A tested sequence that builds from simple to impressive, with the data you need to prepare.
Preparing the demo environment
| Prepare | Why |
|---|---|
| A demo user with the Assistant User role and access enabled | So you can show permission scoping convincingly. |
| A handful of customers, items, and a month of sales invoices | So reports return meaningful numbers. |
| A few overdue invoices | For the receivables moment. |
| One scanned invoice or image uploaded | For the document recognition moment. |
| The Sales Analysis prompt template published | To show the templated, consistent experience. |
| A second user with narrower permissions | To prove the permission boundary live. |
The pitch, in 60 seconds
"Today your team finds answers by knowing which screen to open and which report to run. That is training, time, and friction. Watch what happens when they can just ask. And notice that everything you are about to see respects exactly what each user is allowed to do, and is recorded as it happens."
The demo flow
Connect, live. Show the one-time connection and the iVendNext login. Make the point: the assistant signs in as a real user and never sees the password.
A simple read. "How many customers were created this month?" Fast, accurate, no screen-hunting.
A real report. "Run the Sales Register for last month and summarise the top five customers." Show that the numbers match the report.
The template experience. Run the Sales Analysis template, picking a focus and period. Show how it keeps answers consistent.
A controlled change. "Update this lead to Qualified." Then open the audit log and show the entry. This is the trust moment.
The permission boundary. Switch to the narrower user and ask for something they cannot see. Show the assistant return nothing. This is the security moment.
The wow. "Read this scanned invoice and list the items," or "Create a bar chart of monthly sales." Close on capability.
Close on control, not magic. End by returning to the audit log and the settings. The lasting impression should be "powerful, and fully under our control," not "clever AI."