Guides — OnboardFi

How to Set Up Your Embedded Agent

[object Object] — Mon, 09 Feb 2026 00:00:00 GMT

Turn your website into a 24/7 sales machine with AI-powered video conversations. ## What is an Embedded Agent? An [Embedded Agent](/embedded-agent) is an AI-powered video avatar that lives on your website. When visitors arrive, your Embedded Agent engages them in real-time conversation — qualifying leads, answering questions, and capturing information — all without human intervention. Think of it as your always-on AI SDR (Sales Development Representative) that never sleeps, never takes breaks, and handles unlimited conversations simultaneously. **Key capabilities:** - Real-time video AI conversations - Lead qualification through natural dialogue - Automatic lead capture and CRM sync - Demo booking integration - 24/7 availability on any webpage ## Who Should Use Embedded Agents? Embedded Agents are perfect for: | Use Case | How It Helps | |----------|--------------| | **Lead Generation** | Engage website visitors instantly, qualify them through conversation, and capture their information | | **Product Questions** | Answer common questions about your product without requiring live support | | **Demo Booking** | Guide qualified visitors to book demos with your sales team | | **After-Hours Coverage** | Capture leads when your team is offline — nights, weekends, holidays | | **High-Traffic Pages** | Handle unlimited simultaneous conversations on landing pages | ## Before You Start Make sure you have: - [ ] An OnboardFi account with an active subscription - [ ] A site created in your OnboardFi dashboard - [ ] Access to add scripts to your website (or your developer's contact info) - [ ] Your brand colors and messaging ready **Time to complete:** 10-15 minutes ## Step 1: Create Your Embedded Agent ### Navigate to Embedded Agents 1. Log in to your [OnboardFi dashboard](https://app.onboardfi.com) 2. Select your site from the sidebar 3. Click **"Agents"** in the navigation 4. Click **"Create Agent"** and select **"Embedded Agent"** ### Fill in the Basics | Field | What to Enter | |-------|---------------| | **Agent Name** | A name for internal reference (e.g., "Homepage AI SDR") | | **Description** | Brief description of this agent's purpose | ### Choose Your Avatar Select from our library of professional AI avatars. Each avatar has a unique appearance and speaking style. Pick one that matches your brand personality: - **Ruby** — Professional and approachable - **Carter** — Confident and direct - **James** — Friendly and casual - **Anna** — Warm and empathetic - **Gloria** — Energetic and enthusiastic > **Pro tip:** Your avatar is the face of your brand to website visitors. Choose one that aligns with your company culture. ### Configure the Widget Appearance | Setting | Description | |---------|-------------| | **Primary Color** | Your brand color for the widget button and accents | | **Position** | Where the widget appears: bottom-right, bottom-left, top-right, or top-left | Click **"Create Agent"** to continue to configuration. ## Step 2: Configure Your Agent's Behavior After creation, you'll land on your agent's configuration page with several tabs. ### Info Tab — Personality & Purpose This is where you define how your agent communicates. **System Prompt** Write instructions for your AI agent. Be specific about: - Your company and what you do - The types of visitors to expect - Key information to gather - Tone and communication style Example system prompt: ``` You are an AI assistant for Acme Software, a project management tool for remote teams. Your goals: 1. Welcome visitors warmly 2. Understand their team size and current challenges 3. Explain how Acme solves common project management problems 4. Capture their email if they're interested in learning more 5. Offer to book a demo with our team Communication style: - Be conversational and friendly, not salesy - Ask one question at a time - Listen actively and respond to what they share - Keep responses concise (2-3 sentences) ``` **Custom Greeting** Set the first words your agent speaks when a visitor starts a conversation. Example: *"Hi there! I'm Alex from Acme. What brings you to our site today?"* ### Widget Tab — Appearance Fine-tune how your widget looks and behaves: | Setting | Purpose | |---------|---------| | **Widget Type** | `bottom-right` (floating) or `middle-center` (prominent) | | **Greeting Message** | Text shown on the chat bubble before visitors click | | **CTA Text** | Button text (e.g., "Book a demo", "Chat with us") | | **Gradient** | Enable gradient backgrounds for the widget | ### AI SDR Tab — Sales Intelligence Enable AI SDR mode for intelligent lead qualification: | Setting | Options | |---------|---------| | **Primary Objective** | Lead Capture, Qualification, Demo Booking, or Custom | | **Aggressiveness** | Low (conversational), Medium (balanced), High (direct) | ### Tools Tab — Lead Capture Configure what information your agent collects: | Tool | Description | |------|-------------| | **Lead Capture** | Enable form-based lead capture | | **Demo Booking** | Show a "Book Demo" button during conversation | | **Demo URL** | Where to redirect visitors who want a demo | ### Knowledge Tab — Train Your Agent Upload documents to give your agent product knowledge: **Supported formats:** - PDF, TXT, DOCX - PNG, JPG (product screenshots) - PPTX (slide decks) - CSV, XLSX (pricing, feature lists) - URLs (web pages) Your agent will reference this knowledge when answering visitor questions. ## Step 3: Deploy to Your Website ### Get Your Embed Code 1. Click the **"Embed"** tab 2. Copy the embed code snippet The code looks like this: ```html ``` ### Add to Your Website **For most websites:** Paste the code just before the closing `` tag on any page where you want the agent to appear. **For popular platforms:** | Platform | Where to Add | |----------|--------------| | **WordPress** | Appearance > Theme Editor > footer.php, or use a plugin like "Insert Headers and Footers" | | **Webflow** | Project Settings > Custom Code > Footer Code | | **Shopify** | Online Store > Themes > Edit Code > theme.liquid | | **Squarespace** | Settings > Advanced > Code Injection > Footer | | **Wix** | Settings > Tracking & Analytics > Add Custom Code | | **Next.js** | Add to `_document.js` or use the Script component | ### Test Your Installation 1. Visit your website in an incognito/private browser window 2. Look for the chat widget in your configured position 3. Click to start a conversation 4. Verify your greeting and avatar appear correctly > **Troubleshooting:** If the widget doesn't appear, check your browser console for errors. Common issues include ad blockers or script conflicts. ## Step 4: Review and Optimize ### Monitor Sessions View all visitor conversations in the **Sessions** tab: - See conversation transcripts - Review lead information captured - Track qualification status - Identify common questions ### Analyze Performance Key metrics to track: | Metric | What It Tells You | |--------|-------------------| | **Engagement Rate** | % of visitors who start conversations | | **Qualification Rate** | % of conversations that result in qualified leads | | **Lead Capture Rate** | % of qualified leads who share contact info | | **Average Session Duration** | How long visitors engage | ### Iterate and Improve Based on your data: 1. **Update your system prompt** if visitors ask questions your agent can't answer 2. **Add knowledge documents** to cover product gaps 3. **Adjust aggressiveness** based on qualification results 4. **Test different greetings** to improve engagement ## Best Practices ### Do's - **Be specific in your system prompt** — The more context you give, the better your agent performs - **Keep responses conversational** — This is a dialogue, not a sales pitch - **Qualify before capturing** — Build rapport before asking for contact info - **Monitor early conversations** — Review transcripts to identify improvement opportunities - **Test on mobile** — Many visitors will interact from phones ### Don'ts - **Don't over-promise** — Your agent should only claim what your product actually does - **Don't ask too many questions upfront** — Let conversation flow naturally - **Don't ignore the knowledge base** — Upload relevant docs so your agent has accurate information - **Don't set and forget** — Regular optimization improves results ## What's Next? Once your Embedded Agent is capturing leads, consider: 1. **Set up lead-to-demo workflows** — Automatically route qualified leads to personalized demos 2. **Connect integrations** — Sync leads to HubSpot, Slack, or your CRM 3. **Create multiple agents** — Different agents for different pages or use cases 4. **Enable handoff** — Pass qualified leads to [Standard Agents](/guides/standard-agent-setup) for deeper demos ## Related Guides - [How to Set Up Your Standard Agent](/guides/standard-agent-setup) — Create voice-guided product demos and interactive tutorials - [How to Set Up Your Project Agent](/guides/project-agent-setup) — Build custom AI agents for customer onboarding portals --- Ready to deploy your AI SDR? [Log in to your dashboard](https://app.onboardfi.com) to get started, or [contact our team](/contact-sales) for setup assistance.

How to Set Up Your Project Agent

[object Object] — Mon, 09 Feb 2026 00:00:00 GMT

Create personalized [customer portals](/customer-portal) with AI-powered onboarding and support. ## What is a Project Agent? A Project Agent is an AI assistant embedded within a customer-specific project or portal. Unlike [Embedded Agents](/embedded-agent) (for websites) or [Standard Agents](/guide-agent) (for demos), Project Agents are designed for ongoing customer relationships — onboarding, implementation, and active customer success. When you create a Project for a customer, you can assign AI agents to specific tasks or phases. These agents guide your customers through each step of their journey with your product, providing personalized assistance 24/7. **Key capabilities:** - Customer-specific AI assistants - Task and phase-based guidance - Progress tracking across objectives - Integration with customer data - Personalized portal experience ## Who Should Use Project Agents? Project Agents are ideal for: | Use Case | How It Helps | |----------|--------------| | **Customer Onboarding** | Guide new customers through implementation step by step | | **Enterprise Implementation** | Manage complex rollouts with multiple phases and stakeholders | | **Data Migration** | Provide interactive guidance through migration processes | | **Ongoing Training** | Help customers learn new features as they become active users | | **Customer Success** | Proactive engagement throughout the customer lifecycle | **Availability:** Project Agents are available on **Pro** and **Plus** plans. ## Before You Start Make sure you have: - [ ] An OnboardFi account on the **Pro** or **Plus** plan - [ ] At least one Account (client) created in your dashboard - [ ] Contact information for the people who will access the portal - [ ] A clear understanding of your onboarding or implementation phases **Time to complete:** 20-30 minutes for initial setup ## Understanding the Project Structure Before creating a Project Agent, understand how Projects work: ``` Project +-- Phases (stages of the journey) | +-- Phase 1: Kickoff | | +-- Task 1: Welcome call | | +-- Task 2: Account setup --> [Project Agent] | | +-- Task 3: Team invitations | +-- Phase 2: Configuration | | +-- Task 1: Integration setup --> [Project Agent] | | +-- Task 2: Data import | +-- Phase 3: Go Live | +-- Task 1: Launch checklist --> [Project Agent] +-- Project Clients (contacts with portal access) +-- Documents (shared files and resources) ``` **Key relationships:** - **Project** belongs to an **Account** (your customer) - **Phases** contain **Tasks** - **Tasks** can have **Project Agents** assigned - **Project Clients** are individual contacts who access the portal ## Step 1: Create a Project ### Navigate to Projects 1. Log in to your [OnboardFi dashboard](https://app.onboardfi.com) 2. Click **"Projects"** in the sidebar 3. Click **"New Project"** ### Step 1 of 4: Project Details | Field | What to Enter | |-------|---------------| | **Project Name** | Name for this engagement (e.g., "Acme Corp Onboarding") | | **Description** | Brief overview of the project scope | | **Account** | Select the customer account this project belongs to | > **Note:** You must create an Account before creating a Project. If you don't have one, you can create it from the Accounts page first. ### Step 2 of 4: Project Structure Choose how to structure your project: **Option A: Use a Template** Pre-built templates based on customer lifecycle stage: | Template | Best For | |----------|----------| | **Prospect Engagement** | Pre-sale evaluation and discovery | | **Active Customer Success** | Ongoing customer health and expansion | | **Enterprise Implementation** | Large-scale rollouts with multiple phases | | **Data Migration** | Guided data transfer projects | | **Multi-Department Rollout** | Phased team-by-team deployments | Templates include pre-configured phases, tasks, and suggested agent placements. **Option B: Custom Phases** Build your own structure: 1. Click **"Add Phase"** 2. Name each phase (e.g., "Kickoff", "Configuration", "Go Live") 3. Add tasks within each phase ### Step 3 of 4: Appearance Customize the portal's look and feel: | Setting | Purpose | |---------|---------| | **Primary Color** | Main accent color | | **Secondary Color** | Supporting color | | **Brand Palette** | Choose from predefined palettes or inherit from org | ### Step 4 of 4: Contact Access Add the people who will access this project's portal: | Field | Purpose | |-------|---------| | **Name** | Contact's full name | | **Email** | Where to send portal invitations | | **Send Invite** | Toggle to send magic link immediately | You can add more contacts later from the project settings. Click **"Create Project"** to finish. ## Step 2: Configure Project Agents Once your project is created, you can assign AI agents to tasks. ### Navigate to Agents Tab 1. Open your project 2. Click the **"Agents"** tab ### Add a Project Agent 1. Click **"Add Agent"** 2. Choose **"Tutorial Agent"** (the available template type) 3. Configure the agent: | Setting | Purpose | |---------|---------| | **Name** | Agent name (e.g., "Setup Assistant") | | **Target URL** | The product page this agent will guide through | | **System Prompt** | Custom instructions for this specific task | | **Objectives** | What the agent should accomplish | ### Associate with Tasks 1. In the task list, find the task you want to add AI assistance to 2. Click **"Assign Agent"** 3. Select the Project Agent you created When customers access this task, they'll be able to interact with the assigned AI agent for guidance. ## Step 3: Configure Portal Access ### Authentication Settings Navigate to **Project Settings** > **Authentication**: | Setting | Options | |---------|---------| | **Access Type** | Public (anyone with link) or Private (authenticated) | | **Password Protection** | Optional shared password | | **Login Message** | Custom text shown on the login page | ### Managing Project Clients Add, edit, or remove contacts: 1. Go to **Project Settings** > **Contact Access** 2. Use the contact form to add new people 3. Toggle invitations to send or resend magic links **Magic links:** - Sent via email to each contact - One-click access to the portal - Time-limited for security - Can be resent if expired ## Step 4: Publish and Share ### Publish the Project 1. Navigate to your project's overview 2. Click the **"Publish"** toggle in the header 3. Confirm publishing Once published, your [customer portal](/customer-portal) is live. ### Portal URL Your project portal URL: ``` https://[your-subdomain].onboardfi.com/portal/[project-slug] ``` ### Invite Customers **For magic link access:** 1. Go to Contact Access 2. Add contacts with their email addresses 3. Enable "Send Invite" — they'll receive an email with their unique access link **For password access:** 1. Set a password in Authentication settings 2. Share the portal URL and password with your customer ## Project Agent Configuration Options ### Agent Settings Each Project Agent can be customized: | Category | Settings | |----------|----------| | **Identity** | Name, description, avatar | | **Behavior** | System prompt, objectives, demo style | | **Appearance** | Colors, UI template | | **Task Context** | Specific instructions for this task | | **Success Criteria** | How to know the task is complete | ### Integration Options Project Agents can integrate with: | Integration | Capability | |-------------|------------| | **Gmail** | Send emails from within the portal | | **Calendar** | Schedule meetings with the customer | | **DocuSign** | Send contracts and collect signatures | | **Liveblocks** | Real-time collaboration features | Configure integrations in **Project Settings** > **Integrations**. ## Best Practices ### Project Structure - **Keep phases focused** — 3-5 phases is ideal for most projects - **Limit tasks per phase** — 5-7 tasks keeps things manageable - **Assign agents strategically** — Focus AI on complex or repetitive tasks - **Order matters** — Arrange tasks in the sequence customers should complete them ### Agent Configuration - **Task-specific prompts** — Customize each agent's instructions for its specific task - **Clear objectives** — Define exactly what success looks like for each agent - **Consistent personality** — Use the same voice/style across all project agents ### Customer Experience - **Warm welcome** — Configure a welcoming initial message - **Progress visibility** — Ensure customers can track their completion - **Easy access** — Use magic links for frictionless portal entry - **Responsive support** — Monitor sessions and be available for escalations ## Monitoring and Analytics ### Track Progress View customer progress from the project dashboard: | Metric | What It Shows | |--------|---------------| | **Phase Completion** | % of phases finished | | **Task Completion** | Individual task status | | **Agent Sessions** | Interactions with Project Agents | | **Time to Complete** | How long customers take per task | ### Session History Review AI conversations: 1. Go to the **Sessions** tab 2. Click on individual sessions to see transcripts 3. Identify where customers get stuck 4. Refine agent instructions based on patterns ## What's Next? Once your Project is running: 1. **Monitor early customers** — Review sessions to identify improvement opportunities 2. **Create templates** — Save successful project structures as reusable templates 3. **Integrate CRM** — Sync project status with your customer success tools 4. **Add documents** — Upload resources to the project's document space 5. **Expand agents** — Add more AI assistance as you identify high-value tasks ## Quick Reference | Element | Location | |---------|----------| | Create project | Projects > New Project | | Add phases/tasks | Project > Structure | | Assign agents | Project > Agents tab | | Manage contacts | Project Settings > Contact Access | | Configure portal | Project Settings > Appearance/Authentication | | Publish | Project header > Publish toggle | | View sessions | Project > Sessions tab | ## Agent Types Comparison | Feature | Embedded Agent | Standard Agent | Project Agent | |---------|---------------|----------------|---------------| | **Purpose** | Website lead capture | Product demos | Customer onboarding | | **Location** | Your website | Standalone page | Customer portal | | **Audience** | Anonymous visitors | Prospects | Known customers | | **Session Type** | One-time conversations | Demo sessions | Ongoing engagement | | **Billing Tier** | All plans | All plans | Pro/Plus only | ## Related Guides - [How to Set Up Your Embedded Agent](/guides/embedded-agent-setup) — Deploy an AI sales rep on your website that qualifies leads 24/7 - [How to Set Up Your Standard Agent](/guides/standard-agent-setup) — Create voice-guided product demos and interactive tutorials --- Ready to build your customer onboarding portal? [Log in to your dashboard](https://app.onboardfi.com) to get started, or [contact our team](/contact-sales) for a personalized walkthrough.

How to Set Up Your Standard Agent

[object Object] — Mon, 09 Feb 2026 00:00:00 GMT

Create AI-powered product demos that guide prospects through your software in real-time. ## What is a Standard Agent? A [Standard Agent](/guide-agent) — also called a Demo Agent or Tutorial Agent — is an AI-powered guide that walks prospects through your product. Unlike static videos or slide decks, Standard Agents have real-time conversations while demonstrating your software live. Your AI Demo Agent opens a browser session of your product, navigates the interface, and explains features while responding to the viewer's questions. It's like having your best demo rep available 24/7, for every prospect. **Key capabilities:** - Live browser control of your product - Voice-to-voice conversation with AI - Multi-objective demos with progress tracking - Configurable demo styles (sales, onboarding, support) - Personalized based on prospect context ## Who Should Use Standard Agents? Standard Agents are perfect for: | Use Case | How It Helps | |----------|--------------| | **Product Demos** | Give every prospect a personalized, interactive demo | | **Self-Serve Trials** | Guide trial users through key features without human support | | **Onboarding** | Teach new customers how to use your product step by step | | **Feature Education** | Deep-dive into specific features on demand | | **Sales Enablement** | Let prospects explore while your team focuses on closing | ## Before You Start Make sure you have: - [ ] An OnboardFi account with an active subscription - [ ] A site with a custom subdomain configured - [ ] The URL of the product you want to demonstrate - [ ] A list of features or objectives you want to cover - [ ] Your brand colors and optional avatar/banner images **Time to complete:** 15-20 minutes ## Step 1: Create Your Standard Agent ### Navigate to Agents 1. Log in to your [OnboardFi dashboard](https://app.onboardfi.com) 2. Select your site from the sidebar 3. Click **"New Agent"** or the **"+"** button in the header 4. Select **"Standard Agent"** A new agent is created automatically and you'll be redirected to the configuration page. ## Step 2: Configure Basic Settings ### Styling Tab — Identity & Appearance | Setting | What to Enter | |---------|---------------| | **Name** | Your agent's name (e.g., "Product Demo", "Feature Walkthrough") | | **Description** | Brief description for internal reference | | **Slug** | URL-friendly identifier (e.g., `product-demo` creates `yoursite.onboardfi.com/product-demo`) | ### Target Application URL This is the most important setting. Enter the URL of the product or page your agent will demonstrate. **Examples:** - `https://app.yourproduct.com/demo-account` - `https://yourproduct.com/sandbox` - `https://staging.yourproduct.com` > **Pro tip:** Create a demo account in your product with sample data. This gives your AI agent realistic content to demonstrate. ### Voice Selection Choose your agent's speaking voice: | Voice | Character | |-------|-----------| | **Charon** | Professional, authoritative | | **Puck** | Friendly, upbeat | | **Kore** | Calm, measured | | **Fenrir** | Energetic, enthusiastic | | **Aoede** | Warm, conversational | ### Brand Customization | Setting | Purpose | |---------|---------| | **Primary Color** | Main accent color for the interface | | **Secondary Color** | Supporting color for highlights | | **Avatar Image** | Your agent's profile picture | | **Banner Image** | Header image for the demo page | | **UI Template** | Light theme (Dark coming soon) | ## Step 3: Define Demo Objectives Click the **"Objectives"** tab to configure what your agent will teach. ### Product Name Enter your product's name. The AI will use this naturally in conversation. ### Demo Style Choose how your agent approaches the demo: | Style | Best For | Behavior | |-------|----------|----------| | **Sales/Discovery** | Prospects evaluating your product | Focuses on value, asks discovery questions, emphasizes benefits | | **Onboarding/Training** | New customers learning | Educational, step-by-step, checks understanding | | **Support/Q&A** | Users with questions | Direct answers, objective-focused, efficient | ### Objectives (Up to 5) Define what your agent should accomplish. Each objective includes: | Field | Purpose | |-------|---------| | **Objective Name** | Short label (e.g., "Dashboard Overview") | | **Instructions** | Detailed guidance for the AI on how to teach this | **Example objectives for a project management tool:** 1. **Dashboard Overview** - *Instructions:* Navigate to the main dashboard. Explain the key metrics, recent activity feed, and navigation menu. Highlight how users can customize their view. 2. **Creating a Project** - *Instructions:* Click "New Project" and walk through each field. Explain project templates and team assignment. Create a sample project to demonstrate. 3. **Task Management** - *Instructions:* Open the sample project. Show how to create tasks, set due dates, assign team members, and add subtasks. Demonstrate drag-and-drop prioritization. 4. **Collaboration Features** - *Instructions:* Open a task and show the comments section. Demonstrate @mentions, file attachments, and activity history. 5. **Reports & Analytics** - *Instructions:* Navigate to Reports. Explain the available report types. Generate a sample report and explain how to interpret the data. ### Call to Action (Optional) Configure what happens when the demo completes: | Option | Description | |--------|-------------| | **URL CTA** | Show a button linking to signup, booking page, or next steps | | **Form CTA** | Collect information (coming soon) | ## Step 4: Configure Access Settings ### Session Mode | Mode | Description | Best For | |------|-------------|----------| | **One-to-Many** | New session for each visitor | Public demos, landing pages | | **One-to-One** | Single persistent session per user | Onboarding, training | ### Access Mode | Mode | Description | Best For | |------|-------------|----------| | **Public** | Anyone with the link can access | Lead generation, self-serve | | **Private** | Authentication required | Customer onboarding, gated content | ### Authentication (Private + One-to-One Only) | Method | How It Works | |--------|--------------| | **Password** | Visitors enter a shared password | | **Contact Invite** | Invite specific contacts via email magic link | ## Step 5: Preview and Test ### Preview Your Agent 1. Click the **"Preview"** tab 2. Verify your target URL is set 3. Click **"Open in new tab"** to test the full experience ### Test Checklist - [ ] Agent loads your target application correctly - [ ] Voice introduces the demo appropriately - [ ] Navigation works smoothly - [ ] Objectives are covered in logical order - [ ] CTA appears at the end (if configured) ## Step 6: Publish and Share ### Publish Your Agent 1. In the agent header, click the **"Publish"** toggle 2. Confirm publishing Your agent is now live! ### Get Your Agent URL Your public URL format: ``` https://[your-subdomain].onboardfi.com/[agent-slug] ``` **Example:** ``` https://acme.onboardfi.com/product-demo ``` ### Sharing Options | Audience | Method | |----------|--------| | **Anyone** (Public) | Share the URL on your website, emails, or social media | | **Password Protected** | Share URL + password with specific groups | | **Contact Invite** | Send magic link invitations to individual contacts | ## Advanced Configuration ### System Prompt Customization The system prompt is auto-generated from your objectives, but you can customize it in the Objectives tab. The AI uses this to understand: - How to introduce itself - What to emphasize about your product - How to handle questions - When to move between objectives ### Browser Behavior Default settings optimized for demos: | Setting | Default | Purpose | |---------|---------|---------| | **Viewport** | 1280x720 | Screen size for browser | | **Block Ads** | Enabled | Removes distracting ads | | **Session Timeout** | 30 minutes | Auto-ends inactive sessions | | **Highlight Cursor** | Enabled | Makes AI actions visible | | **Max Steps** | 15 | Limits demonstration length | | **Verbose Explanations** | Enabled | Detailed narration | ## Best Practices ### Demo Design - **Start simple** — Begin with an overview before diving into features - **One objective at a time** — Complete each objective before moving on - **Check understanding** — Sales/onboarding styles ask confirmation questions - **End with action** — Always include a clear next step ### Content Preparation - **Clean demo environment** — Use a demo account with realistic but non-sensitive data - **Test the full flow** — Run through every objective before publishing - **Update regularly** — Keep your demo current with product changes ### Optimization - **Review sessions** — Watch how prospects interact and identify drop-off points - **Refine objectives** — Adjust instructions based on common questions - **Test different styles** — A/B test sales vs. onboarding approaches ## What's Next? Once your Standard Agent is running: 1. **Connect to [Embedded Agents](/guides/embedded-agent-setup)** — Use handoff workflows to route qualified leads from your website 2. **Create persona variants** — Different demos for different buyer personas 3. **Set up analytics** — Track completion rates and engagement metrics 4. **Integrate notifications** — Get alerts when demos are completed ## Quick Reference | Element | Location | |---------|----------| | Create agent | Site > New Agent > Standard Agent | | Configure styling | Agent > Styling tab | | Set objectives | Agent > Objectives tab | | Publish | Agent header > Publish toggle | | View sessions | Agent > Sessions tab | | Public URL | `https://[subdomain].onboardfi.com/[slug]` | ## Related Guides - [How to Set Up Your Embedded Agent](/guides/embedded-agent-setup) — Deploy an AI sales rep on your website that qualifies leads 24/7 - [How to Set Up Your Project Agent](/guides/project-agent-setup) — Build custom AI agents for customer onboarding portals --- Ready to create your first AI demo? [Log in to your dashboard](https://app.onboardfi.com) to get started, or [contact our team](/contact-sales) for a personalized walkthrough.