In the world of modern B2B SaaS, delivering a compelling demo is no longer optional — it's a growth lever. With AI at the center of demo delivery, we need new rules and best practices for how to design experiences that are both personalized and scalable.

What makes a great demo in the age of AI

Forget the static click-throughs or rehearsed monologues. A great AI demo:

• Adjusts to the prospect’s role, industry, and use case
• Delivers insight, not just interface
• Moves the buyer forward with purpose

Designing for buyer intent, not product features

Instead of showcasing features, start with pain points. Let the AI agent ask discovery questions, guide the user down relevant paths, and recommend features that solve real challenges.

Dynamic branching vs. linear walkthroughs

AI agents should make decisions on the fly: if a user signals they’re in marketing, the demo pivots. If they’re evaluating a competitor, the conversation sharpens. Linear paths kill engagement — branching logic increases conversions.

The ideal handoff moment to Sales

Let the AI qualify and excite. Once the buyer is warm — engaged, showing buying signals, and asking in-depth questions — hand them off to an AE. Integrate the handoff with your CRM or Chili Piper for a seamless calendar experience.

‍