PEEKINDUCK / Setup Walkthrough · How Peekinduck is configured
← Customer Journey
Step 1 · Shared setup

Tell Peekinduck about your software

Peekinduck needs the basics before it can demo anything: who the product is for, where it lives, and the questions you want asked on every call.

  • Software profile · name, one-liner, who it's for
  • Knowledge base · docs, marketing pages, FAQs, pricing
  • Qualification questions · what Peekinduck should ask every prospect
Nova
An AI-native sprint tracker for engineering teams.
PDF nova-product-overview.pdf PDF integrations.pdf URL usenova.com/pricing URL usenova.com/docs
1 · How many engineers on your team?
2 · What tool are you using today?
3 · Are you evaluating now or scoping for later?
Live · Step 3

Give Peekinduck the keys to a sandbox account

A throwaway login is all Peekinduck needs. Add custom login steps if your product has SSO or a multi-step flow.

  • Sandbox credentials only · never use production data
  • Login instructions · natural language, e.g. "click SSO, then choose Google"
  • Encrypted at rest · used only by the exploration agent
https://app.usenova.com
demo+peekinduck@usenova.com
••••••••••••••
Click "Sign in with Google", then choose the demo account. Skip the onboarding tour.
Peekinduck will Open a clean browser session, log in, and start exploring every screen it can reach.
Live · Step 4 · Auto-exploration

Peekinduck maps your product the way a user would

app.usenova.com/sprints
exploring
Dashboard
Sprints
Pipelines
Reports
Settings
Workflows discovered 7
Create a new sprint
Move a ticket to In Progress
Invite a teammate
Connect Salesforce
Export sprint report
Configure Slack alerts
Custom field mapping
Live · Step 5 · Your review

Peekinduck sends you a video of every workflow

Same flow you'd run with a new team member — approve, send feedback, or ask for more.

0:42
Create a new sprint
0:28
Move ticket → In Progress
1:04
Connect Salesforce
0:51
Invite a teammate
Approve
Send feedback
Request more workflows
Video · Step 3 · Upload

Drop in up to 20 recordings

Loom exports, screen captures, whatever you already have. Peekinduck will turn them into a stitched, on-demand demo.

  • Per file · ≤ 2 GB · ≤ 30 minutes
  • Any source · Loom, Zoom, OBS, QuickTime, …
Drop videos here
or click to browse · MP4 / MOV / WebM
01-create-sprint.mp4 42 s · 14 MB
uploaded
02-invite-teammate.mp4 51 s · 19 MB
uploaded
03-salesforce-sync.mp4 1:04 · 28 MB
62%
04-custom-fields.mp4 1:18 · 36 MB
queued
Video · Step 4 · Author workflows

Mark which clip plays for each step

00:42 / 01:18
Step 2 · Open dropdown
Workflows in this video
Create a new sprint
1 Open sprint board 0:02 → 0:08
2 Open dropdown 0:14 → 0:33
3 Name + create 0:35 → 0:42
Invite a teammate
1 Open avatar menu — set times —
2 Invite + send — set times —
Demo agent · Ready

Peekinduck is live on your booking page

Every prospect that books a call now meets a voice agent that knows your product, asks the right qualifying questions, and demos the exact workflow the prospect cares about.

24/7
Available on every booking
23
Languages supported out of the box
Auto
Transcripts + qualification scores back to your CRM
Widget · Step 1

Create the agent, feed it the knowledge

The widget is the in-product voice agent your end-users talk to. Start with the same things you'd give a new support hire: who you are, what you do, where the docs live.

  • Name + behavior · how the agent should sound and act
  • Knowledge base · PDFs, help docs, FAQs, changelogs
  • Status · processing → completed before going live
Nova Assistant
Friendly, concise. Always explain why you're suggesting an action. Never make destructive changes without confirming first.
PDF nova-user-guide.pdf PDF integrations.pdf URL usenova.com/docs URL usenova.com/changelog
Completed · 4 documents indexed
Widget · Step 2

Lock down where it can run, pick how it looks

The widget is gated by your public key + an allowed-origins list — only the domains you whitelist can mount it. Theme it to match your product.

  • Allowed origins · explicit allowlist, CORS-enforced
  • Public key · safe to ship to the browser
  • Theme · color + shape that fits your UI
oa_pub_5f7a3c2e9b1d4a86_nova_prod copy
https://app.usenova.com
https://staging.usenova.com
http://localhost:3000
+ add origin
Widget · Step 3

Paste one script tag into your app

That's the whole install. The widget mounts itself, talks to Peekinduck's backend with the public key, and renders a launcher in your chosen corner.

  • One tag · no build step, no SDK install
  • Async · zero impact on initial load
  • Auto-updates · we ship widget changes for you
index.html copy
<script
  src="https://peekinduck.ai/in-app-widget.js"
  data-public-key="oa_pub_5f7a3c2e9b1d4a86_nova_prod"
  data-api-base="https://api.peekinduck.ai"
  async
></script>
That's it The launcher appears bottom-right. Users click → talk → guide mode answers, action mode does.
Widget · Step 4 · Optional

Teach the agent your product's actions

Want the agent to actually do things, not just point at them? Register a tool for every action it should be able to call — Peekinduck picks which one to run from the user's voice.

  • Defined in your code · keeps execution on your side
  • JSON schema · same shape OpenAI/Anthropic tools use
  • Confirmation · flag destructive actions to need user approval
register-tools.ts copy
// Run any action the agent decides to call
Voqi.defineTool({
  name: "create_sprint",
  description: "Create a new sprint on the current board.",
  parameters: {
    type: "object",
    properties: {
      name: { type: "string" },
      startDate: { type: "string", format: "date" }
    },
    required: ["name"]
  },
  execute: async (args) => api.sprints.create(args),
  requiresConfirmation: false
});
create_sprintno confirm
move_ticketno confirm
delete_pipelineconfirm
refund_orderconfirm
invite_userno confirm
Widget · Step 5

Two modes out of the box

MODE A
Guide
Agent sees the screen, points the user at the right button or field, narrates what to do next.
· No tools to register · Works the moment the script is in · For onboarding, support, accessibility
MODE B
Action
Agent runs the actions you registered, so any user can talk to your software instead of clicking through it.
· Makes your software voice-controllable · Requires tool registration · Auto-confirm flag for destructive actions
Widget agent · Live

Voice built into your product

Every signed-in user now has Peekinduck in their corner — guiding new features, executing the actions you trust it with, and reporting back to you on what users actually try to do.

1 tag
No build, no SDK, no redeploy
23
Languages supported out of the box
Insights
Every question, every tool call, every drop-off, surfaced back