Overview
RightAsk is an AI-powered business platform. It lets you build AI chat agents that talk to visitors on your website, capture leads, and answer questions automatically. You can also manage customer conversations, contacts, contracts, invoices, and digital assets, all in one place. A built-in assistant works across all of it and prepares work for you to approve.
When you log in you land on Home, your assistant. If you were working somewhere else last time, RightAsk takes you back to that page instead.
What you see on Home
Home is your assistant. Ask it anything about your account in plain language: which leads to focus on, which invoices are overdue, how your business is doing. It answers from your own data. When something needs changing, it prepares the change as a card for you to approve. It never acts on its own.
Home has five tabs: Chat, Priorities, Automations, History, and Connected Apps. The Priorities tab shows a count when work is waiting for you.
See Meet Your In-App Assistant for the full picture.
What you see on Overview
Overview is your account summary. Select Overview in the left sidebar, under Workspace.
Overview greets you with Welcome back, [your first name] and a one-line summary underneath, such as “3 conversations today. Your agents are working.” If you have not created an agent yet, the summary reads “Create your first agent to start seeing activity here.”
Below the greeting, Overview shows these sections in order:
Section | What it shows |
Resume Your Setup | A banner picking up an agent setup you started but did not finish |
Get the Most Out of RightAsk | A checklist of the five steps that get you to a working agent |
At a Glance | Your key metrics, with an Activity Overview panel beside them |
Insights | Knowledge Gaps: the questions visitors asked most that your documents do not answer |
Business summary | A row of totals for your invoices, contracts, and contacts |
When Visitors Engage | A heatmap showing which days and hours your conversations happen |
Quick Actions | Shortcuts: Create New Agent, Generate Contract, Create Invoice, Browse Templates, View Analytics |
Overview also shows banners when something needs attention, for example an approaching plan limit or a knowledge base that has drifted out of sync with Dropbox.
Your setup checklist
Get the Most Out of RightAsk is the fastest route to a working agent. It tracks five steps and ticks each one off as you complete it:
Create your agent
Publish it live
Share your link
Add documents to its knowledge base
Get your first conversation
Creating your first agent
Select Agents in the left sidebar, under External Agents. If you have no agents yet, the page shows Build Your First Agent with three ways to start.
Build from your profile (fastest)
Select Build from Your Profile, paste a link to your Instagram or TikTok, and RightAsk reads your profile and drafts the agent for you. You check what it found, correct anything wrong, and it goes live. You never answer the setup questions.
This is the recommended route. See Build an Agent from Your Instagram or TikTok.
Guided Setup
Select Guided Setup to answer the questions yourself.
Follow the setup wizard. It walks you through naming your agent, choosing its personality and response style, writing its messages, uploading knowledge base documents, and testing it before you go live.
At the final step, copy the embed code to add the agent to your website, or share the hosted page link directly.
The wizard has ten steps and you can go back and change any setting before you finish.
A shorter route for creators
If you run an influencer or creator page, step 1 offers a five-step version instead. Select Running an influencer or creator page? Try the 5-step Influencer Quick Start instead.
Influencer Quick Start covers naming your agent, choosing its personality, training it, testing it, and going live. The steps it skips are filled in with sensible defaults. You can select Switch to Full Setup at any point to go back to all ten steps without losing anything you have entered.
Starting from a ready-made agent
If you would rather not start from scratch, select Browse Templates instead. Picking a template also puts you in Influencer Quick Start, beginning at the personality step.
Navigating the app
The left sidebar groups every section of RightAsk into four areas:
Group | What’s inside |
Workspace | Home (your assistant), Overview (account summary), Contacts |
External Agents | Agents: your list of agents, and each one’s conversations, analytics, configuration, and knowledge base |
Business | Mail, Contracts, Invoices |
Company | Website Builder, Assets, Integrations, Academy |
Search, your notifications, and your account menu all live in the sidebar. Select Search at the top of the sidebar to jump to anything in your account.
What happens next
Once your agent is published, share the hosted page link or add the embed code to your website to start receiving conversations.
Conversations appear under Agents, on the agent that handled them. Contacts captured through chat appear in Contacts. Overview updates automatically with new data.
Troubleshooting
The setup wizard does not load. Make sure you are logged in. If the page is blank or shows an error, clear your browser cache and log in again.
I cannot find a section in the sidebar. The sidebar groups collapse. Select a group heading to expand it. If the sidebar is narrow, select the expand control at the bottom to show labels.
I published an agent but do not see any conversations. Your agent needs visitors to chat with. Share your hosted page link or add the embed code to your website. Conversations appear as soon as someone starts a chat.
Overview shows no metrics. Metrics populate once your agents have had conversations. Confirm at least one agent shows Live on the Agents page.
I logged in and landed on a page I did not expect. RightAsk returns you to the last page you were working on. If there is no saved page, such as a first login or a new browser, you land on Home.