What goes in and what comes out

Who it is for

Presales consultants and solutions engineers

Sales engineers, solutions consultants and presales leads who run the same product walkthrough for one account after another and answer for every claim the demo makes.

What you start with

Your own screen recording and demo script

A capture your team makes inside your demo or sandbox environment, plus the script, deck or discovery notes behind it. VisionStory does not record your product for you.

What you get

Narrated demos a prospect can watch alone

Presenter-led walkthroughs in the section order your team decided on, ready for a presales review and then for whichever channel you already use to reach an account.

Where a recorded demo earns its place in the presales week

Ask a solutions engineer where the week went and the answer is usually a handful of recurring hours: the standard tour delivered for the fourth time, a sandbox that misbehaved at the wrong minute, a rep waiting on a specialist for a demo they could nearly run alone, a prospect shown a feature their edition will never include. Recording the repeatable part changes what each of those hours costs, and each case below marks its limit as plainly as its gain.

Stop delivering the same standard tour six times a week

Tuesday holds three discovery demos, Thursday two more, and all five open with the same twenty-five minutes: the dashboard tour, the three flagship features, the integration slide, the security question that always arrives around minute eighteen. By the fourth run the solutions engineer is reciting it rather than presenting it. The parts that genuinely needed a specialist in the room, the awkward data model, the migration path, the approval chain, get whatever is left of the hour.

Recording that standard stretch once takes it off the calendar without taking it away from the prospect. AI Video Agent turns the demo script and the deck your team already uses into an editable draft with a presenter, narration and captions, and your own product recording sits inside it. The account watches the common path first, and the live hour begins where their situation stops matching the standard one. VisionStory hands back the file; who receives it, and when, stays a decision your team makes.

Take the demo environment out of the critical path

Fourteen minutes into a demo for the largest opportunity of the quarter, the sandbox answers with a spinner. Someone reset the seed data overnight, the record about to be opened is gone, and the account meant to show off the reporting view now has three rows in it. The room waits. The recovery is always the same: apologise, describe what would have happened, promise to send something later. That is the minute the demo stopped being evidence and became a description.

Capturing the fragile part while the environment is behaving turns that risk into a file. You record the run yourself, when the data is right and nothing is mid-deploy, and the narration explains each move as it happens. The live call can still go anywhere the prospect wants to take it; it simply no longer depends on one record loading at one particular minute. When the product changes, you re-record that segment instead of rehearsing a way around it.

Let a rep run the standard demo without booking a specialist

Three solutions engineers cover forty active opportunities, and every demo request lands in the same queue. The account executive has sat through the standard tour more times than anyone, could deliver most of it unaided, and is not cleared to, so a deal waits four days for a slot on a calendar that is already full. When a rep does go it alone, the risk is rarely the tour itself. It is the question afterwards, where an improvised answer about permissions or an unreleased capability has to be walked back weeks later.

A reviewed recording puts the specialist version of the standard path in the rep's hands without the specialist in the room, in wording the presales lead already signed off on. It holds up when the boundary is written down once rather than renegotiated per deal: the rep can play or forward the standard tour, the feature segments and the integration overview, while anything needing configuration on the spot, a custom data model, a migration plan, a security questionnaire or a capability not yet in the shipping release, still books a solutions engineer. Put that list in the demo library instead of in one team lead's head, and the exception stops being decided under pressure on a Friday afternoon.

Put the presenter beside the interface instead of on top of it

Most recorded demos open with a circular webcam bubble parked in the bottom right corner, sitting directly over the settings menu the narration is describing. The viewer watches an elbow instead of the control. Move the bubble and it covers something else. Drop it entirely and the walkthrough turns into a disembodied voice following a cursor, which is the version prospects quietly stop watching somewhere around minute two.

Generating the presenter as a green screen layer separates those two decisions. VisionStory produces the presenter layer; your own editor keys it out and places it at the edge of the frame, scaled to whatever space the screen recording can spare, so the menu, the chart and the field under discussion stay uncovered the whole time. The capture and the composite stay on your side, which is the right split when the demo environment sits behind your own login and the recording is made on your machine.

Show the edition the account is actually being quoted

The library holds one recording of the flagship path, made in the internal org where every option is switched on. A prospect evaluating the mid tier watches it and sees the approval workflow, the audit view and the single sign-on screen their plan does not include. Nobody catches it on the call. It surfaces in the trial instead, when the buyer opens the product and the panel from minute six is simply not there, and the conversation that follows lands on the solutions engineer who never chose that recording.

Once the standard tour is a file rather than a live performance, keeping a cut per edition costs a re-record of the segments that differ rather than a second walkthrough delivered live. Record in a configuration that matches what the account is being quoted, and let the narration name the boundary out loud wherever an entitlement changes, so a viewer hears which plan a screen belongs to instead of assuming it comes with theirs. The presales review then carries one more check before the file is sent: the tier visible on screen, and the capabilities shown beside it, are the ones on the quote.

How presales teams use VisionStory

Every step below assumes one thing is already settled: which environment the screen recording came out of, and which release was running in it the day it was captured. A sandbox on last month's build and the current shipping version look identical once the footage is in an editor, and they are not interchangeable in front of a prospect, so record both facts alongside the capture before anything is generated on top of it.

Before a demo video is sent to a prospect, the presales lead confirms that every interface state, feature and claim matches the version a customer would actually be sold, that the release or version number visible on screen is current, and that the demo data contains no real customer names, logos or records.

  1. 01

    Lay the demo script out as scenes you can still edit

    Hand AI Video Agent the demo script, the deck or the discovery notes behind this walkthrough. It arranges the sequence into scenes that stay editable, writes the narration, places a presenter and generates captions. Read that narration back with one question in front of you: has anything still on the roadmap been described as though a customer could use it today? A script written for a live demo often carries a spoken hedge that the draft flattens into a plain claim, so the solutions engineer restores the qualifier, cuts the unreleased capability, or turns it into a dated statement the account can hold your team to.

    Feature AI Video Agent
    AI Video Agent
    Turn a prompt, URL, PDF or script into an editable multi-shot video draft with an avatar, voiceover and captions.
  2. 02

    Carry the parts the interface cannot show by itself

    Architecture, deployment options, data flow and the boundary of the standard product live in a deck, not on a screen. Bring that existing deck or PDF into AI Presentation and it becomes an avatar-led narrated segment that keeps your original section order, so the walkthrough moves from context into the product in the sequence your team designed. Confirm that diagrams, stated limits, integration names and pricing-adjacent claims on those slides match the current release before the segment is placed next to a recording of the live interface.

    Feature AI Presentation
    AI Presentation
    Turn an existing deck, document or PDF into an avatar-led narrated presentation that keeps the original section order.
  3. 03

    Place the presenter beside the product, not over it

    Generate the presenter as a green screen layer and take it into the editor your team already uses, where it is keyed out and placed at the edge of your screen recording so the menu, chart or field being described stays visible. VisionStory produces the presenter layer only; the capture and the composite happen on your side, which is the right split when the demo environment sits behind your own login. Before the two are laid together, confirm the recording shows no real customer records, internal tooling or unreleased features.

    Tool Green Screen Video
    Green Screen Video
    Create a presenter layer that can be composited beside a product, screen or scene.
  4. 04

    Make older captures readable again

    Screen recordings pulled out of meeting tools are often soft, noisy and compressed to the point where field labels and figures stop being legible. Run them through AI Video Enhancer before they go into a demo. It restores blur, noise and compression damage without changing timing or audio, so narration already synced to that capture still lands correctly. Then inspect the frames that carry information, and re-record the segment if the interface has changed since, because enhancement fixes the picture and not the product version inside it.

    Tool AI Video Enhancer
    AI Video Enhancer
    Restore blur, noise and compression damage in existing footage without changing its timing or audio.

Frequently asked questions

  • Start from a capture your own team records in the demo environment and the script behind it. AI Video Agent sequences that script into an editable draft with a presenter, narration and captions, AI Presentation carries the architecture and context slides the interface cannot show on its own, and a green screen presenter is composited beside the recording so the control being described stays visible. The presales lead then checks the whole draft against the shipping release before it goes anywhere near a prospect.

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