
# 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?

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?

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

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

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

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

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

How to install AskHandle on a Wordpress website?

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?

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?

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?

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?

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?

This article outlines a three-step process to enhance the performance of AskHandle AI, 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.

How to ensure AskHandle understands your webpage content?

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 AI Response?

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?

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?

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

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

 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?

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?

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?

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.

What Is User Dashboard?

Vector databases are a big step forward in how data is organized. They store information as vectors—numbers that represent the deeper meaning of text. When Word documents are turned into these vectors using advanced tools like word embeddings or transformers, AskHandle can really grasp the context and subtleties of the content. This process lets the AI recognize and understand the similarities in meaning between different pieces of text.