Onboarding
Customer success
Help customers reach the next adoption moment.
Give customers guided demos they can replay during onboarding, lifecycle programs, renewals, and expansion conversations.
Adoption guidance should survive the meeting.
Customer success teams need assets customers can replay when the CSM is not in the room.
Lifecycle
Put demos into emails, hubs, and account plans.
Expansion
Make advanced workflows concrete for new stakeholders.
Adoption plays
Show the workflow they need after the call ends.
Replace long recap emails with demos customers can follow in their own time. The next step is visible, repeatable, and easier to share inside the account.
- No calendar hold required
- Works in lifecycle email and docs
- Repeatable whenever teams need a refresher
Expansion support
Give expansion conversations something concrete.
When an account considers a new team, plan, or workflow, send a demo that shows the value without scheduling another walkthrough for every stakeholder.
Account signals
See where customers need a human follow-up.
Step-level engagement data shows where customers slow down or drop off. Use that signal to improve the flow and decide when a CSM should step in.
Shape the adoption demo.
Keep the demo tied to the customer milestone, not a generic product tour.
1
Name the success moment
Start with the workflow the account needs to complete next.
2
Remove extra branches
Show the path that leads to adoption instead of every possible option.
3
Close with the next action
Tell the viewer what to do after they finish the demo.
Explore all use cases.
Interactive demos work across every team workflow.
Sales
Give reps and champions a clickable product story that sharpens discovery, follow-up, and internal sharing.
Marketing
Put interactive demos in landing pages, launch notes, nurture, and paid campaigns so visitors feel the workflow before they convert.
Product
Capture product paths once and share interactive context for roadmap reviews, release handoffs, and cross-functional launch work.
Support
Build clickable walkthroughs for tickets, macros, and help articles so customers can solve common issues without another reply.
Training
Create self-paced interactive demos for SOPs, enablement, onboarding, customer education, and partner training.
Your first demo is 5 minutes away.
Start free, record a real workflow, and publish a demo people can click through.
Frequently asked questions
Everything you need to know to get started today.
Yes. Publish a link or embed the demo in knowledge base articles and onboarding hubs.
Yes. Viewers can revisit shared demos whenever they need a refresher.
Yes. Use demos to explain premium workflows, new team rollouts, renewal prep, and QBR follow-up.
Demo engagement can show where viewers slow down or stop, giving account teams better follow-up context.