Using Ask Ping

This is a quick video on how to use the ask ping feature. There are a couple ways to access it, so I'll go over those different ways and also some tips and tricks on how to use it. So just to go over those four ways real quick, the first is on the left side here. There's the ask ping button. Then there's gonna be an ask ping in your meetings view. There's gonna be ask ping on the meetings page and also an ask ping on the client's page.

So to start off, ask ping here on the left sidebar, when you click on it, this is where you can ask ping anything.

What's gonna be important though is that you're adding context to this. So this little plus bar, uh, button here on the left, when you click add content, it's gonna bring up your your most recent meetings. So I can go down and click any of these meetings here. Uh, so let's just click these two,

add them, and now you can see on the top here those two meetings that you selected. You can add more. You can clear them, but now you can ask ping here. The other important part is there's this little Earth button down here. It's for the web. So if you wanna bring in web search to it... So let's say you wanna do market research on the best way to communicate with your clients. You can say, in these meetings, what could I have done better

to,

uh, communicate with these clients? Or you can ask generic accounting questions

or advisory things as well, just anything there. This is not

specific towards accountants.

So when you use the web, it's just the general web, so don't look for super technical information there.

So that's the first way to use AskPing. The second is on

the meetings view. When you click meetings, you can see your past meetings here, and then you can click on multiple meetings,

and it's gonna add them to this ask ping bar down here. So that ask ping bar is always there. You can go ahead and just ask ping anything, but without adding the context of these meetings, it's not gonna have information to work off of. So if I click on these two meetings,

and then you can see it says ask ping anything, there's a two here now that shows those two meetings. I can add multiple meetings as well.

What's helpful too is when...

For example, in this test account, there's only eight meetings. But if I have, you know, hundreds of meetings to look through, you can use this filter button,

and then you can filter by date. You can filter by attendee.

So, for example, if I just want this attendee here, it's gonna pull up all the meetings with them, and then I can select those two recordings.

That's going to help you better filter through those meetings and pull up the meetings that matter most to you when you're asking Ping.

So here's an example. I click on these two meetings. They were meetings that I had on the twenty ninth, and I wanna know what action

items

do I have

from these two

meetings.

So now it's got those two meetings as context.

It's searching through using s ping, and it'll pull through the last... Those action items. So I can see from this meeting here and this meeting here, these are the different action items. Do wanna draft emails? What do you wanna do? So that's an easy way to select

multiple meetings and interact with them with Ask Ping. The other option is if you're inside an actual meeting. So if I click here,

I go to the meeting page view. You can know it's the meeting page view because of the top left meetings here.

I'll click ask ping, and then this is where I can do actions that

are specific to this meeting. So a big one is, like, drafting a follow-up email. That's a quick click button.

You can do that there. It's gonna pull all the context from your

meeting,

the different action items that you spoke about, meeting recap, and then pull it up and get this ready for your users. You click Gmail, it'll bring you to your account and fill out the information there, which is nice.

Um, and then you can go ahead and adjust it or start a new chat and ask different questions. Uh, but this is for this specific meeting.

The last view is you go to the client page, and then you go down to a client.

From this client, you can ask ping. And now this is gonna be connected to your Gmail as well, so it's gonna be pulling email information. It's connected to your overview and to your meetings, so it's gonna be pulling information from your client intelligence.

So this is when you have questions

that are in regards to the client in whole,

uh, not to a specific meeting or to specific emails. This is to the client in its entirety. So this is where you can ask questions like,

what action

items are outstanding for this? Or what did I promise to deliver to them before our next meeting? Different things like that. So those are the four different views for

AskPing.

Um, all of them

are useful in their different ways depending on if you're doing market research, specific questions about the clients,

uh, or specific questions about meetings. Those are the different pages you can access and the different ways you can use AskPing.