How to Set Up Your Standard Agent

Create AI-powered product demos that guide prospects through your software in real-time.

What is a Standard Agent?

A Standard 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:

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
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

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:

Brand Customization

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:

Objectives (Up to 5)

Define what your agent should accomplish. Each objective includes:

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:

Step 4: Configure Access Settings

Session Mode

Access Mode

Authentication (Private + One-to-One Only)

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

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:

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 — 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

Related Guides

• How to Set Up Your Embedded Agent — Deploy an AI sales rep on your website that qualifies leads 24/7
• How to Set Up Your Project Agent — Build custom AI agents for customer onboarding portals

Ready to create your first AI demo? Log in to your dashboard to get started, or contact our team for a personalized walkthrough.