Product Demos
Product Demos (formerly "Projects") are interactive demos that can be shared as a direct link or embedded on a landing page. This section contains information for existing customer workspaces that were upgraded in Fall 2023.
This upgrade does not impact any previously shared demo links, embedded demos, or connected integrations.
Product Demos consolidate all Flows, Checklists, and Capture Collections needed for one demo in a centralized location. There is now only one place to edit, publish, and manage a given demo.
This upgrade includes:
- A quicker way to build new demos
- Easy access to connected Flows and Checklists
- Version control to restore earlier versions of your demo
- Fewer workspace assets to organize
- An easy way to copy existing content
- New customizations for Modals, Tooltips, and Beacons!
All Projects will have a corresponding Product Demo, which contains the associated Flows and Capture Collections. This does not impact any previously shared demo links or embedded demos.
If your Flow was not previously connected to a Project, it can now be found from within the Product Demo titled "Unused Flows". To use an Unused Flow in a new Product Demo, use these steps to copy over a Flow.
If your Capture Collection was not previously connected to a Flow, it can now be found in the Product Demo titled "Unused captures". To use an Unused Capture Collection in a new Product Demo, use these steps to copy over a Capture Collection.
Tip: Search for any workspace asset using the Search bar in the upper left of your workspace or the keyboard shortcut Cmd + K (or Ctrl + K)
Each Product Demo is a standalone entity. Flows and Capture Collections belonging to one Product Demo can be duplicated without impacting the original Demo. Visit the Duplicating Product Demos section below to learn more.
This section includes guidance on moving Product Demo content (Capture Collections or Flows) or duplicating an entire Product Demo.
When a duplicated asset is edited, archived, or deleted, the original Product Demo will not be impacted.
With Product Demos, you can create duplicate versions of Flows from existing Product Demos. To do this, "Add" a new Flow from the Builder tab and choose the "Copy" option. Select the target Product Demo and desired Flow to copy into your new Product Demo.
When a duplicated asset is edited, archived, or deleted, the original Product Demo will not be impacted.
With Product Demos, you can create duplicate versions of Capture Collections from existing Product Demos. To do this, create a "New" a new Capture Collection from the Captures tab and choose the "Make Copy" option. Select the target Product Demo and desired Capture Collection to copy into your new Product Demo.