Buyer Xpert — an AI chat guide on your demo
Buyer Xpert — an AI chat guide on your demo
About This Feature
Buyer Xpert is an AI‑powered chat panel that sits alongside your demo and answers your buyer's questions in context. It is grounded in the demo's own content (screens, guides, presenter notes) plus a company knowledge base, so answers stay on‑message. Buyer Xpert can also navigate the demo to a relevant screen, present a lead form, and escalate to a human — turning an unattended demo into a guided conversation.
Snapshot 📸
Feature Status: AI add‑on Role Access:
- Enable on a demo / configure: Admin, Editor
- Chat with Buyer Xpert: Any demo viewer
Location: Editor → demo → AI → Buyer Xpert. Viewer‑side: a docked chat panel to the right of the demo player.
What Buyer Xpert can do
- Answer product questions grounded in the demo. Buyer Xpert reads the demo's screens, guides and presenter notes as its primary source. When a company knowledge base is attached, it can quote from that too.
- Offer guided replies. Instead of a blank text box, Buyer Xpert surfaces suggested next questions and choice buttons so the buyer can steer without typing.
- Navigate the demo. Buyer Xpert can jump the player to a relevant screen when it recommends one.
- Present a lead form. At the right moment in the conversation, Buyer Xpert can render a lead form to capture the visitor's details.
- Voice mode. Buyer Xpert supports streamed voice replies for a spoken conversation.
- Escalate to a human. If the buyer wants to speak to a rep, Buyer Xpert captures a message and hands off to a Slack channel or the CRM account owner.
Enable Buyer Xpert on a demo
- Open the demo in the editor.
- Go to the AI panel → Buyer Xpert.
- Turn on Enable Buyer Xpert.
- Configure:
- Persona & theme — the assistant's tone, name, and colors.
- Knowledge base — attach the company knowledge Buyer Xpert should answer from.
- Discovery questions — the questions Buyer Xpert opens with to learn about the buyer.
- Lead form — pick the lead form Buyer Xpert may present in the conversation.
- Escalation — where a handoff request goes (Slack channel and/or CRM account owner).
- Publish the demo.
Buyer Xpert appears to viewers as a docked panel next to the demo. It is hidden automatically on mobile viewports, where a fixed‑width side panel would not fit.
What buyers see
- A chat panel next to the demo with a greeting and a couple of suggested first messages.
- Guided choice buttons alongside free text — the buyer can click a suggestion or type their own question.
- When Buyer Xpert recommends a specific screen, the demo player jumps to it.
- When the moment fits, Buyer Xpert presents a lead form inline in the chat.
- A Talk to a human action captures a handoff request and confirms it back in chat.
Analytics and history
Every Buyer Xpert conversation is attributed to the demo session it happened in and is visible in the session drawer alongside events, viewer identity, and demo engagement. Handoff requests, form submissions, and voice usage are all recorded.
FAQs
Is Buyer Xpert the same thing as AI Mode? No. AI Mode is Walnut's authoring assistant — it edits your demo. Buyer Xpert is a viewer‑facing assistant that talks to your prospects while they explore a published demo.
Does Buyer Xpert work in embedded demos? Yes, the panel renders next to the demo inside the embedding page as long as the viewport is wide enough. It is suppressed on mobile.
Can Buyer Xpert hallucinate? Buyer Xpert is grounded in the demo's own content and any attached knowledge base, and its answers are constrained to that material. If the buyer asks something outside scope it offers to escalate.
Does Buyer Xpert count against AI credits? Yes — Buyer Xpert conversations consume AI credits when AI credit metering is enabled for your workspace.