Help centre
How to set up and run Askbridge.
Short guides for owners, admins and the team members who answer conversations.
New to Askbridge?
Set up your workspace, add your website and put the widget live.
25 articles.
Getting started
Dashboard
- Finding your way around the dashboardWhat each screen in the Askbridge dashboard is for, where it is in the menu, and who can open it.
- Ask AIThe assistant in the dashboard for owners and admins: what it can answer, what it never does, how it uses your monthly AI allowance and who sees your questions.
- The overview screenWhat each card on the overview means, where its numbers come from, and what to do about each one.
- Analytics and outcomesWhat the analytics figures count, including answered by the assistant, handed off, requests and unresolved conversations.
Knowledge
- Adding your websiteHow Askbridge reads your website, how it treats robots.txt and sitemaps, and how page limits work.
- Uploading filesAdd PDF, Word, Markdown and text documents such as price lists, policies and guides, and what makes a good file.
- Writing FAQsAdd FAQs by hand or import them from a Word document with AI, review drafts, and publish only what is right.
- Importing FAQs from a Word documentUpload a .docx file, let Askbridge draft FAQs from it, then review and publish only the ones that are right.
- Draft, published and unpublished FAQsWhat each FAQ status means, what unpublishing does, and how deleting and restoring work.
- Fixing knowledge sources that need attentionWhy a source shows Needs attention or Disabled, how to read the error, and how to fix and refresh it.
Answers
- How answers workWhere answers come from, what the numbered sources mean, why Askbridge sometimes says it does not know, and when it hands over.
- Turning the AI offUse the AI switch to stop AI answers straight away, and keep live chat with your team running.
- Answer checksSave the questions your customers ask with what a good answer must say, and run them after changing your knowledge.
Widget
- Installing the widgetCopy the install snippet, allow your website's address, paste it into your site (WordPress, Wix, Squarespace, Shopify or Google Tag Manager) and check it is verified.
- Customising the widgetChange the greeting, suggested questions, colour, logo, launcher, position and opening hours in the widget editor.
Inbox and team
- The inbox and handing offHow conversations reach your team, the hand-over process, and how to take, assign, hand back to AI, reply to and close a conversation.
- Inviting your team and rolesInvite colleagues, what the owner, admin and agent roles can do, and how to change roles or remove people.
- NotificationsGet told about hand-overs and replies by email and by browser notifications on your computer or phone, and who is told about what.
Requests and follow-ups
- Working with requestsFind unassigned requests (viewings, repairs, callbacks, quotes, appointments, returns and complaints), take or assign them, change their status and record what was agreed.
- Follow-upsSee the follow-ups due for you, add, snooze and complete them, and how the automatic follow-up rules work.
Billing
- Plans, usage and billingWhat each plan includes, what counts as an AI conversation, what happens at the limit, top-ups, the trial and invoices.
- Usage and your AI allowanceWhat the Usage page shows, how the website assistant and Ask AI share one monthly allowance, when it resets, and what happens at the limit.
Privacy and security
Troubleshooting
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