What you’ll learn
- How to create a presentation in an Agent chat from meetings, research, reports, the Knowledge Base, or connected business systems
- How an organization default or request-specific slide template keeps presentations on-brand
- How to revise the full deck or reference one slide element in your next message
- How to present from Cassidy and export to PowerPoint, a Google Slides-compatible PowerPoint file, or PDF
- How custom slide templates are created, reviewed, published, shared, and selected as an organization default
Put it into practice
1
Start with trusted source material
Open an Agent chat and provide the files, company knowledge, meeting content, or research the presentation should use. Describe the audience, purpose, and desired outcome.
2
Choose a visual direction
Select a slide template for the request or use your organization’s default. Explain any required sections, brand rules, or visual preferences.
3
Review and refine the deck
Check the storyline and facts first. Then ask the Agent to revise the full presentation or select one element when you need a focused change.
4
Present or export
Present directly from Cassidy or export the finished deck as PowerPoint or PDF. Download the Google Slides-compatible PowerPoint option when you plan to import the deck into Google Slides.
You’ve completed the Cassidy University learning path. You can now choose, build, organize, and apply Cassidy’s core tools to practical work.
Keep learning
Create and export presentations
Follow the complete guide to creating, refining, presenting, and exporting decks.
Manage slide templates
Create branded templates, manage access, and choose an organization default.
Create files in Cassidy
Compare presentations with other file-creation options.
Return to Cassidy University
Review the full path or revisit any lesson.