DEMO AGENT GUIDES

How to make a personalised sales video

Use Demo Agent's Named prospect flow to create a product video for a particular person and company. Add the audience details, give the agent the product story to explore, then review the personal introduction and narration before generating.

Portrait of a thoughtful sales professional in a navy shirt against a plain background.
QUICK START

Create a named-prospect video

What you'll make
A personalised product video
Video length
Quick, Standard or Detailed
Audience setting
Named prospect

Before you start

  • Your product URL
  • The video language
  • Your company, prospect name and prospect company
  • The product feature or value to focus on

In the studio

  1. Enter the product URL and language

    Start from the homepage create box. Choose the language for the narration, show notes and captions.

  2. Choose Named prospect

    On Who is this video for?, add your company, choose Named prospect and enter the recipient’s name and company.

  3. Add pages and access

    Include up to three extra product pages. Choose Logged out or use Logged in and the feature URL to sign into the product.

  4. Choose the goal and depth

    Use Have the agent learn or Give it a prompt. Select Quick, Standard or Detailed before exploration.

  5. Review and generate

    After exploration, choose a voice and open Review show notes. Edit the introduction and narration, then click Generate video.

Ready when The preview introduces the right prospect and explains the product story you want to send.

Start with your product URL

Enter the URL of the product you are selling and click Create a demo. This is the site Demo Agent will explore to build the video. Choose the language on the next screen.

Use the language your prospect should hear. Demo Agent supports English, French, Spanish, German, Danish and Arabic, with voice choices for the selected language. Choose it at the start so the story, show notes and captions are prepared for that version.

Choose Named prospect

On Who is this video for?, enter Your company, then choose Named prospect instead of General video. Fill in Prospect name and Prospect company. Those are the dedicated fields for the personal introduction.

Your company is the company presenting the product. Prospect company is the account receiving the video. Keeping them in their respective fields gives the introduction the right context.

For a general product video, leave General video selected. For a new account-specific video, enter that account's recipient details as you create it.

Choose the product pages and access

Use Any other pages to include? to add up to three relevant pages on your product domain. For a sales introduction, you might include the product overview, the feature that matters to the account and your pricing page.

Choose Logged out for public pages. Choose Logged in when the story needs to show the product inside an account. Enter the exact feature URL, sign in through the hosted browser and hand control back to the agent.

This is where you steer the agent towards the part of your product the account needs to understand. The audience fields identify the recipient; the URLs and goal shape the product story.

Give the video an account-relevant angle

Use Have the agent learn for an introduction the agent develops from the product. Choose Give it a prompt when you want to focus on a particular benefit, feature or question from the sales conversation.

A useful sales brief names the audience, explains what they care about and describes the product value to show. You do not need to supply click-by-click navigation or a finished voiceover. Demo Agent handles the exploration, scene planning and first narration draft.

Choose Quick for a short introduction, Standard for a more developed product story or Detailed for up to three minutes. The depth choice sits beside the direction controls, before exploration starts.

Example: introduce Demo Agent to a sales leader

Here is a complete setup for an account-specific introduction:

Product URL
https://getdemoagent.com
Language and your company
English; Demo Agent.
Audience
Named prospect; Alex; Example Company.
Additional pages
https://getdemoagent.com/how-it-works and https://getdemoagent.com/pricing
Access and direction
Logged out; Give it a prompt; Standard.
Create a product introduction for a sales leader who wants their reps to send more personalised videos. Show how Demo Agent turns a product URL into a narrated video, how the Named prospect flow shapes the introduction and how the user reviews the scenes and words before generating. Finish by inviting Alex to create a first video for one account.

The audience fields handle the recipient details. The prompt explains the product angle. Together they give the agent the context for the video you want to review.

Review the introduction, scenes and voice

Watch the exploration progress. When it finishes, click Choose a voice and listen to the samples for your chosen language. Select the voice, then click Review show notes.

Check the opening for the prospect's name, company and the reason to watch. Review the rest of the narration beside the captured screenshots. Edit the words in place to match the way your team explains the product.

Use the ending to give this recipient a useful next step: try the product, look at a particular workflow or continue the conversation about the feature they asked about. Keep the message specific to the video they have just watched.

Generate the video and refine the wording

Click Generate video to create the narrated preview. Listen to the introduction and check how names sound in the chosen voice. Watch the full product story with its captions.

If you want a wording change, choose Edit script. The show notes reopen, and narration revisions reuse the existing footage. Each video includes three revisions. If the account needs a different feature or a different language, create a version with that setup so the agent prepares the right scenes and narration.

Click Download video when the result is ready. New customers choose a plan at this point. After downloading, your videos are available from the dashboard. The pricing page explains the video allowances and download quality.

Make the next account video easier to brief

Keep the prompts that produce a useful product story for your sales team. When you create the next video, change the audience fields and adapt the prompt to the account's main interest.

A first-touch introduction may focus on what the product does. A follow-up can focus on the feature discussed in the meeting. A later evaluation video can explain a specific workflow. Use the additional URLs and the goal to distinguish those stories.

For help writing that goal and editing the resulting narration, use the product demo script template. For the full creation flow, read how to make a product demo video.

Refining your video

Add a named introduction
Check that Named prospect is selected and both the prospect name and company are filled in before continuing.
Tailor the story to an account
Choose Give it a prompt and explain the recipient’s main interest. Include the relevant feature page in the URL fields.
Choose another language
Select that language as you create the new version, then choose one of its voices after exploration.
Adjust the phrasing
Use Edit script to revise the narration on those scenes and regenerate the preview.

Common questions

Where do I enter the prospect details?

Choose Named prospect on Who is this video for?, then fill in Prospect name and Prospect company.

Should the starting URL be the prospect’s website?

Use your product URL. Demo Agent explores that product to create the video. Put the recipient details in the Named prospect fields.

Can I personalise a video in French or Arabic?

Yes. Choose the language at the start, add the prospect details and review the introduction and narration in the show notes.

Do I have to record a new walkthrough myself?

Demo Agent handles the browser exploration and recording. You provide the product, audience and goal, then review and refine the result.

DEMO AGENT

Give your next prospect something worth watching.

Add your product URL, prospect and account. Demo Agent builds a polished, relevant sales video without another manual recording session.

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