Pingmee: messaging features and setup

Overview

Pingmee suits a business that receives inquiries through several channels and wants one team working from one board. The bots and AI agents answer first, and the conversation is tagged and passed to a representative. The WhatsApp connection is made through an official Meta service, including an option to keep the existing number. Before switching, it is worth checking agent permissions, approved templates and the connection to the CRM already in use.

Features

• A shared conversation inbox for WhatsApp, Instagram, Messenger and website chat
• A drag and drop bot builder and AI agents trained on the business's knowledge
• Campaigns and template messages with segmentation by tags
• A Chrome extension and an app in the Fireberry Marketplace for working from within the CRM
• API and connections to Make and n8n

Business uses

• A first response to leads from WhatsApp and the website, and routing to the right representative
• Scheduling meetings and answering product questions by an AI agent

Getting started

• Connect one channel, for example WhatsApp, and check the Coexistence experience on a trial number.
• Build a short drag and drop bot and train an AI agent on one knowledge document.
• Send a trial conversation and check tagging, handoff to a representative and logging in the CRM.

What to check

• The website mentions a Coexistence connection for the existing number; check what passes to the phone app and what stays only in the system.
• Check which AI agent actions require representative approval before activation.