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.
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.
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.
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
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:
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:
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:
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.
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