DEMO SELECTION
Demo requests should be tied to a product or category.
This keeps the admin follow-up specific and lets product pages point to the right walkthrough.
Product link Category Use case
// BOOK DEMO
Choose a product or category and request a guided walkthrough.
Demo booking is useful for SaaS, dashboards, mobile apps, AI agents, and any buyer who wants to see the flow before quote.
SCHEDULING
Keep the first form simple.
A preferred date and time field is enough for the frontend pass. Calendar integrations can come later.
Date Time Fallback contact
FOLLOW-UP
The demo should become an admin task.
Future admin screens can track pending demos, completed demos, notes, and quote conversion.
Demo inbox Notes Conversion