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AI Demo EngineerB2B Sales AI Personalized Demonstration Platform · V45
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B2B Sales AI Personalized Demonstration Platform

Generate traceable, presentable, and updateable customer-specific product demos for every B2B opportunity

Sales and pre-sales teams can generate customer-specific interactive demo configurations starting from company URLs, customer personas, or CRM import data, and form approvable and rollback demo versions when product versions are updated.

  1. 01
    Customer context readyCustomer names, pain points, demand characteristics and data sources have been entered or imported, and field verification has been completed.
  2. 02
    Presentation draft generationA draft personalized_demo has been generated based on the customer profile and product version description.
  3. 03
    presentableThe presentation configuration contains the Present portal and at least one interaction event definition for internal sales preview.
  4. 04
    Version reviewAfter the product is updated, the demo_version difference is generated and waits for confirmation by the person in charge of approval.
  5. 05
    Published or rolled backAfter approval, the site demo will be marked as the current version, or restored to the previous site version.
Number of presentations currently availableNo demo available yetCount the number of personalized_demo whose status is current or presentable.
Customer portrait to be verifiedNo images yet to be verifiedCount the number of records in customer_profile where confidence_notes contains items to be confirmed or whose status is needs_review.
Version pending approvalThere is no version waiting for approval yetCount the number of demo_versions whose approval_status is pending_review.
Demo interactive sessionNo interactive sessions yetCount the number of session_id deduplications in interaction_insight.
failed build taskNo failed tasks yetCount the demo_generation_job whose status is failed and display failure_reason.
BUSINESS INPUT

New project

A project represents an effort to generate and maintain a personalized demo for a prospect or opportunity.

Loading product-specific business fields.

Not saved
TRACEABLE OUTPUT

Customer-specific demo

Results, sources, failures, approvals, and rollbacks are saved by project.

0 live runs
∅

No business results yet

Please fill in customer pain points, demand characteristics and product version description before generating a demo.

PRIVACY

Data use boundary

This product will handle customer names, sales opportunity information, customer pain points, demand characteristics, approval emails and demonstration interaction records. This information may be sensitive sales data; it should only be used to generate, review, present and maintain customer-specific demonstrations on this site, and will not be used to train public models or be disclosed to the outside world. Current 10 role review supplements: Include customer name, customer pain points, demand characteristics, approval email, present_url, session_id, interaction events, feedback summary, next step suggestions, actor_id, requester_id, approval record, audit association identification and export report into protected data. ; A list of sensitive fields must be displayed before customer-visible publishing, sharing, and exporting, and it supports desensitization or deletion of fields that should not be displayed externally. ;CRM or file import can only save a copy of this site; it is not allowed to write back or modify external systems by default. ; Project deletion policy must differentiate between business records, interaction events, rollback snapshots, approval records, audit events, backups and exported reports; audit retention should desensitize the payload and retain only the minimum necessary metadata. ; Network reading of company URLs must not send user credentials or sensitive fields; when the source cannot be confirmed, it must not be used or must be marked unknown.

RETENTION

Data retention

Project data, demos, and audit logs are retained by default for 180 days; administrators can delete projects earlier. After deletion, the demo configuration and interactive insights of this site cannot be restored, but the exported reports are not within the control of this site.

SAFETY

Human responsibility and rollback

This product generates B2B sales demo configuration and version recommendations that may include customer names, pain points, need characteristics, and product capability descriptions. AI output must be verified by a sales or pre-sales leader before being presented to customers; the generated content must not be considered a verified contractual commitment, product roadmap commitment, or external system change record.

Rollback only means restoring the personalized_demo, demo_version and workflow status in this site to the last approved version; this product does not connect to or rollback external CRM, customer production environment or real product backend.