Reseller demo account: present the platform with your brand

Who can use it

Role	What you see and do
Owner	The portal has a single login, the reseller's. Whoever signs in creates, opens, recreates, and deletes the demo account.
Admin	Not applicable: the team roles of a customer account do not exist in the portal. The portfolio's customers neither see nor are affected by the demo.
Agent	An agent from a customer account cannot access the reseller portal.

Screens

"Demonstração" (Demo)

The "Demonstração" (Demo) screen is for maintaining a separate, fictional account with your brand, ready to open in the meeting: nothing is charged, nothing is sent, and no customer appears.

Address in the dashboard: /revenda/demonstracao

The "Demonstração" (Demo) screen in a demo account, with names and values blurred.

How to get there: Through the menu and the "Demonstração pronta" (Demo ready) shortcut (or "Monte a sua demonstração" (Build your demo)) in the footer of "Visão geral" (Overview).

Demo account

The card that does everything. Without a demo, it explains what it is and offers to create one; with one, it shows the name, the preparation date, and the actions.

Fields and filters

"Nome da conta (o que a plateia vê no painel)" (Account name (what the audience sees on the dashboard)): The name at the top of the demo's dashboard. It comes suggested with your brand name and can be changed before creating.

Buttons and actions

"Criar conta de demonstração" (Create demo account): Prepares the account with the full fictional operation (leads, conversations, and pipeline) and your brand; takes a few seconds.
"Entrar na demonstração" (Enter the demo): Opens the demo dashboard already with your brand, ready to present.
"Recriar" (Recreate): Asks for confirmation to return the demo to the original scenario.
"Excluir" (Delete): Asks for confirmation to delete the demo.

The demo stays outside the portfolio and the payouts; nothing is charged and no message is actually sent.
Inside the dashboard nothing tells the audience it is a demo; the notice appears only in the portal.

Recreate the demo?

Confirmation: everything that was changed returns to the original scenario and dates start counting from today, so you arrive at the meeting with a fresh operation. No customer account is touched.

Buttons and actions

"Voltar" (Back): Closes without recreating.
"Recriar demonstração" (Recreate demo): Recreates the account; progress appears on the card's button and the result in a notice.

Delete the demo account?

Confirmation: the demo disappears entirely (fictional leads, conversations, and pipeline). No customer account is touched and you can create another later.

Buttons and actions

"Voltar" (Back): Closes without deleting.
"Excluir demonstração" (Delete demo): Deletes the demo account.

Screen states

Loading: The card's description line appears as a skeleton while the dashboard checks whether a demo already exists.
Nothing here yet: Without a demo, the card explains what it is and shows the name field with "Criar conta de demonstração" (Create demo account).
If something goes wrong: If it is not possible to check whether one already exists, the card says so with the "Tentar de novo" (Try again) button; failures when opening, recreating, or deleting appear in a notice.
Creating, recreating, or deleting: The button shows "Preparando a demonstração…" (Preparing the demo…), "Recriando…" (Recreating…), or "Excluindo…" (Deleting…) and the other actions are blocked.

Step by step

How to create a demo account with my brand

Open "Demonstração" (Demo) in the portal menu.
Check or change the name in "Nome da conta (o que a plateia vê no painel)" (Account name (what the audience sees on the dashboard)).
Click "Criar conta de demonstração" (Create demo account) and wait a few seconds.

How to present the platform to a customer in a meeting

In "Demonstração" (Demo), click "Entrar na demonstração" (Enter the demo).
The dashboard opens with your brand and the fictional operation; present freely, nothing is charged or sent.

How to reset the demo before the meeting

Click "Recriar" (Recreate) on the demo card.
Confirm in "Recriar demonstração" (Recreate demo): the scenario returns to the original, with dates starting from today.

How to delete the demo account

Click "Excluir" (Delete) on the card.
Confirm in "Excluir demonstração" (Delete demo). You can create another whenever you want.

Frequently asked questions

Is the demo charged or does it count toward my revenue?

No. It stays outside the portfolio and the payouts, and nothing in it is charged.

Do messages sent in the demo reach anyone?

No. No message is actually sent; the whole operation is fictional.

Does the audience notice it is a demo account?

Nothing inside the dashboard gives the showcase away: it appears with your brand and the name you chose. The notice that it is a demo appears only in the portal.

I changed things in the demo during the meeting. How do I undo them?

Use "Recriar" (Recreate): everything returns to the original scenario, with dates counting from today.

Can I have more than one demo?

No. The reseller account has one demo account; for another version, recreate it or delete it and create it again.