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A contact is a person, not a demo. Creating one gives you a link that makes your demo personal to them. One contact works against every demo you own, and updating a demo reaches every link you have already sent. There is no per-prospect copy to maintain. Manage them under Contacts in the sidebar.

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What the visitor sees

Deliberately little:
  • The welcome screen greets them by name.
  • If the contact carries an email, the demo does not ask for one — you already know who they are.
That is it. The demo is not visibly “customized”; it is simply expecting them.

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What the guide sees

Rather more:
  • Their name, email, company, and role.
  • Your private note — whatever you wrote about them.
The guide folds all of it into how it talks: it can open on the thing you said they care about, use their company as the example, and skip the parts you flagged as irrelevant.
The private note never reaches the browser. It is resolved on the server on every turn and rides the guide’s instructions. The page itself only ever receives the name and email.

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Creating one

Open Contacts and add a person. What matters: Copy the link it gives you and send it. Creating a contact also kicks off background research on the email’s domain, so the guide knows something about their company before they arrive.

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Writing the note

This is the part that matters. The note is a briefing, not a CRM field.
The second one is a CRM field. It tells the guide nothing it could not guess.

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What it costs

Personalized links are a Pro capability. Each contact you create counts as one active visitor for that billing month, so their link is ready with voice and their details when they open it. See Plans and active visitors.

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Next

People

What happened when they opened it.

Shareable link

Send the same demo without personalization.