Product demos by screen share

During a browser video call, your agent shares your recorded product demo videos on screen, answers questions as it goes and stops the video when the lead wants to talk. The visitor can share their screen too, and the agent sees snapshots and talks about what it sees.

  • Browser calls
  • Your demo videos
  • Stops when the lead talks
  • Visitor screen share
Web Settings for a SalesCloser agent with Enable screen sharing and Enable in-call chat with the AI turned on

Two ways to show, side by side

Both work on browser calls on your website or landing pages.

Off until added

The agent shares a demo

Shares one of your product demo videos on screen, picked by title.

  • Keeps answering questions while it plays
  • Stops as soon as the lead talks
  • Setting: Play a video mid-call
  • Video and web call agents
On for Web agents

The visitor shares a screen

The visitor shares their screen or camera during the call.

  • The agent sees snapshots and talks about them
  • Setting: Enable screen sharing
  • Web agents

Your demo videos

Show your product without leaving the call

You add your own product demo or explainer videos. When one fits the moment, the agent shares it on screen. It plays the recording; it does not operate your product live.

  • Give each video a clear title so the agent picks the right one.
  • Say in the instructions when each demo helps, for example "show the setup demo when someone asks how onboarding works".
  • When the lead is ready for a person, the agent can bring a rep into the same call.
Add apps and abilities in SalesCloser, On screen during calls: Play a video mid-call, which shows a demo or explainer and stops as soon as the lead wants to talk

How do you set it up?

Demo videos are an ability you add. Visitor screen sharing is a switch in the agent's settings.

  1. 1

    Add the ability

    Open the agent, go to Automations > Add abilities and, under On screen during calls, choose Play a video mid-call.

  2. 2

    Add and name your demos

    Upload your demo videos and give each one a title that matches how buyers ask.

  3. 3

    Tell the agent when

    Say in the instructions which demo helps with which question.

  4. 4

    Check screen sharing

    Enable screen sharing is on by default for Web agents. Leave it on, or switch it off for this agent.

  5. 5

    Run a test call

    Ask the questions that should trigger each demo, then share your own screen and ask about it.

What should you know before you launch?

Browser calls only

Not available on phone calls or on chat-only agents.

Keep demos current

The agent shares the videos you add, so update them when your product changes.

Snapshots

The agent sees snapshots of a shared screen. Ask visitors to stay on the part they want to discuss.

Knowledge videos are separate

Videos in your knowledge base are transcribed so the agent can answer from them. Screen share videos are what the lead watches.

Recording

Conversations are recorded and transcribed so your team can review them.

AI disclosure

You control how the agent introduces itself, including whether it says it is an AI up front, and you can tell it to always answer truthfully when asked.

FAQ

Still wondering about something? Ask us on the call. We'll build your agent while we talk.

Can the agent share a product demo in the middle of a conversation?

Yes. Choose Play a video mid-call under Automations > Add abilities and add your demo videos. The agent shares one on screen by title when it is relevant and stops it when the lead wants to talk.

Can the lead ask questions while the demo plays?

Yes. The agent answers questions as it goes. If the lead starts talking, the video stops so the conversation comes first.

Is visitor screen sharing on by default?

Yes, for Web agents. Enable screen sharing is a per agent setting, and you can switch it off.

Does this work on phone calls?

No. Both options are for browser calls. Phone agents can answer questions and hand off by call transfer.

Does the visitor need to install anything?

No. The call runs in the browser, with no download needed.

See it on a live call

Book a demo and see how an agent shares a product demo on screen and talks about a shared screen on a browser call.

Book a demo