Living Guided Demo
Explore SMVue with a read-only guided tour before connecting your CRM.
The Living Guided Demo lets a new user explore SMVue with prepared sample data before connecting a CRM. It opens a shared, read-only demo workspace and walks through the main manager workflow with a guided overlay.
Use it when you want to see how SMVue feels with real sales-management context, without giving SMVue access to your CRM yet.
How to Start the Demo
The guided demo is available during CRM onboarding.
- Go to the Connect your CRM step.
- Find the Not ready to connect? card.
- Click Take a guided tour.
- SMVue sets up the demo session and sends you to the Dashboard.
The tour starts automatically on the Dashboard. You do not need to import data or pick a CRM provider first.
What You See
The demo uses a shared sample workspace with a sales manager view. The tour moves across the product and explains each surface in context:
- Dashboard / Command Center - the Top Priority card, upcoming 1:1 prep, and team vital signs
- Sales Coach - a seeded coaching conversation that shows how SMVue reasons over team data
- Team - Attention Score and the reps who need a manager's attention
- Rep detail - the next 1:1 and the prep context attached to that rep
- Pipeline - the deal table and deal drawer
- Performance - analytics cards and trend views
- CRM connection - the final step sends you back to connect your own CRM
Some steps navigate between pages. If a target element is still loading, the tour waits for it and then highlights it.
What Is Read-Only
The public guided demo is intentionally read-only. You can click through the surfaces the tour opens, but SMVue blocks changes such as creating records, editing data, or sending new Sales Coach messages.
If you try to change something, SMVue shows a message that you are exploring a read-only demo and invites you to connect your CRM to manage your own team.
In the Sales Coach step, the demo opens a seeded conversation so you can read an example answer. The message composer is replaced with a prompt to connect your CRM.
Ending the Demo
Use End Tour at any step, press Esc, or click Connect your CRM on the final step. SMVue exits the demo session, clears the demo cookies, and returns you to CRM onboarding.
The public guided demo does not show the normal demo-session banner controls for persona switching or manual demo exit. Those controls are for partner-controlled demo sessions, not the self-serve guided tour.
How It Differs from Partner Demo Sessions
SMVue has more than one demo flow:
- Living Guided Demo - the self-serve, read-only tour from CRM onboarding. It uses the public demo workspace and starts as a sales manager.
- Partner demo sessions - partner-controlled demo workspaces that can support manager, executive, and rep persona views.
- Demo magic links - links that open a demo account directly. Public guided-demo accounts are read-only; partner demo accounts can be interactive.
If you are in the Living Guided Demo, expect a guided tour with sample data and no saved changes. To work in SMVue with your own team, connect your CRM from onboarding.