User Guide- Ask‑Mee
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
