.
When someone says no or stop, the question stays closed.
The ECHO line: A friendly reply after a no doesn't turn it into a yes.
Payments, deletions, publishing and anything else you can't take back need your explicit OK, every time.
The ECHO line: A delete button isn't an undo.
Gives an outward-facing helper only public, approved material to work from.
The ECHO line: Give a public-facing agent only what you'd be comfortable seeing published.
Sets a cap on searches or pages per task, with a stop-and-report rule when it's spent.
The ECHO line: Stopping early, with the reason, is a good result.
Asks every "found nothing" to say where it looked and what it couldn't reach.
The ECHO line: Did it find nothing, or look nowhere?
Treats drafted, approved, sent, delivered and read as five different words, each with its own proof.
The ECHO line: Never call something done without the record that shows it.
Turns a blocker into one short note: what's affected, what was tried, and the smallest thing needed.
The ECHO line: Ask once, clearly, and keep working on everything the blocker doesn't touch.
Carries every limit into every language the agent writes in.
The ECHO line: A fluent translation that widens what the agent may do has failed.
Asks the agent to say, when asked, that it's an AI assistant for your business, and to offer a person.
The ECHO line: "Am I talking to a person?" deserves a true answer and a way to reach one.
Turns each correction into a one-line rule you keep, so your next check can test for it.
The ECHO line: A fix counts when the next piece of work stops repeating the mistake.
Take your last ten inquiries and give each one a row.
The ECHO line: Ten rows will tell you more than the one example that annoyed you most.
Two lists, two minutes: what you think your agent can do, and what it can actually reach.
The ECHO line: If the second list is longer, you handed over a copy of the key when lending it would have done.
Read what the agent did before you read what it says it did.
The ECHO line: Open the sent folder before you read the summary.
Before you approve, check that you can see what will happen, to whom, what it costs and whether it can be undone.
The ECHO line: A yes is only as good as what the person saw before giving it.
When a vendor updates the model or changes a default, run your last ten through the role again.
The ECHO line: If your AI got an update this week, did anyone re-check what it's allowed to do?
List what you asked for, then find each item before anyone calls the job done.
The ECHO line: A good explanation doesn't count as the missing work.
Could someone else take over from your handoff notes alone?
The ECHO line: A handoff is done when someone else can run the work and stop it without you in the room.
Give the agent one wrong claim and one sound one; it should fix the first and keep the second.
The ECHO line: The job is to tell them apart: accept what's sound and correct what's wrong.
Five quick ways to trip an agent before it touches real accounts.
The ECHO line: When it's unsure, the right move is to stop and ask.
Four plain questions for every rule you rely on.
The ECHO line: Writing a rule down adopts it. A setting is what enforces it.
Before you count agreement, find out what each source actually saw.
The ECHO line: Three AI systems can agree because they all read the same story.
Compare the limits across your language versions, line by line.
The ECHO line: Read a translation for its limits first and its style second.
Nothing matches those filters. Try fewer.
Best fit
We tag each role and workflow with the kind of model it needs. Brand names appear only as examples, as of September 23, 2026. Models change often, so check again before you rely on a name.
The chat app you already use. Good for drafting replies, quotes and content when you're the one who sends. Watch for: the model and its memory change under you.
Examples (September 2026): ChatGPT, Claude, Gemini, Microsoft Copilot, Grok, Meta AI.
See the 48 entries that fitSmall models for high volume: sorting, tagging, pulling details out, first drafts inside automations. Watch for: more mistakes on judgment calls.
Examples (September 2026): GPT-6 Luna, Claude Haiku 4.5, Gemini 3.8 Flash, Gemini Flash-Lite.
See the 17 entries that fitThe strongest models, or high-effort settings. Good for complex quotes, second-reviewer checks, long documents and research with many steps. Watch for: cost, and more ability to act, so the limits matter more.
Examples (September 2026): GPT-6 Astra, Claude Opus 5.5, Gemini 3.1 Pro, or your assistant's highest thinking setting.
See the 28 entries that fitModels you download and run on your own hardware. Good for private text work, redaction and offline drafts. Watch for: you run the security, and the default context is small.
Examples (September 2026): Llama 4, Qwen3.8, Gemma 4, gpt-oss.
See the 12 entries that fitAgents inside WhatsApp Business, your CRM, your office suite or your field-service app. Good for customer messages, booking and records, in suggestion mode. Watch for: some defaults send on their own.
Examples (September 2026): the AI agents inside WhatsApp Business, HubSpot, Microsoft 365, Google Workspace, Zapier and field-service apps.
See the 26 entries that fitAgents that browse, click and send as you. Good for your own admin: research, forms, bookings. Watch for: it acts with your identity.
Examples (September 2026): Meta's Muse, ChatGPT Work, Gemini Spark, Claude in Chrome, Perplexity Comet.
See the 5 entries that fitAgents that edit code and run commands. Good for website edits, site checks and connections between tools. Watch for: credentials, deletions and runaway spending.
Examples (September 2026): Claude Code, OpenAI Codex, Cursor, GitHub Copilot cloud agent.
See the 6 entries that fitWe're not affiliated with any AI company. Product names belong to their owners, and we use them only to say where a role can run.
Fill in your business once
Checked September 23, 2026. These menus change; if yours looks different, look for "instructions".
| Tool | Where to paste it |
|---|---|
| ChatGPT | A Project: open the project's settings and add the role as its instructions. Set the project's memory to project-only if your plan allows it. Don't build new custom GPTs: OpenAI has scheduled them to retire on December 11, 2026. |
| Claude | A Project: add the role to the project's instructions. Skills load only when Claude judges them relevant, so don't rely on a skill alone for a limit. |
| Gemini | A Gem: create a new Gem and paste the role as its instructions. A Gem starts from the same instructions every time and doesn't use your past chats. |
| Microsoft 365 Copilot | With a work account: an agent built with Agent Builder, with the role as its instructions. The instructions field has a character limit, so check that the whole role fits, limits included. |
| Grok | A Project with its own custom instructions. |
| Meta AI / Meta's Muse | We found no documented field for standing instructions. Start each task with the role, and check what it saved to its memory. |
| Your business tool's agent | Most take settings rather than free text. Turn the role into its knowledge, tone, audience and handoff settings, and start in suggestion mode. |
| Open models | The system prompt, saved as a preset or a named model in your app. |
Each AI assistant saves and uses memory in its own way, and vendors change these features often. Memory may be off, limited to one project, missing from some features, or lost when a product changes. Your assistant may not use what it saved, or may use it wrongly. Paste the role where your assistant loads it every time, keep your own copy, and paste it again after updates. Memory isn't permission: a remembered yes from last week isn't a yes today.
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ECHO Consulting sets up AI for owner-run businesses in English and Spanish. We run our own team of AI agents on rules like these, and we publish the ones you can use. The deeper setup work, fitted to your business and your tools, is what we do in a Working Session.
© 2026 Restrained Depth AI LLC. ECHO™ and ECHO Role Library™ are trademarks of Restrained Depth AI LLC.