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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 “Identify contacts dataset” 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.

Language

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.


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

Fonts

  • Choose personalized fonts for your titles and content.
  • Let us know if there is a font you’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.

Feedback

  • 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.