1 What Eckho Desktop Is
Eckho Desktop is a Windows application that turns any folder on your computer into a knowledge base you can talk to. You point it at a folder — a project directory, a document library, a legal case file, a book manuscript, an insurance-policy archive — Eckho indexes it once, and from then on you can:
- Browse the folder and open files in a built-in viewer.
- Ask questions in plain language and get answers drawn from inside your files, with citations back to the exact source.
- Act on what you find — ask the AI to summarise, compare, draft, or edit text files, with your approval before anything is written.
- Manage your files — create, rename, move, copy and delete files and folders without leaving the app.
The interface is modelled on VS Code: a multi-column layout with resizable panes, a collapsible sidebar, and tabbed chat sessions. It opens in about one and a half seconds; the AI agent starts in the background so you are never left staring at a loading screen.
Eckho Desktop is currently in Explorer Beta. The Explorer module described in this guide is the main feature set. Other modules (Quick Chat, Workspace, Studio) will appear in the same window as the product grows.
Who it's for
Eckho Desktop is built for people who work with large, growing sets of files on their own machine and need to stay private about it — for example: legal case preparation, insurance administration, investment and portfolio records, medical and health records, research archives, and operations teams managing shared drives. If you find yourself uploading files to a cloud AI, waiting, downloading the result, and doing it again, that is the cycle Eckho Desktop removes.
What Eckho Desktop is not
- It is not cloud storage. Your files stay on your machine.
- It is not a sync tool. It reads and manages your existing folders where they already are. It never moves or renames your files on its own.
- It is not a code editor. It has no terminals, linters or debuggers — it is built for document and admin work, not programming.
- Indexing does not change your files. It reads them to build a private local search index. Any change to a file only happens through a deliberate action you take or an AI edit you approve.
- It does not need the internet to browse or manage files. An internet connection is only needed for AI chat, because the language models run as online services.
2 Installing and Starting Eckho Desktop
Install
- Download the Eckho Desktop installer from your Eckho dashboard at eckho.ai (or the link provided by your reseller).
- Run the installer. It is a single Windows installer that sets up everything — the desktop window, the background AI agent, and the system-tray launcher.
- When it finishes, Eckho Desktop starts automatically and an Eckho icon appears in your Windows system tray (bottom-right, near the clock).
Updating to a new version is the same process: run the new installer over the top. Your folders, indexes, chats, settings and license carry across.
The system tray launcher
Eckho Desktop lives in the system tray. Right-click the tray icon for:
- Open Explorer — opens (or re-focuses) the main window.
- Check for Updates — checks whether a newer version is available.
- Quit — closes Eckho Desktop completely.
Closing the main window does not quit Eckho — use Quit from the tray menu for that. If the window ever seems stuck, choosing Open Explorer from the tray closes the old window and opens a fresh one.
First launch and the "agent starting" wait
When the window opens, the file tree and all four columns are visible and usable straight away. The AI agent — the part that does indexing and answers questions — takes a few more seconds to come online. Watch the status indicator at the top-right of the window:
| Agent Starting… | The agent is still waking up. Give it a few seconds (usually 5–20 seconds on first run while it sets itself up). |
| Agent Running | The agent is ready. You can now index folders and chat. |
Until the indicator turns green, the chat box is disabled. Folder browsing works regardless. If the agent takes more than about three seconds, a small card appears in the centre of the window ("Connecting to Eckho Agent…") so you can see it is working, not frozen. It clears itself the moment the agent connects. See Section 18.
First-run help wizard
The Help (?) button in the header opens a short getting-started wizard with two tabs: Getting Started (the basic add-folder → index → ask flow, plus an advisory for cloud-synced folders) and Tips (general usage tips). You can reopen this wizard any time from the header.
3 The Interface — Four Columns
Eckho Desktop's main window has a header bar across the top and four columns below it.
Column 1
Icon bar — folder and index commands, notifications, settings.
Column 2
Folder & File Tree — expandable, colour-coded, with live index progress.
Column 3
File Viewer — preview any file; see AI edits here before accepting.
Column 4
AI Chat — chat history and new chats, streaming cited answers.
Layout behaviour common to all columns
- Resize any column by dragging the divider between it and its neighbour.
- Column 1 collapses to a narrow icon-only strip (click the chevron at its top) to give the other columns more room; expand it again to see text labels.
- Column 3 (the viewer) can be toggled fully open or closed with the Viewer button in the header. When it is collapsed, a thin indigo strip appears between Column 2 and Column 4 — click that strip to bring the viewer back. Selecting any file also reopens it automatically.
- Your layout — column widths, collapsed/expanded state — is remembered between sessions.
- The controls at the top of each column apply to that column only.
The header bar
| Element | What it does |
|---|---|
| Eckho Desktop logo + "Explorer Beta" badge | Branding and current module/release stage. |
| Viewer button | Shows or hides Column 3 (the file viewer) with a slide animation. |
| AI level selector | Chooses which AI model answers your next question. See Section 15. |
| My Eckho Dashboard | Opens your online account dashboard at eckho.ai in your web browser. |
| Help (?) | Opens the getting-started wizard. |
| Status indicator ("pill") | Live state of the AI agent — see Section 18. |
| "N file(s) changed — reindex needed" strip | Appears just below the header when Eckho has detected files that changed since the last index. Includes a Reindex button. See Section 9. |
| License Expired badge | Appears only when your license has expired. Click it to open Settings → License. |
| Update banner | Appears when a newer version of Eckho Desktop is available, with a download link. You can dismiss it. |
4 Column 1 — The Icon Bar
Column 1 is the command centre for folders and indexing. Collapsed, it is a strip of icons; expanded, each icon has a text label. The active item is marked with an indigo bar on its left edge.
It has two separate groups: a Folders group (add a folder to Eckho, remove one from the tree) and an Index group (build, update or delete a folder's search index). You add a folder with the Folders group first, then index it with the Index group — they are different controls.
Folders group
| Action | What it does | Best practice |
|---|---|---|
| Browse & Add | Opens a folder picker. Navigate your computer visually, then click Select This Folder. A breadcrumb trail shows where you are. | Use this for everyday folders you can see in File Explorer. |
| Add by Path | Opens a small text box. Paste or type a full folder path and confirm with the checkmark. | Use this for very deep paths or network locations (\\server\share\…) that are awkward to click through. |
| Remove from Tree | Removes the selected folder from Eckho's tree view. Nothing is deleted — your files are untouched, and the index and saved chats remain until you remove them separately. | Use this to tidy the tree without losing indexing work. |
Index group
| Action | What it does | When to use it |
|---|---|---|
| Index Folder | Runs the full indexing process on the selected folder and its sub-folders: it scans, reads the text out of each file, splits it into passages, and builds the searchable index. Progress shows in Column 2. | Once per folder, before you can ask the AI about it. |
| Index Status | Opens a panel of per-folder statistics: files indexed, passages, and the date last indexed. | To check whether a folder is ready or needs attention. |
| Reindex | Updates the folder's index. Only new and changed files are re-processed — unchanged files are skipped (see Section 9). | After you have added, changed, or deleted files since the last index — or when Eckho tells you files changed. |
| Remove Index | Deletes the folder's index only. Your files are untouched. Frees disk space. | When you no longer need to ask the AI about a folder. |
Bottom of the icon bar
| Icon | What it does |
|---|---|
| Notifications (bell) | Opens system messages — index-complete notices, update alerts, announcements. A red badge shows how many are unread. It does not show live indexing progress — that appears in Column 2 (see Section 5 and Section 8). |
| Settings (cog) | Opens the full Settings window. See Section 16. |
5 Column 2 — The Folder & File Tree
Column 2 shows every registered folder as an expandable tree of sub-folders and files.
Tree toolbar
| Control | What it does |
|---|---|
| Show All Files / Show Indexed Only | A toggle. Show All lists every file. Indexed Only hides files the AI cannot use, so you see only what is available for questions (this still includes "partial" files — see the dot table below). |
| Refresh | Reloads the tree from disk, picking up files added or removed outside Eckho since you last looked. It also re-runs the change-detection scan. |
| New Folder | Creates a new folder inside the selected location. |
| New File | Creates a new empty file inside the selected location. |
| Rename | Renames the selected file or folder in place. The new name cannot contain slashes or backslashes. |
| Delete | Permanently deletes the selected file or folder from disk. Asks for confirmation first. |
| Collapse All | Closes every branch back to the top level. |
| Expand All | Opens every branch. |
File status dots
Each file has a small coloured dot showing its index state:
| Colour | Meaning | What to do |
|---|---|---|
| Green | Indexed. Text was extracted and the file is fully searchable by the AI. | Nothing — ready to use. |
| Orange / amber | Partial — the file was processed but little or no readable text could be pulled out of it. Most often a scanned or image-only PDF, or a file with copy protection. It appears in the tree, but the AI has little or nothing from it. | Replace it with a text-based or OCR'd version, then reindex. |
| Grey | Not indexed. The file exists but has never been indexed. | Run Index Folder or Reindex to include it. |
| Blue | Changed since the last index. The AI is still answering from the old version. | Run Reindex (see Section 9). |
Files that cannot be indexed at all (unsupported type, empty, far too large) are simply skipped and usually do not appear in the tree.
Folders show a change indicator too
When a file is stale (blue), every parent folder above it, all the way up to the registered root, also shows a blue dot with a count — for example (3) meaning three files below it need reindexing. This lets you spot at a glance which branch of a large tree has changed. The indicators clear automatically after a successful reindex.
Selecting and "standing on" items
- Click a file to select it. It opens in the viewer (Column 3), and it becomes the AI's focus.
- Click a folder (or its chevron) to expand or collapse it. Selecting a folder makes that folder the AI's focus.
- The item you have selected is the one you are "standing on". The AI treats whatever you are standing on as the first place to look for an answer. Stand on a folder for broad questions; stand on a single file for a deep-dive on that document.
- Drag and drop files and folders within the tree to reorganise them on disk.
- After the AI answers, the files it cited are highlighted in amber in the tree. Click one to reopen it in the viewer.
Right-click menu
Right-clicking in the tree gives context actions. The most useful:
| Item | Where it appears | What it does |
|---|---|---|
| Copy Full Path | Files and folders | Copies the complete Windows path. |
| Copy Relative Path | Files and folders | Copies the path relative to the registered root folder, with forward slashes — e.g. Reports/2025/Q1/brief.pdf. Paste this into the chat so the AI can locate the file precisely. |
| Index This Folder | Any folder | Always indexes the registered root, even if you right-clicked a sub-folder. To index a sub-folder on its own, add it as its own folder first. |
| Remove from Tree | Registered root folders | Removes the folder from Eckho's list. Keeps your files, the search index, and all saved chats. |
| Remove & Clear Index | Registered root folders | Removes the folder from the list and deletes its search index and its saved chats. Your files on disk are never touched. |
| Delete from Drive | Sub-folders inside a root | Permanently deletes the sub-folder and its contents from disk. Clearly labelled because it is the only destructive option here. |
Index progress area
While a folder is indexing, a panel appears above the tree showing:
- A progress bar with a percentage and an estimated time remaining.
- A live file feed — a scrolling list of each file as it is processed.
- A stage label: Scanning → Extracting → Chunking → Embedding.
- A skipped count — how many files were bypassed.
- A Stop button to cancel the run.
6 Column 3 — The File Viewer
Column 3 previews whatever file you select in the tree. Toggle it open or closed with the Viewer button in the header. When it is collapsed, a thin indigo strip sits between Column 2 and Column 4 — click it to reopen the viewer. Clicking any file in the tree also reopens the viewer if it was collapsed.
What it can show
| Type | Formats | How it appears |
|---|---|---|
| Documents | PDF, DOCX, DOC | Text extracted; page layout kept for PDF |
| Presentations | PPTX | Slide text, in order |
| Spreadsheets | XLSX, XLS | Cell contents as structured text |
| Plain text & code | TXT, MD, LOG, CSV, JSON, XML, HTML, CSS, YAML/YML, SH, BAT, PY, JS, TS, JSX, TSX | Shown as text |
| MSG, EML | Sender, subject, date and body; thread clutter removed | |
| Images | JPG, PNG, GIF, WEBP, SVG, BMP, ICO | Shown inline |
| Anything else | — | A "cannot preview this file type" notice with basic file details |
How the viewer behaves
- The viewer is read-only. You cannot type edits directly into it.
- When you click a citation in an AI answer, the viewer opens that file and jumps to the passage the answer used.
- When the AI proposes an edit, the change is shown here as a side-by-side comparison — the old text in red, the new text in green — with Accept and Reject buttons. Nothing is written to the file until you click Accept.
- After you save a file, or accept an AI edit, the viewer reloads the whole file from disk — you always see the final version in full context, not just the part that changed.
- File tabs: each file you open gets a tab at the top of the viewer. Right-click a tab for Close, Close All, or Open Externally. (File tabs cannot be renamed.)
- Open externally / show in Explorer: you can open the selected file in its normal Windows app (Word, Excel, a PDF reader) or reveal it in Windows File Explorer.
7 Column 4 — The AI Chat and Chat History
Column 4 is where you talk to Eckho. It is the right-most column.
Chats are saved, and grouped by folder
- Every chat is saved automatically to a local database and survives restarts. You never lose a conversation by closing Eckho.
- Chats are grouped by the registered root folder — the top-level folder you added and indexed — not by whichever sub-folder you happen to be browsing. Browsing around inside a folder does not change which chat you are in.
- When you open or switch to a folder, Column 4 loads that folder's most recent chat. If the folder has no chats yet, you get a fresh blank one.
The chat header controls
| Control | What it does |
|---|---|
| Chat history dropdown | Lists this folder's saved chats, newest first. Pick one to switch to it. The active chat's row has a pencil (rename) and a trash (delete) icon. |
| Clear Chat (eraser icon) | Wipes the messages out of the current chat but keeps the chat itself — its name and folder link stay. Use it to start fresh without creating a new entry. |
| New Chat | Creates a brand-new saved chat and switches to it. It is called "New Chat" until you send your first message. |
| Expand | Enlarges the chat panel for more reading room. |
- Auto-naming: a new chat takes its name from your first message (shortened). It is named once and does not keep re-naming itself.
- Rename: click the pencil on the active chat's row in the dropdown and type a new name.
- Delete: click the trash icon. After deleting, Eckho switches to the next most recent chat for that folder, or a blank one if none remain.
- Move a chat to another folder: done from Settings → Chat History (see Section 16) — useful if you chatted against the wrong folder.
- While an answer is still streaming, the history dropdown and New Chat are locked, so an answer cannot land in the wrong chat.
Chat modes
A small pill selector in the chat panel sets how widely the AI searches:
- Folder mode — the AI searches across the whole indexed folder to answer.
- File mode — the AI restricts itself to the single file currently open in the viewer. Use this for detailed questions about one specific document.
This works together with what you are "standing on" in the tree: stand on a folder and use Folder mode for broad questions; open a file and switch to File mode to drill in.
The chat box
- A multi-line text box with a Send button.
- Disabled when the agent is starting, offline, has no internet, or when the folder you are pointed at is currently being indexed (the box shows "Indexing in progress").
- Enabled when the agent is running (including when it is running but slow).
- Spell-check: misspelled words are underlined. Right-click one for correction suggestions and an "Add to Dictionary" option.
- Cancel: while an answer is generating, the Send button becomes a Cancel button.
How answers appear
- Answers stream in word by word as the model writes them.
- Full formatting is rendered: headings, bullet and numbered lists, bold and italic, tables, code blocks, and links.
- Citations appear inline as numbered markers —
[1],[2]— with a matching source list beneath the answer. Each source names the file the information came from. - Click any citation to highlight that file in the tree and open it in the viewer at the relevant spot. This is how you verify an answer — every factual claim can be traced to its source.
Conversation memory
The AI remembers recent messages within a chat so you can ask follow-up questions naturally ("and what about the second one?"). How many past messages it carries is set in Settings → LSR → Context & Memory (default 20). Reopening a long old chat shows the whole conversation on screen, but only that same capped number of recent messages is sent to the AI — so reopening history does not cost you extra credits.
8 Working With Folders and Indexing
The basic flow
- Add a folder— Browse & Add or Add by Path in the Folders group at the top of Column 1.
- Index it— select the folder, then click Index Folder in the Index group of Column 1. Wait for it to finish — live progress (a bar, the file-by-file feed, an ETA and the current stage) appears in Column 2, above the tree.
- Browse and ask— open files in the viewer, and ask the AI about them in Column 4.
When indexing finishes, a note also appears under the Notifications bell in Column 1. The bell only carries the completion message — the live progress is always in Column 2.
What indexing actually does
Indexing reads your files and builds a private, local search index so the AI can find relevant passages quickly. In order, it:
- Scans the folder and all sub-folders for files.
- Extracts the text from each supported file (PDF, Word, PowerPoint, Excel, email, text).
- Splits that text into overlapping passages.
- Embeds each passage — converts it into a numerical form that lets the AI match on meaning, not just exact words.
.eckho sub-folder inside the folder itself (or, for cloud folders, in a local Eckho store — see Section 10). Your original files are never modified by indexing.
How long it takes
It depends on how many files there are and how large they are. Small folders index in under a minute; large document archives can take several minutes. You can keep working while it runs (see Section 19), and you can Stop it at any point.
Index Folder vs Reindex vs Remove Index vs Remove from Tree
| Action | Effect on files | Effect on index | Effect on saved chats | Effect on tree |
|---|---|---|---|---|
| Index Folder | None | Builds / updates it | None | Folder stays |
| Reindex | None | Updates changed files only | None | Folder stays |
| Remove Index / Remove & Clear Index | None | Deletes it | Deletes that folder's chats | Folder removed (Remove & Clear) |
| Remove from Tree | None | Left in place | Kept | Folder removed from view |
Folder limits
Your plan sets how many folders you can index at once (Trial: 3; paid plans: 5 or unlimited — see Section 17). If you try to add a folder beyond your limit, Eckho shows your license details and how to upgrade. Removing the index from a folder frees a slot.
9 Keeping Your Index Current — Change Detection
The AI only knows what was in your files at the time you last indexed them. If you edit a document in Word, add new files, or delete some, the index is out of date until you reindex. From version 4.5.0, Eckho watches for this and tells you.
How Eckho detects changes
- On startup, a few seconds after the agent is ready, Eckho runs a quick low-priority background scan of every registered folder. It compares each file's "last modified" time against what it indexed. This is a fast check — it does not re-read file contents — so it never slows the app down or blocks the tree.
- The scan runs again when you click Refresh in the tree toolbar, and when you switch back to the Eckho window from another app (at most once every ~45 seconds).
- A small spinner and label at the top of the file list show it running: "Checking for changes…" then, when done, "N files changed since last index".
What you see when files have changed
- Each changed file gets a blue dot in the tree.
- Every parent folder up to the registered root gets a blue dot and a count, e.g.
(4), so you can see which branch changed without expanding everything. - A strip appears just below the header: "N file(s) changed — reindex needed", with a Reindex button.
- The Index icon in Column 1 gains a blue highlight and a count badge.
Click Reindex (either button) to bring the index up to date. All the indicators and badges clear automatically once the reindex finishes.
How Reindex works (why it is usually fast, sometimes not)
Eckho keeps two fingerprints for every file: its modified-time and a content checksum. On a reindex it classifies each file:
| Classification | Condition | Action |
|---|---|---|
| New | Not seen before | Extracted, chunked, embedded |
| Modified | Modified-time or checksum changed | Old passages removed, file re-processed |
| Unchanged | Both match | Skipped entirely |
| Deleted | Was indexed, now gone from disk | Removed from the index |
So a reindex after changing three files only re-processes those three. However, before it can skip anything, Eckho still has to walk the whole folder and checksum every file to build that comparison — on a very large folder that scan alone can take a few minutes even when little has changed. That is expected. A full rebuild of everything only happens if you changed Chunk Size or Chunk Overlap in Settings → LSR since the last run.
10 Cloud Folders (Google Drive, OneDrive, Dropbox)
Eckho fully supports folders that live on a cloud-synced drive, and it handles them carefully so nothing goes wrong with your sync.
The index is kept local
When you add a folder that sits inside Google Drive, OneDrive, or Dropbox, Eckho detects this automatically and stores the index in a local Eckho folder on your machine, not on the cloud drive. Keeping the index local:
- Prevents sync conflicts and file-locking errors on the synced drive.
- Stops the index and its metadata from being uploaded to your cloud provider.
- Keeps the index specific to this machine (each computer builds its own).
.eckho sub-folder so Eckho can always find the right local index next time. It contains only pointers, never your content.
Online-only files are skipped
If a cloud file is shown in Explorer but is not actually downloaded to your disk (an "online-only" or "cloud placeholder" file), Eckho cannot read it and skips it during indexing, with a clear note. To include such a file, make it available offline in your cloud app (so it downloads locally), then reindex.
Answers stay scoped to the folder
Even though several cloud folders may share the same local Eckho index store, the AI only ever draws on the folder you are actually working in. Content from unrelated folders cannot leak into an answer.
Moving the local index store
Settings → Storage shows where the central cloud-index store lives (by default under your Windows local app data). You can move it to another drive — for example a faster disk — and Eckho relocates all existing cloud indexes for you. This setting has no effect on local (non-cloud) folders, whose indexes stay inside each folder's own .eckho sub-folder.
11 Asking the AI Questions
How Eckho answers
Eckho does not just keyword-search. For each question it:
- Works out what you are really asking (a fact, a list, a summary, a comparison).
- Breaks a complex question into a few focused sub-questions.
- Searches the index two ways at once — by meaning (semantic) and by keyword — and blends the results.
- Ranks the best passages and hands them to the language model with your question.
- The model writes the answer, streamed back to you with citations.
Writing good questions
- Be specific. "What is the penalty clause in the Acme contract?" beats "tell me about Acme".
- Name things. Reference codes, document names, dates and figures all help the search land on the right passage.
- Stand on the right place. For a question about one document, open it and use File mode. For a cross-document question, stand on the folder and use Folder mode.
- Paste a relative path. Right-click a file → Copy Relative Path → paste it into your question so the AI knows exactly which file you mean.
- Ask follow-ups naturally. The chat remembers the last several messages.
- Check the citations. If an answer matters, click through to the source and confirm it.
What the retrieval engine is good at
- Finding a specific identifier (a reference number, a code) across thousands of files.
- Numeric questions — it keeps values, units and table rows intact and puts tables before prose.
- Comparisons — pulling evidence from several documents into one answer.
- Summaries — both high-level (whole-document) and detailed.
- Step-by-step procedures from manuals and specifications.
- Flagging conflicts — if two documents disagree on a number, it says so rather than silently picking one.
If an answer looks wrong or incomplete
- The source file may have changed since indexing — look for a blue dot / the "reindex needed" strip and reindex (Section 9).
- The file may be partial (orange dot) — the AI got little or no text from it.
- Try rephrasing with more specific terms, or switch to a higher AI level (see Section 15).
- For a single-document question, switch to File mode so the search is not diluted by the rest of the folder.
12 Agentic Workbench Mode — AI That Takes Action
Turn on the Workbench pill in Column 4 to switch from "answer my question" to "work on this for me". In Workbench mode the AI decides what steps to take — it can read and find files across your registered folders, fetch a web page you point it to, search the knowledge base, and propose edits — and completes a multi-step task in a single conversation turn.
What the AI can do in Workbench mode
| Capability | In plain terms |
|---|---|
| Read a text file | Open and read a plain-text file in full — from any folder you have registered in Eckho. |
| List a folder | Show what is in a folder, optionally including its sub-folders, optionally filtered to a name pattern. |
| Find files | Locate files by name pattern (e.g. every .docx), or by a word or phrase inside them, across every folder you have registered — not just the current one. |
| Check a file's details | Report a file's size, dates, type, and whether it is indexed. |
| Search the knowledge base | Run the full retrieval pipeline over PDFs, Word docs and large files. |
| Fetch a web page | Retrieve a web address you give it and read the text of the page. Only when you ask for it. |
| Explain Eckho | Answer a question about how Eckho Desktop works, from built-in help — e.g. "how do I reindex?", "what does the orange dot mean?". |
| Propose a section edit | Suggest a precise change to part of an existing text file. |
| Propose a new file / full rewrite | Suggest the complete contents of a new file, or a full replacement. |
| Create a file or folder | Make a new file or folder. |
| Check index status | Report how many files are indexed, skipped or pending in the folder. |
It plans first on bigger tasks
When a task looks like it needs several steps, the AI writes a short numbered plan before it starts, and notes progress as it works through each item, so you can follow what it is doing.
Nothing is written without your approval
Any change to a file pauses the AI and waits for you:
- Section edit (the normal case for editing an existing file) — the viewer shows a red/green comparison of just the changed lines. Click Accept to apply it or Reject to discard it. On Accept, the viewer reloads the whole file so you see the change in context.
- Full file (for brand-new files or an explicit "rewrite the whole thing") — the AI shows the complete proposed contents, with the same Accept/Reject choice.
Both outcomes — accepted and rejected — are recorded in an audit log inside Eckho, with a timestamp, the file path, a plain description of the change, and whether you accepted it. If you do not respond within five minutes, the proposal times out and nothing is written. While a proposal is on screen, the chat box is blocked until you accept or reject it.
If a big task hits the step limit
A Workbench task can take up to 25 tool actions in one turn. A large job (for example: read a brief, read six related files, update six sections) can reach that limit before finishing. When it does, you get a plain message — "I reached my step limit before finishing…" — and a ▶ Continue (25 more steps) button. Click it to let the AI carry on, or rephrase / split the task into smaller parts.
The "thinking" display
While the AI is working, a small rolling progress display shows what it is doing in everyday language and a running seconds timer — for example "Searching through your files… you've got quite a few", then "Found it. Reading now so I don't miss anything", then "Right, I've got everything I need. Leave this with me" just before a proposed edit appears. It never shows file paths or technical tool names.
13 Working With Files
Viewing
Select any file in the tree to preview it in the viewer (Column 3). See Section 6 for supported formats.
Creating, renaming, moving, copying, deleting
All of these are done from the Column 2 toolbar or the tree right-click menu:
- New File / New Folder — created inside the selected location.
- Rename — in place; no slashes allowed in the name.
- Move / Copy — to another folder. Both the source and the destination must be folders you have registered in Eckho.
- Delete — permanent, from disk, with a confirmation prompt. On sub-folders this appears as "Delete from Drive" so it is unmistakable.
Removing a folder from Eckho vs deleting it
On a registered root folder, the right-click menu offers Remove from Tree (folder leaves Eckho; files, index and chats all kept) and Remove & Clear Index (also drops the index and that folder's chats). Neither deletes your files. There is no "delete from disk" option on a root folder — that is deliberate.
Saving edits
When you save a file through Eckho, it writes the file as UTF-8 text, reloads it in the viewer, and marks the file for reindex so the change is not forgotten.
AI edits are limited to plain-text files
See the next section for why and what to do about it.
Opening files elsewhere
From the right-click menu or a viewer tab you can Open Externally (launches Word, Excel, your PDF reader, etc.) or reveal the file in Windows File Explorer.
14 Markdown vs Microsoft Office Files
This is one of the most common sources of confusion, so it is worth understanding.
What Eckho can and cannot do with Office files
- Can — Eckho can read and index Word (
.docx,.doc), Excel (.xlsx,.xls) and PowerPoint (.pptx) files. The AI can answer questions about their contents and cite them. - Cannot — Eckho cannot create or change Word, Excel or PowerPoint files. It cannot write to them at all.
Why
Word and Excel files are packaged binary formats. Editing them safely and correctly requires the Office applications themselves. Plain-text formats have no such complexity — the AI can edit them precisely and predictably, so Eckho restricts AI writing to plain text.
What Markdown is
Markdown (.md) is a plain-text format that uses simple symbols for structure:
#,##,###for headings-or*for bullet points1.2.for numbered lists**bold**and*italic*|to lay out tables
A Markdown file opens in any text editor and is perfectly readable as-is, with no special software. Eckho renders it nicely in the viewer and the AI can edit it directly.
.docx for you. "Update the activity log" style tasks work best when the log is a .md or .csv file.
15 Choosing an AI Level (Models)
The AI level selector in the header sets which model answers your next question. You can change it per question.
| Level | Provider | Best for | Availability |
|---|---|---|---|
| Fast (GPT) ★ | OpenAI | Quick lookups, summaries, everyday questions. Fastest, lowest cost. The default. | All plans |
| Swift (Claude) | Anthropic | Fast answers with a structured, extraction-friendly style. | All plans |
| Smart (GPT) | OpenAI | Complex multi-step reasoning, large-document analysis, technical depth. | Requires LLM Pro on your license |
| Deep (Claude) | Anthropic | Deep analysis, nuanced questions, long-form synthesis. | Requires LLM Pro on your license |
- Default: Fast (GPT) — a good all-round choice for most questions.
- All plans include Fast (GPT) and Swift (Claude). Smart and Deep need LLM Pro — a +$9/month add-on on the Explorer plan, and included on Workbench and above.
- Locked levels: if a level appears locked, your licence does not have LLM Pro active. Add it in Settings → License or move to a plan that includes it.
- API keys are included with your licensed installation. You do not set up or pay for OpenAI or Anthropic accounts separately.
- In Workbench mode, the many small "thinking" steps use a fast, low-cost model automatically; your chosen level is used for the final written answer.
- A default level can also be set in Settings → LSR, and per-question switching can be turned on or off there.
16 Settings
Open Settings from the cog icon at the bottom of Column 1. Sections are listed down the left of the Settings window.
User
Your profile: first name, last name, email, mobile, country, company. The AI uses these for personalisation (for example, addressing you by name). Stored locally.
Billing
Coming soon.
License
Shows your current license:
| Field | Meaning |
|---|---|
| Plan | Trial / Explorer / Workbench / Team / Business / Enterprise |
| Status | Active / Trial / Expiring (within 14 days) / Expired / Invalid |
| Valid Until | Expiry date |
| Indexed Folders | Maximum folders you can index at once |
| LLM Pro | Whether the advanced AI levels (Smart, Deep) are unlocked |
| Machine ID | A fingerprint that binds the license to this computer. Quote it when contacting support. |
Activate a New License — paste a key in ECKHO-PLAN-… format and click Activate. It is checked locally and applied immediately, no restart needed. Refresh re-fetches your license from Ragteck without restarting — use it right after Ragteck extends your expiry date. Remove License resets the installation to Trial.
The key is shown as its first 12 and last 8 characters; the end of the key identifies your record — quote it when you contact support. When the license is expired, this panel shows one-click Email and WhatsApp (+27 63 907 1118) buttons, pre-filled with your key, plan, expiry and Machine ID. Licenses are validated entirely offline. An expired license disables AI features but leaves file browsing and management fully working.
Usage
This is where you check your credits — how many you have used, how many remain, and when they reset. (The License panel is only for your plan, expiry and Machine ID; it does not show credit figures.)
| Field | Meaning |
|---|---|
| Plan | Your current plan |
| Month | The billing month (resets on the 1st) |
| Credits This Month | A progress bar: used / limit, with how many remain. Shows "Unlimited" on Enterprise. |
| Credit Breakdown | Split between prompt credits and completion credits |
| Agentic Workbench | How many Workbench sessions you have run this month (informational) |
| Queries sent | How many questions you have asked this month (informational — not the limit) |
80% warning: when you have used 80% or more of your monthly credits, an amber banner appears under the next chat answer. You can dismiss it.
Appearance
Coming soon.
Persona & Prompt
Controls how the AI presents itself and how it handles formatting. Two parts:
- Master Prompt — a free-text instruction added to every question. Use it for global rules: "Always answer in British English", "Present any numeric comparison as a table", "Keep answers under 150 words unless asked for detail", "Never speculate beyond the documents". Leave it empty to use Eckho's default.
- Personality Builder — a simple form (your assistant's name, its manner, its role, what it helps with, your name) that Eckho compiles into a persona. A preview is shown before you save with Generate & Save Personality.
Storage
Manages the local store used for cloud-folder indexes (see Section 10). EckhoIndexes path shows where the store currently is (default: under your Windows local app data). Move Indexes relocates the whole store to another path; existing cloud indexes are moved for you. Only relevant if you have indexed at least one cloud folder. Local folder indexes are unaffected.
Chat History
A management view for every saved chat, across all folders (the Column 4 dropdown only shows the current folder's).
- Lists each chat with its name, folder, message count and last-updated date.
- Delete a single chat, or Delete All.
- Shows an approximate total storage size for saved chats.
- Move to… — reassign a chat to a different registered folder. Use this if you realise you chatted against the wrong folder.
About
Version information: the interface version, the agent version, and the database version. Quote these when reporting a problem.
Diagnostics
A switch for verbose logging. When on, Eckho writes a detailed activity log to its data\logs folder (rotating, capped in size). Turn this on if support asks you to, or when investigating odd answers, then send them the log.
LSR (password-protected)
Advanced retrieval and model tuning, behind a password so it is not changed by accident — the defaults are well tuned and changing them can make answers worse.
| Setting | What it controls |
|---|---|
| Top K | How many passages are retrieved per question. Higher = more context, slower. |
| Threshold | How closely a passage must match to be considered. Lower = more permissive. |
| Chunk Size | How large each passage is when indexing. Changing it forces a full rebuild on the next index. |
| Chunk Overlap | How much adjacent passages overlap. Changing it also forces a full rebuild. |
| Temperature | How creative the model is. Low (0.1–0.3) for factual document work. |
| Max Tokens | Maximum length of an answer. |
| System Prompt (LSR override) | A low-level prompt for expert use; bypasses the Persona settings. |
| Model | The default AI level for all questions. |
| OpenAI / Anthropic keys | Shows whether keys are present (they ship with your install). |
| Allow multiple LLM selection | Turns the header AI-level selector on or off. |
| Conversation Memory (messages) | How many past messages each question carries (5–50). Also sets how much of a reopened chat is replayed to the AI. |
17 Licensing, Plans and Credits
Credits
Your monthly allowance is measured in Credits. One credit corresponds to a unit of AI processing. Longer questions and longer answers use more credits; higher AI levels use more than lower ones.
- Indexing never uses credits. Only chat questions and Workbench steps do.
- Usage is hard-stopped at your plan limit — Eckho will not run up an unexpected bill. When you hit the limit, AI chat pauses until the 1st of the next month or until you upgrade.
- Plan credits reset on the 1st of each calendar month. You can also buy top-up credits (about $1 per 1,000 credits) — these do not expire and carry over month to month.
- See your credits in Settings → Usage — used, remaining and the reset month. The License panel does not show credit figures.
Plans
| Plan | Monthly Credits | Users | Machines / user | Max Indexed Folders | Price |
|---|---|---|---|---|---|
| Trial | 500,000 | 1 | 1 | 3 | Free for 30 days |
| Explorer | 3,000,000 | 1 | 3 | 5 | $15 / month |
| Workbench | 7,000,000 | 1 | 3 | Unlimited | $39 / month |
| Team | 18,000,000 | up to 5 | 3 | Unlimited | $99 / month |
| Business | 45,000,000 | up to 20 | 3 | Unlimited | $249 / month |
| Enterprise | Custom | 20+ | Custom | Unlimited | Custom |
License states
| State | Meaning |
|---|---|
| Active | Valid, not expiring soon |
| Trial | On the free trial plan |
| Expiring | Fewer than 14 days to expiry — an amber banner appears in Settings |
| Expired | Past expiry — AI features off, file browsing and management unaffected |
| Invalid | The key failed validation |
When expired, a License Expired badge appears in the header; clicking it opens Settings → License, where the Email and WhatsApp renewal buttons are. Entering a new key in Settings → License → Activate reactivates immediately, no restart. If Ragteck extends your existing license on their side, use the Refresh button rather than reinstalling.
18 The Status Indicator
The "pill" at the top-right of the window shows what the AI agent is doing. Eckho checks the agent's health every few seconds.
| State | Colour | What it means | What you can do |
|---|---|---|---|
| Agent Starting… | Slate, pulsing | The agent is launching and not ready yet. | Wait a few seconds. Browsing works. |
| Agent Running | Green, pulsing | Healthy, online, responding quickly. | Everything available. |
| Agent Slow | Amber, pulsing | Responding but under load — usually during heavy indexing. | Chat still works; it may be slower. |
| No Internet | Amber, pulsing | The agent is fine but your machine cannot reach the internet. | Reconnect. Browsing and indexing work; AI chat does not. |
| Restarting… | Amber, pulsing | The agent stopped unexpectedly and Eckho is restarting it. | Wait. Eckho retries up to 3 times. |
| Agent Offline — Retry | Red, pulsing, clickable | The agent could not be restarted after 3 attempts. | Click the pill to retry, or restart Eckho from the tray. File browsing still works. |
The centre-screen connection card
Because the pill is small and easy to miss, Eckho also shows a card in the middle of the window when it matters: "Connecting to Eckho Agent…" with a spinner appears if the agent takes more than about 3 seconds to come online at startup (fast starts never show it); "Agent Offline" with a wifi-off icon appears if the agent cannot be reached, including if the connection drops mid-session. The card does not block the app, you can dismiss it with its ×, and it clears itself automatically once the agent connects.
19 Working While Eckho Is Busy — Parallel Tasking
You do not have to wait for one thing to finish before doing another. What is and is not available:
While a folder is indexing
| Action | Available? |
|---|---|
| Browse and scroll the tree | Yes |
| Open and preview files in the viewer | Yes |
| Chat against a different registered folder | Yes |
| Chat against the folder that is being indexed | No — the box shows "Indexing in progress" |
| Reindex a single file inside the indexing folder | No |
While the AI is answering
| Action | Available? |
|---|---|
| Browse and scroll the tree | Yes |
| Open a different file in the viewer | Yes — this only changes the viewer, not the answer |
| Send another chat message | No — the Send button becomes Cancel until the answer finishes |
| Switch chats / start a New Chat | No — locked until the answer finishes |
20 Privacy and Where Your Data Lives
- Your files never leave your machine. Indexing happens locally.
- When you ask a question, only the specific passages needed to answer it are sent to the AI model service — never whole files, never the whole folder.
- In Workbench mode the AI can read files from any folder you have registered (not only the one you are working in). It still cannot read anything outside your registered folders, and it can only write inside the folder you are actively working in.
- If you ask the AI to fetch a web page, Eckho makes a direct request to that web address to retrieve its text. This only happens when you explicitly ask for it in Workbench mode.
- Indexes are local. For a normal folder, the index is a hidden
.eckho\explore_index.dbinside that folder. For a cloud folder, it is in a local Eckho store, never on the cloud drive. - Chats, settings, folder list, license and usage are stored in a local database inside the Eckho install folder.
- Anonymous usage totals (number of sessions, questions asked, credits used, folder counts) are sent to Ragteck to understand adoption. These are running totals only — never the content of your files or questions.
- AI file edits you accept or reject are recorded in a local audit log so you have a history of what changed.
21 Best Practice Summary
Setup
- Index a folder once before asking about it. Wait for the status pill to go green first.
- Keep folder scope tight — index the folder you actually work in, not an entire drive.
- For cloud folders, make files "available offline" so they are not skipped.
Keeping current
- When the "reindex needed" strip or a blue folder dot appears, reindex before trusting the AI on that folder.
- Reindex once after a batch of edits, not after every file.
Asking questions
- Stand on the right thing: a folder for broad questions, a single open file (with File mode) for deep dives.
- Be specific and name codes, dates and document titles. Paste a relative path to point at an exact file.
- Always click through citations when the answer matters.
- Start on the Fast AI level; move up to Smart or Deep only when needed.
Editing and files
- Keep documents you want the AI to edit in Markdown (
.md) or CSV; the AI cannot write Word or Excel. - Review every proposed edit in the red/green diff before accepting.
- On a big Workbench task, let it plan first, and use Continue if it hits the step limit.
Chats
- Rename chats so you can find them later; they are grouped by folder and survive restarts.
- Use Clear Chat to reuse a conversation; use Settings → Chat History to move or bulk-delete chats.
Configuration
- Put global rules (language, tone, table formatting) in Settings → Persona & Prompt → Master Prompt.
- Leave LSR settings at their defaults unless you have a specific reason and have noted the originals.
Housekeeping
- Watch the credit bar in Settings → Usage; the 80% banner is your warning.
- Remove indexes you no longer need to free folder slots and disk space.
22 Troubleshooting and FAQ
Use the Folders group at the top of Column 1: Browse & Add (pick it visually) or Add by Path (paste a path). The folder then appears in the tree in Column 2. This is separate from the Index group — adding a folder does not index it. Once it is in the tree, select it and click Index Folder in the Index group.
In Column 2, in a panel above the file tree — a progress bar, a percentage and ETA, a live file-by-file feed, the current stage (Scanning → Extracting → Chunking → Embedding), a skipped count, and a Stop button. The Notifications bell in Column 1 only shows the "indexing complete" message afterwards, not live progress.
Settings → Usage. It shows used, remaining, and the reset month, plus a breakdown. The License panel shows your plan and expiry but not credit figures.
Give it up to 20 seconds on first launch. If it stays on "Agent Starting" or goes red, choose Open Explorer from the tray icon to relaunch the window, or Quit and start again. File browsing works in the meantime.
That is normal when startup takes more than a few seconds. It disappears on its own when the agent connects. If it changes to "Agent Offline", make sure Eckho Desktop is actually running (check the tray icon) and relaunch it.
You (or another program) changed, added or removed files in an indexed folder since the last index. Click Reindex in that strip, or the Index icon in Column 1. Only the changed files are re-processed.
Before it can skip unchanged files, Eckho has to scan and fingerprint every file in the folder to work out what changed. On a large folder that scan alone takes time; the actual re-processing afterwards is small.
The file changed after it was indexed. Look for a blue dot or the "reindex needed" strip and reindex.
It was processed but almost no readable text could be extracted — usually a scanned or image-only PDF, or one with copy protection. The AI has little or nothing from it. Use a text-based or OCR'd version and reindex.
It cannot. Eckho only writes plain-text files (.txt, .md, .csv, .json, .log). Ask for a Markdown version, or apply the changes yourself in Word/Excel. Eckho can still read and answer questions about Office files.
In Workbench mode, yes — it can read and search files in any folder you have registered in Eckho, so it can pull a reference from one folder while working in another. It can only write in the folder you are actively working in. Normal (non-Workbench) chat still answers only from the folder or file you are pointed at.
Yes — in Workbench mode, ask things like "how do I reindex?" or "what does the orange dot mean?" and it answers from Eckho's built-in help.
In Workbench mode, if you give it a web address and ask it to, it will fetch that page and read the text. It does not browse the web on its own or search the internet — it only retrieves a URL you provide.
Chats are grouped by the registered root folder. Select the folder you were working in when you had that conversation and open it from the chat history dropdown. Nothing is lost on restart. To see every chat regardless of folder, open Settings → Chat History.
Settings → Chat History → Move to… reassigns a chat to a different registered folder.
The task reached the 25-step limit. Click ▶ Continue (25 more steps) to let it carry on, or split the task into smaller requests.
Both are safe for your files — neither deletes anything from disk. "Remove from Tree" keeps the index and chats; "Remove & Clear Index" also deletes the search index and that folder's saved chats.
Yes — browse the tree, open files, and chat against other folders. Only chatting against the folder currently being indexed is blocked. See Section 19.
You have hit your plan's folder limit (Trial: 3). Remove the index from a folder you no longer need, or upgrade your plan.
That is expected and correct — it protects your cloud sync. Nothing to do; it is an information notice only.
They are "online-only" and not downloaded to your disk. Make them available offline in your cloud app, then reindex.
Set a rule in Settings → Persona & Prompt → Master Prompt, e.g. "Answer in British English, under 150 words, tables for any comparison."
AI chat pauses until the 1st of next month, when credits reset — or upgrade your plan. Check what's left and the reset date in Settings → Usage; change plan via Settings → License. Indexing and file browsing keep working regardless.
AI features switch off; everything else keeps working. Paste a new key in Settings → License → Activate, or use the Email / WhatsApp buttons in that panel to reach Ragteck. If they extend your existing license, click Refresh — no reinstall needed.
For cloud folders, use Settings → Storage → Move Indexes. Local-folder indexes always live inside each folder's own hidden .eckho sub-folder.
Not in the current build. Publishing a read-only, browsable version of an indexed folder via a secure link is on the roadmap (described on eckho.ai as "Explorer Publishing" / knowledge sharing) but is not yet available. Today, Eckho Desktop is a personal tool.
No. Eckho Bot is a separate web product for building shareable AI bots from content you upload — it has its own pricing and its own guide. Eckho Desktop keeps everything on your machine and is not for sharing.
Turn on Settings → Diagnostics, reproduce the problem, then send Ragteck the log from Eckho's data\logs folder along with the versions from Settings → About and your Machine ID from Settings → License.
23 Glossary
- Agent
- The background program that indexes folders and answers questions. Runs from the system tray; its state is shown by the status pill.
- Index
- The private, local, searchable copy of your folder's text that the AI uses. Built by "indexing"; does not alter your files.
- Embedding
- The numerical form of a text passage that lets the AI match on meaning rather than exact words.
- Chunk / passage
- A small section of a file's text. The AI retrieves and cites passages, not whole files.
- Citation
- A numbered marker in an answer linking a statement to the file it came from. Click it to open the source.
- Standing on
- The file or folder you currently have selected in the tree — the AI's first focus for answers.
- Registered root folder
- A top-level folder you added to Eckho. Sub-folders inside it are not separate roots. Chats and index are keyed to the root.
- Folder mode / File mode
- Whether the AI searches the whole folder or just the one open file.
- Workbench mode
- Agentic mode — the AI plans and carries out multi-step tasks: reading and finding files across your registered folders, fetching a web page you name, searching, and proposing file edits for your approval.
- Web fetch
- A Workbench action — the assistant retrieves a web address you give it and reads the page text. It happens only when you ask; the AI does not browse or search the web on its own.
- Read scope / write scope
- In Workbench mode the AI can read files in any folder you have registered; it can only write inside the folder you are actively working in.
- Change detection
- The startup / on-focus scan that flags files modified since the last index, so you know to reindex.
- Reindex
- Updating an existing index — only new and changed files are re-processed.
- Partial file
- A file that was indexed but yielded little or no text (orange dot) — often a scanned PDF.
- Credit
- The unit of monthly AI allowance. Questions and Workbench steps use credits; indexing does not.
- LLM Pro
- A license flag that unlocks the Smart and Deep AI levels.
- LSR
- Eckho's retrieval engine ("Local Search & Retrieval") — the part that finds the right passages for each question.
- Cloud folder
- A registered folder inside Google Drive, OneDrive or Dropbox. Its index is always kept local.
- Online-only file
- A cloud file visible in Explorer but not downloaded to disk. Skipped during indexing until made available offline.
- Machine ID
- A fingerprint of this computer used to bind your license to it. Shown in Settings → License.
24 Document Revision History
| Guide version | Eckho Desktop version | Date | Summary of changes |
|---|---|---|---|
| 4.5.0-g1 | 4.5.0 | 2026-08-28 | First user-facing guide covering v4.5.0. Adds change detection (Section 9), chat history & Chat History settings tab (Sections 7, 16), parallel-tasking rules (Section 19), the connection/offline card (Section 18), the orange "partial" file state, the reworked folder right-click menu, Copy Relative Path, the 25-step Workbench limit with Continue, viewer reload-on-save, and the licence Refresh / WhatsApp & email renewal buttons. Column order confirmed as icon bar / tree / viewer / AI chat. Rebuilt from the v4.3.3 technical reference plus Project 41–47 living documents. |
| 4.5.0-g2 | 4.5.0 | 2026-08-28 | Accuracy fixes from help-bot testing, no content restructure. Clarified that Browse & Add / Add by Path live in a "Folders group" separate from the "Index group" (Sections 4, 8; new FAQ "How do I add a folder?"). Corrected credit location to Settings → Usage, not Settings → License (Sections 16, 17, 22). Clarified that live indexing progress shows in Column 2, while the Notifications bell only shows the completion message (Sections 4, 8; new FAQ). |
| 4.5.1-g1 | 4.5.1 | 2026-08-28 | Documents the Project 47 Group B agent changes. Section 12 (Workbench): the AI can now list a folder recursively with a name filter, find files by name pattern or by text inside them across every registered folder, check a file's details, fetch a web page you give it, and answer questions about Eckho itself from built-in help; the capability table and the intro were updated to match. Read scope widened: the AI can now read and search files in any registered folder, not just the active one — writes are still limited to the active folder (Sections 12, 13, 20). Section 20 (Privacy): added notes for cross-folder reads and for web fetch. Section 22 (FAQ): new entries — "Can the AI use files from my other folders?", "Can I ask the assistant how Eckho itself works?", "Can the AI look something up on the web?". Section 23 (Glossary): added "Web fetch" and "Read scope / write scope"; expanded "Workbench mode". No other changes from 4.5.0-g2. |
| 4.5.1-g2 | 4.5.1 | 2026-08-28 | Pricing corrected from eckho.ai/pricing. Section 17: Workbench credits 10M → 7M, Team 30M → 18M, Business 45M; added Users and Machines-per-user columns; noted top-up credits (~$1 per 1,000) that never expire and carry over. LLM Pro is a +$9/month add-on on Explorer and included from Workbench up (Sections 15, 17). Section 1: added a "Who it's for" paragraph (legal, insurance, investment, medical, research, operations). Section 22 (FAQ): new entries on folder sharing being roadmap-only and on the Eckho Bot distinction. No feature-behaviour changes. |
Add a new row for every revision. Bump the third digit set (-g2, -g3, …) for text-only updates against the same app version; move to the next <app version>-g1 when a new Eckho Desktop version is documented.