Scenarios

Pre-built data states and use-case templates that give each prospect a relevant sandbox experience.

Scenarios are pre-configured data states that make sandboxes immediately relevant to each prospect. Instead of an empty product, prospects land in an environment that mirrors their use case.

What is a scenario

A scenario is a combination of:

• Sample data -- Records, projects, users, and content pre-populated in the sandbox.
• Configuration -- Feature flags, settings, and integrations pre-configured.
• Starting point -- The page or view the prospect sees first.
• Guide (optional) -- An overlay that introduces the scenario and suggests what to explore.

Creating a scenario

1. Go to Sandbox > Scenarios > New Scenario.
2. Name the scenario and add a description (e.g., "Marketing team managing campaigns").
3. Select or upload the sample data set.
4. Configure the starting URL -- the first page the prospect sees.
5. Optionally add a welcome guide with 3-5 suggested actions.
6. Save and test.

Scenario templates by use case

Organize scenarios around how prospects evaluate your product:

• By industry -- Healthcare, fintech, e-commerce, SaaS. Each with industry-specific sample data.
• By role -- Admin, manager, individual contributor. Each with appropriate permissions and dashboards.
• By use case -- Onboarding, reporting, collaboration. Each highlighting a specific workflow.

Custom data states

For prospects who need a tailored experience:

1. Clone an existing scenario.
2. Modify the data set -- adjust company names, metrics, or record counts.
3. Set personalization variables to match the prospect's context.
4. Save as a custom scenario tied to a specific deal or account.

Managing scenarios

• Versioning -- Each scenario tracks versions. Update the data set without affecting active sandboxes.
• Usage analytics -- See which scenarios are most requested and which drive the highest engagement.
• Archiving -- Deactivate outdated scenarios without deleting them.

Note: Scenarios work with personalization variables. Use {{company_name}} in scenario data, and it resolves to the prospect's actual company name when the sandbox launches.