# Walnut Knowledge Base

> Walnut is interactive product demo software for sales teams. This knowledge base covers how to capture, edit, personalize, share, and analyze demos, plus integrations with CRMs and supporting tools.

Every article below links to its raw Markdown source. The full machine-readable catalog with metadata is at https://help.walnut.io/api/v1/docs.json.

## Demos

- [Interactive demos](https://help.walnut.io/articles/demos.md): Documentation for the Walnut Interactive Demos product — the core capability of capturing, editing, and sharing interactive product experiences.
- [Enable demo notifications](https://help.walnut.io/articles/demos/analyze/demo-notifications.md): You must be a Presenter, Editor, Admin, or Account Owner to access this feature.
- [Integrations and analytics overview](https://help.walnut.io/articles/demos/analyze/faqs/integrations-overview.md): Walnut offers powerful integrations and deep analytics to help you track engagement, connect demo data to your workflows, and gain insights into buyer behavior.
- [Analyze the demo funnel](https://help.walnut.io/articles/demos/analyze/funnel-analysis.md): You must be a Presenter, Editor, Admin, or Account Owner to access this feature.
- [Walnut Insights AI](https://help.walnut.io/articles/demos/analyze/insights-ai.md): Insights AI is our all-in-one chatbot designed to provide unparalleled insights into demo performance and your team’s demo usage.
- [Add tracking pixels to screens](https://help.walnut.io/articles/demos/analyze/tracking-pixels.md): You can add code snippets to demos.
- [Walnut Insights overview](https://help.walnut.io/articles/demos/analyze/walnut-insights.md): Unlock the story behind every demo and playlist with built-in Walnut Insights — your all-in-one hub for tracking engagement, performance, and viewer behavior.
- [Auto-name captured screens](https://help.walnut.io/articles/demos/capture/auto-naming-screens.md): You must be an Editor, Admin, or Account Owner to access this feature.
- [Capture Figma designs into a demo](https://help.walnut.io/articles/demos/capture/capture-figma.md): This guide walks you through how to capture Figma designs and turn them into a fully editable Walnut demo.
- [Video capture mode](https://help.walnut.io/articles/demos/capture/capture-video.md): Video Capture mode lets you record your product directly from the Walnut Chrome Extension and automatically insert the recording into your demo template as a screen.
- [Browser support](https://help.walnut.io/articles/demos/capture/faqs/browser-support.md): No, Walnut does not currently support a Firefox browser extension.
- [Capture resolution on 1080p monitors](https://help.walnut.io/articles/demos/capture/faqs/capture-resolution.md): Walnut sometimes prevents users from capturing at a full 1920×1080 resolution, even when their monitor technically supports 1080p.
- [Capture interactions](https://help.walnut.io/articles/demos/capture/interactions.md): The Interactions feature in the Walnut Extension allow users to include interactive elements within a captured screen.
- [Import screens from the screens library](https://help.walnut.io/articles/demos/capture/screens-library.md): You must be an Editor, Admin, or Account Owner to access this feature.
- [Story Capture](https://help.walnut.io/articles/demos/capture/story-capture.md): Story Capture is a GenAI-powered capture mode in the Walnut Extension, designed to jumpstart your guided demo creation process.
- [AI features overview](https://help.walnut.io/articles/demos/edit/ai-mode/ai-features-overview.md): Let Walnut’s AI features do the heavy lifting—automate demo flows, turbocharge insights, and empower your team to build smarter, faster, more impactful experiences.
- [AI Mode is Here: And It’s Changing Everything 🤖](https://help.walnut.io/articles/demos/edit/ai-mode/ai-mode.md): AI Mode is Walnut’s next-generation, AI-powered creation experience — built to help you build, edit, modernize, and publish demos faster than ever.
- [Write effective AI Mode prompts](https://help.walnut.io/articles/demos/edit/ai-mode/ai-prompt-guide.md): We dug into more than 1,000 real conversations with AI Mode over the last few months to see why some land perfectly and others go in circles.
- [Set the default language of a demo](https://help.walnut.io/articles/demos/edit/content/default-language.md): If your demo includes translated guide content, Walnut lets you control which language viewers see first when they open the shared demo.
- [Edit element background colors](https://help.walnut.io/articles/demos/edit/content/element-background-color.md): The Background Color option allows you to customize the background of captured HTML elements directly within the Walnut Editor.
- [Media file size limits](https://help.walnut.io/articles/demos/edit/content/faqs/media-file-size-limits.md): Walnut supports media uploads up to 100 MB per file — whether you’re adding an image, video, audio clip, or PDF attachment.
- [Polls and questionnaires](https://help.walnut.io/articles/demos/edit/content/faqs/polls-and-questionnaires.md): No, Walnut does not currently support polls or questionnaires within demos, playlists, or deal rooms.
- [Apply global edits](https://help.walnut.io/articles/demos/edit/content/global-edits.md): Create any type of edit to your demo in seconds across entire templates.
- [Enable interactive charts](https://help.walnut.io/articles/demos/edit/content/interactive-charts.md): Walnut supports interactive chart libraries to help you create dynamic, data-rich demos that are easy to edit and customize.
- [Peek behind elements and overlays](https://help.walnut.io/articles/demos/edit/content/peek-behind-overlays.md): Peek Behind is a new one-click feature that lets you temporarily hide page masks or other layered elements so you can easily access and edit content underneath.
- [Replace screens with media](https://help.walnut.io/articles/demos/edit/content/replace-with-media.md): Effortlessly swap any element, section, or screen with a PDF, image, or video — all within the Walnut Editor.
- [Create avatars](https://help.walnut.io/articles/demos/edit/guides/avatars.md): Company logos, employee headshots, or brand mascots all make great avatars and help your guides stand out!
- [Move the guide toolbar](https://help.walnut.io/articles/demos/edit/guides/faqs/guide-toolbar-position.md): Walnut does not currently offer the functionality to customize the guide toolbar's position.
- [Hide the Next button on a modal](https://help.walnut.io/articles/demos/edit/guides/faqs/hide-modal-next-button.md): I delete the Next button on a tooltip but not on a modal.
- [Translate guides](https://help.walnut.io/articles/demos/edit/guides/guide-localization.md): Walnut’s Guide Translations feature helps you create localized guided demo experiences by supporting multiple language versions of your guide content inside a single template.
- [Create guided demos](https://help.walnut.io/articles/demos/edit/guides/guided-demos.md): Walnut supports multiple demo formats, including guided and non-guided experiences.
- [Restart demos from guide steps](https://help.walnut.io/articles/demos/edit/guides/restart-from-guide.md): Walnut allows you to add a Restart Demo action directly to a guide CTA, making it easy for viewers to jump back to the beginning of the experience with a single click.
- [Add rich media to guide steps](https://help.walnut.io/articles/demos/edit/guides/rich-media-in-guides.md): Walnut recommends creating short demos with clear messages.
- [Add text-to-speech audio to guide steps](https://help.walnut.io/articles/demos/edit/guides/text-to-speech-in-guides.md): Walnut’s Text to Speech feature makes it easy to turn guide text into audio without uploading a separate recording.
- [Add a video overlay](https://help.walnut.io/articles/demos/edit/guides/video-overlay.md): The Video Overlay feature adds a personal video layer to guide steps in guided demos, allowing creators to appear on-screen as they walk through their product.
- [Autoplay a demo](https://help.walnut.io/articles/demos/edit/structure/autoplay.md): Autoplay lets you create a more passive, guided viewing experience by automatically advancing screens or guide steps after a set duration.
- [Demo types overview](https://help.walnut.io/articles/demos/edit/structure/demo-types.md): Walnut supports multiple demo formats so teams can match the experience to the audience, use case, and stage of the journey.
- [Duplicate a template](https://help.walnut.io/articles/demos/edit/structure/duplicate-a-template.md): There are two ways to access the Duplicate option.
- [Add a floating action button](https://help.walnut.io/articles/demos/edit/structure/floating-button.md): The Demo Floating Button adds a clickable call to action across all screens in a template.
- [Hide edit indicators in the editor](https://help.walnut.io/articles/demos/edit/structure/hide-edit-indicators.md): When you’re building and polishing a demo, Walnut shows small on-screen “edit indicators” to help you spot where changes have been applied (like content updates, variables, guide steps, and more).
- [Create a landing-page demo](https://help.walnut.io/articles/demos/edit/structure/landing-page-demo.md): A landing page style demo helps you turn a single Walnut demo into a polished, clickable starting experience where viewers can choose the path that matters most to them.
- [Create a sandbox demo](https://help.walnut.io/articles/demos/edit/structure/sandbox-demos.md): Sandbox demos, also referred to as non-guided demos, give viewers the freedom to explore your product more naturally.
- [Create & share templates](https://help.walnut.io/articles/demos/edit/structure/templates.md): Templates are the foundation of demo creation in Walnut.
- [Update a demo](https://help.walnut.io/articles/demos/edit/structure/update-a-demo.md): Demos can be updated individually, either from the library or from the template editor.
- [Version control for demo templates](https://help.walnut.io/articles/demos/edit/structure/version-control.md): Version Control for demo templates gives teams a safe, reliable way to track changes, review past edits, and restore earlier versions of demo templates and storylines.
- [Accessibility and compliance](https://help.walnut.io/articles/demos/getting-started/accessibility.md): Walnut demos are built from two distinct layers: the Walnut software layer, which adds interactivity, guides, annotations, playlists, and publishing controls, and the input layer, which includes ca...
- [Install the Chrome extension](https://help.walnut.io/articles/demos/getting-started/chrome-extension.md): The updated Walnut Chrome Extension introduces a more streamlined, flexible way to capture, resize, and build demos.
- [Capture screens](https://help.walnut.io/articles/demos/getting-started/chrome-extension-tutorial.md): This guide provides an overview of the Walnut Extension’s browser compatibility, supported chart and table libraries, and best practices for accurate HTML captures.
- [Edit captured content](https://help.walnut.io/articles/demos/getting-started/edit-captured-content.md): Once your settings are in place and your screens are captured, the next step is shaping the experience inside the Editor.
- [Walnut overview](https://help.walnut.io/articles/demos/getting-started/interactive-experiences.md): Walnut makes it easy to turn any product content into an interactive experience—whether you’re starting from a live web app or static assets.
- [Mobile-friendly demos](https://help.walnut.io/articles/demos/getting-started/mobile-friendly-demos.md): Delivering a great demo experience on mobile devices requires more than just resizing your screen.
- [Publish & share demos](https://help.walnut.io/articles/demos/getting-started/publish-and-share.md): If you’ve been working through the Create Demos series in order, you already know how to: Create and share templates Set display settings Capture screens Create guides for guided demos If those wor...
- [External lead forms](https://help.walnut.io/articles/demos/personalize/lead-forms/external-lead-forms.md): If you’re embedding Walnut demos or playlists using an <iframe> embed code and want to capture lead form data from a form hosted outside of Walnut (for example, on your marketing website), this gui...
- [GatedContent lead forms](https://help.walnut.io/articles/demos/personalize/lead-forms/gatedcontent.md): Use this setup guide to embed your GatedContent lead forms directly in your Walnut demos.
- [Identify Demo Viewers with Lead Forms](https://help.walnut.io/articles/demos/personalize/lead-forms/identify-viewers.md): :::success[Walnut Insights & Analytics Foundations] 👉 Start here: Guide to Walnut Integrations & Analytics ::: :::note[📌 Note] Email Gates are one of Walnut’s primary methods for identifying demo...
- [Style Marketo lead forms](https://help.walnut.io/articles/demos/personalize/lead-forms/style-marketo-forms.md): This guide walks through how to style Marketo forms when they are embedded inside Walnut demos.
- [Add personalized welcome messages](https://help.walnut.io/articles/demos/personalize/lead-forms/welcome-messages.md): Say hey your way 👋—add a personal touch to your demo email gate with a custom welcome message.
- [Auto-fill lead forms with URL parameters](https://help.walnut.io/articles/demos/personalize/variables/autofill-forms-with-url-params.md): Automatically capture the data that matters most.
- [Create demo variables](https://help.walnut.io/articles/demos/personalize/variables/create-variables.md): Walnut variables help you build once and personalize at scale.
- [Identify viewers with email gates](https://help.walnut.io/articles/demos/personalize/variables/email-gates.md): This guide covers everything you need to know about email gates in Walnut — from capturing viewer details and customizing branding, to generating leads in HubSpot or Marketo.
- [Personalization variables overview](https://help.walnut.io/articles/demos/personalize/variables/overview.md): Smart personalization in Walnut helps you tailor demo content automatically using dynamic variables, so each viewer sees a more relevant experience without requiring you to create a separate demo e...
- [Track and Identify Viewers with URL Parameters (Email, UTM, and Custom)](https://help.walnut.io/articles/demos/personalize/variables/url-parameters.md): Walnut supports URL parameters that you can add to any demo, playlist, or deal room link.
- [Bulk-update demos](https://help.walnut.io/articles/demos/publish/bulk-update-demos.md): Keeping your demo library accurate and consistent is essential—especially as your product evolves or multiple teams build in parallel.
- [Set up a custom domain](https://help.walnut.io/articles/demos/publish/custom-domain.md): :::note[Note] Custom Domains is an add-on feature.
- [Embedded Demo Performance & Loading Optimization](https://help.walnut.io/articles/demos/publish/embed-performance.md): Embedded demos are powerful engagement drivers — but how and when they load directly impacts page speed, user experience, and conversion performance.
- [Troubleshoot a broken custom domain link](https://help.walnut.io/articles/demos/publish/faqs/broken-custom-domain-links.md): Encountering the following error message may suggest that your CNAME record has been unintentionally deleted.
- [Troubleshoot an unavailable demo](https://help.walnut.io/articles/demos/publish/faqs/demo-unavailable.md): If your demo was functioning as expected and now you see a Demo is not available message, there are few ways to troubleshoot.
- [Editor screen cropping](https://help.walnut.io/articles/demos/publish/faqs/editor-screen-cropping.md): Interface elements can be pushed off-screen or reorganized if the screens and/or the Guides side panes are open.
- [Create offline demos](https://help.walnut.io/articles/demos/publish/offline-demos.md): Walnut’s Offline Demos feature allows you to download demos so they can be played even when an internet connection is unavailable.
- [Add presenter notes](https://help.walnut.io/articles/demos/publish/presenter-notes.md): Presenter Notes help you deliver demos more confidently by giving you a private space to prepare talking points, value messaging, reminders, and supporting context for each screen.
- [Publish a demo](https://help.walnut.io/articles/demos/publish/publish-a-demo.md): You must be a Presenter, Editor, Admin, or Account Owner to access this feature.
- [Screen display settings](https://help.walnut.io/articles/demos/publish/screen-display-settings.md): One layout doesn’t fit all!

## Integrations

- [Integrations](https://help.walnut.io/articles/integrations.md): Walnut connects to the tools you already use: Salesforce — sync demo engagement, push to Opportunities, build reports HubSpot — connect, sync data, build engagement workflows Marketing automation —...
- [Connect to HubSpot](https://help.walnut.io/articles/integrations/hubspot/connect.md): Integrating Walnut with HubSpot lets you bring interactive Walnut engagement data into your sales and marketing workflows — so teams can follow up faster, automate smarter, and see exactly what pro...
- [Connect demos to HubSpot deals](https://help.walnut.io/articles/integrations/hubspot/connect-demos-to-deals.md): You must be a Presenter, Editor, Admin, or Account Owner to access this feature.
- [Create contacts in HubSpot](https://help.walnut.io/articles/integrations/hubspot/create-contacts.md): Automatically generate and update contacts in HubSpot from every identified demo view.
- [Engagement data in HubSpot](https://help.walnut.io/articles/integrations/hubspot/engagement-data.md): Demo engagement data from Walnut will appear in HubSpot as long as your HubSpot Integration is set up, whether you’ve added a lead form or not.
- [Engagement-based workflows](https://help.walnut.io/articles/integrations/hubspot/engagement-workflows.md): Walnut’s HubSpot integration allows you to turn product engagement into action.
- [Embed HubSpot lead forms](https://help.walnut.io/articles/integrations/hubspot/lead-forms.md): Integrating a lead form into your Walnut demo allows you to effortlessly track and manage contacts created through the demo.
- [HubSpot](https://help.walnut.io/articles/integrations/hubspot/overview.md): You must be an Admin or Account Owner to access this feature.
- [Build a HubSpot reporting structure](https://help.walnut.io/articles/integrations/hubspot/reporting-structure.md): While Walnut does not currently include pre-built reporting inside HubSpot, all Walnut engagement data is synced and available, giving you the flexibility to build reports that align with your work...
- [Sync demo data to HubSpot deals](https://help.walnut.io/articles/integrations/hubspot/sync-deal-data.md): Automatically detect when demo sessions are related to a deal and send Walnut activity to the matched object such as deal, contact, or company.
- [HubSpot high-impact use cases](https://help.walnut.io/articles/integrations/hubspot/use-cases.md): Demo engagement data from Walnut will appear in HubSpot as long as your HubSpot Integration is set up, whether you’ve added a lead form or not.
- [Identify viewers with Walnut Uncover](https://help.walnut.io/articles/integrations/ip-to-company-deanonymization/uncover.md): Walnut Uncover helps you identify the companies engaging with your demos by using IP-based company identification from supported enrichment vendors.
- [Connect to Marketo](https://help.walnut.io/articles/integrations/marketo/connect-marketo.md): Integrating Walnut with Marketo lets you seamlessly incorporate demo engagement data into your marketing and sales workflows — giving your team a richer, more actionable view of how prospects inter...
- [Create Marketo leads from email gates](https://help.walnut.io/articles/integrations/marketo/create-leads-from-email-gates.md): Automatically generate and update leads in Marketo from every identified demo view.
- [Demo Data In Marketo](https://help.walnut.io/articles/integrations/marketo/demo-data.md): If you've added a lead form into your Walnut demo, anytime a lead is created from it, you will be able to find the information in Marketo!
- [Embed Marketo lead forms](https://help.walnut.io/articles/integrations/marketo/lead-forms.md): Integrating a lead form into your Walnut demo allows you to effortlessly track and manage contacts created through the demo.
- [Add demos in Highspot](https://help.walnut.io/articles/integrations/more-integrations/highspot.md): Highspot is a sales enablement platform that allows sales teams to create Pitches to send to prospects, which include various types of content - including demos!
- [Integrate with Slack](https://help.walnut.io/articles/integrations/more-integrations/slack.md): You must be an Admin or Account Owner to access this feature.
- [Integrate with Zapier](https://help.walnut.io/articles/integrations/more-integrations/zapier.md): Walnut’s Zapier integration helps teams send Walnut engagement data into the rest of their go-to-market stack without building a custom integration for every tool.
- [Activate Pardot forms with custom JavaScript](https://help.walnut.io/articles/integrations/pardot/custom-javascript.md): This guide walks through how to add custom JavaScript to a Pardot form so Walnut can capture the submitted email address and detect when the form has been successfully completed.
- [Demo data in Pardot](https://help.walnut.io/articles/integrations/pardot/demo-data.md): If you've added a lead form into your Walnut demo, anytime a lead is created from it, you will be able to find the information in Pardot!
- [Embed Pardot lead forms](https://help.walnut.io/articles/integrations/pardot/lead-forms.md): Integrating a lead form into your Walnut demo allows you to effortlessly track and manage contacts created through the demo.
- [Pardot integration overview](https://help.walnut.io/articles/integrations/pardot/overview.md): Integrating with Pardot enables you to seamlessly incorporate demo engagement data into your workflow, enriching your sales process with key insights.
- [Generate Pardot prospects from email gates](https://help.walnut.io/articles/integrations/pardot/prospects-from-gates.md): Automatically generate and update prospects in Pardot from every identified demo view.
- [Analyze demo engagement in deals](https://help.walnut.io/articles/integrations/salesforce/analyze-engagement-in-deals.md): Walnut's Deal dashboard gives you a complete platform to analyze and understand your deals, helping you make informed decisions at every step of the buyer's journey.
- [Associate demo views to Salesforce entities](https://help.walnut.io/articles/integrations/salesforce/associate-views-to-entities.md): You must be an Admin or Account Owner to access this feature.
- [Configure the Account object](https://help.walnut.io/articles/integrations/salesforce/configure-account-object.md): In this article you’ll learn how to configure your SF objects and how to add the Walnut demo objects into your Objects layout.
- [Configure the Contact object](https://help.walnut.io/articles/integrations/salesforce/configure-contact-object.md): In this article you’ll learn how to configure your SF objects and how to add the Walnut demo objects into your Objects layout.
- [Configure the Opportunity object](https://help.walnut.io/articles/integrations/salesforce/configure-opportunity-object.md): In this article you’ll learn how to configure your SF objects and how to add the Walnut demo objects into your Objects layout.
- [Connect Walnut and Salesforce](https://help.walnut.io/articles/integrations/salesforce/connect.md): This article outlines the technical process for integrating Walnut with Salesforce and is intended for a audience that is familiar with Salesforce's technical architecture.
- [Connect demos to opportunities](https://help.walnut.io/articles/integrations/salesforce/connect-demos-to-opportunities.md): Once an Admin user has enabled the Salesforce integration for your Walnut account, you can connect your published demo to a Salesforce opportunity or HubSpot deal.
- [Add CRM variables](https://help.walnut.io/articles/integrations/salesforce/crm-variables.md): Revolutionize your sales team's productivity by enabling them to effortlessly generate personalized Walnut demos with just a single click.
- [Deal risks overview](https://help.walnut.io/articles/integrations/salesforce/deal-risks.md): Using demo data, we aim to uncover and analyze any risks that may arise from demo activities linked to your deals.
- [Deals overview](https://help.walnut.io/articles/integrations/salesforce/deals-intro.md): Deals The Deals area provides an intuitive dashboard built to help you analyze your deals in order to make informed decisions at every step of the buyer's journey.
- [Generate demo links from opportunities](https://help.walnut.io/articles/integrations/salesforce/demo-links-from-opportunities.md): Generate and access links for existing demos from within Salesforce to automatically link engagement data to the related opportunity.
- [Demo engagement score](https://help.walnut.io/articles/integrations/salesforce/engagement-score.md): A key point to note is the Demo Engagement Score assigned to each deal.
- [Integrate demo data with deals](https://help.walnut.io/articles/integrations/salesforce/integrate-demo-data-with-deals.md): To ensure accurate representation and association of demo data with the right opportunities on your deal pages, Walnut employs two primary methods.
- [Navigate opportunities with Deals](https://help.walnut.io/articles/integrations/salesforce/navigate-opportunities.md): Easily exploring and managing your opportunities is a key part of the Walnut experience.
- [Salesforce integration overview](https://help.walnut.io/articles/integrations/salesforce/overview.md): You must be an Admin or Account Owner to access this feature.
- [Create personalized demos from Salesforce](https://help.walnut.io/articles/integrations/salesforce/personalized-demos.md): Walnut users can generate personalized demos straight from Salesforce by clicking the Get a Walnut button on any standard Salesforce object—Leads, Contacts, Opportunities, or Accounts.
- [Pre-configured dashboards](https://help.walnut.io/articles/integrations/salesforce/preconfigured-dashboards.md): By Installing the Walnut package on SFDC, you’ll get pre-configured dashboards that allow our users to review Walnut usage among company members as well as Walnut’s impact on business metrics.
- [Salesforce reports](https://help.walnut.io/articles/integrations/salesforce/salesforce-reports.md): :::note Before using Walnut Salesforce reports, the Walnut App for Salesforce must be installed and configured in your Salesforce environment.
- [Step 1: Connect to Salesforce](https://help.walnut.io/articles/integrations/salesforce/setup-1-connect.md): When you connect Salesforce to Walnut, you integrate engagement data directly into your workflow.
- [Setup step 2: Install the Walnut app](https://help.walnut.io/articles/integrations/salesforce/setup-2-install-app.md): Walnut for Salesforce is a managed package app that pushes your Walnut demos data into your Salesforce account.
- [Setup step 3: Configure app permissions](https://help.walnut.io/articles/integrations/salesforce/setup-3-app-permissions.md): We recommend providing all users within your Go To Market Team access to the demo data found in Walnut as all users.
- [Setup step 4: Share reports and dashboards](https://help.walnut.io/articles/integrations/salesforce/setup-4-share-reports.md): Efficient collaboration and transparency within your organization are vital for successful business operations.
- [Setup step 5: Configure Walnut objects](https://help.walnut.io/articles/integrations/salesforce/setup-5-configure-objects.md): Walnut currently supports adding enriched demo data to the following three objects: 1.
- [Setup step 6: Embed the deal view](https://help.walnut.io/articles/integrations/salesforce/setup-6-embed-deal-view.md): This guide walks you through the process of setting up and embedding the Walnut Deal View in Salesforce.
- [Setup step 7: Add the Get a Walnut button](https://help.walnut.io/articles/integrations/salesforce/setup-7-get-a-walnut-button.md): This guide will walk you through the process of adding the Get a Walnut button to a page on Salesforce.

## Account & workspace

- [Account & admin](https://help.walnut.io/articles/account.md): Workspace & team — members, roles, permissions, billing Authentication — SSO (SAML), SCIM provisioning
- [Company Settings](https://help.walnut.io/articles/account/company-settings.md): If you’re an admin, Company Settings is one of the first spaces you’ll explore.
- [Enable cookie consent](https://help.walnut.io/articles/account/compliance/cookie-consent.md): This guide covers everything you need to know about Walnut’s Cookie Consent setting — a critical feature for ensuring compliance with data privacy regulations such as GDPR.
- [Demo cookie usage policy](https://help.walnut.io/articles/account/compliance/cookie-usage-policy.md): This is an overview of how the Walnut demo player uses cookies within our application.
- [Set up Walnut for global teams](https://help.walnut.io/articles/account/global-teams.md): Walnut empowers global teams to create, localize, and scale interactive demos in their primary language — without duplicating work or rebuilding assets.
- [Demo and Template Tags](https://help.walnut.io/articles/account/library/demo-and-template-tags.md): Tags help you organize your demo library - making it easy to find the demo or template you need.
- [Recover an archived demo](https://help.walnut.io/articles/account/library/recover-archived-demos.md): 1.Go to the Homepage and click on " Filter By" 2.Click on "Archive" 3.Go to the template you want to restore and click on the 3 dots 4.Click "Restore" <WalnutDemo slug="15260478-31b3-49ea-ae7a-f255...
- [Resource Hub](https://help.walnut.io/articles/account/library/resource-hub.md): The Resource Hub is a centralized library where your team can store, organize, and reuse approved media files across demos, templates, and users.
- [Organize the library with subfolders](https://help.walnut.io/articles/account/library/subfolders-library.md): Welcome to your upgraded Walnut Library.
- [Scale your workspace](https://help.walnut.io/articles/account/scale-workspace.md): A well-governed Walnut workspace makes it easy to build, manage, and scale demos consistently across your organization.
- [Set up SSO and SCIM](https://help.walnut.io/articles/account/sso-and-scim.md): Single Sign-on (SSO) allows users to login to Walnut using their existing account information from Google, Microsoft, Okta or many others.
- [Subscribe to status updates](https://help.walnut.io/articles/account/status-page.md): The Walnut Status Page provides real‑time updates on system performance, outages, and scheduled maintenance.
- [Bulk-update roles and archive users](https://help.walnut.io/articles/account/users/bulk-update-users.md): Streamline team management with ease by updating user roles or archiving multiple users at once—all from your Company Settings.
- [Set collaborator access permissions](https://help.walnut.io/articles/account/users/collaborator-access.md): Choose the permissions your collaborators have when sharing a template.
- [Export User Data](https://help.walnut.io/articles/account/users/export-user-data.md): Workspace Admins can export user data directly from the Users page in Account Settings.
- [Manage roles and permissions](https://help.walnut.io/articles/account/users/roles-and-permissions.md): Walnut uses role-based access control to help teams collaborate efficiently while maintaining clear governance over who can create, edit, share, and manage assets across the workspace.
- [Request additional seats](https://help.walnut.io/articles/account/users/seat-requests.md): The seat request flow allows members of your company to request access into your Walnut environment.
- [Track user and group analytics](https://help.walnut.io/articles/account/users/user-and-group-analytics.md): Walnut analytics show you the wood for the trees.

## API & developers

- [API & webhooks](https://help.walnut.io/articles/api.md): Walnut's REST API and webhooks for building custom integrations.
- [What to Build First — Your 4-Week API Adoption Playbook](https://help.walnut.io/articles/api/api-adoption-playbook.md): You have the API key, you've run your first query.
- [Code Samples — Python, Node.js & No-Code Examples](https://help.walnut.io/articles/api/code-samples.md): Ready-to-use code for common tasks with the Walnut Customer Data API.
- [Customer Data API — Developer Documentation](https://help.walnut.io/articles/api/customer-data-api.md): The Walnut Customer Data API gives you programmatic, self-service access to your demo analytics data.
- [Demo Analytics Cheat Sheet — Key Metrics, Benchmarks & Actions](https://help.walnut.io/articles/api/demo-analytics-cheat-sheet.md): A one-page reference for understanding your demo analytics.
- [Integration Recipes — Connect Demo Data to Your Stack](https://help.walnut.io/articles/api/integration-recipes.md): Ready-to-use recipes for connecting Walnut demo analytics to your CRM, BI tools, automation platform, or AI workflows.
- [Quick-Start Guide — Your First API Call in 5 Minutes](https://help.walnut.io/articles/api/quick-start.md): This guide gets you from zero to pulling demo analytics data in under 5 minutes.
- [Configure webhooks](https://help.walnut.io/articles/api/webhooks.md): Walnut webhooks let you send structured session data to another system automatically whenever a tracked event occurs.

## Playlists

- [Playlists](https://help.walnut.io/articles/playlists.md): Documentation for Walnut Playlists — group multiple demos into a single playable sequence.
- [Advanced playlists](https://help.walnut.io/articles/playlists/advanced.md): Advanced Playlists are add-on Walnut layouts designed to help teams create more polished, landing-page-style content hubs that go beyond the standard Playlist experience.
- [Create a playlist](https://help.walnut.io/articles/playlists/create.md): Walnut Playlists help teams package demos and supporting assets into a single, shareable experience.
- [Notify deal owners on demo activity](https://help.walnut.io/articles/playlists/deal-owner-notifications.md): With Deal Owner Notifications, you’ll automatically get notified when a prospect views a demo or playlist tied to your deal—even if you didn’t create the asset yourself.
- [Configuring Default Language for Embedded Walnut Demos & Playlists](https://help.walnut.io/articles/playlists/default-language.md): Walnut supports multi-language demos through Guide Translations, allowing you to deliver localized demo experiences to global audiences.
- [How to Embed a Walnut Demo or Playlist](https://help.walnut.io/articles/playlists/embed-demos.md): Embedding a Walnut demo or playlist allows you to showcase interactive product experiences directly within your website, LMS system, Help Center, or content portal — anywhere that supports HTML <if...
- [Playlist insights and analytics](https://help.walnut.io/articles/playlists/insights.md): Unlock deeper insight into buyer interests, demo performance, and content impact — all from a single Playlist Insights view.
- [Offline playlists](https://help.walnut.io/articles/playlists/offline.md): Offline Playlists allow you to download an entire Walnut Playlist, including its demos and supported media, so you can present without relying on an internet connection.
- [Play playlists from the Chrome extension](https://help.walnut.io/articles/playlists/play-from-chrome.md): The Walnut Chrome Extension makes it easy to access and play demos and playlists directly from your browser.

## Deal Rooms

- [Deal rooms](https://help.walnut.io/articles/deal-rooms.md): Documentation for Walnut Deal Rooms — interactive, personalized spaces shared with prospects.
- [Get started with deal rooms](https://help.walnut.io/articles/deal-rooms/getting-started.md): Deal Rooms are flexible, powerful, and shareable product experience and deal management hubs designed to align sellers and buyers throughout every stage of the sales cycle—bringing together interac...
- [Deal room insights and analytics](https://help.walnut.io/articles/deal-rooms/insights-and-analytics.md): Give your team complete visibility into deal engagement and momentum with deal room insights & analytics.
- [Build a Mutual Action Plan in a Deal Room](https://help.walnut.io/articles/deal-rooms/mutual-action-plan.md): A Mutual Action Plan (MAP) is a shared, collaborative checklist built inside a Deal Room that aligns sellers and buyers on what needs to happen — and by when — to move a deal forward.
- [Automate deal rooms with the rule engine](https://help.walnut.io/articles/deal-rooms/rule-engine.md): The Rule Engine lets you automate Deal Room creation based on Salesforce Opportunity fields, helping your team scale efficiently and consistently.

## Resources & playbooks

- [Resources](https://help.walnut.io/articles/resources.md): Cross-cutting playbooks and templates — by use case, not by product: Playbooks — end-to-end recipes for common scenarios (lead gen workflows, ABM, etc.) Resource Packs — downloadable templates and...
- [Benchmarking cheat sheet](https://help.walnut.io/articles/resources/benchmarks/cheat-sheet.md): Use this quick reference to benchmark Walnut demos and playlists, diagnose performance gaps, and choose the right optimization lever — without digging through every dashboard.
- [Embedded Demo Performance: Benchmarks, Signals, and What to Optimize](https://help.walnut.io/articles/resources/benchmarks/embedded-performance.md): This playbook is designed to help you understand what strong guided embedded demo performance looks like and how to evaluate your results against proven, real-world benchmarks.
- [Guided demo benchmarks](https://help.walnut.io/articles/resources/benchmarks/guided-demo-benchmarks.md): This guide helps you benchmark guided demo performance using Walnut Insights.
- [Core resource pack](https://help.walnut.io/articles/resources/packs/core.md): This resource pack brings together Walnut’s essential guides for creating, organizing, editing, and sharing product experiences.
- [Deal rooms resource pack](https://help.walnut.io/articles/resources/packs/deal-rooms.md): This resource pack brings together Walnut’s essential guides for building, scaling, automating, analyzing, and optimizing Deal Rooms to support sales, success, and account-based workflows.
- [Embedded demos resource pack](https://help.walnut.io/articles/resources/packs/embedded-demos.md): This resource pack brings together Walnut’s essential guides for embedding demos and playlists across your website, Help Center, LMS, or content hubs.
- [ROI and analytics resource pack](https://help.walnut.io/articles/resources/packs/roi-analytics.md): This resource pack brings together Walnut’s core guides for analyzing demo engagement, mapping full-funnel impact, and measuring ROI.
- [Walnut AI Creation Playbook — Build Demos at the Speed of Thought](https://help.walnut.io/articles/resources/playbooks/ai-creation-playbook.md): Once upon a time, building demos meant clicking through menus, wrestling with formatting, and rewriting the same copy again and again.
- [Deal room playbook](https://help.walnut.io/articles/resources/playbooks/deal-rooms-playbook.md): Ready to build powerful deal rooms that drive engagement, accelerate deals, and delight stakeholders?
- [Embedded demos drive engagement](https://help.walnut.io/articles/resources/playbooks/embedded-demos-engagement.md): Embedded demos help teams replace “dead” content experiences with something buyers can actually explore.
- [Events playbook](https://help.walnut.io/articles/resources/playbooks/events-playbook.md): This resource pack brings together Walnut’s core tools for demos, playlists, and offline experiences, along with power features like QR-based access, personalization, lead capture, and attribution,...
- [Full-funnel playbook](https://help.walnut.io/articles/resources/playbooks/full-funnel-playbook.md): Unlock a full-funnel understanding of your go-to-market engine with Walnut Insights — connecting product demo engagement data across your entire revenue stack.
- [Highspot vs Walnut](https://help.walnut.io/articles/resources/playbooks/highspot-vs-walnut.md): Highspot and Walnut both support modern go-to-market teams—but they solve different parts of the problem.
- [Presenter playbook](https://help.walnut.io/articles/resources/playbooks/presenter-playbook.md): This guide is a practical playbook designed to help teams understand how to use the Presenter role effectively inside Walnut and turn product content into polished, customer-facing experiences that...
- [Boost product awareness with demos](https://help.walnut.io/articles/resources/playbooks/product-awareness.md): A key part of any successful launch plan is how you build awareness around the new product innovation: Improve feature discoverability, drive healthy market and user education, and build continuous...
- [ROI playbook](https://help.walnut.io/articles/resources/playbooks/roi-playbook.md): Welcome to the Walnut Impact & ROI Playbook — your field guide to turning demo engagement into revenue insight.
- [Engage and convert website visitors](https://help.walnut.io/articles/resources/playbooks/website-engagement.md): When it comes to converting website visitors, interactive demos can be a powerful tool.
- [Design best practices](https://help.walnut.io/articles/resources/tutorials/design-best-practices.md): Great design is crucial for your demos to stand out.
- [Enable your champion](https://help.walnut.io/articles/resources/tutorials/enable-your-champion.md): There’s no doubt the way people buy software has changed.
- [Live demo tips](https://help.walnut.io/articles/resources/tutorials/live-demo-tips.md): A few weeks ago, we unveiled Walnut Wisdom and it’s fair to say you loved it 😊 So, we thought we’d treat you to some more tips and tricks to help you deliver the best buying experience.
- [Personalized outreach demo tips](https://help.walnut.io/articles/resources/tutorials/outreach-demo-tips.md): Tips for nailing your next outreach using interactive product demos.

## Product updates

- [Product updates](https://help.walnut.io/articles/updates.md): Release notes for Walnut — new features, fixes, and improvements over time.
- [2025 wrapped](https://help.walnut.io/articles/updates/2025-wrapped.md): What a year. 2025 was the year Walnut evolved from an interactive demo platform into an AI-powered platform that helps revenue teams create faster, sell smarter, and optimize continuously.
- [April 2022](https://help.walnut.io/articles/updates/april-2022.md): Read the full update here
- [April 2024](https://help.walnut.io/articles/updates/april-2024.md): We're so excited to introduce a bunch of new capabilities that will help you make your sales process even more seamless.
- [April 2025](https://help.walnut.io/articles/updates/april-2025.md): Turn your voice into an interactive, guided demo in minutes.
- [April 2026](https://help.walnut.io/articles/updates/april-2026.md): April delivered major updates designed to help you reach global audiences, create with more precision, and present with total confidence.
- [August 2022](https://help.walnut.io/articles/updates/august-2022.md): Introducing Mass edits: Bulk apply edits to your Smart Objects: From now on, you can just say no to making repetitive edits and a resounding yes to even quicker, ready-to-share personalized demos.
- [August 2024](https://help.walnut.io/articles/updates/august-2024.md): Put your product front and center with full screen views in the Editor.
- [August 2025](https://help.walnut.io/articles/updates/august-2025.md): If your Q3 felt like a blur of messy demos, burned-out SEs, and “just one more PDF” requests, you’re not alone.
- [December 2021](https://help.walnut.io/articles/updates/december-2021.md): Read the full update here
- [December 2024](https://help.walnut.io/articles/updates/december-2024.md): Store and reuse approved media files across edits, users, and templates.
- [February 2022](https://help.walnut.io/articles/updates/february-2022.md): Read the full update here
- [February 2023](https://help.walnut.io/articles/updates/february-2023.md): Introducing Walnut Ace: The solution your team needs to sell even more effectively Craft convincing demo pitches faster with OpenAI: Use OpenAI to help you write Guides and Presenter Notes.
- [February 2026](https://help.walnut.io/articles/updates/february-2026.md): February delivered powerful updates designed to streamline your workflow and give you more control over your content.
- [January 2023](https://help.walnut.io/articles/updates/january-2023.md): New Editor Layout Two editing modes: You’ll have two different ways to allow viewers to move through your demo.
- [January 2025](https://help.walnut.io/articles/updates/january-2025.md): Learn more > Tailor each Playlist to your brand or your prospect’s brand!
- [January 2026 wrapped](https://help.walnut.io/articles/updates/january-2026.md): 2026 is officially underway — and we’re starting strong.
- [July 2022](https://help.walnut.io/articles/updates/july-2022.md): Introducing Import screens: From now on when you create a new template, not only can you capture screens from scratch BUT you can also reuse screens that you already captured.
- [July 2024](https://help.walnut.io/articles/updates/july-2024.md): Take a look at our exciting new updates, designed to streamline your demo creation process on the backend, ensuring flawless presentations for your prospects on the frontend.​ Here are the new feat...
- [July 2025](https://help.walnut.io/articles/updates/july-2025.md): Back-to-school season isn’t just for the kids.
- [June 2022](https://help.walnut.io/articles/updates/june-2022.md): Introducing Demo Analytics: a way to gather meaningful data on your visitor’s engagement and uncover which demos perform best.
- [June 2024](https://help.walnut.io/articles/updates/june-2024.md): Our latest updates are all about enhancing Salesforce connections to keep your data in sync, plus an organization tip for your library.
- [June 2025](https://help.walnut.io/articles/updates/june-2025.md): We’re heading into summer with a fresh set of updates to make your demo workflow smoother than ever.
- [March 2021](https://help.walnut.io/articles/updates/march-2021.md): Read here about this product update.
- [March 2022](https://help.walnut.io/articles/updates/march-2022.md): Read the full update here
- [March 2023](https://help.walnut.io/articles/updates/march-2023.md): We launched three new exciting features: Adding demos in Highspot: Embed your Walnut demo directly in Highspot’s Pitch Experience.
- [March 2024](https://help.walnut.io/articles/updates/march-2024.md): Here’s what we’ve released: Define demo settings on the company level Now, Admins can define the default settings for all of the company’s demos to reduce human error and make sure your team adhere...
- [May 2021](https://help.walnut.io/articles/updates/may-2021.md): Read here about this product update.
- [May 2022](https://help.walnut.io/articles/updates/may-2022.md): Read the full update here
- [May 2024](https://help.walnut.io/articles/updates/may-2024.md): We launched four new exciting features: Add guides with ease!
- [May 2025](https://help.walnut.io/articles/updates/may-2025.md): Effortlessly swap any element, section, or entire screen with an image, video, or PDF—enhancing your demos with rich, visual content in just one click.
- [November 2021](https://help.walnut.io/articles/updates/november-2021.md): Read the full update here
- [November 2024](https://help.walnut.io/articles/updates/november-2024.md): Bulk changes to elements in your demos will be applied to newly added screens!
- [November 2025](https://help.walnut.io/articles/updates/november-2025.md): Sometimes the best updates are the ones that remove friction from your day-to-day work easier.
- [October 2021](https://help.walnut.io/articles/updates/october-2021.md): Read the full update here
- [October 2022](https://help.walnut.io/articles/updates/october-2022.md): Three new exciting features: Add Presenter Notes to your demos: Pitch to prospects perfectly using these notes to avoid missing out on any crucial details and key points during your demo Get notifi...
- [October 2024](https://help.walnut.io/articles/updates/october-2024.md): Analyze Demo Playlist performance to better understand your buyers’ interests and intentions.
- [September 2022](https://help.walnut.io/articles/updates/september-2022.md): Two new exciting things: Gain more control over who views your demo: add demo access code, expiration date, and access permissions.
- [September 2024](https://help.walnut.io/articles/updates/september-2024.md): Automatically get contacts created in HubSpot from demo views.
- [September 2025](https://help.walnut.io/articles/updates/september-2025.md): September brought the heat with updates that'll make your demo workflow feel like it got a serious upgrade.