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Demo Settings

The Settings panel (accessible from the demo editor toolbar) contains all configuration for a demo beyond the step content itself. Settings are organised into tabs: General, Gate, Branding, Completion, Voiceover, Calendly, Access, Webhooks, and Danger.

General​

Use the General tab to edit the demo title, public slug, and internal description. Editors can also lock a demo from further edits. Locked demos are hidden from the Chrome extension and cannot have steps, screenshots, voiceovers, or settings changed until they are unlocked.

Voiceover​

If your workspace has an ElevenLabs API key configured, you can select the AI voice used for voiceover generation. The voice is set per-demo — different demos can use different voices.

Calendly integration​

Preface integrates with Calendly to let viewers book a call directly from your demo.

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A screenshot showing the Calendly button in the demo player will go here.

To enable it:

  1. Go to Settings → Calendly
  2. Paste your Calendly URL (your personal or team scheduling link)
  3. Optionally customise the CTA button label (default: "Book a demo")

Once enabled, a booking button appears in the player's header bar throughout the demo. Additionally, any CTA annotation with the action set to Book a demo will open the same Calendly widget.

Completion screen​

The completion screen is what viewers see after they reach the final step of your demo. Configure it to give viewers a clear next action.

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A screenshot of the completion screen as seen by a viewer will go here.

FieldDescription
HeadingThe main title on the completion screen (e.g. "You've seen the product!")
BodySupporting text — a good place for a brief description or next-step guidance
Primary CTAA prominent button with a label and URL (e.g. "Start free trial" → your sign-up page)
Allow restartShows a Watch again link on the completion screen

If Calendly is configured, a booking button is also shown on the completion screen alongside your CTA.

Gate settings​

See the dedicated Gate page for full documentation on the lead capture form.

Branding​

See the dedicated Branding page for full documentation on visual customisation.

Access​

Control who can view your demo. By default, published demos are publicly accessible to anyone with the link.

The Access tab shows:

  • Public demo URL — the /d/{slug} link for the demo
  • Embed code — an iframe snippet you can copy into your website
  • Bypass token link — a private link that can bypass the lead capture gate when a bypass token exists

Webhooks​

The Webhooks tab lets you send gate submissions to CRMs and automation tools. See Webhooks for setup details and instance-level availability.

Danger zone​

The Danger section at the bottom of Settings contains publish controls and irreversible actions.

Publishing​

  • Publish demo — makes the demo publicly accessible at its shareable link
  • Unpublish — returns the demo to draft; the link stops working immediately

If your workspace has reached its published demo limit, clicking Publish demo will show a message rather than publishing. Unpublish an existing demo first, or contact your administrator about upgrading your plan.

Deleting​

  • Delete demo — permanently deletes the demo and all its steps, leads, and settings. This cannot be undone.