Home User-Guide User Guide- Ask‑Mee

User Guide- Ask‑Mee

Last updated on Jun 01, 2026

Your intelligent omnichannel platform for customer interactions

1. Introduction to Ask‑Mee

Ask‑Mee is Ask‑Innovation’s intelligent omnichannel platform designed to centralize, automate, and enhance all customer interactions.
It combines:

  • a customizable web widget,

  • a unified inbox for all channels,

  • AI agents that assist or automate responses,

  • smart workflows,

  • a collaborative workspace for support, operations, and CX teams.

This guide walks you through everything you need to get started.

2. Getting Started

2.1 Logging in

  1. Go to https://app.ask-innovation.com

  2. Enter your email and password

  3. Click Log in

2.2 Creating your workspace

On your first login:

  1. Create your organization (company name)

  2. Invite your team members

  3. Configure your communication channels

3. Platform Overview

The Ask‑Mee interface includes:

  • Sidebar navigation: Inbox, Contacts, Automations, Reports, Settings

  • Unified Inbox: all conversations from all channels

  • Conversation panel: messages, internal notes, actions

  • Customer panel: contact details, history, tags, workflows

4. Unified Inbox

The Inbox centralizes messages from:

  • Ask‑Mee widget

  • Email

  • WhatsApp

  • SMS

  • Facebook & Instagram

  • X (Twitter)

  • Web forms

  • Ask‑Innovation API

4.1 Managing conversations

You can:

  • assign a conversation to an agent

  • tag it (ex: Support, Urgent, VIP)

  • prioritize it

  • close or reopen it

  • transfer it to another team

4.2 Internal notes

Collaborate with your team using:

  • internal comments

  • @mentions

  • internal attachments

These notes are never visible to customers.

5. Ask‑Mee Web Widget

The Ask‑Mee widget is a lightweight module you can embed on your website.

5.1 Installation

Copy the script provided in your Ask‑Mee admin panel and paste it into your website’s HTML (inside <head> or before </body>).

5.2 Customization

You can customize:

  • colors, logo, avatar

  • welcome message

  • availability hours

  • pre‑chat forms

  • languages

  • AI agent behavior

5.3 Widget features

  • Real‑time chat

  • File uploads

  • Customer identification

  • Dynamic forms

  • AI‑powered responses

  • Escalation to human agents

6. AI Agents

Ask‑Mee includes specialized AI agents:

  • Support Agent — FAQs, troubleshooting, customer service

  • Voice Agent — call transcription, analysis, routing

  • Ops Agent — internal workflows, SOP automation

  • Data Agent — summaries, extraction, insights

  • Social Agent — moderation and replies on social networks

6.1 Activating an AI agent

  1. Go to Settings > AI Agents

  2. Select an agent

  3. Configure tone, rules, and confidence thresholds

  4. Enable it on selected channels

6.2 Human supervision

AI agents can:

  • respond autonomously

  • suggest a reply for human validation

  • escalate when uncertain

7. Automations & Workflows

Workflows allow you to automate repetitive tasks such as:

  • assigning conversations

  • sending automated replies

  • tagging messages

  • notifying teams

  • syncing with CRM/ERP systems

7.1 Creating a workflow

  1. Go to Automations

  2. Click Create workflow

  3. Choose a trigger (ex: new message)

  4. Add conditions (ex: channel = WhatsApp)

  5. Define actions (ex: assign to Support team)

8. Contacts & Customer Profiles

Ask‑Mee includes a built‑in mini‑CRM with:

  • customer profiles

  • full interaction history

  • tags

  • notes

  • custom fields

8.1 Importing contacts

You can import a CSV file from Contacts > Import.

9. Reports & Analytics

Ask‑Mee provides dashboards for:

  • conversation volume

  • response times

  • AI agent performance

  • customer satisfaction

  • channel activity

  • team productivity

Reports can be exported or scheduled for email delivery.

10. Advanced Settings

10.1 Users & Roles

Available roles:

  • Administrator

  • Manager

  • Agent

  • Viewer

10.2 Integrations

Ask‑Mee integrates with:

  • CRM (HubSpot, Salesforce…)

  • ERP / POS systems

  • WhatsApp Business API

  • Facebook / Instagram

  • Slack

  • Webhooks

  • Ask‑Innovation API

10.3 Security

  • SSO (SAML / OAuth)

  • Two‑factor authentication

  • Permission management

  • Audit logs

11. Frequently Asked Questions (FAQ)

How do I install Ask‑Mee on my website

Paste the widget script into your site’s HTML.

Can I connect WhatsApp

Yes, via WhatsApp Business API.

Can AI agents reply automatically

Yes, based on your rules and confidence thresholds.

Can I export my data

Yes, via CSV/JSON export tools.

12. Support & Assistance

Ask‑Innovation provides:

  • Email support: support@ask-innovation.com

  • Online documentation

  • Training sessions

  • Premium support (optional)

  • CXaaS managed services