--- title: "Demo presets and the Pre-flight presenter screen" slug: "/help/demos/publish/demo-presets" topic: "demos" last_updated: "2026-09-10T09:10:41.655Z" --- # Overview **Demo presets** let you save a named bundle of variable values (customer name, industry, currency, logo, sample data) and switch a demo to that bundle in one click. Instead of re-typing the same seven variables before every discovery call, a presenter opens the demo, picks the preset for the account they're meeting, and the demo opens already skinned to that vertical. Presets pair with a **Pre-flight presenter screen** — an interstitial that appears before the demo opens so the presenter can confirm the preset (and any per-run overrides) without the buyer watching them fumble in the URL bar. Use presets when you want to: - Ship one master demo that renders as a dozen vertical-specific stories. - Standardize sample data across the sales team so every demo looks "on brand" for the target account. - Move variable configuration from a share-link URL to a picker the presenter can operate live. --- # Create and manage presets Presets are managed at the company level. Any admin can create them. 1. Go to **Company Settings → Global variables**. 2. Click the **Presets** tab. 3. Click **New preset** and give it a name (e.g., _"FinServ — mid-market"_). 4. Fill in the value for each template variable in the list. Leave a field blank to let the demo's default value stand. 5. Click **Save**. The preset is available immediately to every demo in the workspace. Presets appear as rows in the Presets tab. Each row has: - **Edit** — reopen the value form. - **Duplicate** — start a new preset from a copy of this one (fastest way to build a "FinServ — enterprise" from a "FinServ — mid-market"). - **Delete** — remove the preset. Deleting a preset does not touch demos that were run under it; it only removes it from the picker going forward. :::note[Good to know] Presets extend to template variables too, so a preset can pre-fill any variable exposed by the template — not just the customer name. ::: --- # Turn on the Pre-flight screen for a demo 1. Open the demo and click **Create & share** in the top-right. 2. In the share modal, toggle **Pre-flight** on. 3. (Optional) In the **Allowed domains** field, add the email domains that may reach the Pre-flight screen. Named external domains — for example, `partneraccount.com` — are supported alongside your own domain. 4. Copy and share the link. When Pre-flight is on, opening the demo link no longer takes the viewer straight into the demo — it lands on the presenter config screen first. --- # The Pre-flight presenter screen The Pre-flight screen shows: - A **live preview** of the demo, re-rendered with each choice below. - A **Preset** picker listing every company preset. Selecting one applies its values to the live preview. - The **template variables** the preset filled in, with the values shown inline so the presenter can override any one without touching the preset itself. - A **Start demo** button that opens the demo with the chosen preset (and any per-run overrides) applied. The picker is intentionally in front of the presenter, not the buyer — the Pre-flight link is meant to be opened by whoever is about to run the demo (a presenter, an SE, or an SDR sending a pre-recorded walkthrough). :::note Under **Company Settings → Global variables → Presets**, hover a preset to see the tooltip _"A preset is a saved set of variable values you can apply to a demo in one click."_ — the same definition surfaces at the top of the picker on the Pre-flight screen. ::: --- # Preset narration If your demo uses AI-generated narration or per-step text-to-speech, the preset carries its own narration variants. When a presenter picks a preset from the Pre-flight screen, the narration on every step swaps to the preset's variant — and the same narration is carried through to every viewer of that session, not just the presenter's own tab. So a buyer watching a screen-share hears the same customized narration the presenter set up. --- # Allowed domains The **Allowed domains** input beside the Pre-flight toggle limits who can reach the presenter config screen. Add one domain per row: - Your own workspace domain is included automatically. - Add partner or reseller domains (e.g., `partneraccount.com`) so their SEs can also open the Pre-flight link. - Viewers whose email domain isn't listed skip the Pre-flight screen and open the demo with its default values. The allowlist gates the screen only. The demo itself remains subject to whatever share-link settings you've configured (allow/block lists, email gate, verification). --- # Best practices - **Name presets by the story, not the variable set.** _"FinServ — enterprise"_ beats _"CustomerName=Acme, Currency=USD, LogoID=1234"_. - **Keep the preset list short.** Presenters scan; they don't search. 6–10 well-named presets outperform 40 near-duplicates. - **Duplicate to iterate.** When a new vertical shows up, duplicate the closest preset and change three fields rather than starting from scratch. - **Pair Pre-flight with live demos, not embed links.** Buyers don't need to see the picker; presenters do. --- # FAQ **Do presets change the demo itself?** No. A preset only replaces variable values at run time. The underlying demo, its screens, and its guides are untouched — closing the demo leaves the master unchanged. **Can a buyer skip the Pre-flight screen?** No. Pre-flight is opened by a presenter. If you want a buyer-facing link, share the demo without Pre-flight or use a share link with a specific preset already applied. **What happens if I delete a preset that was used on past demos?** Past demo sessions keep the variable values they were run with. New sessions can no longer choose that preset from the picker. **Can I preset any variable, or only the built-in ones?** Any template variable exposed by the demo, including custom ones. This makes presets a first-class way to reskin a template without re-authoring it.