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Questions From Docs

Questions from Cast User Docs (school.cast.app)

Section titled “Questions from Cast User Docs (school.cast.app)”

Questions prepared from the documentation pages in this repo. Use for training, QA, or knowledge checks.

Getting Started & Quick Start

Section titled “Getting Started & Quick Start”
  1. What are the three role-based paths in the Getting Started guide, and how long does each take?
  2. What are the four steps in the core Cast.app workflow (Template → … → Preview)?
  3. What templates can you choose when creating an account, and what is each best for?
  4. Where do you click to generate your first presentation preview, and what should you expect (timing, result)?
  5. What three slide-level options are available under the Slide button (Design, Narrations, Appearance)?
  6. What are the two preview options (In Designer vs New Tab), and when would you use each?
  7. In Administrator Setup, what are Phase 1, Phase 2, and Phase 3, and what do you set up in each?
  8. For Campaign Creators, what are the five quick-start steps and what “advanced features” are mentioned?
  9. For Analysts/Viewers, what are the four key metrics to track (engagement, completion, action, feedback)?

Campaigns & Analytics

Section titled “Campaigns & Analytics”
  1. What is a campaign in Cast.app, and how is it described (e.g. “bridge between…”)?
  2. What are five benefits of using campaigns instead of manually sending presentations?
  3. When are campaigns “perfect for” vs when should you “consider alternatives”?
  4. How do you create a new campaign (button name and next step)?
  5. What are the five options under “When are presentations generated?” for a campaign?
  6. How do you add a generation condition (variable, expression, value)?
  7. What can you do on each campaign card (rename, personalize email/text, configure delivery, etc.)?
  8. What are the three email sender options in Email Settings?
  9. How do you send emails “from yourself or your teammates” and what must you verify?
  10. Where do you check NPS (Net Promoter Score) results in analytics (project → … → tab → section)?
  11. What is the difference between “Generate Preview” and “Generate Presentation from Cloud Data”?

Data Sources & Datasets

Section titled “Data Sources & Datasets”
  1. How many data source types does Cast support, and what categories are mentioned (e.g. CSV, Google Sheets, cloud, data warehouses, JSON APIs)?
  2. Where do you go to add a new dataset (Home → … → button)?
  3. What do datasets drive? (Three things: contact lists/personas, slide visualizations, and …?)
  4. How are datasets related to fields and snippets (e.g. “Fields drive …”)?
  5. In one sentence, what is the Datasets page and what can you do there (search, sort, add, view, edit, delete)?
  6. Name at least five supported data source types documented in the repo (e.g. BigQuery, HubSpot, Jira).

Fields, Snippets & Data Validation

Section titled “Fields, Snippets & Data Validation”
  1. Where in the UI do you manage Fields (left nav path)?
  2. What are the five steps to create a new field (name, dataset, relation, filter, calculation/format)?
  3. Can you change a field name after it is created?
  4. What is the purpose of Data Validation, and what can it help you spot?
  5. How do you add fields and snippets to narrations (which button or feature)?
  6. What are contact variables, and where are they used?

Narrations

Section titled “Narrations”
  1. What does the Narrations tab let you do (voice, text, audio, reorder, etc.)?
  2. What are the options in the “Add Narration” dropdown (Default, Audio, Male/Female variants)?
  3. What is the difference between a text narration (TTS) and an audio narration?
  4. How do you personalize narrations (Insert Liquid, contact variables, fields, snippets)?
  5. What does “Show Conditionally” do for a narration, and what operators can you use (==, ≠, ≥, ≤, contains)?
  6. What toolbar actions are available for each narration (drag, conditions, recommendations, visual explanation, duplicate, delete)?

Liquid & Personalization

Section titled “Liquid & Personalization”
  1. What is Liquid, and who created it? Where can you use Liquid in Cast.app (list at least four places)?
  2. What are the two types of Liquid markup (Output and Tag)?
  3. When is Liquid “perfect for” vs when should you consider alternatives?
  4. What are conditional narrations, and what can you build conditions on (contact variables, fields, snippets)?
  5. What are conditional presentations, conditional recommendations, and conditional Liquid (high-level)?
  6. Where do you find custom Cast filters for Liquid?

Recommendations

Section titled “Recommendations”
  1. How do you add a recommendation (which button)?
  2. What are the “Learn about Cast.app” and “Replay this cast” recommendations, and do they require configuration?
  3. How do you remove “Learn about Cast.app” or “Replay this cast” from the recommendations panel?
  4. What are recommendation forms, and how do you assign recommendations?

How-to Guides & Integrations

Section titled “How-to Guides & Integrations”
  1. What are the three setup/configuration how-to guides (DNS, Totango, CSM images)?
  2. How do you set up DNS for custom domains, and what is it for (e.g. custom email domains)?
  3. Which integrations are mentioned in the How-to guides (Salesforce, HubSpot, Gainsight, Snowflake)?
  4. How do you disable the AMA feature (snippet name and value)?
  5. How do you configure custom AMA questions (snippet name and value format)?
  6. What are the default AMA questions if none are configured?

Delivery & Design

Section titled “Delivery & Design”
  1. What are the Delivery Guide checklist items for Project Settings (logo, account name, default values, etc.)?
  2. What are the Contact Dataset checklist items?
  3. What are the Ask Me Anything (AMA) configuration checklist items?
  4. What does “Query Cloud Data before processing” do when creating a campaign?
  5. Where do you configure project-level vs slide-level AMA context?

Security & Compliance (security-docs)

Section titled “Security & Compliance (security-docs)”
  1. What does the Cast GDPR Compliance Statement cover (data collection, security, sharing, subject rights, retention)?
  2. What is the Cast Acceptable Use Policy about (purpose and scope)?
  3. What does the Access Control and Termination Policy cover (onboarding, offboarding, access reviews)?
  4. What is the Encryption and Key Management Policy’s purpose and scope?
  5. What does the Business Continuity and Disaster Recovery Plan cover (e.g. backup, RTO/RPO)?
  6. What does the Change Management Policy describe (e.g. roadmap, build/test, code review, approval)?
  7. What is the Cast WCAG 2.2 Level AA document about?
  8. What does the AI Solution Overview say about generative vs non-generative AI and vendors?
  9. What are Data Protection Impact Assessments (DPIA)?

Knowledge Base & Documents

Section titled “Knowledge Base & Documents”
  1. What document types are supported in the Knowledge Base?
  2. How do you get started with the Knowledge Base?
  3. What is agent integration in the context of the Knowledge Base?
  4. Where do you go for FAQ and troubleshooting?

Slide Types & Designer

Section titled “Slide Types & Designer”
  1. What slide types are suggested for getting started (e.g. Metrics, Gauges, Charts, Recommendations)?
  2. What is the Designer, and how do you preview “in Designer” vs “in new tab”?
  3. What are the campaign/edit-email and campaign/edit-text pages used for (high-level)?

Digital Hub, Customization & Other

Section titled “Digital Hub, Customization & Other”
  1. What is the Digital Hub home page for?
  2. What can you configure under customization (e.g. branding, logo)?
  3. Why might the in-app page not show updated content, and what fix is recommended (e.g. create a campaign)?
  4. What are the standard SLA points mentioned on the docs home (data export on termination, maintenance, response target, support hours, uptime)?
  5. What severity levels (Sev-1 through Sev-4) and response/resolution times are described?

Data Sources (specific)

Section titled “Data Sources (specific)”
  1. What is the BigQuery data source used for?
  2. What is the HubSpot data source used for?
  3. What is the Google Sheets data source used for?
  4. What is the Gainsight data source used for?
  5. What is the Jira data source used for?
  6. What is the Elasticsearch data source used for?
  7. What is the Amazon Athena data source used for?
  8. What is the Amazon CloudWatch data source used for?

Liquid Blocks (specific)

Section titled “Liquid Blocks (specific)”
  1. What is the if-endif block used for?
  2. What is the if-elseif-else-endif block used for?
  3. What is the for-endfor block used for?
  4. What is the case block used for?
  5. What is the capture tag used for?
  6. What is the assign tag used for?
  7. What is a block comment in Liquid?

Open-Ended / Application

Section titled “Open-Ended / Application”
  1. You want to send personalized QBR presentations to 50 customers with different health scores. Which Cast features do you use (campaigns, datasets, Liquid, recommendations, etc.)?
  2. A narration should only play when a contact’s “segment” equals “Enterprise.” What do you configure?
  3. You need to show different slide content when a metric is above 80% vs below. What approach do you use (Liquid, conditions, etc.)?
  4. Where would you look in the docs to set up Calendly, ChiliPiper, GoodTime, or Totango with Cast?

Source: Cast User Docs (this repo). Page list derived from school.cast.app source_urls.