API versioning is handled via the URL path (/v1/). When breaking changes are introduced, a new version is released without deprecating the current one immediately. You'll receive advance notice of any deprecation timelines.

Go to Admin > Developer > API Keys

Generate a new API key and store it securely — it will not be shown again

Include the key in the request header: Authorization: Bearer YOUR_API_KEY

Never expose your API key in client-side code. Always make API calls from your server.

Click Invite Member

Enter their email address and assign a role (Admin, Editor, or Viewer)

Optionally assign them to a specific Workspace

An invitation email is sent — they'll set up their access from there

Click Add Workspace and give it a name (e.g., "Sales EMEA" or "Customer Success")

Invite team members to the workspace and assign their roles (Admin, Editor, Viewer)

Content created within a workspace is isolated unless shared at the organisation level

Company SMTP — Configure your organisation's SMTP server. All demo emails sent by any team member will use this configuration by default.

Individual connections — Enable the option for team members to connect their own Gmail or Outlook accounts. They can then send demo emails from their personal professional address.

Project-level white-labelling — Set your custom domain, logo, and brand colours in Admin settings. This applies across all demos in your organisation.

Demo-level styling — In the Style & Actions tab of each demo, you can set or override the logo and brand colour for that specific demo. This is useful for co-branded or...

Toggle on contact capture

Select the fields you want to collect (name, email, company, phone, etc.)

Choose the timing: Before the demo starts, During at a set point, or After the demo ends

Save — the prompt will now appear for all public link viewers at the configured moment

Viewers who receive a personal invite link...

Use a personal invite when you know exactly who you're sending to — outbound prospects, named accounts, or existing customers. The viewer is identified automatically from the moment they open...

The link is generated — copy and use it anywhere (LinkedIn, email campaigns, event materials)

Visitors who arrive via the public link will be prompted to enter their details as configured in the Prompt tab

Optionally lock the link from the same menu to restrict access

Inline embed — The demo renders directly on the page in a defined area

Popup — The demo opens in an overlay when triggered by a button or link

Copy the provided code snippet and paste it into your website's HTML. No developer is required for standard embed...

Import your contacts via CSV or paste them in manually

Customise the email subject and message

Dale generates a unique tracking URL for each contact automatically

Send — every recipient receives a personalised email with their own unique demo link

Choose Invite

Enter the contact's email address and add a personalised note if needed

Dale generates a unique URL for that contact and sends the invite

The contact's engagement is automatically tracked against their profile — no prompt required

End-user title — This is what the viewer sees when they open the demo. Keep it clean and benefit-led (e.g., "Your Personalised Product Tour").

Go to Demos and click Add Demo, then choose Branched Demo

Write your routing question (e.g., "Which industry are you from?")

Add an answer option for each branch (e.g., Insurance, Banking, Healthcare)

Tag each answer option to the corresponding Linear or Basic demo

Complete...

In the Details tab — set your internal and end-user title, and select language

In the Content tab — add an optional intro video, then add your topics one by one

For each topic: give it a name, select the Page (media source), optionally add a Walkthrough, add attachments, and set CTA...

Choose Basic Demo

In the Details tab — set your internal title, end-user title, and language

In the Content tab — select your Page and optionally a Walkthrough; add a topic title, description, attachments, and CTA buttons

In the Style & Actions tab — upload your logo, set your brand colour, and customise your CTA

In the Prompt...

Click Add New Walkthrough

Upload your product screenshots or images — one per step

For each step, add a tooltip describing what the viewer should focus on

Highlight key areas on the screenshot to direct attention

Save the walkthrough — it can now be tagged to any topic in a Basic or Linear Demo