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Applies to: Agencies selling AI agents to clients

What is the best way to demo an AI agent to a potential client?

Votel recommends giving the demo yourself instead of letting the prospect test the agent alone. A demo is only as good as the person's ability to role play as a customer, and most business owners do not know what to say. Left alone, they ask odd questions such as "are you real?" and never see what the agent can do.

  1. Pull the prospect onto a screen share.
  2. Open the agent and click Start test.
  3. Play a customer, for example ask about the services or what it costs to repair an AC.

If you also put a demo on your website, put it behind a lead capture form or give a toll-free number to call, so you still capture the visitor's contact details when they try it themselves.

Updated October 21, 2026More in AI Agents & VoiceAll FAQs