We Heard You: So We Made Building Interactive Demos Way Easier

First demo builds can feel overwhelming – we’ve heard it firsthand.

“There’s a bit of a learning curve. I had to redo steps multiple times to get a hang of the tool.” (G2)

“It takes some time to get used to and learn how Navattic works. It’s not easy to get started with.” (G2)

But building demos just got a major upgrade: Navattic Copilot, an AI assistant that does the hard work for you.

Just click through your product, and it instantly builds a first draft of a ready-to-share interactive demo:

• Writing copy based on your style guide and preferences.
• Anchoring tooltips based on best practices from 30,000 demos built on Navattic.
• Crafting a cohesive story based on existing product and messaging docs, plus any other input you want to prompt it with.

Below, we explain why we built Copilot, what it does, and how leading SaaS brands are using it to speed up their sales, marketing, and customer success demo workflows.

At Navattic, we’ve always aimed to create a delightful user experience. Initially, this meant offering multiple ways to capture your product and rich editing tools.

While these options gave users flexibility, they also created friction. Users weren’t exactly sure:

• What to capture and how: “It can be kind of a chore to undo things you didn’t want to capture.” (G2)
• What features did what: “Understanding the product terminology and the relationship between flows, captures, modals, and tool tips takes a little getting used to.” (G2)
• How to make a demo flow logically: “Navattic has great features that allow you to replace page elements like images and text elements, but on a demo with multiple interactions on the same product screen, I didn't find a great way to apply changes across my flow, so there was a lot of redundant work to get each screen of the demo to match.” (G2)

But once users hit publish on their first demo, creating the second and third was significantly faster.

One of our users points out, “Once you’ve built your first experience, things click into place, but streamlining that part of the process would make creating new demos even faster.”

Another says, “After the first 1 or 2, you get a lot faster, and really that’s just what it takes to put together an impactful demo.”

The faster we could get users to that stage, the faster Navattic could deliver value. And that’s what inspired Copilot.

Before Copilot, building a demo meant storyboarding every detail: crafting an opener, guiding users to an aha moment, and nudging them toward your CTA.

That’s a lot to think through.

Copilot removes that mental load, generating demo flows from the content you’ve already created, like:

• Click-throughs of your product
• Technical documentation
• Previously built demos
• Help articles
• Blogs

Plus, it comes with other features that make editing existing demos much faster (and far less tedious):

• Magic Editor, which lets you edit and personalize specific elements, like text, charts, or tables. Just describe the changes you need to make (“Please change all of these account names to healthcare companies”) and Navattic will make those changes in seconds.
• AI Up-to-Date, which uses AI Detection to find and mass replace old dates hiding in your Captures.
• Copilot Memory, which ensures every draft demo reflects your company’s tone and messaging, even when built by different team members.
• Launchpad, which lets you save, reuse, and personalize the demos you created with Copilot.

Overall, using Copilot means highly tailored demos get out the door in minutes instead of hours, helping your sales team gauge buyer interest, surface new stakeholders, and move deals forward faster.

Step #1: Find 3 to 5 “Aha” Moments to Highlight

Demos are a great way to show prospects exactly what they can expect when using your product.

Guiding them straight to an aha moment can help them visualize what it would be like to use your product for their particular use case and get them thinking about other ways to incorporate your product into their workflow.

To figure out what the best aha moments are for your ICP, we suggest:

1. Uploading PDF transcripts of your best sales or customer success call recordings from tools like Gong or Grain into ChatGPT or Claude.
2. Asking the LLM to find 3 to 5 aha moments from the call recordings.
3. Reviewing those with your product and customer success teams to make sure they are accurate. Remember, you want users to understand exactly how your product will help them in their day to day.

Step #2: Use a Demo Automation Tool to Capture Those Moments

Find an interactive demo software that can clone your software. Ideally, find one that uses AI to make the demo building process even simpler.

As we alluded to earlier, Navattic’s Copilot is a good candidate, because it:

• Auto-generates demos while you click through your product
• Accelerates editing with Magic Editor
• Let’s you repurpose demos for different use cases or personas

After you’ve got a first draft of your demo, go in and make some edits.

Make sure you’ve got clear CTAs, like “Book a Call,” “Sign Up,” “Explore Further,” that match your goal (lead gen, free trial sign ups, prospect education).

Then, personalize the text copy and demo data to match each segment of your ICP (role, industry, etc.).

Step #3: Monitor and Refresh Regularly

Once your demo goes live, use analytics to identify:

• Drop-off points. Users may be confused about how to proceed. Go through it again yourself to see what might be prompting that disengagement.
• CTA clicks. Track what happens next. Adjust your current demo or email cadence to improve adoption and follow-through.
• High-intent signals. Make sure those leads go directly to your reps so they can send a tailored follow-up.

Don’t forget to update your demos so users are seeing the most up-to-date functionality.

Having a recurring refresh on the calendar can help, especially if it lines up with your product release schedule.

The team at Jellyfish decided on a quarterly cadence to maintain consistency. “The tours are only as good as how well you maintain them. There are always going to be new features and suggestions, so I think that's really important.”

If you’re stuck, you can always look through our Customer Showcase for inspiration.

And don’t forget, our support team is there to help whenever you need it, via live chat or one-on-one time with your CSM.

Want to see Copilot for yourself? Check out our interactive demo.