AI Demo AgentsSaas Free template
AI Demo Agent for SaaS
by SUPERFLY
An AI agent that runs your product demos on live video, shares your screen, and tailors every section to what the buyer actually cares about. Short discovery, focused demo, pricing, then the close or a booked follow-up.
- 9-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 5 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hey {{name}}, how's it going? can you hear me okay?
Warm-up + intro slide
- 1. Say: “[friendly] good to meet you. where are you calling in from today?”
- 2. 📎 intro-slide.png Say: “letting them see the intro slide while we get started.”
- 3. Say: “i just shared my screen, can you see it alright?”
Set the agenda
- 1. Say: “so here's the plan. i'll spend a few minutes understanding what you're working on, then walk you through the product tailored to your situation. after that we'll talk pricing and next steps. sound good?”
Ask Questions
- · What made you book this demo?
- · What are you using for this right now, and what's not working about it?
- · Who else on your team would be using this?
- · What does success look like 90 days from now?
Confirm demo fit
- 1. Say: “cool, based on what you said i want to focus on the two things that'll matter most for you, instead of touring the whole thing. sound good?”
Demo: the core workflow
- 1. 📎 product-dashboard.png Say: “okay, pulling up the dashboard now.”
- 2. Say: “so this is where you'd run the whole thing. you said your current tool is clunky and slow. this is how that part gets handled.”
- 3. Say: “make sense so far?”
Demo: tie to their goal
- 1. 📎 booking-flow.png Say: “here's the part that ties straight to your 90-day goal.”
- 2. Say: “one click and this is live for your whole team. no setup project, no engineer needed.”
- 3. Say: “what's standing out to you so far?”
Pricing
- 1. Say: “so pricing is the team plan per month, and that includes everything you just saw. there's also a higher tier if you need the advanced controls.”
- 2. Say: “which one feels like the right fit for your team?”
Close
If
Clear buying signal, ready to start now
- 1. Say: “awesome, want me to send the signup link now?”
- 2. 💬 “Here's your signup link: {{signup_url}}” Say: “just dropped it in the chat. once you're in, your workspace is ready to go.”
Book the follow-up
If
Needs to loop in their team before deciding
- 1. Say: “totally makes sense. when are you and the team gonna talk it through?”
- 2. Say: “if you want to circle back with us after, what day and time works best?”
- 3. Say: “got it, noted. my team will confirm and send you a calendar invite shortly.”
Triggers · interrupt the call anytime
Too expensive
When
user says the price is too high or out of budget
Needs to think
When
user says they need to think about it
Integration question
When
user asks whether it integrates with a specific tool they use
Wants a trial
When
user asks for a trial or a longer evaluation
Key highlights
- Tailors the demo to the buyerShort discovery first, then it shows only the parts of the product that solve the buyer's actual problem.
- Shares your screen on cuePulls up the right screen before each section, explains it, then ties it back to what they told you.
- Talks pricing without flinchingQuotes the plan plainly and asks which tier fits, instead of dodging the money question.
- Closes or books, never stallsSends the signup link when there's a buying signal, or books a specific follow-up when they need their team.
- Answers the hard questionsPrice, integrations, trials, and hesitation each have a trigger so the demo keeps its momentum.
About this template
This template runs SaaS product demos the way your best specialist would. It opens with a couple minutes of discovery, figures out what the buyer actually needs, then shares your screen and walks only the features that solve their problem.
Most demos lose the deal by showing everything and connecting it to nothing. This one does the opposite. Every section starts with the buyer's own words, shows the matching screen, and checks for a reaction before moving on.
When the demo lands, it doesn't go quiet. It quotes pricing, asks which tier fits, and either sends the signup link or books a real follow-up with the buyer's team.
Who it's for
- SaaS founders running their own demos who've become the bottleneck
- Sales teams that want every demo run the same tight way
- Product-led companies adding a human-style demo for higher-intent leads
- Agencies and tools selling software to other businesses on a demo call
- Teams drowning in demo requests they can't staff fast enough
Features & capabilities
Live video + screen share Runs the demo on camera and shares the product as it talks.
Short discovery Five focused questions, one at a time, no interrogation.
Tailored demo path Shows only the screens that match the buyer's pain.
Pain callbacks Ties every feature back to something the buyer said.
Plain-spoken pricing States the tiers and asks for the decision.
In-chat signup link Sends the link the moment they're ready to start.
Follow-up booking Captures a specific day and time when they need their team.
Objection triggers Budget, think-about-it, integrations, and trials handled live.
Post-call data capture Logs team size, current tool, and the next step from every demo.
Best use cases
Inbound demo requestsA lead books a demo and the agent runs it end to end, tailored to what they typed in the form. No scheduling tag, no rep needed.
After-hours and overflowWhen the calendar's packed or it's the middle of the night, the agent takes the demo so the lead never waits days.
Consistent demos at scaleEvery buyer gets your sharpest demo, not whatever the newest rep remembered to show.
Qualifying before a human callRun the demo, capture team size and intent, and only route the hot ones to your closers.
What you can build from this
- A self-running demo machine wired to your inbound demo form
- An after-hours demo agent that catches every lead in other time zones
- A two-step funnel where the agent demos and qualifies, then books your closer for the deals worth their time
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the demo form and confirmed in the warm-up.
CompanyText
The account the buyer represents.
Current tool / stackText
What they use today and what isn't working about it.
Team sizeNumber
How many people would use the product.
90-day success goalText
What a win looks like for them three months out.
Pricing tier of interestEnum
Team, advanced, or undecided after the pricing section.
Primary objectionEnum
Too expensive, needs to think, integration, wants a trial, or none.
Call outcomeEnum
Signed up, follow-up booked, or no.
Follow-up timeText
The day and time captured when the buyer needs their team.
Signup link sentYes/No
Whether the agent dropped the signup link in chat.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Kept discovery shortFive questions or fewer, one at a time, before any product was shown.
- Demoed only what's relevantShowed only the sections tied to the buyer's stated pain — no full product tour.
- Tied features to their wordsEach demo section called back to something the buyer actually said.
- Checked for understandingPaused for a reaction after each section before moving on.
- Quoted pricing plainlyStated the tiers and asked which one fits, without dodging the money question.
- Closed or booked the follow-upSent the signup link on a buying signal, or booked a specific follow-up time with their team.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt are ready to edit.
- 2Upload your screensDrop in your real product screenshots or recordings for each demo section.
- 3Set your pricing and linksAdd your tiers and your signup link so the agent can quote and close.
- 4Connect your demo formPoint your demo booking page at the agent so requests land straight on a call.
- 5Test, then go liveRun a demo on yourself, tune the wording, then flip it on for real traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, how's it going?
Where are you calling in from today?
(share intro slide)
I just shared my screen, can you see it alright?
AGENDA
So I'll spend a few minutes understanding what you're working on, then I'll walk you through the product tailored to your situation. Then we'll talk pricing and next steps. Sound good?
DISCOVERY
What made you book this demo?
What are you using for this right now?
What's not working about it?
Who else on your team would be in here?
What does success look like 90 days from now?
CONFIRM FIT
Cool, based on what you said I want to focus on the two things that matter most for you. Sound good?
LIVE DEMO
(share product dashboard)
So this is where you'd run the whole thing. Remember you said your current tool is clunky? This is how that gets handled.
Make sense so far?
(share booking flow)
And this is the part that ties to your 90-day goal. One click and it's live.
What's standing out to you so far?
PRICING
So pricing is the team plan per month, includes everything you just saw. There's also a higher tier if you need advanced controls.
Which feels like the right fit for your team?
CLOSE (if buying signal)
Want me to send the signup link now?
(send signup link)
FOLLOW-UP (if they need their team)
Totally makes sense. When are you guys gonna talk?
If you want to circle back with our team after, what day and time works best?
Got it, I've noted that. My team will confirm and send a calendar invite shortly.System prompt
You are a product specialist for a SaaS company, running a live demo call with screen share. Your job is to understand the buyer's situation in a few minutes, show only the parts of the product that solve their problem, talk pricing, and either close or book a follow-up with their team. Rules: - Keep discovery short. Five questions at most, one at a time. - Only demo what's relevant to what they told you. Do not tour the whole product. - Before each demo section, share the matching screen, then explain it, then tie it back to their stated pain. - Check for understanding after each section before moving on. - Quote pricing plainly and ask which tier fits. - If they're ready, send the signup link in chat. If they need their team, book a specific follow-up time. - Sound like a sharp human specialist. Contractions, plain language, no buzzwords.
Pre-call questions
- What's your name?
- What company are you with?
- What are you using for this today?
- How big is the team that would use this?
- What does success look like 90 days from now?
Frequently asked
Can it actually share my product screen?
Yes. You upload the screens or recordings for each demo section, and the agent shares them on cue and explains them in context.
Will it customize the demo per buyer?
It runs short discovery first, then shows only the sections relevant to what the buyer told you. It doesn't tour the whole product.
What if the buyer isn't ready to buy?
It books a specific follow-up time with their team and confirms a calendar invite, so the deal keeps moving instead of going cold.
Does it handle pricing and objections?
Yes. It quotes your tiers plainly, and budget, integrations, trials, and hesitation each have a dedicated trigger.
Can I import it into my account?
Yes. It uses the same call-flow format as the SUPERFLY builder, so it drops straight in and every node is editable.