> For the complete documentation index, see [llms.txt](https://docs.supademo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supademo.com/ai-demo-agent/getting-started.md). # Getting Started AI Demo Agents give every visitor a guided, personalized product walkthrough, 24/7. Once configured, the agent runs discovery, qualifies the buyer, and surfaces the right interactive demos, videos, and documents in real time. Unlike a chatbot that responds with text, a Demo Agent runs structured discovery, plays the right interactive demo, surfaces relevant decks or case studies, and routes qualified buyers to sales with full context. AI Demo Agents are available as add-ons on **Growth** and **Enterprise** plans. {% @supademo/embed demoId="cmo8zzdji2q6kl2dyn2zhoaae" url="" %} Try the AI Demo Agent *** ## Agent Configuration Navigate to **Agentic Demos** in the sidebar to access your workspace's agent list. Click **Create Agent** to open the setup wizard. After that, you'll want to set up the agent settings by following the instructions below: *** ### Identity The Identity tab is where you define the agent's personality -- how it talks, what it's trying to accomplish, and what it does when it doesn't know the answer.
#### Agent Name The name your agent introduces itself as. This appears in the chat interface and conversation context. #### Company Name Gives the agent context about what company it represents, which it uses naturally in conversation. #### Goal The primary goal tells the agent what it's trying to accomplish in every conversation: * **Qualify + book meeting** -- Focuses conversations on understanding the visitor's needs and steering toward a sales meeting. Best for sales-led motions. * **Drive self-serve signup** -- Focuses on guiding visitors to sign up or start a trial. Best for product-led growth motions. The agent uses this goal to decide how to wrap up conversations. A qualified enterprise prospect might get routed to book a call, while a smaller team gets pointed to self-serve signup. #### Tone The tone should match how your sales team actually talks to prospects. If your brand is casual and the agent sounds corporate, that disconnect is going to feel off immediately. | Tone | Description | | ---------------- | ------------------------------------------------------------------------------------------------------ | | **Friendly** | Warm and easy to talk to. Uses natural contractions and light warmth while staying focused and useful. | | **Neutral** | Clear and concise. Plain language, short sentences, minimal flourish. | | **Professional** | Polished and precise. Measured business language and confident phrasing. | #### Welcome Message The first message visitors see when they open the chat. Goal defaults provide a starting point, but you should customize this to match your brand voice and value proposition. #### Suggested Questions Conversation starters displayed below the welcome message. These help visitors get started quickly and signal what the agent can help with. You can add up to **5 suggested questions**. Avoid duplicates. Good suggested questions are specific and action-oriented: * "What are your main features?" * "What's the difference between your plans?" * "How do customers find value from your platform?" * "How do I start if I'm ready to sign up?" #### Fallback Behavior What happens when someone asks something the agent can't answer. Instead of making something up, it can offer to connect them with a human or redirect them to a relevant resource. | Behavior | Description | | ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Apologize** | The agent apologizes and asks the visitor to rephrase. | | **Redirect** | The agent redirects the visitor to a support link. | | **Suggest** | The agent suggests related content it does have. When selected, a **Fallback message** field appears where you can provide additional context shown alongside suggestions. | *** ### Interface The Interface tab controls how prospects interact with the agent.
#### Chat Style | Style | Description | | ---------------- | -------------------------------------------------------------------------------------------------- | | **Text only** | Standard text-based chat interface. | | **Text + Voice** | Adds voice interaction. Visitors can speak to the agent and hear responses via AI-generated voice. | Turn voice on if your product is complex. Some buyers don't want to type -- they want to ask out loud. Whatever you choose, visitors always have the option to mute, speak, or interact with the agent however they prefer. #### Voice (when Text + Voice is selected) Choose from 10 AI voices, each with a distinct personality. Each voice has a preview you can play to hear how it sounds before selecting: | Voice | Style | | ---------------------------------- | --------------------------------- | | Katie - Friendly Fixer | Clear, friendly support (default) | | Jacqueline - Reassuring Agent | Warm, reassuring | | Brooke - Big Sister | Confident, conversational | | Carson - Curious Conversationalist | Curious, upbeat | | Ronald - Thinker | Deep, thoughtful | | Kiefer - Assured Tone | Clear, assured | | Tessa - Kind Companion | Warm, easy | | Ariana - Kind Friend | Kind, welcoming | | Kyle - Approachable Friend | Approachable, trusted | | Cory - Relaxed Voice | Relaxed, natural | #### Conversation Recap Toggle on to show visitors a **shareable recap** after the conversation ends. The recap includes topics discussed, key takeaways, action items, and assets viewed. Visitors can share this with their team -- just like sharing a meeting summary after a sales call. #### Intro Screen The intro screen is what visitors see before starting a conversation. Click the preview card to open the **Intro Screen Editor**. **Configurable fields:** | Field | Description | | --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | **Heading** | Rich text heading with formatting (bold, italic, etc.). Default: "Get a personalized demo built around your questions". | | **Logo** | Upload your company logo. Can be toggled on/off. | | **Button text** | The CTA label. Default: "Start my demo". Max 100 characters. | | **Button background color** | Hex color for the button background. | | **Button text color** | Hex color for the button text. | | **Form fields** | Optional Name and/or Email fields. Each can be set as required or optional. | **Form field notes:** * The **Email** field validates for business email addresses. Free email providers (gmail.com, yahoo.com, etc.) are rejected by default. * Visitor info collected here is stored with the conversation and visible in the Sessions tab. * If a visitor has previously entered their info, it will be pre-populated from their browser's local storage. *** ### Guardrails & Boundaries This is the section you'll want to spend the most time on. Guardrails define hard boundaries for what the agent can and cannot discuss. Without them, the agent will say whatever sounds right in the moment -- and one wrong answer about pricing or security can lose you a customer.
#### Topics to Avoid Add subjects the agent should politely decline or steer away from as hard rules the agent will never break. Examples: "internal roadmap", "employee salaries", "unreleased features", "competitor pricing". Enter each topic as a tag. #### Competitor Handling Controls how the agent responds when visitors mention competing products: | Strategy | Description | | -------------------------- | ------------------------------------------------------------------------------------------------------- | | **Don't mention** | The agent avoids discussing competitors entirely. | | **Acknowledge & redirect** | The agent acknowledges the competitor was mentioned, then steers the conversation back to your product. | | **Compare** | The agent provides an honest comparison based on your content. | When **Acknowledge & redirect** or **Compare** is selected, a **Competitor names** field appears where you can list specific competitor names as tags. This helps the agent recognize and handle competitor mentions accurately. #### Custom Instructions Free-form text field (up to 10,000 characters) for additional instructions that shape the agent's behavior. This is where you define: * **Escalation triggers** -- If a prospect brings up enterprise security requirements or custom contracts, tell the agent to route them to a human instead of trying to answer on its own. * **Approved responses** -- Exact language for sensitive topics like pricing tiers or compliance questions, so the agent uses your words rather than improvising. * **Domain-specific terminology** -- Acronyms, industry jargon, or technical terms the agent should know. * **Emphasis areas** -- Specific features or value propositions to highlight. * **Visitor-type handling** -- Different approaches for different buyer personas. Note: The guardrails configured above (topics to avoid, competitor handling) take precedence over custom instructions. *** ### Quick Links These are next steps the agent can recommend during a conversation -- booking pages, pricing, documentation, signup URLs, support pages, etc.
Each link has: * **Label** -- How the agent refers to the link (e.g., "Book a demo", "View pricing"). * **URL** -- The destination URL. You can add up to **20 links**. The agent suggests the right one based on where the conversation goes. A qualified enterprise prospect might get routed to book a call, while a smaller team gets pointed to the self-serve signup. *** ### Security
#### Max Conversations Per Day Cap the number of new conversations started per 24-hour period. Default: **5,000**. Range: 1-10,000. Active sessions are not interrupted when the cap is reached -- they continue until completion. Only new conversations are blocked. #### Allowed Embed Domains Restrict which websites can embed your agent in an iframe. Leave empty to allow embedding from any domain. Add specific domains to limit where your agent can appear (e.g., `yourdomain.com`, `app.yourdomain.com`). *** Next: Publishing & Sharing -- Go live and share your agent. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.supademo.com/ai-demo-agent/getting-started.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.