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 icon at the bottom of the screen from anywhere in the platform.
Lumi can:
- Explain fields, metrics, or platform features
- Link directly to relevant Knowledge Base articles
- Help troubleshoot common issues
- Summarise and compare data across portfolios and assets
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:
- Using Lumi AI prompts effectively — Write better prompts for accurate, useful 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