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Demo Environment Setup Checklist

Complete this checklist before every customer-facing session.

  1. Verify demo system is running and reachable from the presenter machine.
  2. Load the correct synthetic documents for the chosen script.
  3. Confirm pre-extracted results are visible and selectable.
  4. Reset covenant alerts to the expected baseline state.
  5. Clear prior Q&A history so no previous session context appears.
  6. Test screen share quality and audio path with a second device.
  7. Pre-open backup screenshots for quick fallback if the live flow fails.
  • T-24 hours: full dry run.
  • T-60 minutes: data and state reset.
  • T-10 minutes: connectivity and audio check.