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Staff Demo Guide

Allison Demo — Steve Jobs Style

How to present Allison Voice AI to clients. Follow this script for a high-impact, story-driven demo.

The Formula

  1. Paint the problem — make them feel the pain
  2. Twist the knife — show how bad the status quo really is
  3. Reveal the solution — Allison enters
  4. Show, don't tell — live demo
  5. Land the punchline — emotional close

Part 1 The Problem 2 min — no demo yet

Open with a question

"How does your morning start as a CRM agent?"

Pause. Let them think.

"You log in. You stare at a list of contacts. Maybe 30, maybe 50. And you ask yourself — who do I call first? Who's waiting for a reply? Did someone respond overnight?"
"So you start scrolling. You click into one contact — read the messages. Click back. Click into another one. Check when you last texted them. Was it 2 days ago? 5 days ago? You're not sure."
"Then your manager pings you: 'Hey, did you follow up with that lead from Tuesday?' And you think... which lead from Tuesday?"

Pause.

"This is the reality. Every morning, every agent spends the first 10 to 15 minutes just figuring out what to do. Not selling. Not closing. Not helping customers. Just... orienting."

Twist the knife

"And it gets worse. Once you finally know who to contact — now you have to do 6 different things."
"Open the chat. Type the message. Switch to another contact. Create a to-do so you don't forget. Set a follow-up date. Tag them. Assign them to someone. Every single action is a click, a form, a dropdown."
"And at the end of the day, your manager asks 'How's the team doing?' and nobody really knows — because the data is spread across 5 different screens."

Pause.

"We've been building CRM tools for years. Better dashboards. Better filters. Better pipelines. But the fundamental problem hasn't changed. The agent is still the one doing all the work. The tool just... sits there. Waiting to be clicked."

Part 2 The Shift 30 sec

"What if the tool didn't wait?"

Pause.

"What if when you logged in, someone had already read through all your contacts, all your messages, all your follow-ups — and was ready to brief you? Like a teammate who got to the office before you and organized everything."
"And what if you could just... talk to them? Say 'text Benjie' and it happens. Say 'set a follow-up for tomorrow' and it's done. No clicking. No typing. No switching screens."

Pause.

"That's Allison."

Part 3 The Demo 7 min

Segment 1: The Entrance

Setup

Point to the pink orb on screen.

"When you log in, she's already here. Waiting. She already analyzed your contacts, your messages, your team's workload."
"Let me show you."
Action

Click Play. Say nothing. Let Allison talk for 60–90 seconds.

She will greet by name, read dashboard numbers, go through recommendations naturally, and ask if you want to know more.

"In 60 seconds, she told me everything I need to know. Who's waiting for a reply, who's gone cold, who's showing interest. She even knows what they said — the actual message content."
"That 15-minute morning routine? Gone."

Segment 2: Taking Action

"But knowing is only half the problem. The other half is doing. Watch."
Action 1 — Create a task
"Add Dummy Three to my to-do"

Let her confirm. Confetti fires. Action Center opens.

You say: "Task created. By voice. It's already in my Action Center."

Action 2 — Set a follow-up
"Set a follow-up for Michael Thompson next Monday"

Let her confirm.

You say: "Follow-up set. She calculated the date from 'next Monday'. No date picker."

Action 3 — Open a conversation
"Open Benjie's chat"

LiveChat window opens.

You say: "She opened the conversation. I didn't search for anything. I just said the name."

Action 4 — Send a text message ⭐ (the big moment)
"Now watch this carefully."
"Text Benjie saying thanks for reaching out, I'll review your request today"

Let Allison read it back and ask for confirmation.

"Yes, send it"

Confetti fires. Message appears in LiveChat.

Pause. Let the audience see the message in the chat.

"She drafted the message. Read it back to me. Asked if I was sure. And only sent it after I said yes."
"Look at LiveChat — the message is right there. Same as if I typed it. Same delivery pipeline, same Twilio integration, same everything. But I didn't type a single character."
Action 5 — Tag a contact
"Tag Benjie as VIP"

Confetti. You say: "Tagged. One sentence."

Action 6 — Assign a contact
"Assign Ethan Walker to Vic Sun"

Let her find Vic and confirm.

You say: "She looked up Vic Sun by name, matched them in our team, and assigned the contact. Try doing that in 3 seconds with a dropdown."

Segment 3: The Goodbye That Keeps Giving

"One more thing."
Action
"Thanks Allison, that's all"

Allison does NOT say goodbye. Instead she asks: "Before I go, any feedback, feature requests, or bugs you'd like to report?"

"Yeah, it would be really useful to see response times per agent so I can coach the team"

Let Allison ask a follow-up. Answer briefly. Let her summarize and submit. Big confetti. Feedback panel opens. Allison says: "Speak to you soon, Benjie! Have a lovely day, go ahead and crush it!" Session closes. Dock stops glowing.

Pause.

"Every single time an agent says goodbye, Allison asks for feedback. She doesn't send a survey. She doesn't show a popup. She just asks — naturally, in conversation."
"You know what the number one problem in product development is? Getting feedback from users. Forms get ignored. Surveys get 5% response rates. But a friendly voice asking 'anything you'd change?' at the end of a conversation? That gets real answers."

Part 4 The Close 1 min

"So let me recap."
"Before Allison — an agent logs in, spends 15 minutes figuring out their day, then clicks through dozens of screens to take action."
"After Allison — they log in, get briefed in 60 seconds, take 7 actions by voice without touching a mouse, and on the way out, share a product insight that makes the whole platform better."

Pause.

"13 voice actions. Real-time. No new backend needed. Every session logged for usage tracking."
"And we named her Allison — after my daughter, who likes pink. That's why she has rosy cheeks."

Smile.

"Thank you."

Cheat Sheet: Voice Commands

Say ThisWhat Happens
"Add [name] to my to-do"Creates task, Action Center opens
"Set a follow-up for [name] tomorrow"Sets date on contact
"Open [name]'s chat"LiveChat window opens
"Text [name] saying [message]"Sends SMS (confirms first)
"Tag [name] as VIP"Adds tag
"Assign [name] to [agent]"Assigns contact to teammate
"Thanks Allison, that's all"Triggers feedback → farewell

Pre-Demo Checklist


If Something Goes Wrong

Don't panic. Steve Jobs had demos fail too.
ProblemSay ThisDo This
Allison doesn't appear"Let me refresh"sessionStorage.clear() + refresh
No audio"One moment"Check volume / mic permission
Tool fails"Let me try that again"Repeat the command
She doesn't ask for feedback"I have some feedback for you"She'll switch to interview mode
Awkward silence"Allison, are you there?"She'll respond
Total failure"Let me show you the recording"Have a backup screen recording