Skip to main content
Link
Menu
Expand
(external link)
Document
Search
Copy
Copied
Cast User Docs
π‘ Docs Home
Product, Use Cases, and Demos
Onboarding Methodology
Actionable Digital Business Review
Advanced User & Account Onboarding
π‘ Presentation Player
Ask Me Anything
Transcripts and Recommendations
Language and Avatar
π‘ Personalized Website
π‘ Designer
Projects
Workflow
Datasets
Contact or User lists (personas)
Slide Visualizations
Fields, Snippets and Personalized Narrations
Dataset Types
Import CSV
Google Sheets
Query Datasets
Cloud-based
Team
Narrations
Slide Types
Editorials
Welcome
Navigation
Compare Bar
Categorization
Single Bar Chart
Grouped Bar Chart
Stacked Bars
Gauges
Line and Area Chart
Waterfall
Funnel, Towers of Hanoi
Checklist
Widgets
Personalized Graphic
Video
Generative Form
Data Sources
Amazon Athena
Amazon CloudWatch
Axibase Time Series Database
BigQuery
DynamoDB
Elasticsearch
Gainsight
Google Analytics
Google Sheets
HubSpot
Jira
Redshift
Salesforce
Salesforce Report API
Snowflake
Totango
Personalization
Conditional Presentations
Conditional Narratives
Conditional Recommendations and Advice
Advanced Liquid Conditions
Pronunciations
Customization
Recommendations and Practical Advice
Creating Recommendations
Assigning Recommendations
Connect a CSM, onboarding expert, or renewals or account manager
Connect a Digital Resource
Renewals & Revenue Recommendations
Forms
General
Personalizing Recommendation URLs
Project Settings
Fields and Liquid Snippets
Fields
Field Formats
Field Calculations
Liquid Snippets
Data Validation
Add Fields and Snippets to Narrations
Duplicating Fields and Snippets
Liquid
Liquid Blocks or Tags
Block Comment
Inline Comment
if-endif block
if-elseif-else-endif block
unless block
case (switch) block
for-endfor block
assign a new variable
capture tag
Whitespace trim examples
Liquid Filters
Custom Cast Filters
Library of Liquid Snippets
Campaigns & Analytics
Email Templates
Text Templates
Campaigns
Edit Email
Edit Text
Deliver
Analytics
In-app Delivery
Email Settings
Cross Campaign Analytics
Deployment Best Practices
Cast Analytics API
Psychological Techniques
π₯ Getting Started Videos
πΊ Sitemap
π Links
π Community
π‘ Docs Feedback
π What's new
Calendly Integration
Chili Piper Integration
Goodtime Integration
Salesforce Integration
HubSpot Integration
Gainsight Integration
Totango Integration
Generative AI
Snowflake Integration
How to Guides
CSM Image in Contact list
Security Documents
Cast Service Level Agreement
Cast Encryption and Key Management Policy
Cast Password Policy
Cast Access Control and Termination Policy
Cast Acceptable Use Policy
Cast Change Management Policy
Cast Business Continuity and Disaster Recovery Plan
Cast Code of Conduct
Cast Vulnerability and Patch Management Policy
Cast Vendor Management Policy
Cast Privacy Policy
Cast Disaster Recovery SLA for RPO and RTO
Cast Encryption of Data at Rest and in Transit
Data Protection Impact Assessments
Cast GDPR Compliance Statement
Cast.appβs Statement on Ethical and Responsible AI Development
Cast WCAG 2.2 level AA Legal Compliance
Documents
Frequently Asked Questions (FAQ)
π Whatβs new
Table of contents
Calendly Integration
Chili Piper Integration
Goodtime Integration
Salesforce Integration
HubSpot Integration
Gainsight Integration
Totango Integration
Generative AI
Snowflake Integration