How can we help?

How do I build my first AI agent?

Building an AI agent in AskHandle starts with one simple question:

How do I decide what my AI agent should automate?

The best automation usually starts with work that is repetitive, structured, and easy to define.

How do I plan an AI agent?

A good AI agent starts with the customer journey, not with the nodes.

How should I structure a customer support AI agent?

A customer support AI agent should help customers resolve common issues quickly while making it easy to reach a person when needed.

How should I structure a lead generation AI agent?

A lead generation AI agent should help prospects get useful answers while collecting the information your team needs to decide what happens next.

How should I test my AI agent before publishing?

Before publishing an AI agent, test the complete experience from the customer's point of view.

What is the difference between Save and Publish your AI agent?

Save and Publish control whether your changes are just stored or actually live for users.

How do I update an AI agent after it is already live?

You can continue improving an AI agent after it has already been published.

How do I keep my AI agent within its intended role?

A reliable AI agent should know what it is responsible for and what it should not handle.

How to delete an AI Agent?

You can permanently delete an AI Agent from the Dev Settings section of that agent.

How should I organize my knowledge in AskHandle?

AskHandle can use different types of knowledge and data.

How should I prepare documents for better AI answers?

Well-structured documents make it easier for your AI agent to find the right information and return accurate answers.

What are Articles?

Articles let you create written knowledge directly inside AskHandle without uploading a separate file.

How can I upload my files?

The Files section lets you add and manage the content your AI agents can use.

How should I write AI Instructions?

AI Instructions tell your AI agent how it should behave.

Why isn't my AI agent finding the right answer?

If your AI agent returns the wrong answer, an incomplete answer, or no useful answer, start by checking where the information is supposed to come from.

What should I do when my business information changes?

When your business information changes, update the source that your AI agent relies on.

Which AskHandle node should I use?

AskHandle includes different nodes for different jobs inside an AI agent.

Should I use AI Answer, Document Search, or Data Search?

Use AI Answer, Document Search, and Data Search for different types of information.

How to use the AI Answer node

The AI Answer node is where you define how your AI agent should respond and which capabilities it can use during a conversation.

What are AI Answer skills?

AI Answer skills give an AI Answer node additional capabilities beyond generating a conversational response.

What is a Document Search node?

A Document Search node lets your AI agent answer questions using the documents you connect to the node.

What is a Data Search node?

A Data Search node lets your AI agent answer questions using structured data from CSV or Excel files.

Can the AI include images in its responses?

Yes. The AI can include images in its responses, but only from the images you have uploaded to your AskHandle portal.

How does Live Web Search work?

Live Web Search lets an AI Answer node look up current public information while responding to a customer.

How do I limit Live Web Search to specific websites?

If you want your AI agent to use Live Web Search but only search certain websites, you can restrict it to the sources you approve.

How do Calculations work?

Calculations let an AI Answer node collect required values from a customer, apply a formula you configure, and return the result inside the conversation.

How do I create and use Products?

Products let you create a catalog of products, services, packages, properties, trips, or other offerings that your AI agent can show to customers as Product Cards.

How do I route different customer requests?

Use Router when one AI agent needs to handle several different types of customer requests.

Do I need to use the Router node in my flow?

Not always. You only need a Router when your AI agent has multiple possible paths and needs to decide which one should handle a user's message.

What does Intent mean in Router?

An intent describes what the user is trying to do, ask, or achieve.

How does information move between nodes?

Information collected earlier in a conversation can be used later in the workflow.

What is AI Form for?

The AI Form node is used when your AI agent needs to collect several pieces of structured information from a user through a guided conversation.

How can I build a custom lead generation process?

You can build a custom lead generation process in AskHandle by combining structured questions with automatic lead extraction.

Can we include a human agent in the conversation between AI and the user?

Yes. AskHandle can hand off a conversation from the AI agent to a person when human support is needed.

How does Scheduling work?

Scheduling lets an AI Answer node check live calendar availability and help a customer book an appointment directly inside the conversation.

How do I set up and use Calendar?

Calendar is where you define when customers can book appointments and how those appointments should work.