Ask Ping helps you find information and complete client work. It uses only the Ping data that you have permission to access.

Some functions require a connected integration.

Find and read information

Ask Ping can:

  • Search meeting transcripts by client, person, topic, date, or speaker.
  • Read the full transcript of a selected meeting.
  • Search a live transcript while a meeting is in progress.
  • Search connected Gmail or Outlook accounts.
  • Search meetings and emails in one request.
  • Find clients, contacts, action items, firm services, and client agreements.
  • Answer product questions from the Ping Help Center.

Use an @ mention to focus Ask Ping on a client or meeting. If you pin meetings, Ask Ping keeps normal searches in those meetings. It asks for approval before it searches outside the pinned meetings.

Draft content

Ask Ping can:

  • Draft follow-up emails, meeting recaps, agendas, and action-item summaries.
  • Revise a draft in the same chat.
  • Use your saved drafting preferences.
  • Create an editable proposal draft in Anchor, when Anchor is connected.

Ask Ping does not send email. You review and send the draft.

Ask Ping cannot change your saved drafting style, Custom Tone, generated tone profile, or email signature. Change these values in Settings > General.

Manage action items

Ask Ping can:

  • List action items by meeting, client, status, or due date.
  • Create one or more action items for a meeting.
  • Assign a new action item to you or to a member of your organization.
  • Change the status, title, description, or due date of an existing action item.
  • Sync existing action items to Asana, Monday, Notion, or Double when the integration is available.

Ask Ping shows a preview before it creates action items or syncs them to another system. The action occurs only after you approve the preview.

Ask Ping cannot create an external task from unsupported text. It first creates a Ping action item for a meeting. It can then sync that item to a supported system.

Update meeting and client information

Ask Ping can:

  • Update shared pre-meeting notes for a meeting that you can edit.
  • Remove the Ping notetaker from a meeting that you attend.
  • Read and update Client Intelligence People fields.

Ask Ping asks for approval before it removes the notetaker. If you approve this action, Ping stops or cancels the notetaker. The meeting is not recorded for any participant.

Client Intelligence People fields contain profile information, such as a preferred name, role, interests, and notes. These fields are not contact records.

Ask Ping asks for approval before it updates Client Intelligence People fields.

Ask Ping cannot:

  • Create, rename, merge, or archive a client.
  • Create or change a contact record.
  • Link or unlink a contact and a client.

Use the Clients page for these changes.

Limits

Ask Ping cannot:

  • Search the public internet.
  • Read an email account that is not connected.
  • Read a meeting that was not recorded or imported.
  • Read every connected product. Ask Ping can use only the integrations that have a chat function.
  • Reprocess a meeting or retry a failed background job.
  • Read an uploaded external file from chat.
  • Create an attachment, image, or downloadable file from chat.
  • Send, delete, or move email.

If Ask Ping cannot complete a request, it explains the limit. For more help, contact [email protected].