ActiDesk builds a personal web page for each of your prospects before a meeting. The page looks like a real desk prepared just for them: your video, your business card, your magazines and brochures, and a letter written to them by name. You send the link yourself. When the prospect opens it, ActiDesk tells you.
What your prospect gets. Each package has its own unique link. The prospect clicks it and sees a photoreal desk scene with everything you chose laid out on it. There is no login and nothing to install. They can play your video, listen to an audio message, page through a magazine or brochure, look at your business card and read your letter. If you have saved a scheduling link, a "Schedule a meeting" button appears under the desk.
What you get back. Every time the page is opened, ActiDesk logs a page view with the time. Every video play, audio play and item opened is logged too. You get an email the first time the prospect opens the package and another the first time they play your main video. My Sites shows every package you have sent, whether it has been opened, how many times, and when it was last opened.
What ActiDesk never does. ActiDesk never emails a prospect on its own. You copy the link and send it from your own email, a text or a social message, so it reaches the prospect as a message from you. When you use the Outlook panel or List Merge, the email still goes from your own mailbox. The only emails ActiDesk itself sends go to you and your team, such as the alert emails.
Your account, your brand. The desk shows your company's logo at the top (or your company name if no logo has been uploaded yet). The video, card, magazines and brochures are your own, taken from your company's Asset Library. The "Schedule a meeting" button uses your own booking link. Your prospects see your brand, not ActiDesk's.
Help from AI, under your control. ActiDesk can draft the letter for you with "Draft with AI", using the prospect's name, company and a short note you type. If your account has it set up, it can also make a short personalized AI video of you greeting the prospect by name, using your own avatar and your own cloned voice. You review everything before it goes out, and an AI video is always labelled on the desk as "AI-generated video of" and your name.
Where STACEY fits. STACEY (Secure Total Automation Control Engine for You) is an AI engine built by ActiForge. In ActiDesk she answers how-to questions: click "Ask Stacey" in the bottom-right corner of any screen. She knows how ActiDesk works. She can't see or change anything in your account, such as your packages, assets or tracking data.
How this course is organized.
- Module 1: what ActiDesk does, why a desk before a meeting works, and who can do what.
- Module 2: a tour of every main screen and feature.
- Module 3: building and sending a package, step by step, from the web and from Outlook.
- Module 4: reading engagement and following up.
- Module 5: admin setup and team management.
- Module 6: troubleshooting, good practice and getting help.
- A final review.
Every prospect, company and email address in this course is fictional, such as Jordan Sample at Example Co (jordan@example.com).