PDP Schema

Schema Sections

product

agent

agent.llm

demo_accounts

Array of test accounts used for live product navigation.

screens

Array of product pages and their interactive elements.

screens[].elements[]

example_values

Provides realistic data for demo form fills and searches. Values can be referenced in flows using template syntax: {{entities.deals[0].name}}

example_values:
  entities:
    customers:
      - name: "Horizon Technologies"
        email: "sarah@horizontech.com"
    deals:
      - name: "Enterprise License"
        value: "$48,000"
  form_fills:
    new_deal:
      "[name='dealName']": "{{entities.deals[0].name}}"
  search_queries:
    - "Horizon Technologies"

flows

Array of step-by-step demo walkthroughs.

flows[].steps[]

knowledge

config

Full Example

A complete PDP for an example CRM product:

pdp_version: "1.0"

product:
  name: "AcmeCRM"
  version: "2.1.0"
  base_url: "https://demo.acmecrm.com"
  description: "Modern CRM for small and medium businesses"
  industry: "CRM / Sales"
  target_personas:
    - "Sales Manager"
    - "Account Executive"

agent:
  name: "Alex"
  personality: "You are Alex, a friendly and knowledgeable product expert for AcmeCRM."
  tone: "friendly"
  llm:
    provider: "anthropic"
    model: "claude-sonnet-4-20250514"
    temperature: 0.5
    max_tokens: 1200

demo_accounts:
  - id: "sales_manager"
    role: "Sales Manager"
    credentials:
      login_url: "https://demo.acmecrm.com/login"
      login_method: "form"
      fields:
        "[name='email']": "enc:dGVzdEBhY21lLmNvbQ=="
        "[name='password']": "enc:cGFzc3dvcmQxMjM="
      submit_selector: "button[type='submit']"
    permissions_summary: "Full access to contacts, deals, and reports"
    is_default: true
    pool_size: 3
    reset_strategy: "none"

screens:
  - id: "dashboard"
    route: "/dashboard"
    title: "Dashboard"
    purpose: "Main dashboard showing sales pipeline overview and key metrics"
    wait_for_selector: ".dashboard-loaded"
    elements:
      - id: "pipeline_chart"
        type: "chart"
        selector: "[data-testid='pipeline-chart']"
        label: "Sales Pipeline Chart"
        description: "Visual representation of the deal pipeline by stage"
      - id: "add_deal_btn"
        type: "button"
        selector: "[data-testid='add-deal']"
        label: "Add Deal"
        description: "Opens the new deal creation form"
    tags: ["overview", "pipeline"]

  - id: "contacts"
    route: "/contacts"
    title: "Contacts"
    purpose: "Contact list with search, filters, and bulk actions"
    elements:
      - id: "search_input"
        type: "input"
        selector: "[data-testid='contact-search']"
        label: "Search Contacts"
      - id: "add_contact_btn"
        type: "button"
        selector: "[data-testid='add-contact']"
        label: "Add Contact"

  - id: "deal_form"
    route: "/deals/new"
    title: "New Deal"
    purpose: "Form to create a new sales deal"
    elements:
      - id: "deal_name"
        type: "input"
        selector: "[name='dealName']"
        label: "Deal Name"
      - id: "deal_value"
        type: "input"
        selector: "[name='dealValue']"
        label: "Deal Value"
      - id: "deal_stage"
        type: "select"
        selector: "[name='stage']"
        label: "Pipeline Stage"
      - id: "save_deal_btn"
        type: "button"
        selector: "button[type='submit']"
        label: "Save Deal"

example_values:
  entities:
    customers:
      - name: "Horizon Technologies"
        email: "sarah@horizontech.com"
        phone: "(415) 555-0142"
    deals:
      - name: "Horizon Technologies - Enterprise License"
        value: "$48,000"
        stage: "Proposal"
  form_fills:
    new_deal:
      "[name='dealName']": "{{entities.deals[0].name}}"
      "[name='dealValue']": "{{entities.deals[0].value}}"
  search_queries:
    - "Horizon Technologies"

flows:
  - id: "create_deal"
    title: "Create a New Deal"
    description: "Walk through creating a new sales deal from start to finish"
    trigger_phrases:
      - "show me how to create a deal"
      - "I want to add a new deal"
      - "create a deal"
    role: "sales_manager"
    persona: "Sales Manager"
    estimated_duration_seconds: 120
    steps:
      - screen_id: "dashboard"
        action: "navigate"
        narration: "Let me take you to the dashboard first."
      - screen_id: "dashboard"
        action: "highlight"
        element_id: "pipeline_chart"
        narration: "Here's your sales pipeline with deals by stage."
        wait_ms: 2000
      - screen_id: "dashboard"
        action: "click"
        element_id: "add_deal_btn"
        narration: "Let's create a new deal."
      - screen_id: "deal_form"
        action: "fill"
        element_id: "deal_name"
        value: "{{entities.deals[0].name}}"
        narration: "I'll enter the deal name."
      - screen_id: "deal_form"
        action: "fill"
        element_id: "deal_value"
        value: "{{entities.deals[0].value}}"
        narration: "And the deal value - $48,000."
      - screen_id: "deal_form"
        action: "select"
        element_id: "deal_stage"
        value: "Proposal"
        narration: "Setting the stage to Proposal."
      - screen_id: "deal_form"
        action: "click"
        element_id: "save_deal_btn"
        narration: "Done! The deal is now in your pipeline."

knowledge:
  product_faqs:
    - question: "How many contacts can I store?"
      answer: "Unlimited on paid plans, up to 1,000 on free."
      category: "limits"
    - question: "Does AcmeCRM integrate with email?"
      answer: "Yes — Gmail, Outlook, and any IMAP provider with two-way sync."
      category: "integrations"
    - question: "Is there a mobile app?"
      answer: "Yes, native iOS and Android apps with offline access."
      category: "features"
  competitive_positioning:
    Salesforce:
      differentiators:
        - "10x faster setup - no admin needed"
        - "70% lower cost for teams under 50"
  pricing_info:
    can_disclose: true
    plans:
      - name: "Starter"
        price: "Free"
        features: ["Up to 1,000 contacts", "Basic pipeline"]
      - name: "Professional"
        price: "$29/user/month"
        features: ["Unlimited contacts", "Email integration", "Reports"]
      - name: "Enterprise"
        price: "$79/user/month"
        features: ["Everything in Professional", "Custom fields", "API access", "SSO"]

config:
  lead_capture:
    enabled: true
    fields: ["email", "company"]
    trigger: "after_3_steps"
  cta:
    text: "Start Free Trial"
    url: "https://acmecrm.com/signup"
  branding:
    primary_color: "#6366f1"
    widget_position: "bottom-right"
  idle_nudge_seconds: 8
  session_timeout_seconds: 1800
  allowed_domains:
    - "acmecrm.com"
    - "localhost"
  gdpr_mode: false