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Agent Demo viewer showing live browser session
Agent Demos are AI-powered voice agents that can walk prospects through your product in real-time. Using voice interaction and capture playback, Agent Demos provide an interactive, personalized demo experience that adapts to each visitor’s questions and interests—in their own language, on their own schedule.

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How Agent Demos work

Agent Demos combine several capabilities to create interactive product demonstrations:
  1. Voice conversation - Visitors speak naturally with an AI agent that understands questions and responds in real-time
  2. Text input - Visitors can type their questions and responses instead of speaking, making demos accessible in quiet environments or for visitors who prefer not to use their microphone
  3. Capture playback - The agent navigates through pre-recorded captures of your application, guiding visitors through relevant features and flows
  4. Personalized guidance - Each demo adapts based on the conversation, showing relevant features and answering specific questions
When a visitor starts an Agent Demo, they’re connected to an interactive session where the AI agent guides them through captures of your product while having a natural conversation—by voice or text—about their needs and interests.

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Use cases for Agent Demos

Agent Demos are particularly effective for scenarios where personalization and interactivity matter most:
The problem: Your sales team can’t be available around the clock, causing you to miss prospects in different time zones.How Agent Demos help: Provide live product demonstrations around the clock, even when your sales team is offline. Add an Agent Demo option alongside your demo request form so prospects can choose an instant AI-guided demo instead of waiting. Configure after-hours routing to direct visitors to an Agent Demo rather than a “we’ll get back to you” message, capturing high-intent traffic that would otherwise go cold.
The problem: Language barriers limit your ability to engage global prospects without hiring multilingual sales staff.How Agent Demos help: Deliver demos in any language and engage global prospects without adding operational overhead. The agent localizes explanations, answers questions, and runs the demo environment in the visitor’s language. Create localized landing pages for key markets, use geo-detection to route visitors to demos in their preferred language, or equip regional sales teams with multilingual Agent Demo links for outbound prospecting.
The problem: Sales teams spend too much time on discovery calls with prospects who aren’t familiar with the product basics.How Agent Demos help: Let the agent handle initial product education and qualification, so your sales team can focus on high-value conversations. Send Agent Demo links before scheduled calls so prospects arrive already familiar with your product. Use engagement data like session duration, questions asked, and features explored to enrich lead scores and prioritize follow-ups. Prompt engaged prospects to book a call immediately after their demo session while interest is at its peak.
The problem: Complex workflows or technical features are difficult to explain without real-time interaction and demonstration.How Agent Demos help: Guide prospects through complex workflows or technical features that benefit from real-time explanation. Link Agent Demos from your documentation so users can see features in action as they read. CSMs can share feature-specific demos to help customers unlock value from underutilized parts of your product, scaling customer education without requiring live walkthroughs for every request.
The problem: High-touch demos don’t scale for smaller deals, and technical sales bandwidth is too limited to cover every prospect.How Agent Demos help: Enable SMB customers to have a stellar sales experience, as if they had a demo from a top SE, without requiring dedicated sales engineering resources. Route demo requests from smaller companies (e.g., fewer than 15 employees) to an automated email with the Agent Demo link, or direct them to a thank you page with an embedded demo for instant access. Equip SMB reps with Agent Demo links they can share directly, delivering consistent, high-quality demonstrations while maintaining a personal touch.

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Creating an Agent Demo

1

Set up an environment

Before creating your first Agent Demo, you’ll need to configure an environment. Environments hold the captures your agent will navigate during demos and define how the agent appears to visitors.Navigate to Agents > Environments and click Create environment. Choose how you want to populate the environment:
  • Take new captures - Enter your app’s URL, then use the Navattic Chrome extension to capture screens. This lets you build captures from scratch.
  • Start from existing demo - Select an existing Navattic interactive demo to import its captures as the starting point for your environment.
After choosing a source, configure the environment details:
  • Environment name - An internal name to identify this setup (e.g., “Product Tour” or “Pricing Demo”)
  • App URL - The URL associated with your application
  • Avatar - Optional image that represents your agent
  • Cursor color - The color of the cursor when the agent is navigating
Environments can be reused across multiple Agent Demos, making it easy to maintain consistent demo experiences.
2

Create your Agent Demo

With your environment ready, navigate to Agents and click Create Agent Demo.Start by configuring the basic settings:
  • Demo name - An internal identifier for this Agent Demo
  • Environment - Select the environment you created in the previous step
  • Language - Choose the language the agent will speak (defaults to English)
3

Configure the agent's behavior

Define how your agent will present your product using these key settings:Objective — Describe what the agent should accomplish during the demo. This guides the overall conversation and demonstration strategy.Example:
Guide prospects through our project management features,
focusing on team collaboration and workflow automation capabilities.
Presentation message — The agent’s opening message when visitors join the demo. Keep this welcoming and set clear expectations.Example:
Welcome! I'm here to show you how our platform helps teams
collaborate more effectively. What brings you here today?
If your presentation message ends with a question, the agent will pause and wait for the visitor’s answer before continuing. Use this to qualify visitors or tailor the demo path — for example, ending with “What brings you here today?” prompts the agent to listen and adapt before moving on.
Personality and tone — Shape how the agent communicates:
  • Personality - Define the agent’s character traits (professional, friendly, enthusiastic, etc.)
  • Tone - Set the communication style (conversational, formal, technical, etc.)
Example personality:
Professional and knowledgeable, but approachable. Acts as a
helpful product specialist who understands customer challenges.
Example tone:
Conversational and clear. Avoids jargon unless the visitor
demonstrates technical expertise.
4

Design the conversation flow

The Conversation tab in the editor lets you structure the demo into stages that guide the agent through a defined arc — from opening through qualification, discovery, presentation, and close. Each stage has topics that tell the agent what to address, and starters: clickable suggestion chips shown to visitors during the demo.See Conversation Builder for full details.
5

Add guidelines and guardrails

Help your agent provide the best possible experience by defining guidelines and guardrails.Guidelines — Instructions that shape how the agent conducts demos. These help ensure consistent, effective demonstrations.Guardrails — Boundaries that define what the agent should avoid discussing or promising to keep the agent focused and ensure accurate responses.
Start with the default guidelines and guardrails, then customize based on your product and sales process.
6

Provide product context

Supply the agent with knowledge about your product through multiple resource types:Product context — General information about your product, key features, and value propositions. This helps the agent understand what to demonstrate and when. Click Upload context to have Copilot extract context automatically from a website URL or an uploaded document (PDF, Word, or text file). Copilot shows you a preview of the extracted content before applying it.Knowledge resources — Add documentation, support articles, or other materials that the agent can reference.When you add a URL, Navattic will automatically crawl the site and format the content for the agent to reference during demos.FAQs — Common questions and their answers help the agent respond accurately to frequently asked questions.Pronunciations — Specify how the agent should pronounce product names, technical terms, or company names that might be unclear.
7

Configure the Settings tab (optional)

Open the Settings tab in the Agent Demo editor to customize your agent’s appearance and visitor experience.AvatarChoose how your agent appears visually:
  • Orb - Displays an animated orb with a custom color. Use the color picker to set the orb color.
  • Logo - Displays your company or product logo. Enter the logo URL in the input field.
When you create a new Agent Demo, the avatar defaults to the logo configured for your selected environment.Welcome screenCustomize what visitors see before they start the demo:
  • Title - The headline on the welcome screen (defaults to your demo name)
  • Description - A short message introducing the demo experience
  • Button text - The label on the start button (defaults to “Get Started”)
Call to actionAdd a call-to-action that appears during or after the demo session:
  • CTA text - The button label (e.g., “Schedule a call with our team”)
  • CTA URL - Where visitors go when they click the button
  • Highlight when stuck - Surfaces the CTA automatically when the agent reaches an impasse in the conversation
Form gateRequire visitors to submit a form before starting the demo. Use this to capture lead information before granting access.Conversation
  • Allow interruptions - When enabled, visitors can speak at any time, including while the agent is talking. Disable this if you want the agent to finish before accepting input.
Scheduling linkAdd a booking button to the player so visitors can schedule a meeting without leaving the demo:
  • Enable scheduling - Shows a calendar icon in the player toolbar
  • Provider - Choose your scheduling tool: Calendly, Chili Piper, RevenueHero, HubSpot Meeting, or a default scheduler
  • Scheduling URL - The URL for your scheduling page
  • Button label - The label shown when hovering the button (defaults to “Book a meeting”)
When enabled, clicking the calendar button slides a scheduling panel in from the right side of the player.
8

Publish your Agent Demo

Once you’ve configured your agent, click Publish to make it available to visitors. You can continue editing the draft version while the published version remains live.Navattic maintains separate edit and live versions, so you can test changes before publishing updates.

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Conversation Builder

The Conversation Builder structures the demo into a sequence of stages, each with topics and starters that guide the agent and give visitors easy ways to engage. Open the Conversation tab in the Agent Demo editor to access it.

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Stages

Stages represent phases of the conversation. The Opening stage is always first and maps to your presentation message. Add as many additional stages as your demo needs:
Stage typeDefault goal
QualificationConfirm prospect’s intent and fit
DiscoveryUncover pain points and priorities
PresentDemonstrate the product in action
ExploreGive the prospect time to explore
ObjectionsAcknowledge and resolve concerns
Close—
CustomDefine your own goal
Each stage has a goal field that tells the agent what to accomplish before advancing. Stages marked Allow exploration let visitors ask off-topic questions; the agent addresses them and then returns to the stage’s topics. To add a stage, click Add stage in the Conversation tab. Drag stages to reorder them.

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Topics

Topics tell the agent what to say or ask within a stage. Each topic has a type:
  • Question — Something the agent asks the visitor (e.g., “How large is your team?”). Questions can be mapped to a custom property so the answer is saved to the visitor record automatically.
  • Presentation — A narrated walkthrough of a specific flow from your environment. The agent navigates the flow while explaining it.
  • Suggestion — A flow the agent can offer to show when relevant, without requiring it.
Each topic also has a mode:
  • Read exactly — The agent delivers the text you provide verbatim.
  • Use as prompt — The text serves as context; the agent phrases it naturally.
To add a topic, open a stage and click the topic type you want from the Add topic panel.

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Starters

Starters are clickable suggestion chips that appear at the bottom of the chat panel during a demo session. They give visitors quick ways to ask questions or request demos without typing freeform text. Each stage supports up to five starters. Click Generate to let Copilot draft starters based on the stage’s topics and flows, or add them manually. When the demo advances to a new stage, the starters update to reflect that stage’s topics.
Starters don’t appear until after the agent finishes its intro greeting. The text input submit button is also disabled during the intro, so visitors can’t send a message before the agent is ready to respond. Both become active automatically once the intro greeting ends.

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Testing with preview mode

Before sharing your Agent Demo with prospects, use preview mode to test the experience without affecting your analytics or usage quota. To access preview mode, click Preview in the Agent Demo editor. A banner at the top of the session indicates you’re in preview mode. Share the preview link with your team for internal testing — only the published live URL should be distributed to external prospects. Preview sessions differ from live sessions in these key ways:
PreviewLive
Visitor record createdNoYes
Session counted toward monthly quotaNoYes
Playbooks triggered on disconnectNoYes
Session summaries generatedNoYes
Analytics trackedNoYes
Test your Agent Demo in preview mode after every significant change to your presentation message, guidelines, or product context.

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Managing environment flows

After setting up your environment, you can edit and refine the flows your agent uses during demos.

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Editing a capture

If a step’s capture needs to be fixed or retaken, you can open the capture editor directly from the Agent Demo builder without navigating away. Hover over the step thumbnail in the environment, click the three-dot menu in the top-right corner of the thumbnail, and select Edit capture. The capture editor opens scoped to that step’s screen, letting you retake, crop, or adjust it. Your changes are automatically reflected in the environment when you save.
Edit capture is only available for steps based on web captures. Steps that use uploaded media (images or video) do not show this option.

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Deleting a step

To remove a step from a flow, open the environment and select the flow you want to edit. Hover over the step preview thumbnail to reveal a menu button (the three-dot icon in the top-right corner of the thumbnail). Click the menu and select Delete step.
Deleting a step is permanent. The agent will no longer navigate to that screen during demos. You can recapture a step by taking new captures and adding them to the flow.

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Uploading media as a flow

You can add images and videos directly to an environment without capturing them from a live app.
  1. Open the environment in the Agent Demo builder.
  2. In the Flows panel, open the menu and select Upload media.
  3. Drop up to 10 files — images (PNG, JPEG, WebP, GIF) or videos (MP4, WebM, MOV).
  4. Copilot automatically generates narration for each image. You can edit or replace this text before saving.
  5. Enter a name for the new flow, then click Create.
Each uploaded file becomes one step in the flow. The agent navigates these steps during demos the same way it navigates web captures.

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Importing a flow from an existing demo

To pull a flow from one of your existing Navattic demos into an environment:
  1. Open the environment in the Agent Demo builder.
  2. In the Flows panel, open the menu and select Import flow.
  3. Choose a demo, then select the specific flow you want to import.
  4. Click Import.
The flow — including flows made entirely of uploaded images or video — is copied into the environment and becomes available to the agent immediately.

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Archiving a flow

To remove an entire flow from an environment, open the environment, select the flow, and choose Archive flow from the flow options menu. Archived flows are no longer shown to the agent during demos.

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Sharing Agent Demos

After publishing your Agent Demo, you’ll receive a shareable URL that you can distribute to prospects. When visitors access this link:
Agent Demo join screen prompting visitor to allow microphone access
  1. They’ll be prompted to allow microphone access
  2. The agent will greet them with your configured presentation message
  3. A recording of your application will open, showing your pre-captured screens
  4. The agent will guide the visitor through relevant captures based on the conversation
Visitors must grant microphone permission to participate in an Agent Demo.

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Best practices

Follow these guidelines to create effective Agent Demos: Start with clear objectives — Define specific goals for your agent before configuring behavior. What should prospects learn? What actions should they take? Provide comprehensive product context — The more information you give the agent about your product, the better it can answer questions and demonstrate relevant features. Test thoroughly before sharing — Run through several demo sessions yourself to ensure the agent behaves as expected and can handle common questions. Review session transcripts regularly — Check actual conversations to identify gaps in the agent’s knowledge or opportunities to improve responses. Update content as your product evolves — When you add features or change pricing, update your Agent Demo’s product context to keep information current. Set appropriate guardrails — Be specific about what the agent should not promise or claim, especially around pricing, custom features, and implementation timelines.

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Frequently asked questions

Agent Demos support multiple languages including English, Spanish, French, German, Japanese, and more. Select your preferred language when creating the demo.
The agent will acknowledge uncertainty and, based on your guardrails, either redirect to documented information or suggest connecting with your sales team for specific questions.
Edit the draft version and click Publish when ready. The published version will update with your changes while maintaining your demo URL.