Conversation Insights
When a visitor talks to your AI Demo Agent, LiveDemo writes up the conversation for you. You don't have to read transcripts to know what happened.
What you get for every session
| Insight | What it is |
|---|---|
| Summary | 2–4 sentences: who the visitor is, what they wanted, what they saw |
| Topics | Short tags such as SSO, pricing, Salesforce integration |
| Intent | high, medium or low buying intent |
| Unanswered questions | Questions the agent could not answer from your knowledge |
| Qualification answers | Values the visitor shared, such as team size or role (see Qualification & Booking) |
When insights are written
- When the session ends. The visitor hangs up, or the session has been idle for 5 minutes (most visitors just close the tab). Change the idle time in the agent editor under Settings → Session summary (5 to 60 minutes, in steps of 5).
- During long conversations. The summary is refreshed every 8 messages. The agent itself reads this summary, so it remembers what was said earlier in long chats.
Where to find them
Open Analytics → AI Agents:
- The Sessions table has Summary and Intent columns. Tags also mark sessions as qualified and booked.
- Click a session to open the drill-in. You'll see the summary, topics, recorded answers, unanswered questions, recap views, the session replay, the full transcript and the emails sent for that session.
- In Analytics → Leads, click Emails sent on an agent lead to see every summary email that lead received.
Links called Replay in Slack messages, webhooks and HubSpot notes open this drill-in directly.
What happens next
When a session ends, LiveDemo also:
- sends a
session.endedevent to your webhooks and Slack; - if summary emails are on and the visitor left an email, emails them a recap (see below);
- if HubSpot is connected and the visitor left an email, creates or updates the HubSpot contact and adds a note with the summary, demos watched, qualification answers and replay link (see Integrations).
Summary emails
Send visitors a recap of their conversation automatically.
- In workspace Settings → Email communications → Session summary emails, choose how emails are sent:
- Disabled (default): no summary emails.
- LiveDemo email: sent from
support@livedemo.aias "Agent name via LiveDemo". Nothing to set up. - Your SMTP server: sent from your own address. Enter host, port, username, password and from email (and optionally a from name and reply-to), then click Send test email.
- Open the agent and go to Settings → Session summary.
- Turn on Email the summary to the visitor when an email was captured.
- Edit the subject and body, click Preview, then Save template.
How it works:
- The email goes out once, when the session ends, and only if the visitor shared an email (lead form or during the chat).
- The summary in the email is written to the visitor ("you asked about…"), not the sales summary your team sees.
- Every email has an unsubscribe link. Visitors who unsubscribe get no more summary emails from your workspace.
- Your SMTP password is stored encrypted and is never shown again after saving.
- Templates are plain text. Blank lines start a new paragraph and links become clickable.
| Placeholder | Value |
|---|---|
{{firstName}} | Visitor's first name, or "there" |
{{name}} | Visitor's full name |
{{agentName}} | Your agent's name |
{{summary}} | Visitor-facing summary |
{{topics}} | Topics discussed |
{{demos}} | Demos the visitor watched |
{{recapUrl}} | Link to the recap page |
{{bookingUrl}} | Your booking link |
{{agentLink}} | Link to your agent, so the visitor can come back and chat again |
A line is skipped when all its placeholders are empty. For example, Demos you watched: {{demos}} disappears when no demo was opened.
Every email sent (or failed) is listed under Settings → Sent summary emails, in the session drill-in and per lead in Analytics → Leads. Click one to see exactly what was sent.
Unanswered questions from all sessions feed the Knowledge Gaps report.
Next: Qualification & Booking
More in AI Demo Agent
- Create an AI Demo Agent: Create an AI Demo Agent that answers buyer questions from your knowledge, opens the right LiveDemo, qualifies visitors and books meetings.
- Qualification & Booking: Let the AI Demo Agent ask your qualification questions, decide who is qualified with your own rules, and book meetings inside the demo.
- Website Widget: Put the AI Demo Agent on your website as a chat bubble, email pill, smart search bar, button or inline iframe, with different behaviour per page.
- Knowledge: Teach the AI Demo Agent from your whole website, documents, FAQs and sales calls, see exactly what it reads, and fill the gaps.
- Personalized Demos: Show every prospect a demo with their own company name, first name and logo, from an agent link or your website.
- Recap Page: Every AI Demo Agent session gets a private, shareable recap page that visitors forward to their team, and you see who opened it.
- Webhooks & Slack: Send AI Demo Agent leads, qualified visitors, bookings and conversation summaries to Slack, Zapier or your own endpoint with signed webhooks.