Overview
Manage AI video reps for the selected client workspace. Set their instructions, approve slides, web pages and PDFs, then open a Video meeting or copy its reusable link. Eligible Client Admins and internal admins or executives can manage this work. Demo accounts and impersonation are not supported.
How to use this page
Open AI Video Reps
Select your client workspace, then open Video, AI Video Reps. Use All reps for active reps, Archived or Removed for inactive reps, and Search reps to filter names in the selected view. The table shows status, material counts and the latest saved date. Select a rep name for Test call, or Edit for Rep instructions. Add AI video rep opens a new setup. The SalesHive workspace offers its sales and investor presets; other clients use custom reps. The former AI Sales Reps and AI Presentations addresses open the same workspace.
Set the rep instructions
Open Rep instructions. Complete Rep name, Main instructions, Who is the prospect? and Goal for the call. Expand Approved facts and boundaries to enter Facts the rep can use and Unknown or off limits. Review starter wording before approving it. Public HTTPS links pasted into Main instructions are added to Materials when supported; review the resulting list.
Build your slides
Open Materials and expand Sales deck, then expand a slide. For each slide, complete Title, Visible text and approved facts, and Source for these facts. Use Questions this page answers to record buyer concerns. Optionally upload one PNG, JPEG or WebP image up to 10 MiB and complete Describe the screenshot. The presenter uses approved words and sources, not facts inferred from the picture. Use Add slide, Move up, Remove from draft or Use text only to arrange the story. Keep between 1 and 24 slides.
Add web pages and PDFs
In Materials, expand Web pages and documents. Complete Page name and Page URL; use Add a page or Remove page to keep up to 12 approved destinations. Use public HTTPS links without credentials. Select Open at call start on one web page to show it when the call begins. Selecting another page replaces that choice; clearing it returns the opening to the first saved slide. Import PDF accepts files up to 10 MB, 12 pages each and three documents. Review Document name, expand every Review page entry and check its image and Approved notes. Notes start with up to 2,000 extracted characters; add your own notes for scanned pages. Remove document removes it from the draft. Save version retains the changes.
Save and approve the setup
Select Save version in Rep instructions or Materials to save a draft without changing approval. On Test call, Approve setup and start meeting saves any unsaved changes and approves the selected setup before opening Video. Start meeting appears when the selected saved version is already approved. Get meeting link also approves the selected version when needed. In Rep instructions, expand Version history and approval to Review version or Revoke approval. Reviewing alone does not approve a version.
Start a Video meeting with the rep
On Test call, select Approve setup and start meeting or Start meeting. This opens the normal Video meeting lobby. Complete its device setup and microphone check, then select Join meeting. The configured rep starts when the authorized signed-in host joins and recording is ready. Use the normal Video microphone, camera and sharing controls. Turn rep off stops only the rep; use the meeting controls to leave or end the human call. Check the duration note on Test call: most rep sessions last up to five minutes. When it says the rep runs until you stop it or leave, there is no five-minute cutoff. Recording, access and connection checks still apply. Wait through Connecting... until the rep is ready before speaking.
Create a reusable meeting link
On Test call, select Approve setup and get meeting link or Get meeting link. Copy the Meeting link into a calendar invitation, or select Start meeting with this rep. Creating the link does not start a call or send an invitation. The rep starts when the authorized signed-in host joins the linked Video call and its recording is ready. Guests join through the normal Video flow. The host can turn the rep off while leaving the human call and recording running.
Review a recorded browser call
Open a rep and select Recordings. This lists the saved browser-call reviews available in your workspace. Select Review call beside a call to open its video and Call activity. Expand an activity entry to read its details; Go to this moment seeks the video when timing is available. Previous and Next browse ten call reviews at a time. If the video is processing, select Refresh recordings, then Review call again. Select another rep tab to return to setup.
Return to saved work safely
Use All AI reps to return to the table. If you have unsaved edits, review Leave unsaved changes? before choosing Leave changes. If another window changed the library or an operation could not be confirmed, reload the page and check saved versions and approval before trying again. Draft edits are not autosaved.
Archive, remove or restore a rep
Open the row Actions menu and select Archive or Remove, then confirm. Both disable the rep for calls while retaining recordings and history. Open Archived or Removed to find it again. Select Restore, then review and approve the restored draft before calls. Inactive reps still offer Recordings; their other setup tabs are disabled until restored.
What the buttons do
- All AI reps / Add AI video rep / Edit
- Return to the table, create a setup, or open Rep instructions. Selecting an active rep name opens Test call. Review the unsaved-changes prompt when shown.
- Test call / Rep instructions / Materials / Recordings
- Switch between meeting setup, instructions, materials and saved call reviews. Archived and removed reps allow Recordings only until restored.
- Save version
- Save the completed draft as a new version without changing the approved version.
- Approve setup and start meeting / Start meeting
- Save and approve the selected setup when needed, then open the normal Video lobby. Join meeting starts participation; creating the link alone does not start the rep or recording.
- Approve setup and get meeting link / Get meeting link
- Save and approve when needed, then create or retrieve a reusable Video link for this rep. No invitation is sent.
- Version history and approval / Review version / Revoke approval
- Inspect a saved version or withdraw approval. Reviewing content alone does not approve it.
- Add slide / Move up / Remove from draft / Use text only
- Add or reorder slides, remove a slide while keeping at least one, or remove its image from the draft. Save these edits to retain them.
- Add a page / Open at call start / Remove page / Import PDF / Remove document
- Manage web destinations and PDF materials. Open at call start selects one web page for the opening share; without a selection, the first saved slide opens. Review page images and notes, then save and approve your changes.
- Refresh recordings / Review call / Go to this moment
- Reload call reviews, open video and Call activity, or seek to an available timestamp. Previous and Next browse ten reviews at a time.
- All reps / Archived / Removed / Search reps
- Choose the rep status and search names within that view. All reps shows active reps, including drafts.
- Actions / Archive / Remove / Restore
- Open meeting setup or recordings, disable a rep with confirmation, or restore it as a draft. Archive and Remove retain saved history and recordings.