Purpose of this article
Scaler includes several tools and resources to help you find answers quickly and get support when you need it. You can use the in-platform Lumi assistant, explore the Knowledge Base, or reach out to your support team.
Using Lumi (AI assistant)
Lumi is Scaler's built-in AI assistant. You can open it from the Home page in the left-hand navigation toolbar, or via the Lumi flower icon at the corner of the sidebar from anywhere in the platform. The icon position is configurable — drag it between the bottom-left and bottom-right corners to suit your workflow.
Lumi can:
- Answer questions about portfolio performance, scores, and data
- Run analyses on demand — outlier detection, meter analysis, forecasts
- Suggest CapEx retrofit measures and draft DDQ responses
- Explain Scaler fields, metrics, and platform features
- Link directly to relevant Knowledge Base articles
For the full picture, see AI in Scaler: overview (article not yet published).
Tip: Try typing a simple question such as "How do I upload data?" or "What is a portfolio?" Lumi will return short answers or open related articles directly in a sidebar.
Related articles:
- AI in Scaler: overview (article not yet published) — How AI works in Scaler, security and architecture
- Using Lumi: writing effective prompts — Prompt techniques and example libraries
- AI for data quality and analysis (article not yet published) — Outlier detection, meter analysis, forecasts, and bill scraping
- AI for action and reporting (article not yet published) — CapEx measure suggestions, AI report reviewer, and Investor DDQ answers
Accessing the Knowledge Base
The Scaler Knowledge Base includes detailed articles, screenshots, and video guides. It is the best place to explore platform features in more depth after you have started using them.
You can access the Knowledge Base at any time from the help menu within the platform, or directly at kb.scalerglobal.com.
Key sections include:
- Platform Essentials — introductions, platform orientation, and role-based guides
- Data Collection & Input — guides for uploading, entering, and validating data
- Analytic Tools & Metric Methodology — dashboards and metrics
- Reporting & Other Data Exports — frameworks and other exports
- Emissions & Emission Factors — emission factor configuration and methodology
Contacting support
If you cannot find what you need in Lumi or the Knowledge Base, you can contact Scaler Support.
Typical contact options include:
- Email: client-services@scalerglobal.com, also accessible from the Knowledge Base via the Contact Us page
- Feedback form: accessible from the Knowledge Base via the Feedback page
Provide as much detail as possible about your issue — such as the page name, data type, or file you are working with — so the team can respond quickly.
Where to go next
If you have completed this Getting Started section, continue to the role-based guides for quick guidance tailored to your responsibilities:
- Role-based onboarding guides: Overview — Find the guide for your role
If you are responsible for initial setup, start with the onboarding checklist:
- Client onboarding checklist — Step-by-step setup checklist for new clients