Using the Ping AI Global Chat

Ping AI Global Chat lets you ask questions and get insights from your clients and meetings without leaving your workflow. The key to getting accurate, helpful answers is giving Ping the right context.

Opening the Global Chat

You can access Ping AI Global Chat from anywhere in the app.

Follow these steps:

1. Look for the Ping icon in the bottom-right corner of your screen.

2. Click the Ping icon to open the chat.

3. Review the suggested prompts or type your own question to get started.

Why Context Matters

Ping AI works best when it understands what clients or meetings you are referring to. Adding context helps Ping deliver more accurate and relevant responses.

You can add context by including clients, meetings, or both in your chat.

Adding Clients and Meetings Manually

Inside the chat, you can attach context directly.

Follow these steps:

1. Click the Add clients / Add meetings button in the chat.

2. Search for and select one or more clients.

3. Select specific meetings related to those clients if needed.

4. Confirm your selection to add them to the conversation.

Once added, Ping AI will use those clients and meetings to inform its responses.

Using the @ Symbol to Add Context

You can also add context while typing your prompt.

Follow these steps:

1. Type @ in the chat input.

2. Search for a client or meeting.

3. Select the item to add it as context.

This is a quick way to reference specific clients or meetings without clicking the add button.

Automatic Context from Client and Meeting Views

Ping AI can automatically add context based on where you are in the app.

From a Client View

When you open Ping AI from inside a client:

• That client is automatically added to the chat.

• The client will be marked as auto added, and you can view or remove it if needed.

From the Meetings Page

When working with meetings:

• You can select multiple meetings from the meetings list.

• Opening Ping AI will automatically add all selected meetings as context.

• As you select more meetings, the context count will update in real time.

This allows you to ask questions across multiple meetings, even if they are from different clients or dates.

Filtering Meetings Before Adding Them

To find the right meetings faster, you can filter the meetings list before adding context.

You can filter by:

• Date

• Meeting tags

After filtering, select the meetings you want and open Ping AI to include them all at once.

Best Practices for Accurate Results

To get the best responses from Ping AI:

• Always add relevant clients and meetings.

• Include multiple meetings when asking summary or trend-based questions.

• Use filters to narrow down meetings before adding them.

• Double-check that the correct context is attached before submitting your prompt.

Using context effectively ensures Ping AI gives you clear, accurate, and actionable answers in your daily workflows.