
# 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.

Installing AskHandle on your custom website is a simple process. Log in to your AskHandle account and click on “Installation” in the menu.

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


# How to install AskHandle on a Wordpress website?

There are a few ways to install AskHandle on your WordPress website. The simplest and fastest method is by using a Wordpress plugin.
 
## Step 1, Install the Plugin

![install plugin](/images/help/articles-img/help-articles/wordpress1.png)

Go to the `Plugins` section in your Wordpress dashboard. Click `Add New Plugin` button.

Search `footer injection` in the plugin search bar and you will see a few results. You can choose one plugin you prefer. In this tutorial, we chose the `"Head and Footer Scripts Inserter"` plugin. This plugin facilitates adding AskHandle to every page of your website. Click `Install Now` and then activate it after installation.

## Step 2, Use the Plugin to install AskHandle

![install chat box](/images/help/articles-img/help-articles/wordpress2.png)
 
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 in the `BEFORE THE </BODY> CLOSING TAG (FOOTER)`. Click the blue `Save Changes` button to apply the script to the plugin and your site.
 
And you're done!
 
Now, you can find the AskHandle chat box on your website.

There are a few ways to install AskHandle on your WordPress website. The simplest and fastest method is by using a Wordpress plugin.

How to install AskHandle on a Wordpress website?


# 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. 

When using tables for AI training, it’s important that the data is well-organized. For example, here’s a table with common supermarket items:

| Item            | Category    | Price ($) | Stock Quantity |
|-----------------|-------------|-----------|----------------|
| Apples          | Fruits      | 0.5       | 100            |
| Bananas         | Fruits      | 0.3       | 120            |
| Bread           | Bakery      | 2.0       | 50             |
| Milk            | Dairy       | 1.5       | 60             |
| Eggs            | Dairy       | 2.5       | 80             |
| Chicken Breast  | Meat        | 5.0       | 30             |
| Rice            | Grains      | 1.0       | 90             |
| Tomatoes        | Vegetables  | 0.7       | 70             |
| Onions          | Vegetables  | 0.4       | 50             |
| Cereal          | Breakfast   | 3.5       | 40             |

By keeping data in tabular format using Excel or CSV files, the AI can process the information more accurately and provide better responses during interactions.



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 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**, **Combined Data**, **Image Generator**.

![AskHandle data source mode](/images/help/articles-img/help-articles/data-source-mode.png)

## 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.**

---

## 4. Image Generator

The Image Generator mode allows you to generate images by simply providing a text prompt.


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 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?


# 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 Fine-Tune AskHandle AI Response?

Creating custom responses for your AI on the AskHandle dashboard is straightforward. The way your AI interacts with your customers largely depends on the content you provide and its structure. This process of training and setting up the AI is termed the "Fine-Tuning" phase. Essentially, it's about teaching the AI 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 four options: 
- **General Data Mode**
- **Your Own Data Mode**
- **Combined Data Mode**
- **Image Generator**

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

## 3. Add a Data Source

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

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

   - **Document:** Upload files in formats such as DOCX, PDF, XLSX, XSV, MD, or TXT using the "Choose File" button or by dragging and dropping your files. We recommend adding one file at a time. If you'd like the AI to learn from multiple documents, create separate data sources for each.

   - **Plain Text:** Enter text directly by either pasting it into the plain text field or typing it manually. The AI will process this input and respond appropriately when customers ask related questions.
   
   - **Web page URL:** Direct the AI to a webpage for learning by specifying a URL. The AI will scan and process its content, but note that many websites—especially major ones like Instagram or StackOverflow—restrict AI access. This method works best for pages you manage or those with clear, unrestricted content. To include multiple pages from your website, you can enable the 'Load URL recursively' option. The AI will then follow links from parent pages, depending on the site's structure, with a default depth of 3 levels. Alternatively, you can add different webpage URLs as separate data sources for more controlled AI responses.

## 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 `PROCESSING`, indicating your AI 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 AI completes its learning, the status will update to `PROCESSED`, indicating your AI ready to assist.


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

How to Fine-Tune AskHandle AI Response?


# How Do You Measure AI Performance?

At AskHandle, we assess AI performance by ensuring that responses are both accurate and relevant to the user's question. Each AI-generated response in AskHandle includes two key scores, displayed in brackets like (0.8, 0.9), that measure the quality of the AI’s performance. These scores range from 0 to 1 and give a quick indication of how well the AI meets user needs.

- **The first score** is the **Faithfulness Score**: This checks if the AI’s response is factually consistent with the data you’ve provided.
- **The second score** is the **Relevance Score**: This indicates how well the response addresses the specific question asked.

If either score is zero, meaning the AI couldn’t use your data to respond, you’ll see “General Data” displayed instead of the scores, letting you know the AI used general knowledge to answer the question.

## Understanding the Faithfulness Score

The [Faithfulness Score](/what-is-faithfulness-score-in-ai-responses) (the first number) measures how closely the AI’s response sticks to the factual information in your data. This score ranges from 0 to 1:

- **Score of 1**: The AI response is fully aligned with the facts in your data.
- **Score of 0**: The response does not use any facts from your data.
- **Scores between 0 and 1**: The response is partially accurate, where some claims match your data, but there might be slight differences or additions.

For instance, if a customer asks about your store’s opening hours and the AI’s response matches the exact hours in your data, you’ll see a high Faithfulness Score. This score ensures the AI’s response is consistent with the information you’ve provided.

## Understanding the Relevance Score

The [Relevance Score](/what-is-ai-answer-relevance-score) (the second number) measures how well the AI’s response answers the specific question being asked. This score also ranges from 0 to 1:

- **Score of 1**: The AI’s response directly answers the user’s question using the data.
- **Score of 0**: The response does not address the question with your data.
- **Scores between 0 and 1**: Partial relevance, where the response is somewhat related to the question but doesn’t fully address it.

For example, if a user inquires about product availability, a high Relevance Score means the AI’s response is directly related to availability based on your data. This score confirms that the AI is responding accurately to the user's specific question.

## Why Faithfulness and Relevance Scores Matter in Measuring AI Performance

Together, these two scores provide insight into the AI’s performance:

- **Faithfulness Score**: Shows if the AI uses your data accurately.
- **Relevance Score**: Confirms if the AI is addressing the user’s question specifically.

High scores in both Faithfulness and Relevance indicate a high-quality response. Low scores in either area might suggest gaps in your data or areas where the AI might need additional context or refinement.

## Improving AI Performance with These Scores

Monitoring Faithfulness and Relevance Scores allows for ongoing improvement of AI performance. Low Faithfulness Scores may indicate that the AI is making assumptions or adding unnecessary details, suggesting a need for clearer or more precise data. Low Relevance Scores imply the AI could benefit from more specific information to address particular questions, guiding you to refine or expand your data sources.

Faithfulness and Relevance Scores offer a straightforward approach to measuring and enhancing your AI’s performance. This oversight ensures that your AI chatbot not only responds quickly but also provides factually accurate and relevant answers, creating a more satisfying and trustworthy customer experience in every interaction.

At AskHandle, we assess AI performance by ensuring that responses are both accurate and relevant to the user's question. Each AI-generated response in AskHandle includes two key scores, displayed in brackets like (0.8, 0.9), that measure the quality of the AI’s performance. These scores range from 0 to 1 and give a quick indication of how well the AI meets user needs.

How Do You Measure AI Performance?


# How Long Does It Take for a BIMI Logo to Appear in Inbox?

Implementing a BIMI logo involves several steps and timelines. Follow this guide to understand how long it may take and what factors influence the process.

## 1. DNS Propagation
When you update your DNS record to include the BIMI TXT entry, it can take **24–48 hours** for the changes to propagate across the internet. This process ensures that email providers can access and validate your BIMI setup.

**Steps to Check DNS Propagation:**
- Use online tools like [WhatsMyDNS](https://www.whatsmydns.net/) to confirm that the BIMI TXT record is visible globally.
- Ensure the DNS entry matches your BIMI-compliant logo’s URL and, if applicable, the Verified Mark Certificate (VMC) file.

## 2. Email Provider Processing
Different email providers have varying timelines to recognize and process your BIMI configuration.

**Major Providers:**
- **Gmail and Yahoo**: After DNS propagation, these providers validate your BIMI setup. If your SPF, DKIM, DMARC, and BIMI records are correct, your logo should appear in **1–7 days**.
- **Other Providers**: Smaller or less common email providers may take longer to recognize and display your BIMI logo.

**Key Tip:**
- Use tools like [BIMI Group's Generator](https://bimigroup.org/bimi-generator/) to confirm that your setup is valid and visible to email providers.

## 3. Verification of VMC
If you’ve implemented a Verified Mark Certificate (VMC), some additional time may be required for the certificate to be validated by email providers.

**Timeline:**
- The VMC validation process typically adds **1–2 days** after DNS propagation.
- Ensure your VMC is hosted on a secure HTTPS server and linked correctly in your BIMI DNS record.

## 4. Email Engagement and Volume
Some email providers take email engagement and sending volume into account before displaying a BIMI logo. This ensures the legitimacy of your domain and email activity.

**Suggestions:**
- Start sending a small volume of legitimate emails to build trust.
- Ensure recipients engage with your emails by opening them or clicking links.

## Troubleshooting BIMI Delays

If your BIMI logo doesn’t appear after **1 week**:
1. **Check DNS Records**: Use a DNS lookup tool to ensure all BIMI-related records are correctly propagated.
2. **Validate Email Authentication**:
   - SPF: Ensure your SPF record includes all authorized sending IPs.
   - DKIM: Confirm DKIM signatures are being applied to outgoing emails.
   - DMARC: Use a **reject** or **quarantine** policy for better compliance.
3. **Inspect with BIMI Tools**:
   - Use [BIMI Group's Generator](https://bimigroup.org/bimi-generator/) to identify issues with your setup.

## Summary Timeline

| Step                          | Expected Time    |
|-------------------------------|------------------|
| **DNS Propagation**           | 24–48 hours      |
| **BIMI Validation (Gmail)**   | 1–7 days         |
| **VMC Validation**            | 1–2 days         |
| **Logo Visibility in Inbox**  | Within 1 week    |

If you experience delays or need assistance, consult troubleshooting tools or reach out to your email provider. Following these steps ensures a smoother BIMI implementation process.

Brand Indicators for Message Identification (BIMI) allows your logo to be displayed in email clients, helping to build trust and brand recognition. This guide explains how to create a BIMI-compliant logo using Adobe Illustrator and make the required changes to the SVG file.

How Long Does It Take for a BIMI Logo to Appear in Inbox?


# 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 Your Password

To change your password, start by navigating to **Settings** in your user dashboard. You can find **Settings** in the bottom-left corner of the menu, represented by a gear icon.

Once you're in the **Settings** section, click the button labeled **"Change Password."** You'll be prompted to enter your current password, followed by the new password you’d like to set.

**Navigation Path:**  
**User Dashboard -> Settings -> Change Password**

If you've forgotten your password, simply click **"Forgot Password"** on the sign-in page and follow the instructions to reset it.



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?


# How to Ensure Your AI Understands Webpage Content?

Enhancing your AI’s ability to process webpage content is a straightforward three-step process. First, we address potential issues that may arise when your AI attempts to scan webpages, such as restrictions that block content access. Next, we provide a practical solution by manually transferring webpage content into a format the AI can process more accurately. Finally, we explain how to test your AI’s comprehension after the upload and offer guidance on seeking additional support if needed.

## Step 1: Understanding Webpage Fine-Tuning

When you provide a webpage URL for fine-tuning, your AI tries to scan the page and learn from the content to generate responses. If your AI fails to deliver specific information or struggles to answer questions, it’s likely due to webpage restrictions on crawling. These restrictions prevent your AI from accessing the content it needs to provide accurate responses.

## Step 2: Implementing a Solution

To work around crawling restrictions, follow these steps to manually transfer webpage content into a document format:

1. **Copy the Webpage Content**: Go to the webpage, select all the relevant information your AI should understand, and copy it.
   
2. **Paste Into a Document**: Paste the copied content into a document format that your AI can easily process, such as a PDF, DOCX, or TXT file.

3. **Upload the Document**: In the Command Center, go to the file section and upload the document you created.

By uploading the content directly, you ensure your AI has access to the necessary information, improving its ability to understand and respond accurately.

## Step 3: Testing AI Recognition

Once the document is uploaded, test your AI to verify that it now provides relevant and specific answers based on the content from the uploaded document.

## Need Help?

If you encounter any issues or need further assistance, reach out to our support team at [support@askhandle.com](mailto:support@askhandle.com), and we’ll be happy to help.

Enhancing your AI’s ability to process webpage content is a straightforward three-step process. First, we address potential issues that may arise when your AI attempts to scan webpages, such as restrictions that block content access. Next, we provide a practical solution by manually transferring webpage content into a format the AI can process more accurately. Finally, we explain how to test your AI’s comprehension after the upload and offer guidance on seeking additional support if needed.

How to Ensure Your AI Understands Webpage Content?

# How to Generate a BIMI-Compliant Logo with Adobe Illustrator?

Brand Indicators for Message Identification (BIMI) allows your logo to be displayed in email clients, helping to build trust and brand recognition. This guide explains how to create a BIMI-compliant logo using Adobe Illustrator and make the required changes to the SVG file.

## Step 1: Create or Open Your Logo in Adobe Illustrator

1. Open **Adobe Illustrator** and create a new document or load your existing logo.
2. Ensure the logo fits within a square canvas. Resize or adjust it if necessary.
3. Simplify the design by removing unnecessary effects or layers for better compatibility.

## Step 2: Export the Logo as an SVG

1. Save the finalized logo by selecting **File > Export > Export As**.
2. Choose **SVG** as the file format.
3. Use the following export settings:
   - **SVG Profiles**: Tiny 1.2
   - **Font**: Convert to Outlines
   - **Decimals**: 2
   - **Styling**: Inline Style
4. Save the file to generate the initial SVG version.

## Step 3: Adjust the SVG for BIMI Standards

After exporting the SVG file, it needs adjustments to meet BIMI standards. Open the file in a text editor and follow these steps.

### Example of Logo Code: Before and After

**Before Adjustments:**

```xml
<?xml version="1.0" encoding="utf-8"?>

<svg version="1.2" baseProfile="tiny" id="Слой_1"
     xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 64 64"
     overflow="visible" xml:space="preserve">
<g>
    <path fill="#2B58F1" d="M62.7,22c-0.5-1.9-1.7-5.9-4.8-10c-6.5-8.7-16.4-11-18-11.3..."/>
    <path fill="#2B58F1" d="M34.1,16.8c-7.6-1.4-14.7,4.1-15.8,10.9c-1.1,6.9..."/>
</g>
</svg>
```

**After Adjustments:**

```xml
<?xml version="1.0" encoding="utf-8"?>

<svg version="1.2" baseProfile="tiny-ps" id="logo"
     xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"
     viewBox="0 0 64 64" xml:space="preserve">
<title>Your Brand Logo</title>
<g>
    <path fill="#2B58F1" d="M62.7,22c-0.5-1.9-1.7-5.9-4.8-10c-6.5-8.7-16.4-11-18-11.3..."/>
    <path fill="#2B58F1" d="M34.1,16.8c-7.6-1.4-14.7,4.1-15.8,10.9c-1.1,6.9..."/>
</g>
</svg>
```

### Changes Made:
1. **Added a `<title>` Element**:  
   The `<title>` tag describes the logo, improving accessibility:
   ```xml
   <title>Your Brand Logo</title>
   ```

2. **Corrected `xml:space` Attribute**:  
   Ensured the attribute is set to `preserve` for proper XML compliance:
   ```xml
   xml:space="preserve"
   ```

3. **Removed Unnecessary Metadata**:  
   Removed redundant attributes like `overflow` and comments that are irrelevant for BIMI compliance.

4. **Simplified the ID Attribute**:  
   Updated the `id` attribute to a more descriptive value like `logo`.

5. **Validation**:  
   Validated the updated SVG using tools to ensure it meets BIMI standards.

## Step 4: Host the SVG on a Secure Server

Save the updated SVG file and host it on a secure HTTPS server. For example:
```
https://example.com/bimi/logo.svg
```

## Step 5: Update Your DNS Record

1. Log in to your DNS management system (e.g., AWS Route 53, Cloudflare).
2. Create a new TXT record:
   - **Name**: `default._bimi.example.com`
   - **Value**:  
     Without Verified Mark Certificate (VMC):  
     ```
     v=BIMI1; l=https://example.com/bimi/logo.svg;
     ```
     With VMC:  
     ```
     v=BIMI1; l=https://example.com/bimi/logo.svg; a=https://example.com/bimi/vmc.pem;
     ```

[How to Get a Verified Mark Certificate (VMC) for BIMI Compliance?](how-to-get-a-verified-mark-certificate-vmc-for-bimi-compliance)

## Step 6: Validate Your BIMI Record

Use tools like [BIMI Group’s Generator](https://bimigroup.org/bimi-generator/) to verify your setup. Confirm that:
- The DNS record is correct.
- The SVG is compliant with BIMI standards.

This step-by-step guide ensures your BIMI logo is created, adjusted, and implemented correctly.

How to Generate a BIMI-Compliant Logo with Adobe Illustrator?


# How to Get a Verified Mark Certificate (VMC) for BIMI Compliance?

Brand Indicators for Message Identification (BIMI) allows your logo to be displayed in email clients, helping to build trust and brand recognition. To enable BIMI, some email providers, such as Gmail, require a Verified Mark Certificate (VMC). This guide explains the steps to obtain a VMC and ensure your BIMI setup is compliant.

## What is a Verified Mark Certificate (VMC)?
A **VMC** is a digital certificate issued by a trusted Certificate Authority (CA). It verifies the authenticity of your logo and your organization, acting as proof that you own the rights to display the logo in emails. 

### Why is a VMC Important?
- **Required by Some Providers:** Gmail and other major email providers require a VMC for BIMI compliance.
- **Enhanced Trust:** It ensures only your organization can display the logo, preventing misuse or impersonation.
- **Trademark Verification:** A VMC requires your logo to be a registered trademark, providing additional credibility.

## Steps to Get a Verified Mark Certificate (VMC)

### 1. Register Your Logo as a Trademark
Your logo must be a registered trademark to qualify for a VMC. 
- Verify that your logo is registered with the appropriate trademark authority in your jurisdiction.
- Examples:
  - **United States**: U.S. Patent and Trademark Office (USPTO)
  - **European Union**: European Union Intellectual Property Office (EUIPO)

### 2. Choose a Certificate Authority (CA)
Select a trusted CA that offers VMC services. Two common providers are:
- [DigiCert](https://www.digicert.com/vmc/)
- [Entrust](https://www.entrust.com/digital-security/certificates/verified-mark-certificates)

### 3. Prepare the Required Documentation
CAs will require the following information to issue a VMC:
- **Trademark Registration**: Proof of your registered trademark.
- **Domain Verification**: Ownership of the domain used for your BIMI setup (via DNS records).
- **Organization Validation**: Documents such as business registration certificates to verify your legal entity.

### 4. Purchase the VMC
- Contact your chosen CA and follow their application process.
- Submit all requested documentation, including trademark and domain verification.

### 5. Host the VMC File
After approval, the CA will provide a PEM file for your VMC. Host this file securely on your domain, e.g.:
```
https://example.com/bimi/vmc.pem
```

## Update Your BIMI DNS Record to Include the VMC
Once you have the VMC, update your DNS record to point to both your BIMI-compliant logo and the VMC file.

### Example DNS Records
**Without VMC:**
```
v=BIMI1; l=https://example.com/bimi/logo.svg;
```
**With VMC:**
```
v=BIMI1; l=https://example.com/bimi/logo.svg; a=https://example.com/bimi/vmc.pem;
```

### Key Fields:
- `l`: The URL to your hosted BIMI-compliant logo.
- `a`: The URL to your hosted VMC file.

## Validate Your Setup
Use BIMI verification tools to confirm your DNS record and VMC compliance:
- [BIMI Group’s Generator](https://bimigroup.org/bimi-generator/)

## Frequently Asked Questions (FAQ)

### 1. Is a VMC required for all email providers?
No, not all email providers require a VMC, but providers like Gmail mandate it for BIMI compliance.

### 2. Can I use BIMI without a VMC?
Yes, some providers allow BIMI logos without a VMC, but you will be limited to providers that do not enforce this requirement.

### 3. How long does it take to get a VMC?
The timeline varies depending on the CA and the complexity of your application. Typically, it takes a few days to a couple of weeks.

Obtaining a Verified Mark Certificate (VMC) is a critical step for ensuring BIMI compliance with major email providers. Following these steps will help you successfully secure a VMC and display your logo, boosting brand recognition and trust in your emails.

How to Get a Verified Mark Certificate (VMC) for BIMI Compliance?


# 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 Improve AI Recognition in Other Languages?

AskHandle AI supports over 90 languages and can communicate with your customers in any of them. By default, any information you use for fine-tuning—regardless of its original language—can be understood and processed in the language your customers prefer.

However, each language has its own nuances, particularly when it comes to localized brand names or other specific terms. If you notice that AskHandle’s recognition or content generation is not performing optimally in a particular language, we recommend fine-tuning the AI using data in that specific language. 

Fine-tuning with language-specific information allows AskHandle to grasp the subtleties and nuances unique to that language, leading to more accurate responses and an enhanced user experience for your customers.

AskHandle AI supports over 90 languages and can communicate with your customers in any of them. By default, any information you use for fine-tuning—regardless of its original language—can be understood and processed in the language your customers prefer..

How To Improve AI Recognition in Other Languages?


# How to Include Pictures in AI Responses?

Incorporating pictures into your AskHandle AI responses can enhance user engagement by providing visual context alongside text. This guide will show you how to automate the inclusion of pictures in your AI’s responses based on specific keywords.

## Step 1: Prepare the Picture URLs

The first step is to create a **CSV file** that contains the picture URLs associated with specific keywords. For instance, if your chatbot is answering questions about New York tourist attractions, you can associate pictures for keywords like "Manhattan," "Central Park," and "Statue of Liberty." 

Your CSV file should have two columns:

- **Keyword**: The word or phrase that will trigger the image insertion.
- **Picture URL**: The direct Unsplash link to the image.

Here’s an example of what the CSV might look like:

| Keyword           | Picture URL                                                |
|-------------------|----------------------------------------------------------|
| Manhattan         | https://images.unsplash.com/photo-1485738422979-f5c462d49f74 |
| Times Square      | https://images.unsplash.com/photo-1533577116850-9cc66cad8a9b |
| Central Park      | https://images.unsplash.com/photo-1528747045269-390fe33c19e1 |
| Brooklyn Bridge   | https://images.unsplash.com/photo-1559582792-cb2137b2ad63 |
| Statue of Liberty | https://images.unsplash.com/photo-1559170054-0762eaff38c2 |

### Step 2: Upload the CSV File

Once your CSV file is ready, upload it to the AskHandle system. This file will be used by the AI to match keywords in user queries with the corresponding pictures.

### Step 3: Create a Guide for the AI

Next, you need to guide the AI on how to handle these keywords and when to insert pictures. Create a text file outlining that when the AI detects specific keywords, it should display the related image before the text response using Markdown.

Here’s an example guide for your AI:

If a user asks about New York tourist attractions like Manhattan, Times Square, or Central Park, include an image before the text response. Look up the keyword in the New York tourist attractions CSV file and insert the link using Markdown format. 

For example, display the link `https://images.unsplash.com/photo-1485738422979-f5c462d49f74` as:

![Manhattan](https://images.unsplash.com/photo-1485738422979-f5c462d49f74?w=230)

Always add `w=230` to fit the front-end design. The picture should be followed by the text response.


This guide instructs the AI on how to format and place pictures properly in its responses.

### Step 4: Integrate the Files into AskHandle AI

Once your CSV and text guide files are ready, add them into AskHandle. The AI will be trained to:

1. **Search for Keywords**: When responding to a query, the AI scans for keywords listed in the CSV file.
2. **Insert Pictures**: If a keyword is detected, the AI retrieves the corresponding picture URL and inserts it into the response using Markdown syntax.
3. **Format the Response**: The AI ensures that the picture appears at the top of the response, followed by the relevant text, using the specified `w=230` parameter to fit the design.

### Step 5: Test the AI Responses

After integrating the files, test the AI to ensure it displays images correctly. Here are examples of how your AI might respond to queries:

#### Example 1: Query about Manhattan
```
![Manhattan](https://images.unsplash.com/photo-1485738422979-f5c462d49f74?w=230)

Manhattan is known for its iconic skyline, towering skyscrapers, and famous landmarks like Times Square and Central Park.
```

#### Example 2: Query about Brooklyn Bridge
```
![Brooklyn Bridge](https://images.unsplash.com/photo-1559582792-cb2137b2ad63?w=230)

The Brooklyn Bridge connects Manhattan and Brooklyn and offers stunning views of the New York City skyline.
```

#### Example 3: Query about Statue of Liberty
```
![Statue of Liberty](https://images.unsplash.com/photo-1559170054-0762eaff38c2?w=230)

The Statue of Liberty is a symbol of freedom and democracy, standing tall on Liberty Island in New York Harbor.
```

By following these steps, you can easily include pictures in your AI responses, making the experience more engaging and visually informative for your users. This setup helps the AI provide not only text-based answers but also relevant visuals, enhancing the overall user experience.



Incorporating pictures into your AskHandle AI responses can enhance user engagement by providing visual context alongside text. This guide will show you how to automate the inclusion of pictures in your AI’s responses based on specific keywords.

How to Include Pictures in AI Responses?


# 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 Customer Questions?

If customers ask questions unrelated to your services or outside the scope of your imported data, it's important to guide your AI chatbot to respond appropriately. To handle these queries, you should provide your AI with instructions for offering general responses.

A simple way to do this is by including a text response with your contact details in the data sources. For example, you can add: "For more information or to contact us directly, please call 123-456-7890 or email us at info@company.com." If your contact details are already included, the AI is equipped to provide this information, but adding it explicitly ensures your chatbot responds consistently to general queries.

This approach ensures that your customers always receive useful information, even when their questions fall outside the chatbot’s specialized knowledge.

If customers 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 Customer Questions?


# 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 Set Up a Correct Self-Introduction for Your AI?

To ensure your AI introduces itself properly and accurately to users, it’s important to **train it with the correct self-introduction** before adding other training content or knowledge. By providing a clear and precise introduction, your AI will know how to present itself consistently across interactions.

## Why Is a Self-Introduction Important?

A well-defined self-introduction helps users understand who or what they’re interacting with. It sets the right expectations and reinforces your brand identity. For example, if your AI assistant is meant to represent your company, it should introduce itself accordingly to avoid confusion or a generic response.

## How to Add a Self-Introduction

Before adding any other content or training data to your AI, you should create a document with the AI’s self-introduction. This will ensure that the AI introduces itself correctly every time. Here’s how you can do it:

1. **Write a Clear Self-Introduction:**
   - In your document, include a brief, accurate description of your AI assistant’s name and role.
   - Make sure this introduction reflects your brand or the specific purpose of your AI assistant.

2. **Add the Self-Introduction to Your Training Data:**
   - Once you’ve written the introduction, upload this document to your AI’s data source. This step should be done before adding any other training content or knowledge.
  
### Example of a Self-Introduction

Let’s say you want the AI chatbot on your website to be introduced as **AskHandle**. In this case, you would create a document with the following content:

---
> My name is AskHandle. I am AskHandle, an AI-powered chatbot designed to transform customer support experience.
---

By placing this document in your training document, your AI will always introduce itself as **AskHandle** when interacting with users. You can tweak the message to make it fit your business.

### Tips for Creating the Perfect Self-Introduction:
- **Keep it simple and clear.** The introduction should be easy to understand.
- **Make it specific to your brand.** Use your company’s name or product name to reinforce your brand identity.
- **Highlight the AI’s purpose.** Mention what the AI is designed to do, like handling customer inquiries, providing information, etc.

Once your self-introduction is in place, you can proceed to add other training content, such as FAQs, product details, or any other knowledge your AI needs to provide better responses.

To ensure your AI introduces itself properly and accurately to users, it’s important to **train it with the correct self-introduction** before adding other training content or knowledge. By providing a clear and precise introduction, your AI will know how to present itself consistently across interactions.

How to Set Up a Correct Self-Introduction for Your AI?


# How to Set Up AskHandle AI for Scheduling Appointments?

Setting up AskHandle AI to manage scheduling for your users is simple. Follow these steps to allow the AI to handle appointments, ask necessary questions, and confirm visits.

### Step 1: Prepare a Word Document with Scheduling Details

To guide the AI in handling appointment requests, you can upload a Word document template to the AskHandle Command Center. Below is an example template that you can copy, customize, and upload:

**Example AI Training Template for Scheduling Appointments:**

---

If a guest user wants to schedule a visit or book a tour, you should help get an available date and time. You can ask the guest user what’s the ideal date and time the guest user wants to come and visit. 

Our business hour is 9 am to 5 pm, Monday to Friday. And we don’t work on Federal holidays. We use Eastern Time as our time zone.

And our showing manager’s available time for the coming days are:

- Monday: 9 am to 11 am, 1 pm to 4 pm
- Tuesday: 10 am to 11:30 am, 12 pm to 5 pm
- Wednesday: 9 am to 12 pm, 3 pm to 4 pm
- Thursday: 10:30 am to 4 pm
- Friday: 1 pm to 3 pm

If the guest user asks for a time that no show manager is available, you can ask the guest user to tell a different date and time.

If the guest user has a time that is in our available date and time range, you should ask about guest user email.

If the guest user gives an email, you should repeat the email to ask guest user to confirm if the email is correct.

After you get available date, time and confirmed email, you can tell the date, time, email you received and you should ask the guest user to type “confirm the visit” to confirm the visit.

After you receive the confirm the visit message from guest user, you can tell the guest user “Your visit is confirmed.” And you should mention the confirmed date and time in the confirmation message.

---

### Step 2: Upload the Document to AskHandle Command Center

Upload the document to the [Command Center](https://dashboard.askhandle.com/stories/command_center/):

- Go to the AskHandle Command Center.
- Upload the Word document with the instructions for handling appointments.
- This document will tell the AI how to interact with the user when scheduling visits.

### Step 3: Set Available Time Slots in AskHandle

Set available time slots:

- Ensure you set the available time slots in the AskHandle system.
- Input your showing manager’s availability to allow the AI to suggest open slots.
- This ensures the AI only offers times when your staff is available.

### Step 4: Test the AI Scheduling Process

After uploading the document and setting time slots, test the AI to make sure it follows the correct process.

The AI should:
- Ask users for their preferred date and time.
- Compare the user’s choice with your available time slots.
- Request and confirm the user’s email.
- Complete the appointment confirmation process.

By following these steps and using the provided template, your AskHandle AI will efficiently manage user scheduling, making it easier to book visits or tours within your available hours.

Setting up AskHandle AI to manage scheduling for your users is simple. Follow these steps to allow the AI to handle appointments, ask necessary questions, and confirm visits.

How to Set Up AskHandle AI for Scheduling Appointments?


# 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 Use Keyword Notification?

The Keyword Notification feature is available for users on the Professional Plan and above. This feature allows you to set specific keywords in the Command Center, and the AI will send you a notification whenever a user mentions these keywords in a conversation.

## Setting Up Keywords

1. **Enter Keywords in the Command Center**: In the "Notification by Keyword Phrases" section of the Command Center, enter your desired keywords. You can add multiple keywords, separating each with a comma. Be sure to save your changes so the AI knows which keywords to monitor.
  
2. **Add Your Email**: Go to [Settings](https://dashboard.askhandle.com/users/~redirect/) and add your email under the "I'd like to receive an email notification for every inquiry" section. This ensures you’ll receive email notifications when the AI detects your specified keywords in a conversation.

## When Keywords Will Trigger Notifications

The keyword notification activates whenever a user mentions one of your specified keywords during a conversation. For example, if you’ve set "`price`" or "`pricing`" as keywords, you’ll receive an email notification if the user asks, "`What's your pricing?`" or "`What is the price?`"

Please note, however, that keyword notifications are based on user input only—they won’t trigger from the AI’s responses.

### Expanding the Use Case

You can also use keyword notifications for specific processes, such as scheduling. For instance, you might set the keyword to "`I confirm`" and instruct users to confirm appointments by typing this phrase. This approach allows you to expand the practical applications of keyword notifications for a range of scenarios.

The Keyword Notification feature is available for users on the Professional Plan and above. This feature allows you to set specific keywords in the Command Center, and the AI will send you a notification whenever a user mentions these keywords in a conversation.

How to Use Keyword Notification?


# 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/help-articles/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?


# AskHandle vs. Intercom: Why AskHandle’s AI Approach Leads to a Better Customer Service Experience

In the realm of customer service solutions, businesses are constantly searching for the best tools to enhance their customer interactions. Intercom has long been a trusted platform for managing customer conversations, offering features like live chat, messaging, and customer engagement tools. Yet, for companies seeking to elevate their customer service experience through advanced automation, AskHandle presents a compelling alternative. Here’s why AskHandle’s AI-driven approach surpasses Intercom in delivering a superior customer service experience.

## 1. Fully Automated Customer Interactions

Intercom is known for its user-friendly interface that facilitates live chat and messaging. While these features are effective, they still rely heavily on human agents to manage and respond to customer inquiries. This model can be limiting, especially for businesses experiencing high volumes of interactions or looking to scale efficiently. AskHandle steps beyond this by offering a fully automated customer service experience powered by advanced generative AI and natural language processing (NLP).

AskHandle allows businesses to create personalized AI that can handle customer inquiries without the need for human intervention. By uploading relevant documents, such as PDFs, Word files, and web URLs, businesses can fine-tune the AI to respond accurately based on their unique knowledge base. This results in consistent, accurate, and instant responses, ensuring customers receive the help they need without waiting for an agent to become available.

## 2. Scalability Without Added Complexity

As businesses grow, the need for scalable [customer service](/glossary/customer-service) solutions becomes crucial. Intercom offers scalable solutions but often requires additional human resources to manage increased customer interactions. This can lead to higher operational costs and added complexity in managing a larger team. AskHandle provides a more streamlined approach, allowing businesses to scale their customer service operations effortlessly.

Since AskHandle’s AI operates independently, it can manage an unlimited number of customer interactions simultaneously. This capability makes it particularly suitable for companies that experience rapid growth or fluctuating demand. With AskHandle, scaling customer service doesn’t require additional hires or complex management—just efficient, AI-driven automation.

## 3. Cost Efficiency Through Automation

Intercom’s model often involves significant costs related to hiring, training, and maintaining a team of customer service agents. As businesses scale, these costs can quickly add up. AskHandle offers a more cost-effective solution by reducing or eliminating the need for human agents altogether.

By relying on AI to manage customer interactions, businesses can significantly lower their customer service costs. The AI is designed to operate 24/7, providing consistent support without the expenses associated with human labor. This allows companies to reallocate resources toward other critical areas, such as product development or marketing.

## 4. Instantaneous Response Times

In today’s fast-paced environment, customers expect quick, if not instant, responses to their inquiries. While Intercom’s [live chat](/glossary/live-chat) feature allows for real-time communication, response times still depend on the availability of human agents. This can lead to delays, especially during peak times or when agents are handling multiple conversations.

AskHandle’s AI, on the other hand, delivers immediate responses based on the company’s pre-loaded knowledge base. This ensures that customers receive the information they need without any wait time, enhancing the overall [customer experience](/glossary/customer-experience). The ability to resolve issues instantly sets AskHandle apart as a more efficient solution for businesses that prioritize speed and accuracy in customer service.

## 5. Comprehensive Multilingual Support

Intercom provides support for multiple languages, but managing multilingual customer interactions often requires additional configurations and, at times, human translation. This can be resource-intensive and challenging to maintain. AskHandle simplifies this process by inherently supporting over 90 languages, enabling seamless communication with customers around the globe.

With AskHandle, businesses can provide a consistent and personalized customer service experience in any language, without the need for extra resources or complex setups. This feature is particularly valuable for companies with a diverse customer base, allowing them to cater to global markets more effectively.

## 6. Limitless Knowledge Integration

Intercom’s platform is designed to manage customer communications effectively, but integrating and managing extensive knowledge bases can be challenging. AskHandle excels by allowing businesses to import unlimited data from various formats, including text files, Microsoft Office documents, PDFs, CSVs, and more.

This comprehensive approach ensures that the AI is equipped with the most accurate and up-to-date information, enabling it to respond to customer inquiries effectively. The result is a more informed and responsive AI, capable of handling a wide range of customer questions and concerns with precision.

## 7. Rapid Deployment and Ease of Use

Setting up a robust Intercom solution can take time and requires ongoing management to ensure smooth operation. AskHandle offers a more straightforward solution, allowing businesses to deploy their AI-driven customer service in minutes. After importing the necessary knowledge, the AI is ready to start assisting customers immediately.

This ease of use makes AskHandle an attractive option for businesses looking to quickly implement a high-performing customer service solution without the need for extensive setup or training. The codeless RAG (retrieval augmented generation) solution offered by AskHandle ensures that companies can start reaping the benefits of AI-driven automation with minimal effort.

While [Intercom](https://www.intercom.com/) remains a popular choice for managing customer conversations, AskHandle offers a more advanced solution that outperforms traditional platforms in several critical areas. From complete automation and effortless scalability to cost efficiency and instant resolution, AskHandle’s AI-driven approach provides businesses with the tools they need to deliver an exceptional customer service experience. By choosing AskHandle, companies can achieve a higher level of [customer satisfaction](/glossary/customer-satisfaction) while reducing operational costs and complexity.

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?


# Is My Imported Data Being Used by Anyone Else?

At AskHandle, your data is **entirely your own**. The information you import into your data source is used **exclusively** for your account and is never shared or utilized in any AI training outside of your system.

We take data privacy seriously. As pioneers of the codeless RAG system, we ensure that any content you import is used **only** to enhance your AI’s responses for your organization, services, or products. The AI leverages your data solely to answer queries from your users—no one else has access to it, and it is not incorporated into any general AI models or external systems.

You retain **complete control** over your data. Once you remove information from your data source, it is no longer accessible by the AI, and no remnants of it will remain. This gives you full authority over what the AI can and cannot use to provide customer support.

Simply put, **you own your training data and customer data**. It is not used for any purpose beyond serving your account, ensuring that your information remains private, secure, and under your control at all times.

At AskHandle, your data is entirely your own. The information you import into your data source is used **exclusively** for your account and is never shared or utilized in any AI training outside of your system.

Is My Imported Data Being Used by Anyone Else?


# Prohibited Content for AI Training and Fine-Tuning

At Askhandle, we maintain strict guidelines to ensure that our AI systems are developed in a safe, ethical, and responsible manner. To protect the integrity of our platform and ensure AI safety, **we do not allow the upload of certain types of content for training or fine-tuning AI**.

## Do NOT Upload These Types of Content:

1. **Hate Speech or Discriminatory Content**
   - Content that promotes hate or discrimination based on race, gender, religion, sexual orientation, disability, or other characteristics.
   - Any material intended to harm or incite violence against individuals or groups.

2. **Sexual or Explicit Content**
   - Pornographic, sexually explicit, or obscene materials.
   - Any documents that include sexual content inappropriate for general audiences.

3. **Violent or Harmful Content**
   - Content that glorifies violence, promotes harm to individuals or groups, or includes graphic depictions of violence.
   - Documents encouraging self-harm, abuse, or dangerous behaviors.

4. **Illegal or Unethical Content**
   - Documents promoting illegal activities such as hacking, drug use, or criminal behavior.
   - Any material that encourages unethical practices, fraud, or deception.

## Why This Matters

Uploading content that violates these rules can lead to:
- AI malfunctions and poor performance.
- Violation of AI safety policies, which could result in restricted access to Askhandle’s services.
- Harmful, biased, or inappropriate AI-generated content.

## Other Prohibited Use Cases
- Creating bots for harassment or cyberbullying.
- Training AI for spam or spreading misinformation.
- Generating offensive or inappropriate content that could harm or offend others.

Uploading these types of content undermines AI safety and violates Askhandle's ethical standards. Thank you for helping us maintain a safe and ethical AI environment.


At Askhandle, we maintain strict guidelines to ensure that our AI systems are developed in a safe, ethical, and responsible manner. To protect the integrity of our platform and ensure AI safety, we do not allow the upload of certain types of content for training or fine-tuning AI.

Prohibited Content for AI Training and Fine-Tuning


# Why AskHandle Is a More Powerful and Cost-Effective Choice Than Salesforce Service Cloud for Upgrading Customer Service

For companies looking to enhance their customer service, selecting the right platform is crucial. Salesforce Service Cloud has been a go-to solution for many businesses, offering a wide range of features and integration capabilities. Yet, for organizations aiming to optimize their customer service with cutting-edge technology, AskHandle presents a more powerful and cost-effective alternative. Here’s why AskHandle stands out compared to Salesforce Service Cloud.

## 1. True Automation with Personalized AI

Salesforce Service Cloud is known for its robust CRM capabilities and extensive feature set, but it still relies heavily on human agents to manage customer interactions. While it provides tools to support these agents, the overall approach is still human-centric, requiring significant manual effort. AskHandle, on the other hand, offers a fully automated solution driven by advanced AI technology.

AskHandle enables businesses to create their own personalized AI by simply uploading documents like text files, PDFs, and web URLs. This AI can then manage customer inquiries independently, providing accurate and consistent responses without the need for human intervention. This level of automation not only improves efficiency but also ensures that customers receive immediate support tailored to their specific needs.

## 2. Significant Cost Savings

Salesforce Service Cloud, while powerful, often comes with high costs associated with licensing, customization, and ongoing management. These costs can quickly escalate, especially as a company scales its operations. Additionally, businesses may need to invest in extensive training and hire additional staff to manage the platform effectively.

AskHandle offers a more cost-effective solution by reducing or eliminating the need for human agents. The AI-driven approach allows businesses to handle a high volume of customer interactions without increasing labor costs. By minimizing reliance on human agents, AskHandle helps companies save on both direct and indirect costs, making it an attractive option for businesses of all sizes.

## 3. Effortless Scalability

As businesses grow, their [customer service](/glossary/customer-service) needs evolve, requiring scalable solutions that can adapt quickly. Salesforce Service Cloud provides scalability but often requires additional resources, such as more agents or expanded infrastructure, to manage the increased demand. This can lead to higher operational costs and added complexity.

AskHandle, in contrast, scales effortlessly with the needs of the business. Since the AI operates independently, it can handle an unlimited number of customer interactions simultaneously, making it ideal for companies experiencing rapid growth. This scalability is achieved without the need for additional hires or complex management processes, allowing businesses to expand their customer service capabilities without added strain.

## 4. Immediate Response and High Availability

In today’s fast-paced environment, customers expect immediate responses to their inquiries. Salesforce Service Cloud supports real-time interactions but still depends on the availability and efficiency of human agents. This can lead to delays, especially during peak times or when dealing with complex queries.

AskHandle’s AI offers instant responses based on the company’s knowledge base, ensuring customers receive the information they need without any waiting. This ability to provide real-time support around the clock leads to higher [customer satisfaction](/glossary/customer-satisfaction) and ensures that issues are resolved promptly, regardless of the time of day.

## 5. Comprehensive Multilingual Support

Supporting a global customer base requires robust multilingual capabilities. Salesforce Service Cloud offers support for multiple languages, but managing these interactions often requires additional configuration and resources, which can be time-consuming and costly.

AskHandle is designed to handle over 90 languages natively, allowing businesses to communicate seamlessly with customers across the globe. This feature is built into the platform, requiring no additional setup, and enables companies to provide consistent and effective support to all customers, regardless of their language preferences.

## 6. Streamlined Knowledge Integration

One of the strengths of Salesforce Service Cloud is its integration with various data sources and its ability to manage customer information. However, setting up and maintaining these integrations can be complex and require specialized knowledge.

AskHandle simplifies the process by allowing businesses to import unlimited knowledge from a variety of formats—text files, Microsoft Office documents, PDFs, CSVs, and more. This data is then used to train the AI, ensuring that it provides accurate and contextually relevant responses. The ease of integrating and updating knowledge within AskHandle makes it a more agile and adaptable solution for businesses.

## 7. Quick Implementation and User-Friendly Setup

Deploying Salesforce Service Cloud can be a time-consuming process, involving extensive customization, training, and ongoing management. The complexity of the platform often necessitates a significant investment of time and resources before companies can fully benefit from its features.

AskHandle offers a much quicker implementation process. Businesses can get their AI-driven customer service up and running within minutes by uploading their existing knowledge base. The platform’s codeless RAG (retrieval augmented generation) solution ensures that companies can start using AskHandle immediately, without the need for extensive setup or technical expertise.

From true automation and significant cost savings to effortless scalability and immediate response capabilities, AskHandle provides businesses with the tools they need to deliver a superior customer service experience. By choosing AskHandle, companies can enhance their customer interactions, reduce costs, and scale their operations more effectively, all while leveraging the latest in AI technology.

For companies looking to enhance their customer service, selecting the right platform is crucial. Salesforce Service Cloud has been a go-to solution for many businesses, offering a wide range of features and integration capabilities. Yet, for organizations aiming to optimize their customer service with cutting-edge technology, AskHandle presents a more powerful and cost-effective alternative. Here’s why AskHandle stands out compared to Salesforce Service Cloud.

Why AskHandle Is a More Powerful and Cost-Effective Choice Than Salesforce Service Cloud for Upgrading Customer Service


# 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’s AI is built around **text-based training and fine-tuning**, meaning that only text can be used to set up and train your AI. If you try to import content that includes images or videos—such as a webpage with visual elements or files that embed multimedia content—the AI will not be able to process that information. Fine-tuning can only occur when the imported data is purely text-based.

### Why Must Fine-Tuning Be Text-Based?

AskHandle is designed to learn from **text** to generate responses. Any content that is not text, like images or videos, cannot be used in the fine-tuning process. Even if you have text embedded within an image, such as on a webpage or promotional material, AskHandle will not be able to interpret that as usable data for fine-tuning.

### What Can You Do?

To properly fine-tune your AI, it's essential to **convert all information into text form**. Here are a couple of options:

- **Import Text Files:** If your images or videos contain important information, extract the text and upload it in text-based formats like PDF, DOCX, or plain text.
- **Manually Extract Text:** For content embedded in images or videos, manually transcribe the text and import it into the Command Center. This ensures the AI learns from the right information and can use it to generate accurate answers.

Once the text is imported, AskHandle can fine-tune its responses and use that information to provide targeted, context-aware answers.

### Can AI Include Images in Responses?

While AI fine-tuning is based on text, you can still [teach your AI to include images in its responses](/how-to-include-pictures-into-ai-responses). Simply add instructions or links in the text-based content that direct the AI to use specific images when providing answers. This allows you to incorporate visual elements into the chatbot's replies without using images as part of the training process.

By focusing on text for fine-tuning and incorporating images through instructions, you can create a more engaging and responsive AI experience.

AskHandle’s AI is built around text-based training and fine-tuning, meaning that only text can be used to set up and train your AI. If you try to import content that includes images or videos—such as a webpage with visual elements or files that embed multimedia content—the AI will not be able to process that information. Fine-tuning can only occur when the imported data is purely text-based.

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 Does 'Load URL Recursively' Mean?

The '**Load URL Recursively**' feature in AskHandle AI allows the system to learn not just from a single webpage URL you provide, but also from its child pages. This feature is particularly useful for creating a comprehensive data source from structured websites like help centers or FAQ sections.

![AskHandle data source mode](/images/help/articles-img/help-articles/load-url-recursively.png)

## How 'Load URL Recursively' Works

When you enable the **'Load URL Recursively'** option, the AI will follow links from the specified parent page to its child pages and gather content from them. 

**Example:**
If you input the URL:  
`https://www.example.com/help`  

And this page contains links like:  
- `https://www.example.com/help/how-to-reset-password`  
- `https://www.example.com/help/how-to-contact-customer-support`  
- `https://www.example.com/help/how-to-get-refund`  

The AI will visit and learn from these linked pages as well. Currently, AskHandle AI supports learning up to **3 levels of links**:

1. **Parent Page**: The page you input.
2. **Direct Child Pages**: Links directly found on the parent page.
3. **Child Pages of Each Child Page**: Links found on each direct child page.

This 3-level structure is designed to cover the majority of help center and FAQ content effectively.

If your goal is to train the AI on your help center or FAQ section, simply input the parent URL, and the AI will automatically process the relevant linked pages.

## Limitations to Keep in Mind

1. **Website Restrictions:** Some websites, particularly those with anti-scraping measures or firewalls like CAPTCHA, may block the AI from accessing their content. In such cases, the AI will only process the original URL you provide.
2. **Large Parent Sites:** If the parent page has an extensive number of child pages, the AI might not capture all of them in a single attempt. To address this, you can:
   - Add specific subpages individually as additional data sources.
   - Contact our customer support team at [support@askhandle.com](mailto:support@askhandle.com) for further assistance.

## Best Practices

- Use the 'Load URL Recursively' option for websites you manage or own, ensuring no restrictions prevent the AI from accessing the content.
- If you need finer control over the AI's learning process, you can input individual URLs as separate data sources.

The 'Load URL Recursively' feature simplifies the process of training AskHandle AI on large, structured websites, making it easier to create a robust and informative AI response system.


The 'Load URL Recursively' feature in AskHandle AI allows the system to learn not just from a single webpage URL you provide, but also from its child pages. This feature is particularly useful for creating a comprehensive data source from structured websites like help centers or FAQ sections.

What Does 'Load URL Recursively' Mean?


# What is a Data Source?

A **data source** is a repository where your information is stored, and it serves as the foundation for AskHandle to generate answers and content. You can import data into a data source using three methods: uploading files (PDF, DOCX, CSV, TXT, or Markdown), inserting a webpage URL, or directly typing or pasting content into a plain text field. You can use one, two, or all three methods depending on your needs.

### What Kind of Data Should I Include? Do I Need to Add Questions?

The data you import should be relevant to the goals you want your AI chatbot to achieve. Any information you want AskHandle to provide as an answer to user queries should be included in your data source. You don't need to include specific questions—AskHandle is pre-trained to understand user queries, regardless of how they are phrased or the language used. For instance, you can upload a PDF containing details about your services, product features, or contact information. The AI will automatically learn from this document, and when a user asks a related question, it will respond with the appropriate information from your uploaded content.

### Can I Use a Webpage URL to Train the AI?

Yes, you can train your AI chatbot using a webpage URL. This is one of the three ways to import data into a data source and is a simple method to provide relevant information. However, keep in mind that if the webpage you choose doesn’t allow crawling, AskHandle won't be able to access its content. In such cases, the AI won't be able to learn from the webpage, and it won't be able to answer queries based on that data. It's important to ensure the webpage permits crawling when using this method.

### Is the Chatbot Ready to Use Once I Import Data?

After you import and save your data into the data source, give the AI a few seconds to process the information. Refresh the Command Center page, and when the “Processed” label appears next to your data source, it means your chatbot is ready. If the label still says “Unprocessed,” wait a few more seconds and refresh the page again until the status changes to “Processed.” This indicates that your chatbot has successfully processed the data and is ready to answer user queries based on the information you've provided.

A data source is a repository where your information is stored, and it serves as the foundation for AskHandle to generate answers and content. You can import data into a data source using three methods: uploading files (PDF, DOCX, CSV, TXT, or Markdown), inserting a webpage URL, or directly typing or pasting content into a plain text field. You can use one, two, or all three methods depending on your needs.

What is a Data Source?


# What Is the AI Answer Relevance Score?

At AskHandle, we leverage AI to not only answer customer inquiries but to ensure those responses are directly relevant. The **AI Answer Relevance Score** plays a key role in evaluating how closely the AI’s responses address a user’s question, helping to refine the quality of answers. This score, which typically ranges from 0 to 1, provides a measure of how well the AI response aligns with the question’s intent, based on available data.

### What is the AI Answer Relevance Score?

The **AI Answer Relevance Score** measures how closely the AI’s answer matches the user’s question, focusing on relevance rather than factual accuracy. A high score means the response is highly relevant, while a lower score indicates that the answer may be incomplete, contain unnecessary details, or veer off-topic.

### How Does the Answer Relevance Score Work?

To determine answer relevance, AskHandle’s system follows a unique process:

1. **Reverse-Engineering Questions**: When the AI generates an answer, it creates several alternate questions based on that response, using a large language model (LLM). This process helps simulate whether the answer alone could lead back to the original question.
  
2. **Measuring Similarity**: The system then calculates the average cosine similarity between these generated questions and the original user question. A higher similarity score means the answer more directly addresses the question.

For example:

- **Question**: “How can I reset my account password, and are there any restrictions on password length?”
    - **Low Relevance Answer**: “To reset your password, go to the account settings page.”
    - **High Relevance Answer**: “To reset your password, go to the account settings page. Your new password must be at least 8 characters long and include both letters and numbers.”

### What Do the Scores Mean?

- **Score Close to 1**: Indicates a highly relevant response that directly addresses the question.
- **Score Near 0**: Shows the answer lacks relevance, either missing key information or including unrelated details.
- **Scores Between 0 and 1**: Reflect varying levels of relevance—partially related but not fully addressing the query.

The AI Answer Relevance Score is a key tool for evaluating how well the AI responds to customer questions. It provides clear insights into how accurately the AI uses available information, enabling businesses to fine-tune their systems and enhance the customer experience over time. Monitoring and acting on these scores helps companies ensure their AI consistently delivers useful and relevant responses.

At AskHandle, we leverage AI to not only answer customer inquiries but to ensure those responses are directly relevant. The AI Answer Relevance Score plays a key role in evaluating how closely the AI’s responses address a user’s question, helping to refine the quality of answers. This score, which typically ranges from 0 to 1, provides a measure of how well the AI response aligns with the question’s intent, based on available data.

What Is the AI Answer Relevance Score?


# 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 your hub for managing and customizing the information that powers your chatbot. It allows you to fine-tune your AI, customize interactive options, and manage responses. Through the Command Center, you can ensure that AskHandle performs optimally for your specific business needs.

### How to Access the Command Center

To access the Command Center, log in to your AskHandle account at [Command Center](https://dashboard.askhandle.com/stories/command_center/), hover over the left sidebar menu, and select "Command Center." 

### Training Your Chatbot with Specific Information

Training your chatbot in the Command Center is a straightforward process. The way your AI responds to queries depends largely on the information you provide and how it is structured. This training phase is called "Fine-Tuning" and ensures your chatbot delivers relevant, accurate, and branded responses.

### Step-by-Step Guide to Using the Command Center

1. **Go to Command Center**

   Log in to your AskHandle account and navigate to the Command Center.

2. **Select the Data Source Mode**

   Choosing the right data source mode is essential to ensure your chatbot delivers responses that match your requirements. There are three data source modes available:

   - **General Data Mode**  
     AskHandle generates responses using publicly available information, primarily from the internet. This mode is suitable for common questions and general knowledge, but does not rely on any customized data you’ve uploaded.
  
   - **Your Own Data Mode**  
     In this mode, the chatbot uses only the data you’ve uploaded to generate responses. It won't access public information, ensuring that your responses are highly tailored and specific to your business.
  
   - **Combined Data Mode**  
     The default setting, Combined Data Mode prioritizes your uploaded data while also using publicly available information when needed. This mode ensures personalized responses and allows small talk, such as casual greetings.

   For most cases, we recommend **Combined Data Mode** for optimal chatbot performance.

3. **Add a Data Source**

   After selecting your data mode, click the "Add Data Source" button to start training your chatbot. You can input your data in one of three ways:
   
   - **Document Files:** Upload DOCX, PDF, CSV, or TXT files.
   - **Plain Text:** Paste or write your data directly into the text field.
   - **Webpage URL:** Let the chatbot learn from a specific webpage (ensure you own or manage the content).

4. **Save the Data Source**

   Once you've added your data, click the "Save Data Source" button.

5. **Monitor Processing Status**

   After saving, the chatbot will process your input. This typically takes 10-20 seconds. Refresh the page to check the status, which will update from "UNPROCESSED" to "PROCESSED" once the chatbot has learned from the data.

### Setting Up Keyword Notifications

You can set up keyword notifications to monitor specific customer interactions. When a customer mentions the predefined keywords, the AI will send you an email notification. This ensures you're aware of important conversations in real time.

### Configuring Interactive Options

Interactive options allow users to click buttons for instant AI-powered replies. These dynamic responses are based on your fine-tuned data. To configure them:

- **Edit Interactive Options:** Click the "Edit" button next to the option, modify the text, and save your changes.
  
- **Remove Interactive Options:** Uncheck the "Show Button" box in the edit mode, and save the changes to remove the option from view.

Interactive options enhance the user experience by offering quick replies, so think carefully before editing or removing them.

---

The **Command Center** is designed to make managing and customizing your AI simple and effective. With AskHandle, you have full control over how your chatbot learns, interacts, and improves over time. Log in today at [Command Center](https://dashboard.askhandle.com/stories/command_center/) and start optimizing your AI chatbot for success!

The Command Center is your hub for managing and customizing the information that powers your chatbot. It allows you to fine-tune your AI, customize interactive options, and manage responses. Through the Command Center, you can ensure that AskHandle performs optimally for your specific business needs.

What Is Command Center?


# What is the Faithfulness Score in AI Responses?

The Faithfulness Score helps measure how accurately an AI-generated response aligns with the specific information provided by your business. It focuses on factual consistency, ensuring that the AI’s answers reflect the data you’ve supplied without adding or changing key details.

## What Does the Faithfulness Score Mean?

The Faithfulness Score, ranging from 0 to 1, shows how well the AI’s response matches the facts from your data:

- **Score of 1**: A fully accurate answer where all statements in the response can be verified by your data.
- **Score of 0**: An unfaithful answer where none of the information aligns with the provided context.
- **Scores between 0 and 1**: Partial accuracy, where some statements are supported by the data but others may not be.

A high Faithfulness Score indicates that every claim made in the AI’s answer can be inferred directly from the data source, while a lower score means the response may contain inaccuracies or assumptions that aren’t supported by the data.

## How is the Faithfulness Score Calculated?

To calculate the Faithfulness Score, the system follows these steps:

1. **Identify Claims in the Answer**: The AI breaks down the response into individual claims or statements.
2. **Verify Each Claim**: Each claim is then checked against the data provided to see if it is fully supported by the context.
3. **Calculate the Score**: Based on the percentage of claims that align with the provided context, a Faithfulness Score between 0 and 1 is assigned.

### Example

- **Question**: "What are the hours for customer service, and is there a weekend helpline?"
  
    - **Context**: "Our customer service team is available Monday through Friday, 9 AM to 6 PM. Weekend support is not available."
  
    - **High Faithfulness Answer**: "Customer service is available Monday to Friday, 9 AM to 6 PM, with no weekend support."
  
    - **Low Faithfulness Answer**: "Customer service is available daily, including weekends, from 9 AM to 6 PM."

In this example, the high-faithfulness answer matches the provided context exactly, while the low-faithfulness answer introduces incorrect information about weekend support.

## Why is the Faithfulness Score Important?

The Faithfulness Score ensures that the AI is providing factually consistent information based on your data, which is crucial in areas where accuracy matters, such as customer support, technical help, healthcare, or legal services. A high score means the AI is sticking closely to your facts, reinforcing customer trust and minimizing misinformation.

A lower score can indicate that the AI is including creative or inaccurate details, which may not be ideal when customers require precise information.

## How Can You Use the Faithfulness Score?

Monitoring the Faithfulness Score helps ensure that your AI is providing the most accurate responses possible. If low scores appear frequently, it may suggest a need to adjust or expand your data to better cover the types of questions customers are asking.

The Faithfulness Score is a valuable tool for tracking the reliability of the AI’s answers, ensuring that your customers receive factually correct and relevant information every time they interact with your AI. This focus on accuracy helps build trust and improves the overall quality of your customer support.

The Faithfulness Score helps measure how accurately an AI-generated response aligns with the specific information provided by your business. It focuses on factual consistency, ensuring that the AI’s answers reflect the data you’ve supplied without adding or changing key details.

What is the Faithfulness Score in AI Responses?


# 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 AskHandle Testing Page?

The **AskHandle Testing Page** is a dedicated website where you can test your AI-powered chatbot in a real-time environment. It's designed to help you experience and refine how your chatbot interacts with users before deploying it live. You can easily access the Testing Page via a unique URL or a QR code.

To start testing your chatbot, visit the [Testing Page](https://dashboard.askhandle.com/landing-page/). Before testing, make sure to give your Testing Page URL a name and save the changes. Once saved, you'll receive a unique URL specifically for testing purposes.

### Key Features of the Testing Page:

- **Customizable Visuals:** You can configure the testing page to match your brand by adding a background image and your logos, making the testing experience feel more authentic.
- **QR Code Customization:** Want to test on mobile? You can generate a QR code with your logo, making it easier to access and test AskHandle across multiple devices.
- **Seamless Mobile Testing:** To test the chatbot on mobile devices, simply scan the QR code, and you’ll be taken to your custom testing page.

By using the **AskHandle Testing Page**, you can fine-tune your chatbot’s responses, interactions, and user experience before rolling it out to customers. Start testing today at [Testing Page](https://dashboard.askhandle.com/landing-page/) and ensure your AI is ready for real-world use!

The AskHandle Testing Page is a dedicated website where you can test your AI-powered chatbot in a real-time environment. It's designed to help you experience and refine how your chatbot interacts with users before deploying it live. You can easily access the Testing Page via a unique URL or a QR code.

What is the Testing Page?


# What Is the AskHandle User Dashboard?

The AskHandle user dashboard is your control center for managing and customizing your AI-powered chatbot. Accessible at [AskHandle Dashboard](https://dashboard.askhandle.com/accounts/login/), this tool gives you complete control over your chatbot's performance and behavior.

Through the dashboard, you can easily:

- **Customize and Train Your AI:** Add new data sources, refine your AI’s training, and ensure it’s equipped to handle customer inquiries effectively.
- **Monitor Chat and AI Performance:** Track how well your AI is performing in real-time, viewing metrics such as response accuracy and relevance. You can also analyze chat histories to ensure quality customer interactions.
- **View Customer Information:** Gain insights into who your customers are and track who’s interacting with your chatbot, giving you a deeper understanding of your audience.
- **Configure Visuals and Chatbox UX:** Personalize the appearance and user experience of your chatbox to match your brand’s look and feel.
- **Manage Notifications and Billing:** Control alerts and manage your account settings, including billing and subscription information.

Sign in at [AskHandle Dashboard](https://dashboard.askhandle.com/accounts/login/) and unlock the full potential of your AI chatbot, all from one powerful platform!


# When Will the User See the Contact Message?

When you sign up and begin a test chat on the Testing Page, you may notice that the AI repeatedly responds with the same message. This response is known as the *Contact Message*, which you can customize in the *Appearance*.

### Why Does the AI Respond with the Contact Message?

The Contact Message appears when you start using the AI without adding any data sources. By default, the AI operates in *Combined Mode*, which relies on both built-in knowledge and user-provided data. If no data source has been added, the AI defaults to responding with your set Contact Message as it has no other content to draw upon.

### How to Enable More Dynamic Responses

For the AI to provide more tailored and logical responses—including engaging in small talk—you need to add at least one data source. This ensures that the Combined Mode has the necessary information to function effectively.

### Alternative Option: General Data Mode

If you prefer not to add a data source but still want the AI to provide relevant responses, switch to *General Data Mode*. In this mode, the AI responds based on its own knowledge, bypassing the need for custom data sources.

### Customizing the Contact Message

You can set up your own Contact Message in the [Appearance](https://dashboard.askhandle.com/customization/). This message will also be used as a fallback response in *Your Own Data Mode* when the AI cannot find relevant information in your data source. 


When you sign up and begin a test chat on the Testing Page, you may notice that the AI repeatedly responds with the same message. This response is known as the Contact Message, which you can customize in the *Appearance* settings.

When Will the User See the Contact Message?


# Where Do We Store Your Data at AskHandle?

At AskHandle, data storage is a top priority, and we use secure, high-performance cloud services to keep your data safe, accessible, and well-managed. Our database infrastructure is now powered by **Heroku Postgres**, a reliable and scalable SQL database solution directly managed by Heroku. This transition allows us to offer improved flexibility, security, and performance for our users.

## Database Location and Compliance

Our Heroku Postgres database is hosted on servers in the United States, aligning with our main application server location. This setup provides optimal performance and compliance with U.S.-based regulations, such as the **California Consumer Privacy Act (CCPA)** and **Health Insurance Portability and Accountability Act (HIPAA)**. Data stored on U.S. servers adheres to local data protection standards, ensuring compliance with American privacy laws.

## What PostgreSQL Version Are We Using?

With Heroku Postgres, we have access to stable, recent versions of PostgreSQL. Heroku frequently updates its PostgreSQL instances to provide the latest features, performance enhancements, and security improvements. This ensures our database infrastructure remains current and fully functional, supporting the best possible experience for our users.

## Heroku Postgres Features and Dashboard

Heroku Postgres offers a powerful web dashboard for easy database management. You can monitor performance, view usage statistics, and even share queries through *dataclips*. Additionally, you can manage the database using Heroku CLI commands, giving flexibility in how the database is maintained.

### Choosing the Right Heroku Postgres Plan

Heroku Postgres provides a range of service plans, including Essential, Standard, Premium, Private, and Shield. Each plan has different resources, so as your data storage needs grow, it’s easy to upgrade to a more robust option.

## High-Performance Infrastructure

Heroku’s infrastructure ensures our databases run efficiently, with performance optimized for high-demand applications. Each database instance is hosted on dedicated, isolated virtual machines within Heroku’s cloud environment. This setup guarantees the speed, reliability, and isolation necessary to handle concurrent connections and large volumes of queries smoothly.

## Security and Data Protection

Heroku Postgres includes several robust security features, providing peace of mind for users:

- **IP Restrictions**: Heroku allows us to control database access by IP, ensuring only authorized users can connect.
- **No Direct SSH Access**: Heroku manages the underlying infrastructure, applying regular updates and patches to maintain security, which eliminates the need for SSH access.
- **Backups and Disaster Recovery**: Heroku Postgres includes daily backups, stored within the U.S., to protect data against loss. For additional disaster recovery, continuous protection features are available to capture snapshots and transaction logs in the same region as the database.

## Local Development and Environment Parity

To ensure smooth deployment, Heroku recommends setting up Postgres locally, matching your local development environment to the production database. This simplifies testing and deployment by keeping the development and production databases consistent.

## Managing Multiple Applications

Heroku allows us to share a single Postgres database across multiple applications using the `heroku addons:attach` command. This is helpful for apps that need to collaborate on data but still operate independently. Config vars allow us to assign aliases to shared databases, making management straightforward and organized.

## Logging and Privacy Options

For additional privacy, Heroku provides options to block logging of database queries. This prevents sensitive data from appearing in logs, although it may limit some debugging capabilities. For detailed logging needs, we recommend selectively logging specific data points.

## Flexible Plan Upgrades

Heroku Postgres allows easy migration between plans as application needs evolve. When our app’s requirements exceed the resources of the current plan, upgrading to a larger plan is straightforward, ensuring our database can scale with our users’ demands.

## Consistent, Reliable Backups

Backups are stored within the U.S. and managed by Heroku’s continuous protection systems. Snapshots and transaction logs are kept consistent, ensuring data integrity and enabling us to restore data effectively if necessary. This approach ensures that all backups are reliable and encrypted, safeguarding data even in storage.

AskHandle’s integration with Heroku Postgres provides a secure, flexible, and high-performance data storage solution. Optimized for U.S.-based compliance, this setup ensures reliable and efficient access to data across our platform, meeting the highest standards of performance and security for our users.


At AskHandle, data storage is a top priority, and we use secure, high-performance cloud services to keep your data safe, accessible, and well-managed. Our database infrastructure is now powered by Heroku Postgres, a reliable and scalable SQL database solution directly managed by Heroku. This transition allows us to offer improved flexibility, security, and performance for our users.

Where Do We Store Your Data at AskHandle?


# Boosting AI Performance in Command Center by Converting Word Documents into Vector Formats

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.

Unlike older methods that just look for specific words, vector-based systems dig into the meaning behind words, leading to more precise and relevant responses to customer questions. This deep understanding is key for meaningful conversations between the AI and users, making sure that responses fit well within the context they are given.

## Efficient Search

Being quick and accurate in finding information is crucial for good customer support. Vector databases are great at this because they allow for faster and more accurate searches. With vector search techniques, AskHandle can quickly spot documents that are similar in meaning to a search query, even if the words don't match exactly. This is especially useful for tasks like finding documents, sorting them into categories, and grouping them, where speed and precision can really improve how satisfied users are and how well operations run. For businesses, this means shorter wait times and better answers, which lead to happier customers and loyalty.

## Scalability

Dealing with large amounts of text in traditional formats can be slow and require a lot of resources. Vector databases tackle this problem by turning text into compact numerical forms, which are much easier to handle. This ability to scale is essential for businesses as it supports processing large data volumes without needing more time or resources. This means AskHandle's AI can manage more customer interactions smoothly as the business grows or as data needs change, making this method perfect for expanding businesses or those with fluctuating data loads.

## Cross-Language Capabilities

Companies operating globally often struggle with handling customer interactions in different languages. Vector formats are well-suited for dealing with text in various languages without direct translation. This ability lets AskHandle offer consistent support across diverse language groups, expanding a company’s reach and making it more inclusive. By removing language barriers in customer service, companies can operate more globally and connect with a broader audience.

Converting Word documents into vector formats for use in AskHandle Command Center significantly boosts a business’s AI abilities. This change not only makes handling text data more accurate, efficient, and scalable but also enhances the system's ability to analyze data and support multiple languages. By using modern NLP techniques, companies can have a more advanced, responsive, and effective customer support system, distinguishing them in a competitive market and keeping them ahead in customer service technology. Implementing these advanced technologies in AskHandle Command Center will certainly lead to better AI performance, greatly influencing overall business success.


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.

Boosting AI Performance in Command Center by Converting Word Documents into Vector Formats


# Why AskHandle Outperforms Zendesk for Customer Service

In the world of customer service platforms, businesses need solutions that are not only efficient but also capable of scaling effortlessly. While Zendesk has long been a key player in this space, AskHandle is rapidly emerging as a superior choice, especially for businesses aiming to fully automate their customer interactions. Here’s why AskHandle stands out compared to Zendesk for your customer service needs.

## 1. Complete Automation with Personalized AI

Zendesk is well-known for its ticketing system and agent management features, but it still heavily relies on human agents to resolve customer inquiries. This approach can be costly, time-consuming, and inconsistent, depending on the availability and quality of agents. AskHandle offers a fully automated customer service experience powered by advanced generative AI and natural language processing (NLP).

With AskHandle, businesses can easily create their own personalized AI without needing to write any code. By uploading documents such as text files, PDFs, and URLs, companies can fine-tune the AI to respond accurately based on their specific knowledge base. This ensures that customers receive consistent, immediate responses, eliminating the need for human intervention.

## 2. Effortless Scalability

Scaling [customer service](/glossary/customer-service) operations with Zendesk often requires hiring more agents, which increases costs and operational complexity. AskHandle, on the other hand, scales effortlessly without needing additional personnel. The AI operates independently and can manage an unlimited number of customer interactions simultaneously, making it an ideal choice for businesses experiencing rapid growth or fluctuating demand.

## 3. Cost-Effective Solution

The cost of maintaining a Zendesk setup can quickly increase due to the need for more agents, specialized training, and management overhead. AskHandle offers a more cost-effective alternative by reducing reliance on human agents and minimizing labor costs. This allows businesses to allocate resources more efficiently, focusing on growth rather than expanding support teams.

## 4. Immediate Response and Resolution

Today’s customers expect quick responses to their inquiries. While Zendesk’s system is effective in managing tickets, response times are still dependent on agent availability. AskHandle’s AI, on the other hand, provides instant responses based on the company’s knowledge base, leading to faster resolution times and higher [customer satisfaction](/glossary/customer-satisfaction). The ability to resolve issues immediately, without human delays, is a significant advantage in today’s fast-paced environment.

## 5. Multilingual Support

Supporting customers in their native language is crucial in a global market. Zendesk offers multilingual support, but it often requires additional configurations and sometimes human translation. AskHandle takes this further by inherently understanding over 90 languages, allowing businesses to communicate with customers in their preferred language seamlessly. This not only enhances the [customer experience](/glossary/customer-experience) but also expands the company’s reach without extra effort.

## 6. Unlimited Data Source Integration

Zendesk is a powerful platform, but integrating and managing various data sources can be complex and limited by the platform’s capabilities. AskHandle excels in this area by allowing businesses to import unlimited knowledge from a wide range of formats—text files, Microsoft Office documents, PDFs, CSVs, and more. The AI is then fine-tuned to generate and retrieve information solely from this imported knowledge, ensuring that all customer interactions are based on the most accurate and up-to-date information.

## 7. Quick Implementation

Setting up a comprehensive Zendesk solution can take time and requires significant effort in terms of setup, training, and ongoing management. AskHandle, on the other hand, can be launched within minutes after importing the necessary knowledge. Its codeless RAG (retrieval augmented generation) solution simplifies the entire process, enabling businesses to start benefiting from AI-driven customer service almost immediately.

## 8. Consistency and Accuracy

Human agents, while valuable, are prone to errors and inconsistencies due to fatigue, turnover, or varying levels of expertise. AskHandle eliminates these issues by providing consistent, accurate responses every time. The AI is always up-to-date with the latest knowledge, ensuring that customers receive the correct information regardless of when or how they reach out.

While [Zendesk](https://www.zendesk.com/) has been a popular choice for customer service, AskHandle offers a next-generation solution that surpasses traditional platforms in several important areas. From complete automation and effortless scalability to cost efficiency and instant resolution, AskHandle is the ideal choice for businesses looking to transform their customer service operations. By choosing AskHandle, companies can deliver a seamless, efficient, and fully automated customer experience, setting themselves apart in their industry.

In the world of customer service platforms, businesses need solutions that are not only efficient but also capable of scaling effortlessly. While Zendesk has long been a key player in this space, AskHandle is rapidly emerging as a superior choice, especially for businesses aiming to fully automate their customer interactions. Here’s why AskHandle stands out compared to Zendesk for your customer service needs.

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