HowdyGo Documentation

website·Indexed 35 days ago

https://docs.howdygo.com

Documentation for HowdyGo, a platform for creating interactive product demos. Features include Howdy AI for demo content and structure, sandbox environments, terminal and CLI recording, and integrations with Attio, Heap, Segment, and Marketo. Includes guides on embedding demos, password protection, and trust and security compliance.

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What's inside HowdyGo

  1. Overview of HowdyGo Terminal Recorder

    The HowdyGo terminal recorder is a command-line tool that captures terminal sessions and converts them into interactive demos. It is used to document CLI tools, MCP servers, or developer workflows. Each command executed during the session is captured as a step with an automatically generated annotation. The resulting demo can be edited, organized into chapters, personalized, and shared or embedded.
  2. Overview of AI Narration

    AI Narration is a text-to-speech feature in HowdyGo that converts written text into high-quality audio bubbles for interactive demos. It provides professional voice-overs without recording equipment, supports multiple languages, and automatically generates WebVTT subtitle files for accessibility. It is ideal for product walkthroughs, onboarding flows, and training materials.
  3. Overview of HowdyGo Offline Access

    Offline access allows users to save and present sandboxes without an internet connection, which is ideal for trade shows, conferences, client visits, or travel. This feature is available exclusively for users on the Pro plan and above.
  4. Overview of Howdy AI capabilities

    Howdy AI is a chat-based assistant built into HowdyGo designed to accelerate the creation of interactive demos and sandboxes. Unlike generic AI tools, it automatically analyzes captured content in HowdyGo—including clicked elements, UI text, page navigation, and flow sequences—to understand the product journey. It also incorporates company-specific information (industry, target audience, and value proposition) to ensure generated content is tailored to the specific product and audience rather than using generic filler.
  5. Edit images and documents within HowdyGo

    HowdyGo includes an integrated image editor that allows users to edit image steps, images, charts, and PDFs directly within the recorded UI.
  6. Understand HowdyGo Sandboxes and their use cases

    Sandboxes are a non-linear demonstration tool for SaaS products, designed for live calls or sharing with prospects. Unlike linear guided demos, Sandboxes allow for branching paths, linking one screen to multiple different screens, and a fullscreen reflow for an immersive experience. They support personalization features such as UI text/image edits, content blurring, brand image replacement, and password protection.
  7. Use Sandboxes for non-linear product demonstrations

    Sandboxes provide a flexible, non-linear way to demonstrate a SaaS product during live calls or via shared links. Key capabilities include:

    • Screen Linking: Create branching demo paths with automatic link detection.
    • HTML Editing: Edit text and images, or blur and hide elements within sandbox screens.
    • Personalization: Replace logos and brand images to tailor the experience for specific prospects.
    • Navigation: Use Cmd+K to access the command menu for quick search and navigation within the editor.
    • Organization: Sandboxes can be duplicated for iteration and added to Collections alongside regular demos.
    • Prescreen Pages: Sandboxes include landing pages similar to regular demos.

    Pricing: Sandboxes are available as an add-on for $99/month on Pro and Enterprise plans.

  8. Review HowdyGo infrastructure security controls

    HowdyGo utilizes Vercel for web-app hosting and AWS for storage and underlying architecture. The following infrastructure security controls are implemented:

    • Access Control: Privileged access to encryption keys, production databases, firewalls, operating systems, and production networks is restricted to authorized users with a business need. Unique account authentication (username/password or SSH keys) is enforced for systems and the production network.
    • Remote Access: Remote access to production systems requires both multi-factor authentication (MFA) and an approved encrypted connection.
    • Network Security: Network segmentation is used to prevent unauthorized access to customer data. Firewalls are utilized and their rulesets are reviewed at least annually. Network and system hardening standards are documented based on industry best practices and reviewed annually.
    • Monitoring & Detection: An intrusion detection system provides continuous network monitoring. Log management tools are used to identify security-impacting events, and infrastructure monitoring tools generate alerts based on predefined performance thresholds.
    • Lifecycle & Maintenance: Access is revoked for terminated employees via termination checklists. Service infrastructure is patched during routine maintenance and in response to identified vulnerabilities.
  9. Analyze viewer drop-off with Progression metrics

    Progression metrics allow you to track the conversion rate of viewers between each step of a demo. This data helps identify specific points where viewers drop off or stop engaging, enabling you to optimize content length and structure to increase the percentage of users who view the entire demo and take a final action. Note: Demo analytics are available on the Pro plan and above.
  10. Manage and organize demos in HowdyGo

    HowdyGo provides a suite of tools to organize and maintain demos. Key capabilities include:

    • Organization: Create folders to group demos by product, use case, or team, and move existing demos into these folders.
    • Operations: Duplicate existing demos to create copies or delete unused demos.
    • Collaboration: Search for specific demos and access demos created by colleagues for team collaboration.
  11. Implement dynamic personalization variables in HowdyGo

    HowdyGo allows you to dynamically edit annotations and text/images in a recording using variables. These variables can be populated via URL query parameters in share links or embeds, programmatically via the HowdyGo SDK, or using Howdy AI for specific prospects.
  12. Understand and track demo Impressions in HowdyGo

    Impressions represent the number of people who have seen your demo. In HowdyGo, an impression is specifically logged when a user mouses over the demo.

    Key capabilities include:

    • Viewing aggregated impressions across all demos.
    • Drilling down into a specific product tour to see impressions over time.
    • Viewing weekly impression counts by hovering over the line graph in the analytics dashboard.

    Note: Demo analytics are available on the Pro plan and above.