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How to Configure Deal Monitoring Agent 🔍💼

Updated

Creators receive a high volume of DMs every day, and important opportunities - brand deals, creator collaborations, and paid partnerships - can easily get buried. The Deal Monitoring Agent automatically scans your DMs, flags the opportunities that matter based on rules you define, and helps streamline the negotiation process by assisting with responses and deal discussions.

Step-by-step Guide

There are two ways to find the Deal Monitoring Agent:

  1. From the left panel, tap ECHO-ME Agents to land on your ECHO-ME dashboard. Then, select Deal Monitoring Agent to begin.

  2. You will be taken to the Deal Monitoring Agent dashboard.
  3. Once you tap Deal Monitoring Agent, you'll be taken through a step-by-step setup. A progress bar at the top shows how far along you are. 

  4. Select which accounts ECHO should watch for brand deals and creator collabs. Your connected accounts will appear here - tap to select the ones you want monitored. Tap + Add Another Account to connect a second Instagram or Facebook page. Once you've selected your accounts, tap Continue.

  5. Which Brands Matter to You? - Choose the brand tiers you want ECHO to prioritize. Offers from tiers you don't select get treated as background noise and pushed to a filtered queue:
    • Global Brands - Large international brands like Nike, Sephora, Glossier, Apple, etc.
    • Large US/Regional Brands - Mid-size brands with strong national reach

    • Local & Emerging Brands - Small DTC brands, indie labels, and local shops
      Select the tiers that match the kinds of partnerships you're looking for, then tap Continue.

  6. What Kind of Brand Offers Should I Flag? - Tell ECHO what types of brand DMs to flag for you. Select the ones worth your attention - ECHO will summarize anything that matches and skip the rest:
    • Paid Brand Deals (Recommended) - Brands offering money for posts, reels, or stories. You can set a minimum threshold - ECHO will only flag paid deals above that amount
    • Deals Without an Amount - Paid deals where the brand mentions payment but doesn't state a specific figure
    • Free Product Gifting - Brands offering free products in exchange for content, without direct payment
    • Affiliate & Commission Deals - Brands offering a cut of the sales you drive

    • Event & Appearance Invites - Trips, dinners, launches, and panels
      Once done, tap Continue.

  7. Should I Watch Creator Collabs Too? - Choose how ECHO handles collaboration requests from other creators - partnerships, podcast invites, and content swaps. This is tracked separately from brand deals. Select one:
    • Yes, but only from creators above my size - Filters out smaller creators to keep your inbox focused on higher-value opportunities
    • Yes, all creator collabs - Flags collaboration opportunities from all creators, including smaller and emerging ones

    • No, just brand deals for now - ECHO will only monitor brand-related opportunities. You can always turn creator collabs on later
      Select your preference and tap Continue.

  8. What Kind of Creator Collabs Should I Flag? - If you chose to watch creator collabs, select the types you want flagged:
    • Paid Creator Collabs (Recommended) - Other creators offering money for a collab. You can set a minimum threshold - ECHO will only flag paid collabs above that amount
    • Collab Post / Content Swap - Joint posts, cross-promotions, and content trades

    • Free Product Trade - Product-for-content swaps with other creators
      Once done, tap Continue.

  9. Your Prices & Contact Info - Share your rates and how brands can reach you, so ECHO can negotiate and hand off deals on your behalf. You can update this anytime. Under Your Prices, type out your pricing for different types of collaborations - like reels, stories, posts, UGC, livestreams, or usage rights. For example: Reel $500 · Story $200 · Post $400 · Video $800 · UGC $600 · Livestream $1k · Link in bio $300 · plus rush fees & media usage rights. Or tap Upload a PDF to upload your media kit or rate card instead (up to 10MB). Under Contact Info for Negotiation, add the details ECHO can share with brands when moving conversations forward:

    • Email address
    • Phone number
    • Calendar link (e.g. your POP.STORE calendar or Calendly)

    Once everything is filled in, tap Continue.

  10. Review & Activate - You'll see a full summary of everything you've configured:
  • The accounts being watched
  • The brand offers ECHO will flag
  • Your selected brand tiers
  • Your creator collab preferences
  • Who ECHO negotiates as

If you want to change anything, tap Edit next to any section. Once everything looks right, tap Activate Deal Monitoring to turn the agent on.
 

 

Your Deal Monitoring Dashboard

Once you activate the Deal Monitoring Agent, you'll land on the Deal Monitoring dashboard.

At the top of the screen, you'll see Deal Monitoring Agent – Live, confirming that the agent is active and continuously monitoring your connected accounts for brand deals opportunities.

On the left side:

You'll find an overview of your agent along with the controls that determine how ECHO handles negotiations.

  • Auto Negotiation - Turn this on if you want ECHO-ME to automatically negotiate on your behalf whenever it detects a new brand deal or creator collaboration. If Auto Negotiation is turned off, ECHO-ME will still generate suggested negotiation replies, but nothing is sent automatically. You'll need to review the conversation and decide whether to send the reply yourself. When you open a detected conversation in Manual Mode, you'll see two options:

    • Reply - Opens ECHO's suggested reply. If you're happy with it, tap Reply to send it. If you'd like to make changes, tap Edit and Reply, make your edits, and then send.
    • Reject - Dismisses the suggested reply if you don't want to use it.

    If Auto Negotiation is on, ECHO won't wait for your approval. It will automatically send negotiation replies on your behalf and continue responding as the conversation progresses, following the negotiation rules and preferences you've configured. Once ECHO determines that a negotiation has reached its conclusion, it displays two options: Mark as Won and Mark as Lost. Tapping either moves the deal from the Negotiating stage to the Closed stage, keeping your dashboard organized.

  • Enable Personalization - Toggle this on and ECHO will speak like you when negotiating - matching your tone, language, and communication style. For this to work accurately, your Social Engagement Agent needs to be configured first. If you haven't set it up yet and you try to enable Personalization, ECHO will prompt you to configure it. Read: How to Configure Social Engagement Agent on POP.STORE

    Below that, you'll also see a quick overview of your activity:

    • Deals Found - Total opportunities flagged in the last 30 days.
    • DMs Scanned - Total number of direct messages ECHO has scanned in the last 30 days.

    On the right side: This is where all the opportunities ECHO has detected appear, organized into three tabs:

    • New - Deals that have just been flagged and are waiting for your attention.
    • Negotiating - Deals you're currently in conversation about.
    • Closed - Deals that have been marked as complete or not interested.

    Each deal shows the source (Brand, Creator, or Celebrity), a confidence score indicating how certain ECHO is that the message is a genuine business opportunity, and when it was detected. Tap any deal to open it.

    On the right side of the conversation, you'll see the original message along with ECHO's suggested reply if Auto Negotiation is enabled. If you're happy with the suggestion, tap Reply to send it immediately. If you'd like to make changes first, tap Edit and Post, update the message, and then send it.

    Below the conversation, you'll also see ECHO's Trust Score for that brand or creator, along with scam detection results and link verification. For a more detailed analysis, scroll down and tap Full Report. This opens a complete verification report covering the sender's trust score, business details, estimated company size, industry, and spam or scam analysis - helping you decide whether the opportunity is legitimate before responding.

    Managing Your Settings

    Tap Manage Agent at the top of the dashboard to access your full settings panel. From here you can update any of your configurations at any time:

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