Getting Help in the CMA

This article explains how to access different resources to help you better understand the features of the Cato Management Application (CMA).

Overview

The CMA is a centralized console for managing feature configurations and monitoring events within your account. The Help menu in the CMA provides a range of resources to help you better understand features, read in-depth explanations, or gain clearer insights into the data presented in dashboards.

The Help menu contains:

  • Cato's Knowledge Base AI Assistant: Enter questions in natural language, and the AI assistant generates answers based on Cato Knowledge Base articles. For more information, see Understanding Cato's Knowledge Base AI Assistant.

  • Knowledge Base Articles: Links to specific articles related to the page you are viewing

  • Additional Sources of Help: Links to additional resources to help you (including contacting Support)

    Note: Not all resources are available in all regions.

  • Feedback link: An opportunity to provide Cato with your feedback

Accessing the Help Menu

The Help menu is accessible from any page in the CMA by clicking the question mark icon in the navigation bar.

Understanding Help Options

There are a number of help options available in the CMA, letting you focus on the kind of help that you need.

Cato's Knowledge Base AI Assistant

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The AI assistant is a chatbot to help answer your questions about features and functionality. After you enter a question, the AI assistant searches the Knowledge Base to generate an answer. For more information, see Understanding Cato's Knowledge Base AI Assistant.

Knowledge Base Articles

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On every page of the CMA, the Help menu provides access to help articles that are related to the page you are viewing. These articles offer clear explanations of the page’s features, best practices, and detailed instructions to guide you through completing your tasks.

Additional Sources of Help

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The Help menu also provides links to these additional resources:

  • Knowledge Base: The Cato Knowledge Base contains hundreds of articles that explain the background for how a feature works, configuring the different settings, understanding fields, and more.

    Some articles are only available to Cato customers, using the link in the CMA signs you into the Knowledge Base automatically.

  • Academy: The Cato training portal contains courses and video presentations about features in the CMA.

    To start a course, you must be signed in. The link in the CMA signs you into the Academy automatically.

  • Community: A platform to discuss best practices, use cases, and other questions with other Cato customers.

    To post a comment, you must be signed in to the Community. The link in the CMA signs you in automatically.

  • Contact Support: Open a ticket with the Cato Support team. For more information, see Submitting a Support Ticket.

    To open a ticket, you must be signed in. The link in the CMA signs you in automatically.

Note: Not all resources are available in all regions.

Give Feedback

You can provide Cato with text and images as feedback about features and functionality. After you submit the form in the CMA it is sent to the Product team for review.

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