Pre-requisite: To demonstrate Donna creating an opportunity from a visit, you must have access to the public demo SAP tenant for Donna, where you will be configured to act as the Mike Summers demo user.
Please contact the script owners and share your SAP email ID to get the required access.
1. Logging in to the web app as an invited user
All invited users will receive an email titled “You're invited to join the (company) team on Donna”. After clicking “Accept and sign in”, you’ll be redirected to the Donna web app or, if you’re on a device with the mobile app installed, directly logged into the mobile app.
Once accepted, You will be prompted to go through the Donna onboarding flow with the following onboarding steps:
Agree with terms & privacy policy
Enter first name, last name & phone number [Prefer to maintain first name as Mike and Last name as Summers and your mobile number, for Demo script purposes]
Select your time zone & language
Download the mobile app
Select your notification preferences (you may skip)
Done!
See this link for a video showing the full process: https://assets.askdonna.com/videos/onboarding-demo/onboarding-web.mp4
2. Logging in to the mobile app
Donna is available on mobile for on-the-go interactions.
Download:
Login: Use your Donna email [your SAP login e-mail, in which you received the invite]
Mobile Onboarding Steps
Enter your email address to receive the magic sign-in link
Open your email on mobile and click Sign In
Accept Terms & Conditions
Enter:
First Name: Mike
Last Name: Summers
Your Phone Number
Confirm or edit Location & Language
Enable Notifications (you may skip)
Setup complete
Onboarding video: https://assets.askdonna.com/videos/onboarding-demo/onboarding-mobile.mp4
3. Prepare Demo Context in public SAP CX V2 demo tenant
Donna uses SAP data for meeting preparation and debriefs.
Use Mike Summers Smartlink and create Appointment and Visit for the demo.
Appointment 1 – To set up a past Meeting (as Yesterday's meeting)
Create an appointment in your CRM.
Details:
Subject: Initial meeting
Category: Meeting
Account: Cbont Industries
Contact: Joe Wills
Date & Time: Ensure the selected date and time fall within the last 7 days.
Notes (paste below notes as-is):
The customer hosted the meeting at their office and showed strong interest in Pump Products like Multi Eco 33i. Pricing aligned with their budget expectations, and they requested a detailed quote to proceed further.
The meeting concluded with a brief personal exchange during which the contact mentioned a recent weekend trip with his two children, both avid soccer fans, noting that he has effectively become their dedicated driver for matches. This added a light and personable close to an overall constructive meeting.
This information is used by Donna for meeting prep.
4. Create a Visit – (as on Today’s date)
Create a Visit for today.
Details:
Visit Type: General Visit
Description: Follow-up meeting with Cbont Industries (or) Visit Cbont Industries
Account: Select Cbont Industries
Contact: Select Joe Wills
Scheduled Start and End Date/Time: as today's dateThe rest are optional fields, and save them.
This will be used in the Donna app for:
Calling
Meeting debrief
AI-generated insights
4. Final Check
Donna syncs SAP objects every hour
Within an hour, these meetings will appear in the Donna mobile app
You are now demo-ready
How to demo Donna & SAP CX (see - "2. Opportunity to Quote", then "4.3 Manage Lead", then "4.3.7", "4.3.9"): https://content-discovery.int.sap/assets/demo-store/18651Donna is part of your SAP CX IVJ (see "Manage Lead")
Here is a link to the Customer Value Journey
How to demo Donna & SAP CX (see - "2. Opportunity to Quote", then "4.3 Manage Lead", then "4.3.7", "4.3.9"): https://content-discovery.int.sap/assets/demo-store/18651
Please follow below Instructions to avoid Echo of Donna's Voice while calling Donna.
On your laptop (Windows/Mac), you connect to the Teams meeting. (Don't use headphones / ear plugs / just the mic / audio from your laptop.)
On your Phone, also log in into the Teams meeting, but click on "Add another device to meeting" and do this WITHOUT video, WITHOUT audio, WITHOUT mic input (so join without anything on)
Then go to "Share"
Click on "Share Screen "without audio" on iPhone / "Share Screen" with audio disabled (!) on Android.
You can navigate in the app and explain everything.
Then click on one of the call buttons -> Donna calls you -> The screen-sharing will stop. Put the phone on speaker, so that users in the virtual meeting can actually hear Donna talking. (Note that, on your laptop, in Teams (settings), your "noise cancellation" should be off!)
After the phone call is finished, go again to Teams on your phone and share again (like you did before, without audio).
Also, using Quicktime can be used for the specific combo of iPhone & Mac users.
