Customize Your Meeting Assistant

Learn how to personalize your Meeting Assistant’s name and image to make Ping fit your firm’s style.

Nov 4, 2025

Why Customize Your Assistant

Your Meeting Assistant represents your firm during client calls. Customizing its name and image adds a professional touch and helps clients instantly recognize who’s in the meeting.

How to Update the Name and Image

Follow these steps to personalize your Meeting Assistant:

  • Go to Settings and select Meeting Assistant.

  • Under Assistant Name, enter the new name you’d like displayed in meetings.

  • Under Assistant Image, upload your preferred image.

  • Use a 16:9 aspect ratio JPEG (recommended: 640×360px, max 2MB).
    Ping will automatically apply the updates to all future meetings once you save your changes.

Tips for Best Results

  • Use your firm’s logo or brand colors to stay consistent with your identity.

  • Keep the name short and professional (e.g., “Ping Assistant” or “Smith & Co. Bot”).

  • If the upload fails, ensure your image meets size and format requirements.

Need Help?

If you’re having trouble customizing your assistant, reach out to ask@pingassistant.com for support.

Noto Serif

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025