Getting started with Video Agent

Avatar
Caroline S.
Who Can Use This Feature?
FreeStarter
Teams Enterprise
Accounts without the Video Agent add-on can create up to 15 AI videos.

Vidyard’s Video Agent uses action triggers in your preferred CRM, MAP, or sales engagement tool to create and share one-to-one personalized AI videos with ease. You don’t need to lose that personal touch when sending emails in bulk through a campaign—Vidyard sends each viewer customized videos, tailor-made for them.

You can use a variety of platforms to enable efficient, automated outreach at scale with Video Agent. For example, you can create a video campaign and set up a Workflow with:

If you'd like to discuss how Video Agent can be set up for your implementation, or you don’t see your preferred platform listed, reach out to your Customer Success Manager or our Sales team for more information!

How it works

 

Trigger-to-Action workflows

AI Avatar workflows are initiated by specific actions your prospects or leads take. A prospect opening an email, filling out a form, or scheduling a meeting can serve as a trigger. These triggers are set up in your sales and/or marketing tools and let Vidyard know when to start the campaign workflow.

Generating AI Avatar videos

Once the workflow is triggered, an AI Avatar video is created. This personalized video is generated from the prospect-specific inputs in your Vidyard campaign script, such as name, company, and other personal details. 

Delivering personalized videos

The unique identifier from your generated video is sent back to your CRM, marketing automation tool, sales engagement platform, or other application. A personalized video link is then shared with that application so it can be easily sent to the prospect via email, messaging tools, or any communication channel your team uses.

Visualization of the Vidyard Video Agent workflow showing how videos are created through interactions between another application and Vidyard

Need support

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