Portal

Key Features

• •AI-led Autopilot demos: An AI agent screenshares and clicks through your product, narrating features and asking qualifying questions. This runs 24/7, providing consistent, scalable demos without manual effort.
• •Guardrails: Set blockers on UI elements, URLs, and API calls in real time. Prevent prospects from accessing sensitive areas like billing pages or API keys, ensuring secure exploration.
• •Sandboxed Isolation: Each Portal session runs in an isolated cloud environment that resets after use. Prospects interact with real data without risk, and you control read-only or full access.
• •Multilingual Support: The AI agent can conduct demos in multiple languages, making your product accessible to global audiences without separate localization efforts.
• •Session Analytics and Transcripts: Track every click, question, and moment in a demo. Gain insights into which features interest prospects, allowing you to refine your sales approach and product focus.
• •.ptl Spec Files: Portals are defined by small declarative JSON documents that describe entry point, behavior, guardrails, and AI presence. This enables version control and programmatic creation.
• •Quick Setup (<60 seconds): Spin up a Portal by providing a URL, localhost, or file. The platform auto-deploys and persists login state, dropping prospects into exactly the right state.

Use Cases

• •Pre-call landing page demos: Embed a Portal link on your homepage. When visitors click, an AI agent autonomously demonstrates key features and asks screening questions, generating qualified leads for your sales team.
• •Post-call exploration: After a live demo, send prospects a Portal link to a signed-in demo account. They can click around at their own pace, increasing product understanding and accelerating purchase decisions.
• •Prospect qualification: The AI agent actively questions users during demos, gathering pain points and intent. This reduces time spent on unqualified leads and filters out serious buyers early.
• •Sales team training: New representatives can practice product walkthroughs using Portal’s AI-led mode. They observe the agent’s narration and guardrails, learning the script without needing a senior rep.
• •Customer onboarding: Grant new users a sandboxed Portal that mirrors production. They can safely explore features and workflows, reducing support tickets and improving time-to-value.

Who is this for?

Portal is designed for sales development representatives, account executives, product marketers, customer success managers, and demo engineers at B2B SaaS companies. It is especially useful for teams that need to scale their demo operations, qualify leads efficiently, and provide prospects with a realistic product experience without manual hand-holding. Companies with web-based products—whether in analytics, CRM, project management, or enterprise software—can benefit from Portal’s AI-led and self-serve demo modes.