The problem it solves
A recorded video plays at your pace and stops when the trainee’s question starts. Written SOPs assume the reader knows the vocabulary. Live training does not scale past one room. An agent-guided demo runs at the learner’s pace, in a safe copy of the system where nothing they click can break anything.What it is good for
New hire ramp
The internal tools someone needs in week one, in a copy where a wrong click costs nothing.
Standard operating procedures
One storyline per procedure, named for the outcome.
Customer training
Attach it to a certification path or a support article.
Partner enablement
Teach a reseller your product without giving them an account.
Why the safety matters here
The screens are frozen captures. Nothing runs behind them — no backend, no writes, no real records. A trainee exploring a finance or admin tool cannot delete anything, cannot see live customer data, and cannot reach a state you did not capture. That is usually what makes training on internal tools possible at all.Set it up
1
Capture the real system
Internal tools are behind a login, so record them with the Chrome extension — it captures from the session you are already signed into.
2
One storyline per procedure
Named for what the learner will be able to do, not for the screen it happens on.
3
Ground it in your own documentation
Point knowledge docs at your existing SOPs so the guide answers in your organisation’s language.
4
Send personalized links
Every demo asks for an email at the welcome screen, and that is not configurable. Minting a contact per learner skips the field and greets them by name — which is also how you see who completed the training.
Reading the results
Where trainees interrupt is where your process is unclear. The questions they ask are the FAQ your documentation is missing. Both are in the transcripts.Related
The editor
Shape the screens, guidance, and knowledge behind your agent.
Storylines
One procedure per storyline.