Using Ask Ping in Ping

Ask Ping lets you ask questions and take action using context from your meetings, clients, and even the web. Depending on what you’re trying to do, you can access Ask Ping from four different places in Ping. Each option is designed for a slightly different workflow.

Where You Can Access Ask Ping

You can open Ask Ping from:

• The left sidebar

• The Meetings view

• An individual meeting page

• A client page

Each view controls what context Ask Ping uses to answer your questions.

Using Ask Ping from the Left Sidebar

The Ask Ping button in the left sidebar is the most flexible option. It lets you ask general questions or questions tied to selected meetings.

Follow these steps:

1. Click Ask Ping in the left sidebar.

2. Click the Add content (plus) button.

3. Select one or more recent meetings to add as context.

4. Type your question and submit it.

You can:

• Add more meetings at any time.

• Clear selected meetings if you want to start fresh.

Using Web Search

At the bottom of Ask Ping, you’ll see a web (globe) button. Turning this on allows Ask Ping to include general web knowledge in its response.

This is helpful for:

• Market research

• Communication or advisory best practices

• General business questions

Keep in mind that web search is not meant for highly technical or niche topics.

Using Ask Ping from the Meetings View

The Meetings page is ideal when you want to work with multiple past meetings at once.

Follow these steps:

1. Go to Meetings.

2. Select one or more meetings from the list.

3. Use the Ask Ping bar at the bottom of the page.

4. Ask your question using the selected meetings as context.

Filtering Meetings

If you have many meetings, use the filter options to narrow things down:

• Filter by date

• Filter by attendee

This makes it easier to find and select only the meetings that matter.

Example questions you might ask:

• What action items came out of these meetings?

• What did I commit to following up on?

Ask Ping will scan the selected meetings and return answers based on that context.

Using Ask Ping Inside a Meeting

When you’re viewing a specific meeting, Ask Ping automatically uses that meeting as context.

Follow these steps:

1. Open a meeting.

2. Click Ask Ping.

3. Choose a quick action or type a custom question.

A common use case here is drafting a follow-up email. Ask Ping pulls in:

• Meeting recap

• Action items

• Key discussion points

If you choose Gmail, Ping will open your email account with the draft already filled in. You can edit it before sending or start a new chat if you need something different.

Using Ask Ping from a Client Page

The Client page is best when your question is about the client as a whole, not a single meeting.

From a client page, Ask Ping can use:

• Meetings

• Email (via Gmail)

• Client overview and history

Follow these steps:

1. Open a client.

2. Click Ask Ping.

3. Ask a question about the client overall.

Examples include:

• What action items are still outstanding for this client?

• What did I promise to deliver before the next meeting?

This view gives you a full-picture answer across all client-related information.

Choosing the Right Ask Ping View

Each Ask Ping entry point serves a different purpose:

• Use the left sidebar for flexible questions and optional web research.

• Use Meetings to analyze or summarize multiple meetings at once.

• Use a meeting page for quick, meeting-specific actions.

• Use a client page for questions about the entire client relationship.

Using the right view ensures Ask Ping has the best context to give you accurate, helpful answers.