Getting Help with Ask AI

Overview

The Cato Ask AI agent helps you get answers and resolve issues by combining real-time account data with relevant Cato Knowledge Base articles. You can use Ask AI to investigate an issue, review key findings, and identify suggested next steps before opening a Support ticket.

When you open a Support ticket from the Knowledge Base, first you can work with Ask AI to resolve the issue before filling in the ticket details.

Sample Use Case

George in the Ashburn office reports that he can’t connect to a specific business website. Other Internet traffic from the site works as expected.

The admin opens AI Workspace and tells Ask AI that George can't connect to the website. Ask AI reviews relevant account data and Cato Knowledge Base articles, then identifies that the traffic matches an Internet Firewall rule that blocks websites categorized as Uncategorized.

Ask AI suggests adding a rule exception for the specific website so users can access it. The admin updates the relevant Internet Firewall rule in the CMA, saves the policy, and verifies that the user can connect to the website.

If the issue persists, the admin can continue and open a Support ticket.

Resolving Issues with Ask AI

Use Ask AI as the first step when you need help resolving an issue. Ask AI can analyze the issue, present key findings, and suggest next steps based on your account data and Cato documentation.

When you click Submit a Request in the Knowledge Base, the Cato Management Application opens in a new browser tab and displays the AI Workspace page for your account. You can use Ask AI to investigate the issue, review suggested actions, and decide whether you still need to open a

To resolve an issue with Ask AI:

1. From the navigation menu, select Home > AI Workspace.
   You can also click Ask AI in the top-right of the CMA to open the panel.

2. Start a new chat.

3. Describe the issue you are experiencing. Include relevant details such as the affected site, user, application, or timeframe.

4. Review the findings and suggested actions from Ask AI.

5. Follow the suggested next steps.

6. If the issue is not resolved, click Contact Support to open a Support ticket.

Additional Help Resources

You can use these resources to get more help:

• Demo Mode - Opens a guided demo environment for learning and testing

• Knowledge Base - Opens the Cato Knowledge Base

• Academy - Opens Cato Academy training resources

• Community - Opens the Cato Community

• Contact Support - Starts a help flow with Ask AI

• Share Feedback - Sends feedback about your Ask AI experience