Project Settings

Edit your project settings to configure your customer contact list and customize the look and feel of your cast.

Contacts Dataset & Aliases

  • Identify customer contacts or stakeholders (executives and users) who receive or view personalized presentations. To start, select a dataset from the โ€œIdentify contacts datasetโ€ dropdown.
  • Then, you will need to identify customer contact columns. You must selected a column from the dataset for each field listed:
    • Customer Contact ID (unique and required)
    • Contact First Name (required)
    • Email (required for email delivery)
    • Phone Number (required for text delivery)
    • Customer Name (recommended)
    • Language (optional, see below)
    • Sender Name (The name of the person sending the presentations to the contact)
    • Sender Email (The email of the person sending the presentations to the contact)
  • You may use the Auto Detect button to have Cast identify the columns for you. If you do so, please verify the columns before saving.


You can set a dataset column to personalize the default language for your cast presentations. This is optional, and may help if your customers have different language preferences. Supported language values include (case-insensitive):

  • English
  • British
  • Australian
  • French
  • Spanish
  • Italian
  • German
  • Dutch
  • Danish
  • Japanese
  • Hindi
  • Chinese

Default Slide Appearance

  • You may choose a default background color, text color and background images for your slides.
  • Supported image files include: SVG (recommended), PNG and JPG. A maximum size of 500KB is allowed.

Ask Me Anything (Beta)

  • When enabled, your customers will be able to interact with the Digital CSM. They may ask questions about the current slide, and the Digital CSM will respond based on the data.
  • Project Level AMA Context: You may provide some optional context so the Digital CSM will have more information to form an answer from. This can be any general insights or information that the customer should know about.
  • Prompt for Unanswerable Questions: You may provide an optional prompt for when the Digital CSM cannot answer a question. One example may be to redirect the user to a human CSM to get their questions answered.

Logo & Icon

  • Assign a personal logo to your presentations.
  • SVGs are preferred, but PNG is acceptable. A maximum size of 125KB is allowed.


  • Choose personalized fonts for your titles and content.
  • Let us know if there is a font youโ€™d like to add.

Color Palette

  • Choose the default colors for your presentations.
  • Click on the Add Color button to select a new color from the color picker.

Avatar and Voice

  • Assign avatar visibility, type and gender for narrating slides.

  • You may choose between no avatar, a male avatar, female avatar, or robot. Customizations are possible.


  • Edit the feedback form displayed at the end of the presentation.
  • Options include overriding the default feedback title and overriding the default feedback narration.

Advanced Endpoints

  • Endpoints allow us to deliver events to your servers in realtime as your customers watch cast presentations and take actions.
  • You may configure an endpoint, subscribe to events and select additional fields to include in the payload.