Demo invitation

A demo lasts 30 days per customer. HandiHow creates the demo in the CRM, on the relation. The customer then gets its own school or organization in the demo environment.

Working agreement: create and change demos and dates in the CRM. Use the demo card on the customer page in AI-School only as a fallback, and to delete demo accounts.

1. Invitation: the customer's contact person receives an email with a registration link. The code is already included in the link.
2. Register: colleagues open the link and enter their name and email address. Up to 20 people per customer. Registration is possible right away.
3. Start date: sign-in is possible from the start date HandiHow gave the customer, up to and including the last day (day 30). Anyone who starts later gets the same end date.
4. Day 31: the employees are removed from the demo school. The accounts, chats and files are kept, so the customer can move them to its own environment.
5. 3 months after the start: the CRM creates a task for HandiHow: delete the accounts, or extend the retention period.

Demo card on the customer page

1. AI-School: Customers → customer → Demo invitation.
2. The card shows the status, the start date, the last day, "keep accounts until" and, per account, whether the person has signed in or has already been moved.
3. Actions with the Date field: Change start date, Extend demo to date, Keep until date and Start new demo (only after a demo has ended). An extension works immediately, also after day 31: removed employees return to the demo school.
4. Delete demo accounts (per account with the bin icon, or all accounts): also deletes the chats, files and assistants in the demo. This cannot be undone.