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Demo Agent

The demo agent is your AI demo agent. In the default live presentation, a prospect clicks a link, joins a video call, and watches an AI navigate your real product in a live browser while having a natural voice AI conversation.

How it works

  1. Prospect clicks a demo link and lands on a branded page
  2. The AI agent launches a real browser with your product loaded
  3. Video call starts with the prospect seeing the live product via screen share
  4. Voice conversation begins: the agent greets the prospect and asks about their role and pain points
  5. The agent navigates your product based on the prospect's interests, using what it learned from your content and screens
  6. Post-session intelligence captures what was asked, what resonated, and buying signals

The entire demo runs without human involvement. No sales engineer needed. Available 24/7, in every time zone, in any of 21 languages.

A demo can also begin as a question. The website agent answers a visitor's questions on your marketing site first, and when they ask to see the product it hands off in place — the same session becomes the demo described here, with no navigation away or second form. Subject to your visitor-data and consent settings, the demo can pick up the context of that conversation rather than repeating discovery.

Live product demos

The agent controls a real browser running your actual product. It clicks buttons, fills forms, navigates menus. Every action is real. The prospect sees their use case being configured in real time, not a pre-recorded walkthrough.

This means the agent handles live questions. "Show me the reporting dashboard" causes the agent to actually navigate there. "What happens if I invite 50 users?" triggers a real explanation with the actual UI visible.

Slides and clips when they help

In live demos, the product stays at the centre of the demo. When you upload a deck or videos in Media, the agent can also show a slide or a short clip (unless you turn Slides or Videos off), for what the browser can't show, such as your mobile app, and then return to the product. Session recordings include the slides and clips shown, where they can be added. If your site sets a Content-Security-Policy, allow https://*.floe.so in img-src and media-src so slides and clips can load.

Choose what your demo shows

In Demo Agent → Configure, the Show your product card has three switches:

  • Live product: the agent walks prospects through your real product.
  • Videos: the agent can play clips from the videos you upload in Media.
  • Slides: the agent can show slides from the decks you upload in Media.

All three are on until you change them, and at least one stays on. Turning Videos or Slides off keeps that kind out of your demos; the Website Agent is unaffected.

With Live product off, prospects still start from your demo links and the Demo Agent's launcher. They watch your videos or slides with narration, the agent talks through the explanations and questions in your demo tours and never clicks through them, and they can interrupt with questions. Between videos and slides, the Demo Agent's stage shows your brand.

Voice conversation

The AI uses natural voice conversation, not text chat. It talks like a thoughtful human SE: warm, knowledgeable, and conversational.

The prospect talks back naturally. They interrupt, ask tangent questions, express confusion. The agent handles all of it in real time. No scripts. No pre-recorded responses.

Knowledge from your content and team

The agent's product knowledge comes from ingested content, explored screens, and Ready Reference Guides your team writes under Knowledge → Facts. Reference Guides are useful for facts such as pricing or support that may not be present in public documentation.

Reference Guides supply answers only: they never make the agent navigate, never become a walkthrough, and do not make a site demo-ready by themselves.

When someone asks for a service your product does not offer, the agent explains what your product does and offers to answer questions. When a live demo is available, it also offers to show it. It does not ask for contact details on that thread or end the conversation because of the request. Questions about an unconfirmed product feature still go to your team.

Session intelligence

Every demo session captures:

  • Transcript: full conversation with timestamps
  • Features shown: which parts of your product the agent actually demonstrated
  • Pages visited: where the agent navigated during the demo
  • Buying signals: moments the agent judged significant, written as observations
  • Questions and objections: what the prospect asked, and what gave them pause
  • Session duration and completion

This data feeds directly to your CS and sales teams, and can be delivered to your inbox, Slack, or CRM automatically. When the prospect recap email is on (the default), a prospect who shared an email receives their own recap, with a Schedule a follow-up link if you configured a booking URL. See Product Insights and Integrations.

Getting started

  1. Create a site for your product
  2. Add content so Floe can learn your product
  3. Ask us to make your guides live (they start as drafts), or build your demo tour with your AI coding tool, then check that Demo Agent → Setup says your demo is Ready to share: at least one guide is live and its Product sign-in check passes, or, with Live product turned off, a product overview and a video or slide, of a kind you have turned on, are ready to show
  4. Create a demo link under Demo Agent → Demo Links and send it to a prospect

For the full setup flow, see the Quickstart.

FAQ

How long is a typical demo? Around 15 minutes is typical, and the agent adapts to the prospect's pace rather than working to a clock. A session ends on its own after a few minutes of silence from both sides, and there is an upper bound on any single session, so a very long demo can be cut short. A session may also end if the agent stops responding. For a demo opened from a demo link, select Try again to start a fresh session after an unexpected end.

Can I customize the agent's personality? Yes — you pick a persona preset, or write your own tone, and choose the voice. See Demo Agent Customization.

What if the prospect wants to talk to a human? The agent offers your booking link so they can put time in with your team. Without one, it suggests your first custom link as the next step when it closes the demo. The recap that follows gives your team the full context. It cannot transfer a prospect to a live person mid-session.

Does the demo agent need access to a real account? The agent runs against a configured instance of your product. You control what data is visible during demos. It can fill in forms to show how something works, but it is blocked from clicking the controls that would commit, destroy, or export real data — Save, Submit, Delete, Download, Export — see Security & Privacy for the full guardrail.