Virtual Demonstration

The "Virtual Demonstration" tracker detects phrases indicating that a product or service demo—often conducted via screen sharing, online platform, or live guided walk-through—is happening or planned. By capturing these references, teams gain insights into how often demos occur, which features are showcased, and how customers respond to visual presentations.

Who Benefits:

• Project Managers & Team Leads: Understand how frequently and effectively representatives use demos, informing training and workflow improvements.
• Sales & CX Teams: Identify when prospects are shown product capabilities in real-time, helping tailor follow-ups and assess demo outcomes.
• Business Managers & Strategists: Spot trends in demo usage to refine product presentation strategies, tools, and messaging.
• Compliance Officers: Ensure demos adhere to guidelines, that no non-compliant functionality is shown, and that promised features align with reality.

Value Proposition:

• Enhanced Engagement: Tracking demo occurrences helps gauge how customers interact with visual presentations, impacting conversions and satisfaction.
• Operational Efficiency: Structured JSON output integrates into dashboards, enabling analysis of demo frequency, effectiveness, and needed enhancements.
• Continuous Improvement: Insights from demos guide refinements to presentation materials, product prototypes, and representative training.

Data Dictionary

Objective:

Detect phrases in the conversation that indicate a virtual product/service demonstration—such as “let me show you,” “I’ll share my screen,” “I can walk you through the interface,” or “we’ll do a live demo.” The tracker returns occurrences of matched phrases, along with timestamps and confidence, enabling teams to understand how demos factor into their engagements.

Proposed JSON Schema:

{
  "trackers": [
    {
      "name": "Virtual_Demonstration",
      "matches": [
        {
          "text": "<string>",
          "timestamp": "<ISO 8601 or relative time>",
          "confidence": <number> // 0.0 to 1.0
        }
      ]
    }
  ]
}

Data Dictionary:

If No Matches Found:
If no virtual demonstration references are detected, return an empty matches array for "Virtual_Demonstration" or omit the tracker. If no trackers match at all, return:

{
  "trackers": []
}

Determining Confidence & Thresholds

How the Virtual_Demonstration Tracker Works:

• Seed the tracker with phrases related to demos (e.g., "I'll share my screen," "let's do a live demo," "I can show you the product interface," "I'll walk you through a quick demonstration").
• The system generalizes these phrases to find semantically related statements in the transcript.
• Confidence indicates how closely the detected phrase aligns with conducting or planning a virtual demonstration.

Confidence & Calibration:

• Initial Testing: Validate on known calls to confirm that detected phrases truly represent a virtual demo scenario.
• Refine Phrases: Add or remove seed phrases as tools, platforms, and demonstration styles evolve.
• Thresholding: Downstream processes can filter out low-confidence matches if necessary.
• Stakeholder Feedback: Involve sales leads, PMs, or compliance teams to refine definitions and ensure relevant demos are captured.

Prompt Construction & Instructions

Role Specification & Reiteration:

• Present the system as a “highly experienced assistant” identifying virtual demo mentions.
• Reiterate instructions: return only JSON, follow schema, no extra commentary.

No Hallucination:

• Only detect virtual demos if the transcript supports it.
• If uncertain, assign a lower confidence or omit matches.

Strict Formatting:

• Return only JSON with trackers.
• If none found, return empty trackers.

Example Prompt for Implementation

System Message (Role: System):
"You are a highly experienced assistant that identifies 'Virtual_Demonstration' mentions in a conversation. You have:

• A transcript
• A 'Virtual_Demonstration' tracker defined by seed phrases indicating product/service demos.

Your task:

1. Detect phrases suggesting a live or planned virtual demo.
2. Return text, timestamp, and confidence.
3. Return only JSON as defined. No extra commentary.

Instructions & Variables (example):

{
  "tracker": {
    "name": "Virtual_Demonstration",
    "phrases": [
      "share my screen",
      "walk you through the interface",
      "live demo",
      "let me show you how this works"
    ]
  }
}

User Message (Role: User):
"Analyze the following transcript and detect 'Virtual_Demonstration' mentions:

[TRANSCRIPT_JSON][TRANSCRIPT_JSON]"

Expected Output Format:

{
  "trackers": [
    {
      "name": "Virtual_Demonstration",
      "matches": [
        {
          "text": "Let me share my screen so you can see how the feature works.",
          "timestamp": "2024-07-10T10:00:00Z",
          "confidence": 0.9
        }
      ]
    }
  ]
}