Documentation

Learn how to build interactive recordings with AskReplay

Explore the features, workflows, and use cases that help teams turn recorded videos into trusted Q&A experiences.

Getting started

From recording to answers in four steps

Use the videos and content your teams already create.

01

Create a recording

Start with a recorded demo, webinar, training, walkthrough, or onboarding video — upload a file or paste a hosted URL.

02

Add approved content

Upload a document (.txt, .docx, or .pdf) or paste text. Reuse the same sources across recordings with your Knowledge library.

03

Publish the experience

Publish the recording and share one public link with your buyer and their team.

04

Review questions and follow-up

See what viewers asked, identify content gaps, and respond to follow-up requests.

Workspace guide

What each tab does

A quick tour of your admin workspace — see Core features below for the deeper how-to on each.

Home

Your workspace dashboard: a live pulse across every demo.

  • See viewers, questions, follow-ups, and open gaps across all demos
  • Jump straight to whatever needs your attention next
  • Open any demo, or create a new one

Demos

Every recording, and where you manage each one. Open a demo to work in its hub.

  • Setup: add the video, knowledge, transcript, and suggested questions
  • Share: publish the link and set email or password access
  • Insights: views, questions, content gaps, and follow-up requests
  • Preview: admin-test the exact viewer experience before sharing

Knowledge library

Reusable knowledge you can attach to any recording.

  • Add a document once, use it across recordings
  • See how many recordings use each source
  • Attach library sources from a demo’s Setup → Knowledge panel

Playlists

Pro

Group published recordings into one guided, shareable path.

  • Create a playlist and add videos
  • Drag to set the viewing order
  • Publish and share a single link

Branding

How your workspace appears to your viewers.

  • Set the viewer theme (Light or Dark) and your brand colors
  • Upload a workspace logo
  • Rename your workspace

Team

Invite teammates with admin or member roles.

  • Invite a teammate by email
  • Set admin vs. member access

Billing

Your plan, live usage, and subscription.

  • See recordings, viewer-session, and AI-question usage
  • Upgrade your plan or manage payment
  • Delete the workspace (danger zone)
Core features

Everything that powers a trusted recording

Each feature is designed to keep answers grounded in the content you approve.

Interactive recording viewer

What it is. A public viewing experience where visitors watch a recording and ask questions alongside the video.

Why it matters. Viewers no longer have to leave the recording or wait for a live presenter to get clarity.

Best practices

  • Use a clear title and short description
  • Add suggested questions
  • Keep the video focused
  • Give viewers a clear way to request help

AI Q&A

What it is. A chat experience that answers viewer questions based on approved source materials.

Why it matters. It helps viewers get answers while they are engaged with the recording.

Best practices

  • Upload source material before publishing
  • Test common questions before sharing
  • Keep suggested questions short
  • Review unanswered questions regularly

Approved knowledge sources

What it is. The content that powers answers — a document (.txt, .docx, .pdf) or pasted text. Add a source to one recording, or save it to a reusable workspace library and attach it to any recording.

Why it matters. The quality of the answers depends on the quality of the approved content.

Best practices

  • Upload clear, current source material
  • Break large topics into focused documents
  • Include common questions and answers
  • Keep outdated content removed or updated

Knowledge library

What it is. A workspace-level library of reusable sources. Add a document once, then attach it to any recording that should answer from it.

Why it matters. Shared material (security, pricing, FAQs) lives in one place instead of being re-uploaded per demo, and an update applies everywhere it is attached.

Best practices

  • Put shared docs in the library, demo-specific docs on the demo
  • Attach library sources from a recording’s Knowledge panel
  • Track how many recordings use each source
  • Keep library content current — it powers many demos

Suggested questions

What it is. Preloaded questions that help viewers start engaging with the recording.

Why it matters. Suggested questions reduce friction and show viewers what they can ask.

Best practices

  • Use 3 to 4 questions by default
  • Keep them short
  • Make them specific to the recording
  • Avoid showing too many at once

Follow-up capture

What it is. A simple way for viewers to request help, more information, or next steps.

Why it matters. Not every question should be answered by AI — some viewers need a person to follow up.

Best practices

  • Keep the form simple
  • Use generic, helpful language
  • Ask for only the information needed
  • Review requests regularly

Recording integrations (Gong and Zoom)

What it is. Connect your own Gong or Zoom account once, then import a call directly: AskReplay pulls the video and the transcript, so the recording plays inside AskReplay with citations viewers can click to jump to the exact moment.

Why it matters. Imported calls stay on your AskReplay page instead of sending buyers to another site to watch, and the transcript powers grounded answers automatically.

Best practices

  • Gong: sign in as a Technical Administrator, go to Company Settings → Ecosystem → API, select Create, and copy the Access Key and Access Key Secret (the secret is shown once)
  • Gong permissions: the key needs api:calls:read:basic, api:calls:read:transcript, api:calls:read:extensive, and api:calls:read:media-url. The last one is what returns the recording, so without it an import arrives with no video
  • Zoom: follow Zoom’s own guide at developers.zoom.us/docs/internal-apps/create — in the Zoom App Marketplace choose Develop → Build App → Server-to-Server OAuth, copy the Account ID, Client ID, and Client Secret, then Activate the app. No Marketplace review is needed
  • Zoom scopes: add exactly two, cloud_recording:read:list_user_recordings:admin and cloud_recording:read:recording:admin. Skip the :master variants (those are for accounts that manage sub-accounts) and skip the account-wide and webinar-registrant scopes, which we never call
  • Zoom recordings must be saved to the cloud, and Audio transcript must be turned on in Zoom under Settings → Recording. Local recordings never reach the API, and without the transcript an import falls back to video only and loses click-to-seek citations
  • Paste the credentials in Team settings — each card has step-by-step help with direct links, and we verify the credentials with the provider before saving them
  • Then open a demo → Setup → Video → Import from Gong or Zoom, and pick the call to bring in
  • Recording in another tool? Download the file from there and upload it here

Public links

What it is. A shareable link to an interactive recording.

Why it matters. One link reaches the whole buying group, with no login or install for viewers.

Best practices

  • Test the link before sharing
  • Confirm the recording is ready
  • Use clear titles and descriptions
  • Review engagement after sharing

Playlists

What it is. A way to group several published recordings into one guided path — a course or series viewers browse in order from a single link.

Why it matters. Viewers get a clear, ordered journey through related content, and each recording keeps its own AI Q&A.

Best practices

  • Order recordings from intro to next steps
  • Only published recordings appear to viewers
  • Share one link; viewers move with Next / Previous
  • Keep each recording focused on one topic

Demo Insights

What it is. One place per demo to see views, the questions viewers asked, content gaps, follow-up requests, and recent activity — all scoped to the selected recording.

Why it matters. It turns viewing activity into a clear picture of demand and a to-do list of content to add, even when every viewer is anonymous.

Best practices

  • Pick a demo and review its questions and gaps
  • Add sources to close the top content gaps
  • Turn on email capture to attach names to activity
  • Respond to follow-up requests quickly

Content gaps

What it is. Every viewer question your approved content could not answer, captured automatically the moment AskReplay falls back instead of answering.

Why it matters. It is a direct feedback loop: viewers show you exactly what to add before you share the demo again.

Best practices

  • Review open gaps after each share
  • Add a source or FAQ that answers the gap
  • Mark gaps resolved once covered
  • Fix the highest-count (repeat) gaps first

Admin preview and testing

What it is. A private admin experience for testing the recording, Q&A, and source content before publishing.

Why it matters. Teams can confirm AskReplay is ready before viewers see it.

Best practices

  • Ask common viewer questions
  • Confirm answers are useful
  • Add missing knowledge before publishing
  • Re-test after updating source material
Sales tools

Tools for the whole sales engineering workflow

Beyond recordings, AskReplay helps sales and pre-sales teams move deals forward, all grounded in the content you approve.

Accounts and deals: The Technical Sale

What it is. Run each deal stage by stage, with stages derived from real evidence: research, demos, follow-up, POC scorecard, action plan, and handoff. Track the buying group with champion, neutral, or detractor calls, and mark the technical outcome to archive a decided deal.

Why it matters. Keeps every asset, answer, and stakeholder for a deal together, so nothing gets lost between the demo and the technical win.

Best practices

  • Create a deal as soon as an opportunity is real
  • Confirm suggested stakeholders and mark dispositions
  • Define POC success criteria before the eval starts
  • Mark the technical outcome so decided deals archive

RFP and questionnaire answers

What it is. Draft grounded answers to RFPs and security questionnaires from your approved content, with saved projects and Excel import and export.

Why it matters. Turns a slow, repetitive task into minutes while keeping answers grounded in what you have approved.

Best practices

  • Import the questionnaire as a spreadsheet
  • Keep source content current so answers stay accurate
  • Review drafts before sending
  • Save reusable projects for recurring formats

Objection library, prebuilt

What it is. One click combs every buyer question across your demos and imported calls, clusters them into objections ranked by frequency, and grounds an answer for each in your approved content. Refreshes weekly.

Why it matters. The team answers the objections buyers actually raise, consistently, instead of improvising under pressure.

Best practices

  • Build the library once, then let the weekly refresh keep it current
  • Push approved answers into the knowledge base so live demos handle them too
  • Treat uncovered objections as your content to-do list

Battlecard library, prebuilt

What it is. A battlecard for every competitor you track, built from your knowledge base, the deals where that competitor actually appears, and current web facts with citations. Ask the compare chat how you stack up; answers come only from the built cards and your approved content.

Why it matters. Gives you a defensible, reviewed answer to why you win, without starting from a blank page.

Best practices

  • Track competitors in Setup, then build the library
  • Mark cards Reviewed so the team knows what is approved
  • Use the From a call tab for deal-specific positioning

Deal rooms

What it is. One branded, read-only link per deal for the whole buying group: the demos, answered questions, an ask-anything box, POC proof with live status, and your shared plan. Access is strictly invite-only: only emails you add can enter, verified by a one-time code.

Why it matters. The evaluation stops living in scattered email threads, and every stakeholder sees the same, current story.

Best practices

  • Create the room right after the first demo
  • Write a short welcome note for the buying group
  • Keep POC criteria current; the room shows proof live
  • Invite each stakeholder by email; add yourself to preview

Leadership view

What it is. For SE leaders: trend KPIs (technical wins, POC pass rate, cycle time), a ranked needs-you-this-week queue across every deal, per-SE coaching signals, and a one-slide exportable brief.

Why it matters. Run the week from one list, and walk into the QBR with numbers instead of anecdotes.

Best practices

  • Start Monday from the decision queue
  • Export the brief before leadership meetings
  • Watch single-threaded deals; help SEs multi-thread

Import your website

What it is. Point AskReplay at your site and it maps every page (docs and trust subdomains included), sorts out what is worth knowing, and reads what you confirm. The whole site becomes a single knowledge source, not one per page, so there is one thing to approve and one thing to keep current.

Why it matters. Your workspace starts answering from your real product story in minutes, not after a week of uploads, and your sources list stays readable instead of filling with a hundred URLs.

Best practices

  • Start with your docs and security pages
  • Skip the blog unless posts are product truth
  • Use Rescan website on the source when your site changes: it replaces what is stored with what is live, in place, so nothing is duplicated
  • Answers still cite the individual page they came from, and link to it, even though the site is one source

Discovery research

What it is. Research a company and its people, then turn it into positioning and a point of view for outreach.

Why it matters. Speeds up pre-call prep and helps you lead with relevance.

Best practices

  • Research the account before the first call
  • Turn findings into a specific point of view
  • Save useful research to the deal
Use cases

Built for the videos your teams already use

AskReplay supports the recorded content your teams already create — across sales, marketing, and enablement.

Sales

Sales demos and product walkthroughs

Sales teams can turn recorded demos into interactive experiences that answer buyer questions, capture follow-up requests, and help prospects explore at their own pace.

Key features

Interactive recording viewerAI Q&ASuggested questionsFollow-up captureAnalyticsPublic links

Common scenarios

  • Recorded product demos
  • Post-meeting follow-up videos
  • Demo leave-behinds
  • Partner enablement demos
  • Technical walkthroughs
  • Renewal or expansion education

Questions viewers might ask

  • What does this product do?
  • Who is this for?
  • How does implementation work?
  • What are the next steps?
  • Can someone follow up with me?

Best practices for sales

  • Keep the video focused on one product or workflow
  • Upload a product overview, FAQ, pricing notes, and implementation guide
  • Add suggested questions that match buyer intent
  • Use follow-up capture for questions that need a human response
  • Review questions before follow-up calls
Marketing

Webinars, campaigns, and product education

Marketing teams can make recorded webinars and campaign content more useful by letting viewers ask questions and request next steps without leaving the experience.

Key features

Public linksEmbedsAI Q&AFollow-up captureAnalyticsSuggested questions

Common scenarios

  • Webinar replays
  • Product launch videos
  • Campaign landing pages
  • Thought leadership sessions
  • Event recordings
  • Customer education content

Questions viewers might ask

  • What is this webinar about?
  • Where can I learn more?
  • Is there a related guide or resource?
  • How does this apply to my team?
  • Can someone send me more information?

Best practices for marketing

  • Pair each recording with campaign-specific source content
  • Use suggested questions to guide viewers toward key themes
  • Embed AskReplay on campaign pages
  • Review questions to identify content gaps
  • Use viewer questions to inform future campaigns
Training & Enablement

Training, onboarding, and internal enablement

Training and enablement teams can help learners get answers while they watch recorded content, reducing repeated questions and improving understanding.

Key features

Interactive recording viewerApproved knowledge sourcesSuggested questionsAI Q&APublic or internal linksAnalytics

Common scenarios

  • Employee onboarding
  • Product training
  • Sales enablement
  • SOP walkthroughs
  • Internal process training
  • Customer onboarding

Questions viewers might ask

  • What should I do first?
  • Where do I find the related resource?
  • What does this process mean?
  • Can you explain that step again?
  • Who should I contact for help?

Best practices for training & enablement

  • Upload the training guide, SOP, FAQ, or notes that match the video
  • Use suggested questions to reinforce learning objectives
  • Review common questions to improve future training
  • Keep follow-up language helpful, not sales-focused
  • Update sources when processes change
Admin & operations

Operate and improve your recordings

AskReplay is not only a publishing tool. It helps teams learn what viewers ask, where they get stuck, and what content should be improved next.

Review viewer questions
Identify unanswered questions
Update knowledge sources
Improve suggested questions
Review follow-up requests
Refresh outdated content
Monitor engagement
Best practices

Get the most out of every recording

01

Start with one focused recording

Don’t try to cover every topic in one video.

02

Upload content that matches the recording

The best answers come from source materials that directly support the video.

03

Test before publishing

Ask the questions your viewers are most likely to ask.

04

Keep suggested questions short

Use prompts that help viewers start quickly.

05

Review questions regularly

Viewer questions show where your content is working and where it needs improvement.

06

Update sources over time

Keep answers useful by maintaining approved content.

Plans & pricing

Start free. Upgrade when you need more.

Two plans — Free and Pro. There's no time-limited trial; the Free plan is how you try AskReplay.

Free

$0/month

Share an interactive demo and see what buyers ask. (free for as long as you want)

  • 3 published demos
  • Add recordings by link (paste a URL)
  • Grounded, cited Q&A with no login for buyers
  • 100 AI questions and 500 viewer sessions per month
  • Demo Insights and content gaps
  • One deal to try the workspace on

Individual

Most popular

$79/month

One sales engineer, running the whole pre-sales motion. (or $790 a year, two months free)

  • Everything in Free, plus:
  • Unlimited demos, deals and viewer volume (fair use)
  • Full pre-sales toolkit: RFP and security questionnaires, battlecards, objections, discovery
  • Upload recordings, plus Gong and Zoom import
  • Deal rooms, deal hub, buyer intent and CRM updates
  • Playlists, embeds and email capture

Team

$3,600/year

A sales engineering team, on one invoice. (up to 10 sales engineer seats)

  • Everything in Individual, plus:
  • 10 sales engineer seats with roles and coverage
  • Leadership roll-up: decision queue, technical-win trend, coaching signals
  • Shared battlecard and objection libraries across the team
  • One annual invoice, payable by card or ACH
  • Vendor package and security questionnaire support
FAQ

Frequently asked questions

What types of videos can I use?

Any recorded video — demos, webinars, trainings, walkthroughs, or onboarding content. Upload a file or paste a hosted URL (YouTube, Vimeo, or a direct link).

What source materials can I upload?

Upload a document (.txt, .docx, or .pdf) or paste text — FAQs, product notes, talk tracks, pricing, anything you approve. Those materials become the only source answers can draw from.

Can I reuse the same knowledge across recordings?

Yes. Save a source to your workspace Knowledge library, then attach it to any recording from that recording’s Knowledge panel — no re-uploading. Manage the whole library from the Knowledge library tab.

Can I use AskReplay for internal training?

Yes. Training and enablement teams use it to help learners get answers while they watch, with follow-up language kept helpful rather than sales-focused.

Can I use AskReplay for sales demos?

Yes. Turn recorded demos into interactive experiences that answer buyer questions and capture follow-up requests.

What happens if the answer is not in the approved content?

AskReplay shows a safe fallback and offers a follow-up instead of guessing (answers never come from the open web), and logs the question as a content gap so you can add the missing material.

How do I know what content to add?

Demo Insights shows Content gaps — the exact questions viewers asked that your approved materials could not answer. Add a source or FAQ that covers each one, then mark it resolved.

Do I always know who watched?

Only when you capture an email. Public demos are anonymous by default; turn on “Require an email to view” for a demo (open the demo, then Share → Access) to connect questions and follow-ups to a real address. The dashboard is useful either way.

Can I keep a demo private?

Yes. Require an email to view, protect a recording with a password for prospect-only or NDA demos, and any video you upload is stored privately and served through short-lived signed links (external links like YouTube are used as-is).

Can viewers request follow-up?

Yes. Viewers can share their details to request help, more information, or next steps, and your team receives the request.

Can I update the video or source content after publishing?

Yes. Update the recording or its sources any time — changes apply immediately to the live experience.

How much does AskReplay cost?

Three published plans: Free ($0), Individual ($79 a month or $790 a year for one sales engineer), and Team ($3,600 a year for up to ten sales engineer seats). Enterprise pricing is available for larger teams. Paid plans add fair-use volume, recording uploads, Gong and Zoom import, and the full pre-sales toolkit.

Is there a free trial?

There is no time-limited trial, the Free plan is how you try AskReplay. Start free with no credit card, then upgrade whenever you are ready.

What are playlists?

Playlists group several published recordings into one guided path — a course or series viewers browse in order from a single link, with Next/Previous navigation. Each recording keeps its own AI Q&A. Playlists are included on the paid plans.

Can I match my brand?

Yes — on any plan you can set a Light or Dark theme and your brand colors for the viewer experience (embed, public links, and preview) from Settings → Branding.

How do I upgrade or cancel?

Upgrade from the Billing page in your workspace. To cancel, delete your workspace in Settings, which ends the subscription.

How do I request a feature?

Use the “Request a feature” button in your workspace sidebar — it sends your idea straight to our team.

Ready to build your first interactive recording?