Summary emails
After a conversation, send the visitor a recap with what they asked, the demos they saw and your booking link.
1. Choose how emails are sent
In workspace Settings → Email communications → Session summary emails:
| Option | From |
|---|---|
| Disabled (default) | No emails |
| LiveDemo email | support@livedemo.ai as "Agent name via LiveDemo". Nothing to set up |
| Your SMTP server | Your own address. Enter host, port, username, password and from email, then click Send test email |
2. Turn it on for the agent
- 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.
Template example
Hi {{firstName}},
Thanks for chatting with {{agentName}}. Here's a recap:
{{summary}}
Demos you watched: {{demos}}
Want to see more? Book a call: {{bookingUrl}}
All placeholders are listed in Conversation Insights. A line is skipped when all its placeholders are empty.
Rules
- Sent once, when the session ends, only if the visitor shared an email.
- Written to the visitor ("you asked about…"), not your internal sales summary.
- Every email has an unsubscribe link.
- Sent and failed emails are listed under Settings → Sent summary emails, in the session drill-in, and per lead in Analytics → Leads.
Next: Website Widget
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.
- Persona: Set your AI Demo Agent's welcome message, starter questions and extra instructions so it sounds like your best sales rep.
- Voice & Avatar: Give your AI Demo Agent an ElevenLabs voice and an Anam or LemonSlice video avatar, or create an avatar from a photo.
- Demos, Theme & History: Pick which demos the AI Demo Agent can open, set its theme, and undo or revert changes with version history.
- Knowledge: Teach the AI Demo Agent from your whole website, documents, FAQs and sales calls, see exactly what it reads, and fill the gaps.
- Crawl Your Website: Crawl your marketing site, docs or help center into the AI Demo Agent's knowledge and keep it up to date automatically.
- Knowledge Gaps: See the questions your AI Demo Agent couldn't answer, grouped by topic, and turn them into FAQ answers in one click.
- Lead Capture: Ask visitors for their name and email before the chat, capture emails during the conversation, or identify logged-in users from your site.
- 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.
- Personalized Demos: Show every prospect a demo with their own company name, first name and logo, from an agent link or your website.
- Conversation Insights: Every AI Demo Agent conversation gets a summary, topics, buying intent, unanswered questions and an optional recap email to the visitor.
- 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.
- 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.
- Page Rules: Show a different teaser, starter questions or auto-open per page, or hide the AI Demo Agent widget on pages like checkout.
- JavaScript API: Open, close and identify visitors in the AI Demo Agent widget from your own code, and listen to lead, demo and booking events.
- Webhooks & Slack: Send AI Demo Agent leads, qualified visitors, bookings and conversation summaries to Slack, Zapier or your own endpoint with signed webhooks.