
# What are in the Account settings?

In this section, you can manage the notifications and reports you receive, change your password, and update your billing information.
 
You can opt in or out of email and WhatsApp notifications for each new chat you receive. By default, email notifications for each chat are turned on.
 
You can also opt in or out of the daily report, which includes customer queries within 24 hours. Daily reports are turned on by default.
 
If you’d like to change your password, simply go to “Change Password”, enter your old password, and add the new password you’d like to use.
 
In the Billing Management section, you can easily change the plan you currently use and update your payment information.

In this section, manage notifications, reports, password, and billing details. Customize email and WhatsApp notifications for new chats and opt in or out of daily reports, while also easily changing your password and updating payment information in the Billing Management section.

What are in the Account settings?


# Installation on Custom Website

Installing AskHandle on your custom website is a simple process. Log in to your AskHandle account and click on “Installation” in the menu.
 
Copy the installation code and paste it onto your website before the </body> tag or in the footer section.
 
Once you have completed the copy-and-paste step, AskHandle will immediately appear on your website.
 
Alternatively, you can use Google Tag Manager to install AskHandle directly onto your website.

The quickest and simplest way to integrate AskHandle into your WordPress site is by using the Head and Footer Scripts Inserter plugin, accessible through the Plugins option in your WordPress Dashboard, where you can easily paste the installation code and see AskHandle seamlessly integrated across your site.

Installing AskHandle on custom website


# Installing on NextJS websites

The Next.js-based website is a single-page web framework that enables you to create full-stack web applications by leveraging the latest React features. However, it doesn’t offer the standard index.html where you can easily copy and paste most of the `<script>` based installation codes, including the AskHandle install code. Therefore, some small customizations to the install code are necessary to fit the Next.js structure.
 
There are two places in a Next.js application where we can install the `<script>...</script>`. They are located in the \_app.js and layout.js files.
 
The \_app.js file is a top-level component that wraps around all of your pages, and any code placed inside this component will be executed on every page. To add scripts, we can also use the built-in Next.js component Script. Placing your Script components inside \_app.js ensures that the scripts are loaded and executed across all application pages.
 
Layout.js is a custom component you create to maintain a consistent design across your pages (e.g., headers, footers, or sidebars).
 
In short, \_app.js is a special component in Next.js that sets up your app’s pages, while Layout.js is a custom component you create to maintain design consistency across pages.
 
The Script component in Next.js provides a 'strategy' prop that you can use to define where the script should be loaded. There are three possible values for the 'strategy' prop:
 
- beforeInteractive: This will load the script before rendering the page. This strategy is not recommended for scripts that can be deferred, as it may slow down the page rendering. The script will be placed in the <head>.
- lazyOnload: This will load the script once the page has been rendered and the 'window.onload' event has been fired. This strategy is recommended for non-critical scripts that can be deferred. The script will be placed in the <body>.
- afterInteractive (default): This will load the script immediately after rendering the page. The script will be placed in the <body>.
 
For more information about the Next.js Script component, visit: [Next.js Script Component Documentation](https://nextjs.org/docs/api-reference/next/script)
 
In this tutorial, we will demonstrate how to integrate AskHandle into the \_app.js file.
 
Step 1: Find your \_app.js file
The \_app.js file is typically located in the 'Pages' folder as one of the primary files.
 
Step 2: Open the \_app.js file in a text editor.
 
Step 3: Add the following two lines at the top of the \_app.js file to import the necessary Next.js system functions:
 
import { useEffect } from 'react';
 
import Script from 'next/script';
 
Step 4: Add the AskHandle install code
Copy and paste the install code below into your \_app.js file, ensuring that you replace the example token with your own token. Your token can be found in the default AskHandle install code available in the AskHandle dashboard under 'Installation.'
 
Step 5: Save the file and close the text editor
Save all changes and close the text editor. You should now see AskHandle integrated into the right side of your website.

This tutorial explains how to integrate AskHandle into a Next.js-based website by customizing installation code and utilizing components like _app.js and layout.js for script placement, ultimately ensuring AskHandle's integration across pages.

Installing on NextJS websites


# Installation on Squarespace

This is a tutorial for installing AskHandle on Squarespace websites.
 
Step 1: Log in to your dashboard on Squarespace.com.
 
Step 2: Click the SETTINGS button on the left.
  - Find the menu on the left side of the browser, then click SETTINGS.
 
Step 3: Choose "Advanced" from the menu.
  - Click the "Advanced" option from the list.
 
Step 4: Copy and paste the installation code from the Handle Dashboard.
  - Locate the installation code in your AskHandle account (in the "Installation" section), then copy it to the Footer field.
 
Step 5: Save, and AskHandle is ready to support your users.
  - Click the save button, and you will see AskHandle appear on the right side of your website. You can adjust the position in your AskHandle account.

This tutorial provides steps for integrating AskHandle onto Squarespace websites, involving logging into the Squarespace dashboard, accessing settings, adding installation code from AskHandle, and adjusting its position as needed.

Installation on Squarespace


# Installation on Weebly

Step 1: Log in to your Weebly dashboard.
Click the “Log In” button on the nav bar and log in to your Weebly dashboard.
 
Step 2: Click "Settings" on the navigation menu.
Select "Settings."
 
Step 3: Click "SEO" on the left menu.
 
Step 4: Copy and paste the installation code to the Footer.
Find the installation code in your AskHandle account (“Installation” section), then copy and paste it into the Footer Code.
 
Step 5: Save and publish your site.
Click “Save” on the bottom-right to save the code. Then click the "Publish" button on the top-right corner to publish your site. AskHandle is now available on your Weebly website.

To install AskHandle on your Weebly website, log in to your dashboard, access Settings, navigate to SEO, paste the installation code into the Footer, and save and publish your site.

Installation on Weebly


# Installation on Wix.com

Installing AskHandle on Wix.com websites is a simple process. There are two steps to do it:
 
1. Copy the install code.
2. Paste the install code into the body section of Wix.com websites.
 
Detailed installation instructions are provided below.
 
Step 1: Getting the install code
Log in to your AskHandle account, hover over the left sidebar menu, and click on “Installation.”
 
Step 2: Copy the install code
Once you are in the “Installation” section, click “Copy.”
 
Step 3: Go to Wix.com Settings
Log in to your Wix.com website with your administrator account. Find “Settings” on the left sidebar menu and click on it.
 
Step 4: Go to Tracking tools
After clicking on “Settings,” another menu will appear. Find “Advanced Settings” and click on the “Tracking Tools” option.
 
Step 5: Go to New Tool
Locate and click the “+ New Tool” option in the Tracking Tools section. Then, select ”</> Custom” from the menu.
 
Step 6: Paste the install code
Locate the field labeled “Paste the code snippet here:”, choose “Body - start” from the “Place code in” option, and paste the install code you copied in Step 1.
 
Click the “Apply” button to save your code snippet, and you are all set! Now, you can see AskHandle on your Wix website.

Installing AskHandle on Wix.com websites involves copying the install code from AskHandle, pasting it into the body section of Wix.com websites via the Tracking Tools option in Wix.com Settings, and applying the changes.

Installation on Wix.com


# Installation on Wordpress

There are a few ways to integrate AskHandle into your WordPress site. The simplest and fastest method is by using a plugin.
 
Finding the Plugin:
 
For this tutorial, we recommend using the "Head and Footer Scripts Inserter" plugin. This plugin facilitates adding AskHandle to every page of your website.
 
To access this plugin, log in to your WordPress account and navigate to the 'Plugins' option in the menu on the left side of your Dashboard.
 
Once on the Plugins page, click the 'Add New' button at the top. Enter 'Head and Footer Scripts Inserter' in the search box and press 'Enter' on your keyboard.
 
The first plugin that appears should be the one you want to install. Click the 'Install Now' button. On the next screen, you should be able to activate the plugin.
 
Installing AskHandle on Your Site:
 
To install AskHandle, you'll need to adjust the settings of the recently installed Head and Footer Scripts Inserter plugin.
 
Click on the 'Plugins' option in the dashboard menu and locate the Head and Footer Scripts Inserter plugin. Then, click on 'Settings'.
 
On the following screen, paste the installation code. Click the blue 'Save Changes' button to apply the script to the plugin and your site.
 
And you're done!
 
Upon reviewing your site, you will now see AskHandle integrated.

Installation on Wordpress


# Can I include multimedia in my responses?

AskHandle can provide text-based and numerical information as output. However, it does not supply images, videos, or audio files in responses.
 
Instead, AskHandle can provide a URL to the source of any multimedia, allowing users to access multimedia content through the provided link.


AskHandle can provide text-based and numerical information as output. However, it does not supply images, videos, or audio files in responses. Instead, AskHandle can provide a URL to the source of any multimedia, allowing users to access multimedia content through the provided link.

Can I include multimedia in my responses?


# Can I use tabular data for AI training??

The best way to manage structured data in tables is to save it in a separate Excel or .csv file and then upload it to the data source. While you can also add tables to PDF or DOCX files, using them may result in inconsistent and less effective recognition and response generation.


The most efficient method for handling structured data in tables is to store it in a dedicated Excel or .csv file and then import it into the data source. Although you can incorporate tables into PDF or DOCX files, doing so may lead to inconsistent recognition and less effective response generation.

Can I use tabular data for AI training?


# How to clean data for better chatbot recognition?

If you're experiencing issues with AskHandle not answering questions thoroughly after uploading your files, or pasting information in the plain text section, it's likely due to unstructured data within your files or information. Unstructured data can include tables, special characters, and extra spaces that may confuse the chatbot. To resolve this, follow our simple data cleaning process outlined below:

Step-by-Step Guide to Cleaning Your Data

1. **Copy Your Data:**
   - Open your file.
   - Select any word in the document.
   - Press **Command + A** (for Mac users) or **Ctrl + A** (for Windows users) to select all the text.
   - Copy the text by pressing **Command + C** (on Mac) or **Ctrl + C** (on Windows).  
2. **Use AskHandle Document Cleaner:**
   - Go to [AskHandle Document Cleaner](https://cleaner.askhandle.com/).
3. **Paste Your Data:**
   - In AskHandle Document Cleaner, you'll see a text field.
   - Paste your copied data using **Command+V** (on Mac) or **Ctrl + V** (on Windows).
   - Note: If your document exceeds 600 words, you'll need to clean it in sections.
4. **Start the Cleaning Process:**
   - Click the “Start Cleaning” button to begin the data cleaning process.
5. **Download Clean Data:**
   - Once the cleaning is complete, download the file with your clean data.
6. **Upload Clean Data:**
   - Return to the Command Center.
   - Upload the new file containing the cleaned data.

**Or, if you have documents ready for data cleaning, you can upload them directly in AskHandle Document Cleaner. To upload your documents:**

1. Go to [AskHandle Document Cleaner](https://cleaner.askhandle.com/)
2. Click on "Upload your document here"
3. Drag and drop your document into the space provided, or click on the "Choose Folder" button to select the file
4. Click on the "Upload Document" button to upload your document
5. Click on the "Start Cleaning" button to begin the data cleaning process
6. After cleaning, click on the "Download the cleaned document (docx)" button
7. Return to the Command Center and upload the new file containing clean data


Congratulations! You now have a chatbot-friendly version of your file, ready for fine-tuning. If you encounter any further issues, please refer back to this guide or contact our support team.


If you're experiencing issues with AskHandle not answering questions thoroughly after uploading your files, or pasting information in the plain text section, it's likely due to unstructured data within your files or information. Unstructured data can include tables, special characters, and extra spaces that may confuse the chatbot. To resolve this, follow our simple data cleaning process outlined below:

How to clean data for better chatbot recognition?


# Can I configure the visuals and UX of the chat box?

 You can configure and adjust visuals and UX of the chat box to match your style and brand. In this section, you will be able to configure the visual and textual components of the AskHandle chat box. Let's explore the parts you can configure and how to configure them.


### Option 1: Greeting message

Log in to AskHandle dashboard and go to “Appearance” section, Option 1.

This is a message that users will see as soon as the chatbot starts.

The default message is “Hi [username]! How can we help you today?”.
 
To change the message, you can write your message in the “greeting message” field. After you are done changing the greeting message, click the “Save” button on the bottom of page to save the change.

### Option 2: Contact message

This is a message you will use to guide users to contact you on your phone number or email address. The default message is: “For more details, please call us directly at 123-456-7890.”
 
To change the default message, simply start writing in the message field. When you are done with your message, please click the “Save” button at the bottom of the page to save the changes.

### Option 3: Company name

Set a name for your chatbot.

To change the default message, simply start writing in the message field. When you are done with writing your chatbot name, please click the “Save” button at the bottom of the page to save the changes.

### Option 4: Upload logo

This is the part where you can upload your company logo, or any other image, which will be shown as soon as the user engages with AskHandle.

The default logo is AskHandle logo. To change the logo, simply click on the area where logo is placed and upload your own logo/image.

Recommended size is 170 x 170 pixels

When you finish uploading your logo, don’t forget to click on the “Save” button at the bottom of the page to save the change.

### Option 5: Chat box theme color

This is the part where you can configure the theme color for the chat box, so it can match your website/brand color.

To change the color, you can copy and paste the Hex color code (for example, #0096ff) or simply choose the color from the color chart. After you finish configuring the color, click the “Save” button at the bottom of the page to save the change.

### Option 6: Chat box position

You can choose several positions on the website where to place the AskHandle chat box. The default position is the right-bottom part of the website.

There are two parts in configuration of the chat box position: horizontal and vertical part:

• On the horizontal part, you can choose from right, center and left placement;
• On the vertical part, you can choose from bottom, center and top placement;
 
When you finish configuring the positioning of the chat box, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

### Option 7: Pre-chat form

This is the part where you can enable/disable user inputs, which you can receive before users engage with the chatbot. The user inputs include the name, email address and phone number. This information, when received, will be automatically added to user leads.

By default, enabled user inputs are Name and Email Address.

To enable/disable certain input, simply switch on or off the toggle by the input (blue color means the input is on; white color means the input is off).

After you configured the inputs, please click the “Save” button at the bottom of the page to save the changes.

### Option 8: Header title and subtitle

Header Title and Subtitle are the messages welcoming users to chat. The default Title is “We are currently” and Subtitle is “Online”.
 
To change the Title and Subtitle, simply start typing in each field. When you are done, please click on the “Save” button at the bottom of the page to save the changes.

### Option 9: Chat title and subtitle

Chat Title and Subtitle are the taglines above the chat. The default Chat Title is “Need help?” and Subtitle is “You can ask us anything!”
 
To change the Chat Title and Subtitle, start typing in the fields. When you finish customizing your Chat Title and Subtitle, please click the “Save” button on the bottom of the page to save the changes.

### Option 10: Start button caption

Start Button is the button that starts the chat between users and the chatbot. The default name of the Start Button is “Start New Chat”.

To change the name of the Start Button, please start typing in the field and after you made the changes, click the “Save” button at the bottom of the page to save the change.

### Option 11: Start button color

To change the color of the Start Button, please input the HEX color code or simply find the color you wish to use in the color palette, then click the 'Save' button at the bottom of the page to save the change.

### Option 12: Input placeholders

Placeholders are fields where users input information (name, email address, phone number, messages).

Default placeholders can be seen in the image below.

If you would like to change any of these placeholders, please start typing in the field of the placeholder you would like to change.

When you finish changing the placeholder names, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

### Option 13: Message position

This is an option to show the chatbot avatar on the left side or the right side in the chat. Default position is the left side.

If you’d like to change the position of the chatbot avatar, please click on the field that shows “left” and choose the ‘right’ option.

After you are done changing the position, please click on the “Save” button at the bottom of the page to save the change.

### Option 14: Upload avatar image

Avatar is a visual representation of the chatbot. It’s an icon/image next to the messages.

To change the default avatar, simply click on the avatar and upload your own avatar/image that you would like to use. After you changed the chatbot avatar, please click the “Save” button at the bottom of the page to save the change.

### Option 15: Autopilot

You have an option to completely turn off the chatbot (in this case, AskHandle would serve as a live-chat platform).

The default setting is of course “On”.

If you’d like to turn the chatbot off and use AskHandle as a live-chat platform, simply click on the “Use chatbot” button (if the button is white, the chatbot is turned off).

After you made the change, please click on the “Save” button at the bottom of the page to save the change.

### Option 16: Set auto-popup

Auto pop-up is the ability for the chat box to pop up to engage with users on the website.

The default setting is 7 seconds (7 seconds after the users came to the website, the chatbot will pop up).

To change the auto pop-up time, simply click on the “Auto pop up” field and put the number of seconds that needs to pass for the chatbot to pop up (if you don’t want the chatbot to pop-up, put zero).

After you changed the setting, please click on the “Save” button at the bottom of the page to save this change.

### Option 17: Sound alert for new incoming message

You would only receive the notification if you’re logged in to your AskHandle account and you are in the “Messages” section of your dashboard. The default setting is “On”.

If you don’t want to receive a sound notification for every new message, simply turn off the switch (if the switch is white, then the sound notification is off).

After your made the change, please click on the “Save” button at the bottom of the page to save this change.

### Option 18: Hide interactive options after clicking

You can choose to hide the quick-reply options once a user chooses one quick reply option. After user clicks on one of the quick-reply options, the rest of the quick-reply options will not be shown anymore. To always have quick-reply options visible, please click on the toggle and save your change.

### Option 19: Hide message typing bar

You can hide the typing bar if you want your users to only interact with the interactive options.

To hide the message typing bar, please click on the toggle and save your changes.

### Option 20: Chat ending settings

You can edit messages your users will see when they want to end the chat.

If you would like to change these messages, please start typing in the field of the end message you would like to change.

When you changed the message, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

### Option 21: Feedback collection

After each chat ends, your users can rate their experience and leave feedback.

If you would like to change any of these feedback messages, please start typing in the feedback message field you would like to change.

When you changed the feedback messages, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

### Option 22: Adding and configuring privacy policy

You can easily add and configure privacy policy and terms of use links in the chat box. There are two locations in the chat box where the links can be placed: on the start page, before users engage with AskHandle and in the scheduling option. Let your users know what you do with their data and guide them to your privacy policies.

To add a privacy policy link on the start page, please click on the toggle next to the “on start page” option and turn it on (it’s on when the toggle is blue). If you’d like to add the privacy link to the scheduling option, please click on the toggle next to the “in scheduling” option and turn it on (it’s on when the toggle is blue).

You can edit the placeholder wording by typing in the policy text field. In the link fields, please put the link to your policy. When you are finished with adding your policies and editing the text in the policies’ fields, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

### Option 23: Tooltips for chat box

A tooltip is a small, informational pop-up box that appears when a user hovers their cursor over an element, providing brief contextual information or guidance.

If you would like to turn off the tooltip, please click on the toggle and save the change.

You can set the time in seconds for how long tooltip pop-ups should stay on the screen. Set it to 0 if you don't want to use pop-ups.

You can edit the tooltip wording by typing in the tooltip text field.


Comprehensive guide for customizing various aspects of the AskHandle chat box, including greetings, contact messages, company name, logo, theme color, positioning, input forms, header and chat titles, start button settings, avatar, autopilot mode, auto-popup, sound alerts, and more, allowing users to tailor the chat box to match their brand and preferences effectively.

Can I configure the visuals and UX of the chat box?


# How to Fine-Tune AskHandle?

Creating custom responses for your chatbot on the AskHandle dashboard is straightforward. The way your chatbot interacts with your customers largely depends on the content you provide and its structure. This process of training and setting up the chatbot is termed the "Fine-Tuning" phase. Essentially, it's about teaching the chatbot to provide specific information and communicate in your typical style.

Here’s a step-by-step guide:

### 1. Go to Command Center

Log in to your AskHandle user account and go to Command Center.

### 2. Select the Data Source Mode
Start by choosing your preferred Data Source mode. We provide three options: 
- "General Data Mode"
- "Your Own Data Mode"
- "Combined Data Mode"

If you're uncertain about which mode to pick, refer to [our tutorial](handle-chatbot-data-source-mode).

### 3. Add a Data Source

![Create chatbot answers](/images/help/articles-img/article-handle/bot-answers.webp)

After selecting the Data Source Mode, click the "Add Data Source" button to begin fine-tuning your chatbot. We offer three methods to input your training material:

   - **Document:** Upload text files, DOCX, PDFs, or .TXT files using the "Choose File" button or by dragging and dropping your files. Note: Only one file can be uploaded per Data Source. If you'd like the chatbot to learn from multiple documents, create separate Data Sources for each.
   
   - **Plain Text:** Input text directly, whether by pasting it in the plain text field or simply by writing text in the plain text field. The chatbot will internalize and respond based on this input when customers pose related queries.
   
   - **URL:** Direct the chatbot to a webpage for learning. If you specify a URL, the chatbot will scan and learn its content. However, be cautious: many websites, especially major ones like Instagram or StackOverflow, restrict chatbots from accessing and utilizing their content. This method is best suited for webpages you manage or have clear, unrestricted content.

### 4. Save the Data Source
After adding your materials, click the "Save Data Source" button.

### 5. Monitor the Processing Status
Post saving, you'll notice a status indicator. Initially, it will display `UNPROCESSED`, indicating your chatbot is assimilating the provided materials. This phase typically lasts between 10 and 20 seconds, though it may vary based on the volume of content. After 10-20 seconds have passed, simply refresh the page.

Once the chatbot completes its learning, the status will update to `PROCESSED`, indicating your chatbot ready to assist.

**For more help articles regarding AskHandle's recognition optimization, data cleaning, and other topics, check out these resources:**

- [**How to Clean Your Data for Better Chatbot Recognition**](clean-data-for-better-chatbot-recognition)
- [**Ensuring Handle Understands Webpage Content**](ensuring-Handle-understands-webpage-content)
- [**Improving AI Recognition for Detailed Lists or Characteristics**](improving-AI-recognition-for-detailed-lists-or-characteristics)
- [**How can I improve recognition in other languages?**](multilingual-support)
- [**Teach Handle to Use First Person, Instead of Third Person, When Answering Questions**](use-first-person)
- [**Set up Greeting Message and Interactive Options**](interactive-options)

Creating custom responses for your chatbot on the AskHandle dashboard is straightforward. The way your chatbot interacts with your customers largely hinges on the content you provide and its structure. This process of training and setting up the chatbot is termed the Fine-Tuning phase. Essentially, it's about teaching the chatbot to communicate in your typical style.

How to Fine-Tune AskHandle?


# What Are Customer Profiles from Conversations?

 As soon as a user engages with AskHandle, a new customer profile is created. Every customer profile is stored and managed in the “Customers” section of your Dashboard. To access your contacts, please hover on the left sidebar menu and click on “Customers”.

In the “Customers” section, you will find several data points about your users. The customer profile consists of user’s contact information, such as name, email address and phone number. Contact information is captured in the pre-chat form, if you have opted-in to have the pre-chat form  (“Appearance” -> Pre-chat form).

Along with the contact information, AskHandle also captures several other data points:

1. User’s referral source (website or page prior to the page where the user initiated the chat)
2. Actual page where the user initiated the chat.
3. User’s device
4. User’s browser type
5. Quality of the lead
6. User feedback
7. Geolocation

Customer profile information can be seamlessly pushed to your management system or any CRM system you use. AskHandle offers pre-built integrations with Salesforce, HubSpot, Zoho, Zapier, and others. Contact us if you'd like to integrate AskHandle with your system to share customer profile information.


AskHandle creates customer profiles upon user engagement, storing contact details and various data points like referral source, device, and geolocation, with seamless integration options available for CRM systems such as Salesforce and HubSpot.

What Are Customer Profiles from Conversations?


# How to ensure AskHandle understands your webpage content?

This article outlines a three-step process to enhance the performance of AskHandle, an AI chatbot, when fine-tuning with webpage content. First, we address the potential issues when AskHandle scans webpages, which may include restrictions that hinder content access. Next, we offer a practical solution involving the manual transfer of webpage content to a document and uploading it to AskHandle for better understanding and response accuracy. Finally, we discuss testing AskHandle's comprehension post-upload and provide information on seeking further support if needed.

### Step 1: Understanding the webpage fine-tuning.

When you insert a webpage URL to fine-tune AskHandle, AskHandle attempts to visit the URL, scan the page, and generate responses based on the webpage content. If AskHandle struggles to comprehend questions or fails to provide specific information from the webpage, it could be from the webpage's restrictions on crawling.  This prevents AskHandle from accessing the necessary information to generate appropriate responses.

### Step 2: Implementing a solution

To resolve this, you will need to manually bypass the crawling restrictions by following these steps:

1. Copy the webpage content: Navigate to the webpage and select all the relevant content that your chatbot needs to understand.
   
2. Paste into a document: Copy the content and paste it into a document format that the chatbot can access, such as PDF, DOCX, or TXT.

3. Upload the document: Within the Command Center, locate the file section and upload the document you've created.

By uploading the content directly, you enable AskHandle to utilize the information effectively, thus improving its comprehension and response accuracy.

### Step 3: Test the recognition

After uploading the document, test AskHandle to confirm that it can now provide specific and relevant information based on the content of the uploaded document. If the recognition and content generation is still not optimal, [use AskHandle Document Cleaner to clean the data](clean-data-for-better-chatbot-recognition/).

### Support

If you require further assistance or if the issue persists, please contact our support team for additional help.


This article outlines a three-step process to enhance the performance of AskHandle when fine-tuning with webpage content. First, we address the potential issues when AskHandle scans webpages. Next, we offer a practical solution involving the manual transfer of webpage content to a document and uploading it to AskHandle for better understanding and response accuracy. Finally, we discuss testing AskHandle's comprehension post-upload and provide information on seeking further support if needed.

How to ensure AskHandle understands your webpage content?


# How to choose the right Data Source Mode for AskHandle?

Selecting the appropriate data source mode is important to ensure that you receive answers and generate content that aligns with your requirements. Below, we provide a detailed overview of the three available modes, enabling you to identify the option that best suits your specific needs.

AskHandle provides three "Data Source Modes" to select from: **"General Data"**, **"Your Own Data"**, and **"Combined Data"**.

![AskHandle data source mode](/images/help/articles-img/article-handle/data-source-modes.webp)

### 1. General Data Mode
   
In General Data Mode, AskHandle creates content and provides answers using publicly available information, primarily from the internet. This mode harnesses the standard capabilities of GPT, which makes it suitable for a wide array of prompts, content generation, and for swiftly providing answers to many common questions.

It is important to note that General Data Mode does not use any proprietary information you may have uploaded for customization purposes.

### 2. Your Own Data Mode

In Your Own Data Mode, AskHandle uses only the information you have uploaded for customization to generate content and provide answers. It will not access or supply any information beyond what you have provided.

Furthermore, this mode is designed to omit small talk; therefore, casual phrases like “thank you,” “bye,” or “great” will not prompt a social response from AskHandle unless such interactions are included in your uploaded data.

If AskHandle encounters questions it cannot answer with the provided data, it will revert to a default “contact us” message. You can customize this message in the Appearance section of your AskHandle dashboard, under Option 2.

### 3. Combined Data Mode
   
Combined Data Mode is the default setting where AskHandle gives priority to the information you have uploaded for customization, ensuring that all responses and content creation are based on your data. This mode allows for small talk, meaning that casual greetings and farewells such as “hello” and “goodbye” will be acknowledged and answered suitably.

Please note that in this mode, AskHandle will not offer specific details about other companies, products, or services unless you have explicitly included that information in your uploaded data.

---

We recommend using the **"Combined Data"** mode. This strategy optimizes chatbot efficacy, ensuring it consistently delivers meaningful interactions to your customers.

If data security and privacy are paramount, "Your Own Data" mode is a viable alternative. Don't worry, no matter which "Data Source Mode" you pick, AskHandle promises not to use your data to train its AI or share it with anyone else. Your chatbot is just for you, working only for your business.

The Data Source section in the AskHandle dashboard is where you can upload your training materials. Data Source Mode dictates how you'd like AskHandle to engage with your customers upon receiving a question. AskHandle provides three Data Source Modes to select from: General Data, Your Own Data, and Combined Data.

How to choose the right Data Source Mode for AskHandle?


# How to change my current plan?

To change your current plan, navigate to the Settings section in your user dashboard. You can find Settings in the bottom-left corner of the menu, represented by a gear icon.
 
Once in the Settings section, locate the "Billing Management" section. Click on the "Update Plan" button, choose the plan you wish to switch to, and then click the Continue button in the bottom-right corner.
 
So, the navigation path is: User dashboard -> Settings -> Billing Management -> Select a plan -> Continue.

To change your current plan, go to your user dashboard's Settings section. Access it from the bottom-left corner, indicated by a gear icon. Then, find Billing Management, click Update Plan, select your desired plan, and proceed by clicking Continue in the bottom-right corner.

How to change my current plan?


# How to change a password?

To change your password, go to Settings in your user dashboard. Settings are located in the bottom-left corner of the menu and appear as a gear icon.
 
Once you are in the Settings section, you will see the button labeled “Change Password”. Click on this button, input your old password, and then input the new password you’d like to use.
 
**User dashboard -> Settings -> Change Password**
 
If you've forgotten your password and need to reset it, click on “Forgot Password” when signing in and follow the instructions provided.

To change your password, access the Settings in your user dashboard, located at the bottom-left corner of the menu represented by a gear icon. Within Settings, click on Change Password, input your old password, and enter the new password you desire. If you've forgotten your password, click on Forgot Password when signing in and follow the provided instructions.

How to change a password?


# Getting started with AskHandle

Welcome to AskHandle, where personalized AI support meets your needs! With our advanced AI technology and a user-friendly interface, we're here to streamline your experience and offer prompt, reliable assistance whenever you need it. Welcome aboard!

## 1. Log in to your AskHandle account:

After signing up for AskHandle, you have full access to your account dashboard. Go to https://dashboard.askhandle.com/accounts/login and log in with your username and password.

## 2. Know your dashboard:

In your user dashboard, you can access all available sections through the menu located on the left side. As you hover your mouse cursor over each section, the menu will expand, revealing the name of each section.

## 3. Configure the chat box visuals:

The Appearance section determines the visual presentation of your chat box on your website. AskHandle offers a variety of settings to customize the appearance of your chat box according to your preferences. To modify the default settings, navigate to the Appearance section and configure the appearance to suit your needs.

The key components within the Appearance section are options 1, 3, and 4. These settings form the fundamental framework of the chat box.

- **Option 1**: Greeting message
The greeting message is the initial message that AskHandle displays to users at the start of a new interaction. You can customize this message to include a welcoming phrase such as, "Hello, and welcome to ABC Company! How may we assist you today?"
- **Option 3**: Add a logo
The third option allows you to upload your logo. We recommend an image size of 170 x 170 pixels or a 1:1 aspect ratio. Your logo will appear in the pre-chat form and at the start of each interaction. Logos can be in PNG, JPEG, JPG, or BMP format.
- **Option 4**: Add a theme color
The theme color serves as the primary color of the chat box. You can effortlessly select a color that matches your style or utilize a HEX color code, such as #1f71ba. We advise against using RGBA color codes for this section, as they may occasionally cause color display issues on certain websites.
For further information on the Appearance section and configuring your chat box's appearance, please refer to our tutorial on customizing your chat box.

## 4. Import Information

Once you have completed the chat box configuration in Appearance, let’s go to the Command Center. The Command Center has two parts: Data Source and Interactive Options.

### Train the AI

Training your chatbot in the Command Center is a straightforward process. The effectiveness of your chatbot's responses and content generation significantly hinges on the information you furnish and its organizational structure. This process, often referred to as the "Fine-Tuning" phase, entails instructing the chatbot to deliver precise information and communicate in a manner consistent with your distinctive style.

### Interactive Options

Interactive options are AI-powered quick-reply buttons that provide information with a simple click. Unlike static buttons, they offer dynamic responses. The text on each button acts as a query or prompt, which the AI uses to generate answers based on the fine-tuned data you've provided.

Locate the "Edit" button; it can be found next to the interactive options in the Command Center.

Click on the "Edit" button to open the interactive options' settings. Here, you can change the text on each button to better suit your needs. After editing the text, make sure to save your adjustments by clicking the "Save" button. This will ensure your changes are applied and visible to users.

If you’d like more information about training AI and configuring interactive options, please check the AskHandle tutorial on how to use the Command Center.

## 5. Test AskHandle Before Launch

You’re on the brink of launching AskHandle. Before launching it publicly on your website, it’s crucial to test its functionality thoroughly. The best way to accomplish this is by utilizing the Testing Page feature.

To access the Testing Page, navigate to its section and assign a name to the Page URL, such as "ABC Company." AskHandle will then generate a unique link for your testing purposes. Additionally, you have the option to personalize the landing page by uploading your company logo and background image.

Once you've made these adjustments, simply click the “Save the Settings” button. Your Testing Page will be ready for immediate use and sharing. Click the provided link or scan the QR code to begin exploring and testing the capabilities of AskHandle.

## 6. Launch AskHandle on Your Website

To install and launch AskHandle on your website, click the “Installation” button in the main menu. Copy & paste the code snippet to the index page of your website before the `</body>` tag, and AskHandle will be ready to support your users immediately.

If you need any help with the installation, for example, if you have a difficulty with accessing the backend of your website where you would paste the install code, email us at support@askhandle.com or contact your customer success manager.


Welcome to AskHandle, where personalized AI support meets your needs! With our advanced AI technology and a user-friendly interface, we're here to streamline your experience and offer prompt, reliable assistance whenever you need it. Welcome aboard!

Getting started with AskHandle


# How to install Askhandle chat box?

 Installing AskHandle on your websites is a simple process. Log in to your AskHandle account and go to the “Installation” section in the dashboard.

Copy and paste the AskHandle installation code snippet to your website before the </body> tag.


Installing AskHandle on your website is a straightforward process: just log in to your AskHandle account, navigate to the Installation section, and copy the provided code snippet into your website before the closing </body> tag.

How to install Askhandle chat box?


# How to Install AskHandle?

Installing AskHandle on your websites is a simple process. Log in to your AskHandle account and go to the “Installation” section in the dashboard.

Copy and paste the AskHandle installation code snippet to your website before the </body> tag.

Installing AskHandle on your websites is straightforward. Access the Installation section in your AskHandle account dashboard, then copy and paste the provided installation code snippet before the </body> tag on your website.

How to Install AskHandle?


# How to provide general responses to the customer queries?

If users ask questions unrelated to your services or that can't be answered with the imported information, you can instruct the chatbot to provide certain information to those queries as well. Simply include a text with your general contact details in the data sources. This could be something like: "For more information or to reach our representatives, please contact us directly at 123-456-7890 or email us at info@company.com." The chatbot is already equipped to respond this way, especially if your contact details are already provided. However, explicitly adding this information ensures consistency in the chatbot's responses to general customer queries.


If users ask questions not related to your services or can't be answered with imported information, instruct the chatbot to provide certain information. Include general contact details in the data sources, ensuring consistency in responses to general queries.

How to provide general responses to the customer queries?


# How to put the links in the responses?

To include URLs in your responses, integrate them into your information. Instead of presenting URLs as separate links, make them part of the relevant data. This ensures that the AI incorporates URLs into specific responses. Remember, URLs are simply combinations of letters without inherent meaning, so it's crucial to embed them within the information. For instance, if you want users to schedule a call or appointment directly through your system, include this detail in the data source. It would appear something like this: "To schedule a call or meeting, visit https://www.xyz.com/schedule/ and select a suitable time and date." By integrating the link into the information, the AI recognizes the appropriate response whenever someone requests to schedule a call.

To include URLs in your responses, integrate them into relevant information. Embedding URLs within data ensures AI incorporates them into specific responses. Remember, URLs lack inherent meaning, so embedding them is crucial. For example, to facilitate scheduling through your system, include the URL in the data source, like: To schedule a call or meeting, visit https://www.xyz.com/schedule/ and select a suitable time and date. This integration helps AI recognize appropriate responses when users request to schedule a call.

How to put the links in the responses?


# How to Subscribe to an RSS Feed?

RSS feeds offer a streamlined solution to receive updates without having to visit each site individually. RSS, which stands for Really Simple Syndication, uses a family of standard web feed formats to publish frequently updated information such as blog entries, news headlines, audio, and video. In this article, we'll explore how you can subscribe to an RSS feed, specifically focusing on the RSS feed provided by [AskHandle](https://www.askhandle.com/blog-rss.xml), ensuring you never miss an update from their insightful blog.

## Understanding RSS Feeds

RSS feeds allow users to easily stay informed by retrieving the latest content from the sites they are interested in. You can view this information in one place—your RSS feed reader. This saves time by not needing to visit each site individually and ensures you do not miss any updates.

### Benefits of Using RSS

- **Efficiency**: RSS saves time and effort by eliminating the need to manually check each website for updates.
- **Simplicity**: RSS feeds are simple to use and easy to set up.
- **Customization**: Users can tailor which content they receive updates for, ensuring they only get the most relevant information.
- **Aggregation**: All news comes to one spot, making it easier to keep track of diverse content sources.

## How to Access RSS Feeds

To access RSS feeds, you need an RSS feed reader, also known as an aggregator. These readers are available as dedicated websites, desktop applications, or mobile apps. Some popular RSS readers include Feedly, Inoreader, and The Old Reader. Here's a step-by-step guide on how to subscribe to an RSS feed using one of these tools.

### Step 1: Choose an RSS Reader

First, select an RSS reader. Each reader comes with its own set of features, so choose one that best fits your needs. For beginners, web-based readers like Feedly or Inoreader are recommended due to their user-friendly interfaces and robust feature sets.

### Step 2: Locate the RSS URL

For the purpose of this tutorial, we will subscribe to the AskHandle blog. The RSS URL you will need is: [https://www.askhandle.com/blog-rss.xml](https://www.askhandle.com/blog-rss.xml).

### Step 3: Add the RSS Feed to Your Reader

The process for adding a feed varies slightly depending on the reader, but generally, it involves these steps:
1. Log into your RSS reader.
2. Look for an option that says "Add Feed" or "Subscribe to Feed."
3. Enter the RSS feed URL: `https://www.askhandle.com/blog-rss.xml`.
4. Confirm the addition and adjust settings such as update frequency if applicable.

### Step 4: Organize Your Feeds

Most RSS readers allow you to organize feeds into categories or folders. If you follow multiple feeds, organizing them can help keep your information manageable and sorted by topic or priority.

## Tips for Managing Your RSS Subscriptions

- **Regularly Review Your Feeds**: Periodically review your subscriptions to remove those you no longer find useful or interesting.
- **Categorize Your Feeds**: Use categories or tags in your RSS reader to organize feeds according to topics. This can be particularly helpful if you subscribe to many different sources.
- **Set Up Notifications**: Some RSS readers allow you to set up notifications for feeds with particularly important updates. Use this feature sparingly to avoid notification overload.

## Advantages of RSS for Content Consumers

RSS feeds provide a level of customization and control over the content you receive that is unmatched by traditional methods of online media consumption. They can be particularly beneficial for:
- **Students and researchers** who need regular updates on specific topics.
- **Professionals** who need to keep abreast of industry news.
- **Anyone** who wants to stay informed about their interests without the hassle of bouncing from site to site.

Subscribing to an RSS feed simplifies how you access updates, ensuring you're always informed with minimal effort. RSS feeds represent a powerful tool in managing the information overload in today's digital world. By following the steps outlined above, you can efficiently start incorporating RSS into your daily routine, saving time and staying informed with ease.

RSS feeds offer a streamlined solution to receive updates without having to visit each site individually. RSS, which stands for Really Simple Syndication, uses a family of standard web feed formats to publish frequently updated information such as blog entries, news headlines, audio, and video. In this article, we'll explore how you can subscribe to an RSS feed, specifically focusing on the RSS feed provided by [AskHandle](https://www.askhandle.com/blog-rss.xml), ensuring you never miss an update from their insightful blog.

How to Subscribe to an RSS Feed?


# How to update payment information?

To add or change your payment information, navigate to the Settings section in your user dashboard. You can find Settings in the bottom-left corner of the menu, represented by a gear icon.
 
Once in the Settings section, locate the "Billing Management" subsection. Click on the "Add payment info" button to input new payment information, or click the “Update information” button to modify existing details, and fill out the forms with the updated information.
 
The navigation path to add new payment information is as follows: User dashboard -> Settings -> Billing Management -> Add payment info.
 
To update existing payment information, follow this navigation path: User dashboard -> Settings -> Billing Management -> Update information.

To add or change payment information, go to the Settings section in your user dashboard, accessible via the gear icon in the bottom-left corner. Within Settings, find Billing Management, where you can either add new payment details by clicking Add payment info or update existing information by selecting Update information and filling out the necessary forms. The navigation path for adding payment information is User dashboard -> Settings -> Billing Management -> Add payment info, while for updating existing details, it's User dashboard -> Settings -> Billing Management -> Update information.

How to update payment information?


# How to improve AI recognition for detailed lists or characteristics?

When using AskHandle to provide detailed lists and characteristics associated with specific subjects or topics, it's crucial to ensure that these lists are correctly connected to the right subject. Here's how you can enhance the chatbot's recognition and answer generation process:

### Step 1: Review Your Data

Before you begin, make sure that your data is clean and organized. If you've already done this but still encounter issues, proceed to the next step.

### Step 2: Define the Subject Clearly

Always clearly define the subject associated with each list. If the subject is not mentioned, the chatbot might connect the list to an incorrect subject or topic.

### Step 3: Use Explicit References

When detailing features or characteristics, start by stating the subject. For example:

- **Correct**: "Property A's features include X, Y, Z."
- **Incorrect**: "Features include X, Y, Z."

By using explicit references, you provide the chatbot with clear guidance on subject-topic associations.

### Step 4: Be Specific with Attributes

If discussing varied items within a category, such as properties in a complex, specify each item's attributes. For instance:

- **Correct**: "Unit sizes for Property A range from studio to one-bedroom."
- **Incorrect**: "Unit sizes range from studio to one-bedroom."

### Step 5: Avoid Vague Statements

Vague statements can lead to confusion. Always attach the details directly to the subject.

By following these steps, you can enhance the AskHandle’s ability to provide accurate and subject-specific information, ensuring a better experience for your customers.


When using AskHandle to provide detailed lists and characteristics associated with specific subjects or topics, it's crucial to ensure that these lists are correctly connected to the right subject. Here's how you can enhance the chatbot's recognition and answer generation process.

How to improve AI recognition for detailed lists or characteristics?


# How to set up Greeting Message and Interactive Options?

Initiating a conversation with AskHandle, users are first greeted with a message. This initial interaction comprises two default components: the greeting message and the interactive options. In this article, we'll guide you through setting up and customizing your greeting message and interactive options to provide a more engaging experience for your users.

## The Greeting Message

To configure the greeting message:

1. Navigate to **[Appearance](https://dashboard.askhandle.com/customization/)**.
2. The first option under **Appearance** allows you to craft your chatbot's greeting. Input your desired message in the provided text area and click **Save**.

![Greeting menu](/images/help/articles-img/article-handle/greeting-menu.png)

For a more personalized touch, incorporate `{username}` into your greeting. For instance, a message like `Hi {username}, how can I assist you today?` will address users by their names.

By default, the `{username}` functionality is activated. Should you wish to deactivate it, you can do so under the 7th option in **Appearance**. If you opt against collecting names through a pre-chat form, the chatbot will default to addressing users as "User" even if `{username}` is used.

## Setting up Interactive Options

Interactive options are AI-powered, quick-reply buttons that provide information with a simple click. Unlike static buttons, they offer dynamic responses. The text on each button acts as a query or prompt, which the AI uses to generate answers based on the fine-tuned data you've provided.

1. Locate the "Edit" button; they can be found next to the interactive options in Command Center.
   
2. Click on the "Edit" button to open the interactive options' settings. Here, you can change the text on each button to better suit your needs.

3. After editing the text, make sure to save your adjustments by clicking the "Save" button. This will ensure your changes are applied and visible to users.

### Removing Interactive Options

1. Click the "Edit" button next to the interactive option you wish to remove.

2. In the edit mode, you will see an option to uncheck the "Show Button" box. Unselect this option to hide the button from view.

3. Click on the "Save" button to finalize the removal of the interactive option. The button will no longer be displayed.

Remember, interactive options are there to make the experience more engaging for the user, so consider carefully how each edit or removal might affect their experience. 



Initiating a conversation with AskHandle, users are first greeted with a message. This initial interaction comprises two default components: the greeting message and the interactive options. In this article, we'll guide you through setting up and customizing your greeting message and interactive options to provide a more engaging experience for your users.

How to set up Greeting Message and Interactive Options?


# Is the data I imported into my data source being utilized by anyone else?

No, your data is only used for your own account and is not utilized in any general AI training that other organizations might employ. 

We are pioneers of the codeless RAG system, and anything you import into your data source serves solely as information for your account. 

The AI utilizes it to provide specific information in response to queries from your users about your organization, services, products, or anything else specific to your account. 

Once you remove information from your data source, your account will no longer be able to provide any previously imported information. 

You have control over what information the AI can access for your customer support purposes, and any data you add to the source is solely for your own account's use.


No, your data is only used for your own account and is not utilized in any general AI training that other organizations might employ.

Is the data I imported into my data source being utilized by anyone else?


# How can I improve recognition in other languages?

AskHandle is pretrained on extensive datasets encompassing more than 90 languages, enabling it to instantly understand and generate content and answers in over 90 languages. By default, any information you use for fine-tuning, regardless of the language it is in, can be comprehended in any language that you or your customers use.

Every language has nuances that may be very specific to that particular language, especially languages that localize brand names or names in general. 

If you determine that recognition and content generation are not optimal in a particular language, we encourage you to fine-tune AskHandle with information in that specific language. In doing so, AskHandle will gain an in-depth understanding of the language's intricacies and nuances, resulting in an optimal user experience.

To fine-tune AskHandle in a particular language, please follow our [fine-tuning guidelines](create-bot-answers-in-handle-dashboard).


AskHandle can understand and generate content in over 90 languages, and any fine-tuning information is adaptable to the language preferences of you and your customers. To improve recognition and content generation in specific languages, fine-tuning AskHandle with language-specific data is recommended, ensuring an enhanced user experience by addressing language nuances.

How can I improve recognition in other languages?


# How to teach AskHandle to use first Person, instead of third person, when answering questions?

Your AskHandle’s style is a reflection of the data you've provided for its training. If this data predominantly uses third-person references for yourself or your company, the chatbot might mirror this approach. As a result, it might reply in the third person when addressing customer inquiries, even when first-person responses would be more appropriate.

### Step 1: Review Your Fine-Tuning Data

Ensure the information provided for fine-tuning the chatbot references you or your company in the first person. This is crucial as the chatbot learns from the data you submit.

### Step 2: Import First Person References

Incorporate data that uses first-person language to refer to yourself or your company. This teaches the chatbot to identify when to use first person in its responses.

### Step 3: Small Dataset Implementation

Remember, you do not need an extensive amount of data. A small but precise set of examples using first person will suffice to adjust the chatbot's response style.

### Step 4: Provide Clear Examples

Include statements like "We offer X services" or "I can perform specific tasks," which will guide the chatbot in mirroring this first-person language.

### Step 5: Introduce Your Company in First Person

In the chatbot's plain text field or in the files you use, use statements in the first person, such as "We are Handle. We automate customer support and enhance organizational efficiency by reducing manual workload." This step is essential to associate the company's name with a first-person identity.

### Step 6: Monitor and Adjust

After implementing these changes, keep an eye on the chatbot's responses. If it still uses third person, introduce more first-person references until the desired style is consistent.

By following these steps, you can effectively train your chatbot to represent you or your company in a more personalized and engaging manner, ensuring better communication with your customers.

Your AskHandle’s style is a reflection of the data you've provided for its training. If this data predominantly uses third-person references for yourself or your company, the chatbot might mirror this approach. As a result, it might reply in the third person when addressing customer inquiries, even when first-person responses would be more appropriate.

How to teach AskHandle to use first Person, instead of third person, when answering questions?


# Can I use images or videos for fine-tuning?

AskHandle is based on text, and only text can be used for fine-tuning. If you import information with images and/or videos or insert webpage URLs that include images and videos, AskHandle will not be able to process them, and fine-tuning will not be performed on that information.

It is crucial to import solely text-based files when fine-tuning.

In some cases, text is embedded within an image, especially on webpages or specific promotional materials. It's important to understand that even though text is visible, the file is still considered an image, and AskHandle will not be fine-tuned using that information.

### What can you do?

Our suggestion is to import text files containing the information found in your images or videos. Alternatively, you can manually extract the text from the images or transcribe your videos and then import the text into the Command Center for fine-tuning. This approach will ensure that the information you've imported is fine-tuned, enabling you to provide specific answers and generate targeted content.


AskHandle is based on text, and only text can be used for fine-tuning. If you import information with images and/or videos or insert webpage URLs that include images and videos, AskHandle will not be able to process them, and fine-tuning will not be performed on that information.

Can I use images or videos for fine-tuning?


# What is a Channel?

AskHandle is available on web messenger and WhatsApp. Every plan, by default, comes with a web messenger that can be easily installed on any website. Only paid plans are eligible for the WhatsApp channel. Please contact us directly at support@askhandle.com if you’d like to have AskHandle on WhatsApp.

If you would like to have AskHandle on any other communication channel besides web messenger and WhatsApp, including SMS or voice, please contact us at support@askhandle.com, and we will be more than happy to assist you.


AskHandle is available on web messenger and WhatsApp. Every plan, by default, comes with a web messenger that can be easily installed on any website. Only paid plans are eligible for the WhatsApp channel. Please contact us directly at support@askhandle.com if you’d like to have AskHandle on WhatsApp.

What is a Channel?


# What Are Live Chat Capabilities?

AskHandle is, first and foremost, an automated customer support system with the sole goal of eliminating any manual workload from the customer support services.
 
We understand that some individuals still like to have the option to jump into the conversation with users and chat by themselves. For this reason, we have added a live-chat capability.
 
In the Chats section, you can see previous and current chats. If the chat is ongoing and you’d like to join, simply turn off the AI and chat. There’s a toggle named “Use AI”; turn it off and use the text field below the current chat to write your responses, then click on “Send message” whenever you want to send your message to the user.
 
When the AI is turned off, AskHandle becomes a typical live-chat solution.



AskHandle primarily serves as an automated customer support system, but also offers a live-chat feature for users who prefer human interaction, accessible by toggling off the AI in the Chats section.

What Are Live Chat Capabilities?


# What are Messages?

 This is the part where the entire interaction between users and the chatbot is stored. This is also the part where you can directly chat with users, if you turned off the automation.

To access this section, please log in to your account and click on the “Messages” button in the “Menu”.

All previous interactions and current interactions can be seen in the “Messages” section. On the right side, you have the option to quickly find any previous interaction by typing the user’s name in the search bar.

Type in the name of the user and the interaction with that user’s name will be shown in the results.

Turn off the AI
If you or your customer representatives are available and want to take over the interaction, you can turn off the AI. This will disable smart automation (no more automatic answers) and your representatives can chat directly with the users.

Option 1: Turn off AI and join a conversation.
Hover over the left sidebar menu, go to the “Messages” section, and click on the “Use AI” button; AI will be disabled for that particular chat. If you’d like to turn it back on, click on the “Use AI” button again and if there’s a blue color, the chatbot is on again.

Option 2: Turn off AI globally.
You can turn off AI globally, not just for a particular chat but for every new chat you receive, so AskHandle becomes a live-chat tool, and your representatives can chat with users.

If you’d like to completely turn off AI, hover over the left sidebar menu, go to “Appearance” -> Autopilot -> Use AI during the chat, and turn it off.



To access and manage user interactions, log in to your account, navigate to the Messages section in the menu, where you can review past and ongoing conversations, search for specific users, and toggle between automated and direct chat options. Additionally, you can globally disable AI to enable live-chat capabilities for representatives.

What are Messages?


# What is a Data Source?

A data source is a repository where your data is stored, from which AskHandle generates answers and content. There are three methods for importing data into each data source: you can upload PDFs, DOCX, CSV, TXT, and Markdown files, insert a webpage URL, or simply write or paste information into the plain text field. You can choose to use all three methods simultaneously or separately.

### What data should I include? Should I also include questions?

The imported data should be relevant to the goal you wish to accomplish with your AI chatbot. Any information that you’d like AskHandle to provide as an answer to a user query should be included in your data source. You don’t have to include the questions along with information that would answer those questions. However, you certainly can if you wish. AskHandle is pretrained to understand user queries regardless of the language they are in or how they are structured. For example, you can simply upload a PDF document containing information about your services, product features, contact information, or anything else written as regular text paragraphs. AskHandle will automatically be trained on that document, so whenever a user query comes, AskHandle will automatically answer the query with the relevant information from the document you uploaded.

### Can I simply insert a webpage URL and have AI answer questions based on the information from the webpage?

Of course, every data source has three ways of importing information, and inserting a webpage URL is one of them. This is a very simple and straightforward way to train your AI chatbot. There’s one instance where this method won’t be optimal, and that’s if the webpage you wish to train the AI on doesn’t allow crawling. If the webpage doesn’t allow crawling, AskHandle won’t be able to access the information on that webpage, it won’t be able to get trained, and ultimately, it won’t be able to answer user queries. This is an important point to keep in mind when choosing the way to import information for AI training.

### Is the chatbot trained when I import my data into the data source?

Once you import and save your data into the data source, please allow a few seconds for the AI to process your data. Refresh the Command Center page after a few seconds, and if the “Processed” label is shown next to your data source, it means that your chatbot is ready. If you still see “Unprocessed” next to your data source, wait a few more seconds and refresh the Command Center page until the label changes to “Processed”.


A data source is a repository where your data is stored, from which AskHandle generates answers and content. There are three methods for importing data into each data source: you can upload PDFs, DOCX, CSV, TXT, and Markdown files, insert a webpage URL, or simply write or paste information into the plain text field. You can choose to use all three methods simultaneously or separately.

What is a Data Source?


# What is AI response oversight?

As a true AI company, we have AI doing multiple tasks at AskHandle, including overseeing AI responses to ensure that the information users receive is correct and relevant to their queries. In the Chats sections, below every response provided by AskHandle, you can see two numbers or scores in the bracket. These scores range from 0 to 1.
 
The first score in the bracket represents the truthfulness of the responses. This score indicates whether the AI used the same words that are in the information imported to the data sources or if it creatively structured the responses using the same data and context. A score of 0 means that none of the words in the response match those in the imported information, while a score of 1 means that the response uses the exact same words and phrases found in the imported information. The numbers between 0 and 1 represent the similarity of the words in the imported information to those in the provided response.
 
The second score in the bracket represents the relevance of the response. If a user asks a question that cannot be specifically answered because the information is not in the imported data, this score will be zero or close to zero. Conversely, if the user query can be specifically answered with the imported information, this score will be 1 or very close to 1. Scores between 0 and 1 indicate how specifically the user query can be answered given the imported information.
 
These two scores are powerful indicators for understanding the thoroughness and comprehensiveness of the imported information. If the scores are consistently low for most user queries, it suggests that more specific information should be added to the data sources.


AskHandle employs AI to oversee responses and ensure their correctness and relevance, with scores provided in brackets indicating the truthfulness and relevance of responses, vital for assessing and enhancing the comprehensiveness of imported information.

What is AI response oversight?


# What is a chat interaction?

A chat interaction refers to the activity where an individual user initiates a chat, engages in a conversation with AskHandle, and then leaves the chat. This interaction encompasses the entire conversation from start to finish, regardless of the number of messages exchanged within the chat session.

There is no limitation on the number of messages a user can send during the interaction, and users are not charged per message. Chat interactions are calculated by individual users who initiate a chat, engage in a conversation with AskHandle, and then leave the chat.

We do not limit the number of messages within the chat, nor do we charge per message.

A chat interaction comprises the entire conversation between a user and AskHandle, starting from initiation to conclusion, regardless of message count. Users aren't restricted in message quantity or charged per message, and interactions are calculated per individual user who initiates and concludes a chat session.

What is a chat interaction?


# What Is Command Center?

 The Command Center is a section where you can manage the information that the chatbot is trained on and add/edit responses for Interactive Options.

Log in to your AskHandle account, hover over the left sidebar menu and click on the menu item “Command Center” to access it.

 
Training the chatbot with specific information
 
Training your chatbot in the Command Center is a very straightforward process. The way your chatbot responds to queries or generates content largely depends on the information you provide and its structure. This process of training and setting up the chatbot is called the "Fine-Tuning" phase. Essentially, it's about teaching the chatbot to provide specific information and communicate in your typical style.
 
Here’s a step-by-step guide:
 
1. Go to Command Center
 
Log in to your AskHandle user account and go to Command Center.
 
2. Select the Data Source Mode
 
Selecting the appropriate data source mode is important to ensure that you receive answers and generate content that aligns with your requirements. Below, we provide a detailed overview of the three available modes, enabling you to identify the option that best suits your specific needs.
 
AskHandle provides three "Data Source Modes" to select from: "General Data", "Your Own Data", and "Combined Data".
 
- General Data Mode
 
In General Data Mode, AskHandle creates content and provides answers using publicly available information, primarily from the internet. This mode harnesses the standard capabilities of Large Language Models (LLMs), which make it suitable for a wide array of prompts, content generation, and for swiftly providing answers to many common questions.
 
It is important to note that General Data Mode does not use any proprietary information you may have uploaded for customization purposes.
 
 
- Your Own Data Mode
 
In Your Own Data Mode, AskHandle uses only the information you have uploaded for customization to generate content and provide answers. It will not access or supply any information beyond what you have provided.
 
Furthermore, this mode is designed to omit small talk; therefore, casual phrases like “thank you,” “bye,” or “great” will not prompt a social response from AskHandle unless such interactions are included in your uploaded data.
 
If AskHandle encounters questions it cannot answer with the provided data, it will revert to a default “contact us” message. You can customize this message in the Appearance section of your AskHandle dashboard, under Option 2.
 
- Combined Data Mode
 
Combined Data Mode is the default setting where AskHandle gives priority to the information you have uploaded for customization, ensuring that all responses and content creation are based on your data. This mode allows for small talk, meaning that casual greetings and farewells such as “hello” and “goodbye” will be acknowledged and answered suitably.
 
Please note that in this mode, AskHandle will not offer specific details about other companies, products, or services unless you have explicitly included that information in your uploaded data.
 
We recommend using the "Combined Data" mode. This strategy optimizes chatbot efficacy, ensuring it consistently delivers meaningful interactions to your customers.
 
3. Add a Data Source
 
After selecting the Data Source Mode, click the "Add Data Source" button to begin training your chatbot. We offer three methods to input your training material:
 
Document Files: Upload DOCX, PDF, CSV, or .TXT files using the "Choose File" button or by dragging and dropping your files. Note: Only one file can be uploaded per Data Source. If you'd like the chatbot to learn from multiple documents, create separate Data Sources for each.
 
Plain Text: Input text directly, whether by pasting it in the plain text field or simply by writing text in the plain text field. The chatbot will internalize and respond based on this input when customers pose related queries.
 
Webpage URL: Direct the chatbot to a webpage for learning. If you specify a URL, the chatbot will scan and learn its content. However, be cautious: many websites, especially major ones like Instagram or StackOverflow, restrict chatbots from accessing and utilizing their content. This method is best suited for webpages you manage or have clear, unrestricted content.
 
4. Save the Data Source
 
After adding your materials, click the "Save Data Source" button.
 
 
5. Monitor the Processing Status
 
Post saving, you'll notice a status indicator. Initially, it will display UNPROCESSED, indicating your chatbot is assimilating the provided materials. This phase typically lasts between 10 and 20 seconds, though it may vary based on the volume of content. After 10-20 seconds have passed, simply refresh the page.
 
Once the chatbot completes its learning, the status will update to PROCESSED, indicating your chatbot ready to assist.
 
 
Setting up Interactive Options
 
Interactive options are AI-powered, quick-reply buttons that provide information with a simple click. Unlike static buttons, they offer dynamic responses. The text on each button acts as a query or prompt, which the AI uses to generate answers based on the fine-tuned data you've provided.
 
Locate the "Edit" button; they can be found next to the interactive options in Command Center.
 
Click on the "Edit" button to open the interactive options' settings. Here, you can change the text on each button to better suit your needs.
 
After editing the text, make sure to save your adjustments by clicking the "Save" button. This will ensure your changes are applied and visible to users.
 
Removing Interactive Options
 
Click the "Edit" button next to the interactive option you wish to remove.
 
In the edit mode, you will see an option to uncheck the "Show Button" box. Unselect this option to hide the button from view.
 
Click on the "Save" button to finalize the removal of the interactive option. The button will no longer be displayed.
 
Remember, interactive options are there to make the experience more engaging for the user, so consider carefully how each edit or removal might affect their experience.


The Command Center in AskHandle allows you to manage chatbot training data and edit responses for Interactive Options, accessed by logging into your account and navigating to Command Center, where you can select from General Data, Your Own Data, or Combined Data modes, add training data via document files, plain text, or webpage URLs, monitor processing status, and set up interactive options with editable text buttons for dynamic responses, which can be edited or removed as needed for an engaging user experience.

What Is Command Center?


# What is included in the Dashboard Overview?

 User dashboard is your control panel where you can manage your AskHandle account. The user dashboard allows you to oversee the performance of the chatbot, handle the information on which the AI is trained, configure visuals and UX of the chat box, as well as control the notifications and billing information.
 
AskHandle consists of:
 
1. Chats
2. Customers
3. Appearance
4. Command Center
5. Installation
6. Testing Page
7. Linked Accounts
8. Settings
9. Help Center
 
Click on each of these sections to get more information.



 User dashboard is your control panel where you can manage your AskHandle account. The user dashboard allows you to oversee the performance of the chatbot, handle the information on which the AI is trained, configure visuals and UX of the chat box, as well as control the notifications and billing information.

What is included in the Dashboard Overview?


# What is a Performance report?

If you opt in to receive performance reports, which are enabled by default, you will receive a report every day. This report will detail the questions your users had, categorized into specific topics for easier management.
 
The reports provide an overview of the information your users inquire about and highlight the most commonly triggered topics.
 
If you prefer not to receive daily reports, you can easily opt out of them in the Settings section.


Opting in to receive daily performance reports from AskHandle offers a categorized overview of user questions, facilitating easier management, though opting out is simple in the Settings section.

What is a Performance report?


# What is the Testing Page?

Testing Page is a website hosted by AskHandle for chatbot testing. You can easily access it via a website URL or QR code.
 
Before you can test AskHandle, please ensure that you name your Testing Page URL and save the changes. Once saved, you will receive a unique URL for testing.
 
In the Testing Page section, you have the option to configure the testing page with a background image and logos.
 
You have the option to configure the visuals of the QR code with your logo as well. To test the AskHandle experience on mobile, simply scan the QR code.



Testing Page, hosted by AskHandle for chatbot testing, offers easy access via URL or QR code, requiring users to name their Testing Page URL and configure visuals, including background images and logos, before receiving a unique URL for testing; additionally, users can customize the QR code with their logo to facilitate mobile testing.

What is the Testing Page?


# What Is User Dashboard?

User dashboard is your control panel where you can manage your AskHandle account. The user dashboard allows you to oversee the performance of the chatbot, handle the information on which the AI is trained, configure visuals and UX of the chat box, as well as control the notifications and billing information.
 
AskHandle consists of:
 
1. Chats
2. Customers
3. Appearance
4. Command Center
5. Installation
6. Testing Page
7. Linked Accounts
8. Settings
9. Help Center
 
Click on each of these sections to get more information.

The user dashboard of AskHandle provides comprehensive control over chatbot performance, AI training data, visual and UX configurations, notifications, and billing, with sections dedicated to managing chats, customers, appearance, command center, installation, testing page, linked accounts, settings, and a help center for further assistance.

AskHandle Help Center

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