Frequently Asked Questions (FAQ)

Q: What is the difference between “Generate Preview” and “Generate Presentation from Cloud Data”?

Generate Preview” and “Generate Presentation from Cloud Data” serve different purposes in the presentation creation process:

Generate Preview provides a quick look at what the final presentation will look like using cached data for faster performance. It is ideal for initial reviews to ensure the layout and basic content structure are correct without needing the latest data.

Generate Presentation from Cloud Data creates the final presentation using the most up-to-date data directly from cloud sources like Google Sheets, SQL, or HubSpot. This option bypasses the cached data, fetching fresh data to ensure accuracy and relevance.

Q: I updated the content or images, but they’re not previewing in the in-app page. Additionally, icons aren’t displaying, links are not clickable, and iframes show a “no presentation found” error. What’s going on and how can I fix it?

The in-app page uses campaign data to generate previews. If your updates are not showing up and you encounter issues with icons, links, and iframes, it could be because no campaign has been generated yet, especially if the project is new. To resolve this and ensure your updates appear correctly, follow these steps:

Navigate to the Campaign Page -> Create a New Campaign

Common Errors Without a Campaign:

Icons: in-app icon Will not showing Links: Will be non-clickable or disabled. Iframes: Will display an error such as “No presentation found.”

Q: How can I check NPS (Net Promoter Score) results in analytics?

Answer: To check your NPS results in analytics, follow these steps:

  1. Go to Your Project:

    • Navigate to the project where you want to review the NPS data.

  2. Access Campaigns:

    • Click on the “Campaigns” section to view all your campaigns.

  3. Select Your Campaign:

    • Choose the specific campaign for which you want to check the NPS results.

  4. Open Analytics:

    • Click on the “Analytics” tab to access detailed analytics for the selected campaign.

  5. Locate NPS Results:

    • Scroll down until you reach the sections for NPS, CES, CSAT, and Journey Navigation.

  6. View NPS Data:

    • Click on “Net Promoter Score” to open a popup window that will display the NPS data.

By following these steps, you will be able to view and analyze your NPS results effectively.

Q: How do I disable the AMA feature?

Answer: You can disable the AMA feature entirely by setting the cast_ama_disable snippet to true.

Steps:

  1. Navigate to Project -> Liquid snippets
  2. Create a new snippet with the name: cast_ama_disable
  3. Set the value to: true

What Happens When AMA is Disabled:

  • Users will not be able to access the Ask Me Anything functionality
  • The feedback icon will also not be shown

Q: How do I configure custom AMA questions?

Answer: You can configure custom questions that appear in the AMA interface using the reserved_ama_questions liquid snippet.

Steps:

  1. Navigate to Project -> Liquid snippets
  2. Create a new snippet with the name: reserved_ama_questions
  3. Set the value as a JSON array of strings

Example:

Snippet name: reserved_ama_questions
Snippet value:

["Question 1", "Question 2", "Question 3", "Question 4"]

Or with multiple lines for readability:

[
  "What are the key insights from this presentation?",
  "Show me the sales performance for Q4",
  "Which regions have the highest growth?",
  "What are my action items?"
]

Default Questions:

If no custom questions are configured, the system displays these default questions:

  1. “Explain key insights from this presentation”
  2. “Summarize this slide”
  3. “What slides are available in this presentation?”
  4. “Show all recommendations”