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Demostack Overview

This article introduces DemoStack, covering core features and functionality across the demo lifecycle—pre-call, in-call, and post-call.

Updated over 6 months ago

Demo Lifecycle

Pre-Call

Use DemoStack to engage prospects before the call. This includes:

  • Guided product tours

  • Sandboxes with guardrails

  • Website-based demos or embedded YouTube walkthroughs

In-Call


Deliver live, engaging demos with:

  • Clone-based or overlay demos

  • Playbooks (bundled assets)

  • Editable, personalized experiences with speaker notes and custom variables

Post-Call


Share leave-behinds for continued engagement:

  • Interactive product tours

  • Sandboxes for hands-on exploration

  • Branded assets with access controls and expiration settings


Core DemoStack Functions

  • Clones & Overlays:

    • Clone: Simulated version of your app

    • Overlay: Live app enhanced with DemoStack features

  • Editing & Personalization:

    Use the editor to customize demos with prospect names, company details, images, and speaker notes.

  • Presenting & Sharing:

    Present a single demo or a playbook. Share links can be restricted by email, domain, or open with business email validation.


Playbooks

Playbooks are bundled assets that offer a seamless experience. These can include:

  • Multiple demos

  • Product tours

  • External documentation (e.g., Help Center articles)

Use the speaker panel (hidden by default) to navigate assets during a demo without changing tabs. Hotkeys are available for easy switching between assets.


Analytics

DemoStack provides detailed analytics across all stages:

  • Demos given

  • Sandbox visits

  • Tour completion rates

  • Session-level insights (e.g., presenter, duration, opportunity)


Final Notes

DemoStack enables tailored demo experiences that can be tracked, refined, and reused across the buyer journey. For hands-on walkthroughs or deeper configuration, visit the Help Center or contact support.


See it in Action!


💬 Need Help?

If you have any questions, reach out to your Customer Success Manager or visit the Help Center.

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