Presentations

How to use this page

1. 1

   Select the client

   If you work across clients, choose the client in the sidebar first. The library shows only that client's presentations.

2. 2

   Review the library

   All presentations is selected in the sidebar. Current shows the presentations in use and Archived shows the ones put away, each with a count. Each row shows the Name, Status (Published or Draft), Versions (such as 2 versions), Updated date (in your own time zone) and Actions. Select a name or Open to edit it, or View live to open a published presentation's share link in a new tab. Presentations with link sharing turned off have no View live link. On a phone, each presentation shows as a card with its versions and Updated date under the name, and Open and View live as links below.

3. 3

   Create a presentation

   Select New presentation and enter a Name. Short name fills in from it using lowercase letters, numbers and single hyphens; to change it, or to add Audience and purpose (who it is for and what it should help them understand), open More options. Select Create presentation. It is created as a draft with link sharing on, no website required, and opens on Chat so you can describe the design. Cancel or Escape closes the form.

4. 4

   Duplicate a presentation

   Select Duplicate on a library row to copy its newest saved version, or choose a Saved version in Preview and select More options, then Duplicate. In Duplicate presentation, edit Name and select Create copy. The separate presentation opens on Chat with its own draft history. Slides, speaker notes, slide dimensions and design are copied; the original and its published link stay unchanged. You can also ask the presentation agent for a separate named copy. Copying needs a Client Admin for the selected client or an authorized SalesHive administrator.

5. 5

   Archive or restore a presentation

   Select Archive on a row to move it to Archived. It keeps its versions, and a published presentation stays live at its share link. To bring it back, select Archived, then Restore on its row. If the presentation changed since you loaded the page, refresh and try again. Archiving and restoring need a Client Admin for the selected client or an authorized SalesHive administrator.

6. 6

   Share from your own custom domain

   Above Current and Archived, select Add custom domain, enter a subdomain such as content.yourcompany.com (not your main website address), and select Connect. For a new address, add the TXT record shown in your domain's DNS settings, using its exact Name and Value. Keep that record until the address is connected, then select Connect again. While the address shows Setting up, add the CNAME record shown; if you use Cloudflare, set it to DNS only. Select Check now or reopen the library to check it. The custom address serves presentations only after it shows Live; until then, use the existing share links. Select Manage, then Remove address to disconnect it. Connecting and removing need a Client Admin for the selected client or a SalesHive user; other client users only see the address once it is connected.

7. 7

   Design it in Chat

   Choose Chat in the sidebar, or select Edit with chat or Start designing on Preview. Under What would you like to change?, describe the change you want, such as a new layout, different typography, your own colors or a complete redesign, and select Send. You can attach a design reference. Chat opens on a fresh conversation each time you visit; a conversation is saved in Projects once you send it, and Open in Projects at the top reopens it there. New chat starts another fresh one. The agent saves its work as a new draft version. To have it publish, review the exact draft and ask it to publish that version in this live conversation. If an approval card appears on the finished reply, choose Approve to approve that preview or Decline to ask the agent not to apply it. Declining keeps your draft message and asks the agent to preserve the report and private notes. Consecutive tool calls share one row with the current action and a count while work runs. Select the row to expand the actions in order. When finished, it reads Used N tools. Files and other results stay visible while the row is collapsed; a single tool call keeps its own row. While the agent works, the animated SalesHive mark shows Working, or Finishing response as the reply closes. A queued message stays below the active reply and can be sent after the current work stops. An explicit wait tool appears in its tool row with its reason and a countdown to the next check; only that wait provides an active countdown. There is no whole-reply elapsed timer while it runs, though a completed reply footer may show the recorded duration. Read the transcript for the result. If the agent offers an app connection button, select it to connect, reconnect or manage that account. Google Analytics and Search Console open the current company's reporting setup in a dialog. Enter credentials only in the connection form, then ask the agent to check the saved connection before continuing. If Chat says AI chat is unavailable for this workspace's current account status, contact your SalesHive team to review access. Starting another chat or sending another message cannot begin AI work until access is available.

8. 8

   Review a saved version

   Choose Preview. The toolbar sits above the preview, which fills the rest of the screen so the whole slide shows. Pick a version in the Saved version menu, which labels each version with its number (the oldest is Version 1), then its name, Draft or Published and when it was saved. Select the refresh icon beside it after the agent saves a change. Use the Desktop, Tablet and Phone icons to see how the slides fit each screen, or the open-in-new-tab icon to view it in a new tab. In a separate private preview, select Back to chat in the deck's own controls (the bottom bar of web and standard decks, or the header of other decks) to open this presentation's Chat. On a narrow computer window it shows just the arrow. If you opened the preview from a project conversation, it returns to that conversation instead. The return link opens the destination directly, so the originating conversation is restored even on a phone or installed Safari app without browser back controls. The More options (three dots) menu holds Anyone with the link can view, Copy share link, Show contents list, Name and link, Duplicate, Save another version in this deck, any existing Google Slides export, and Private speaker notes when the slides have them. Preview visits do not count toward Performance.

9. 9

   Change the slide dimensions

   In the Slide dimensions menu on the preview toolbar, choose Widescreen 16:9, Wide 16:10 or Standard 4:3. The new size is saved as a new draft copy of the selected version, which then opens in Preview; the original version and the share link do not change until you publish the draft. Review every slide, then publish it. Changing dimensions needs a Client Admin for the selected client or an authorized SalesHive administrator.

10. 10

    Publish a version

    With the version you want selected, select Publish and confirm Publish. That exact version becomes the live version and appears at the share link while link sharing is on. The button reads Published, and earlier versions stay in history. To keep another draft version inside this presentation, open More options (three dots) and select Save another version in this deck. Publishing and saving versions need a Client Admin for the selected client or an authorized SalesHive administrator.

11. 11

    Share or rename a presentation

    On Preview, open More options (three dots). Anyone with the link can view is checked when link sharing is on, which is the default for new presentations. Select it to turn sharing on (confirm Share) or off. Off hides the presentation from its share link and View live; only people signed in to SalesHive can preview it. Speaker notes are never shared. Once sharing is on and a version is published, select Copy share link. Until a version is published, the menu says Publish a version to get a link you can share instead. To rename, select Name and link, edit Name and Link name, and select Save. Changing Link name changes share links on your own address or website, and the old one stops working, so send people the new link. Each link name can be used by only one presentation per client. Sharing and renaming need a Client Admin for the selected client or an authorized SalesHive administrator, and do not apply to Original sales deck.

12. 12

    Check how often it is opened

    Open a presentation and select Performance. Choose 7, 28 or 90 days. Presentation opens counts public page loads across this presentation's published versions, and Recent opens lists the latest 20 opens in UTC. Opens are anonymous page loads, not unique people, and reloads count again. If no version has been published yet, Performance says so and links to Preview, where you can publish one.

13. 13

    Return to the library

    Select All presentations at the top of the sidebar. On a narrow window or phone, the sidebar becomes a section menu beside Presentations; All presentations is the first choice in it.

What the buttons do

New presentation / Create presentation / Cancel

Opens the new-presentation form, creates a private draft presentation, or closes the form (Cancel or Escape) and returns keyboard focus to New presentation.

Name / More options

Names the presentation. More options holds Short name and the optional Audience and purpose instructions for the editor.

Open / View live

Opens a presentation on Preview, or its published share link in a new tab. View live does not appear for drafts or presentations with link sharing off.

Duplicate / Name / Create copy / Cancel

Duplicate opens the copy dialog from a saved library item or Preview. Name starts with the original name followed by (copy). Create copy saves a separate draft and opens its Chat. Cancel closes the dialog before saving; it and Name are unavailable while saving or when a save is unconfirmed.

Current / Archived

Switches the library between presentations in use and archived ones. Each shows how many presentations it holds.

Archive / Restore

On a library row, moves the presentation to Archived, or returns an archived one to Current. Versions and share links are unchanged.

Add custom domain / Connect / Check now / Manage / Remove address

On the library, opens custom-address setup, submits the address and checks its TXT ownership record, checks a pending connection, or opens and removes the connected address. After adding the TXT record, select Connect again. Setting up or Live shows the connection status.

Chat / Preview / Performance

Sidebar sections inside a presentation. On a narrow window or phone, choose them from the section menu.

Edit with chat / Start designing / Back to chat

Edit with chat and Start designing open the presentation's Chat section. Back to chat appears in a separate private preview, inside the deck's own controls: the bottom bar of web and standard decks, or the header of other decks. On a narrow computer window it shows just the arrow. It opens the destination directly and returns to the originating project conversation when available, or this presentation's Chat, including in an installed Safari app. Embedded editor previews use their existing Chat section; public share links have no return link.

Send / New chat / Open in Projects

In Chat, sends your requested change to the agent and saves the conversation in Projects, starts a fresh private editing chat for this presentation, or opens the current conversation on the Projects page.

Saved version

Chooses which saved version Preview shows. Each choice starts with its version number, so copies with the same name and save time are easy to tell apart.

Refresh drafts (refresh icon)

Beside Saved version, reloads the saved versions so a change the agent just saved appears.

Publish

After confirmation, makes the selected version the live version, shown at the share link while link sharing is on. Shows Published, and is unavailable, when that version is already published.

Desktop / Tablet / Phone / Open preview in a new tab

Icon buttons on the preview toolbar. They change the preview width, or open the selected version in a new tab.

Slide dimensions

On the preview toolbar, shows the selected version's slide size (Widescreen 16:9, Wide 16:10 or Standard 4:3). Choosing another size saves it in a new draft.

More options (three dots)

On the preview toolbar, opens a menu with Anyone with the link can view, Copy share link, Show contents list, Name and link, Duplicate (creates a separate presentation), Save another version in this deck (keeps a new draft in this presentation), any existing Google Slides export and Private speaker notes when the slides have them. Click outside it or press Escape to close it.

Anyone with the link can view

Inside More options, a switch (checked when on) that turns link sharing on or off for the published version. Turning it on asks you to confirm Share. Off removes the share link and View live until you turn it back on. Not shown for Original sales deck.

Copy share link

Inside More options, copies the share link. Appears only when link sharing is on and a version is published; before then, the menu shows Publish a version to get a link you can share.

Show contents list

Inside More options, a switch (checked when on) that shows or hides the slide contents list and its Contents toggle for viewers of this presentation. It applies to every saved version and the live share link right away, with no republishing, and the preview reloads to match. It does not appear for Original sales deck. Changing it needs a Client Admin for the selected client or an authorized SalesHive administrator.

Name and link / Link name / Save / Cancel

Name and link, inside More options, opens a dialog to change the presentation's Name (up to 120 characters) and Link name (lowercase letters, numbers and single hyphens). Save applies both; Cancel closes without saving. When Link name changes, the dialog warns that the old share link stops working.

Open existing Google Slides export

Inside More options, appears when the version already has a Google Slides copy and opens it.

7 days / 28 days / 90 days

Changes the Performance reporting period.

All presentations

First item in the sidebar. Shows the presentation library, and returns to it from an open presentation.

Common questions