Demo & Trial Account Management

Comprehensive platform for creating, managing, and analyzing demo and trial accounts across all restaurant types.

Overview

The Demo & Trial Account platform enables NebusAI sales teams to quickly spin up realistic demo environments for prospects of any size—from food trucks to multi-brand enterprises. Trial accounts convert demos to real usage with minimal friction.

Restaurant Type Templates

Quick Reference

Template	Devices	Menu Items	Locations	Use Case
Food Truck	1	20-30	1	Mobile operations
Single Location	2-3	50-100	1	Independent restaurant
Multi-Location	5-10	100+	3-5	Regional chain
Multi-Brand Enterprise	15+	200+	10+	Franchise/corporate
QSR/Fast Casual	3-5	30-50	1-5	Quick service
Full-Service	4-6	80-150	1	Fine dining

Food Truck Demo

Streamlined configuration for mobile food operations.

Included Features

Single Device POS - Mobile-optimized tablet interface
Simple Menu - 20-30 items, quick modifiers
Cash + Card Payments - Square/Stripe integration
Basic Reporting - Daily sales, item popularity
Location Tracking - GPS for event locations

Demo Data

Category	Sample Data
Menu Items	25 items across 4 categories
Transactions	500 sample orders
Customers	200 customer profiles
Revenue	$15,000 monthly simulation

Setup Time

Under 5 minutes via one-click creation

Single Location Demo

Complete solution for independent restaurants.

Included Features

Multi-Device Support - 2-3 devices (POS, KDS, tablet)
Full Menu Management - 50-100 items with modifiers
Table Management - 15-20 table floor plan
Staff Scheduling - 10-15 employee schedules
Inventory Basics - Top 50 inventory items
Customer CRM - Loyalty and customer profiles

Demo Data

Category	Sample Data
Menu Items	75 items, 15 categories
Tables	18 tables, 3 sections
Employees	12 staff members
Transactions	2,000 sample orders
Customers	500 customer profiles
Revenue	$85,000 monthly simulation

Floor Plan Templates

Casual Dining (18 tables)
Bar & Grill (12 tables + bar seating)
Café (10 tables + counter)

Multi-Location Demo

Regional chain management demonstration.

Included Features

3-5 Location Setup - Each with unique floor plans
Centralized Menu Management - Push updates to all locations
Cross-Location Reporting - Comparative analytics
Regional Manager Views - Location group dashboards
Consolidated Analytics - Enterprise-level insights
Multi-Location Inventory - Transfer and reorder

Demo Data

Category	Sample Data
Locations	4 locations (Downtown, Suburbs x2, Airport)
Menu Items	100 items, location-specific pricing
Employees	45 staff across locations
Transactions	10,000 sample orders
Revenue	$350,000 monthly simulation

Location Templates

Downtown - High volume, smaller footprint
Suburban - Family-friendly, larger space
Airport - QSR-style, high turnover
Mall - Food court configuration

Multi-Brand/Enterprise Demo

Full franchise and multi-concept demonstration.

Included Features

Multiple Brands/Concepts - 2-3 distinct brands
10+ Locations - Mix of concepts
Franchise Hierarchy - Corporate → Regional → Location
Corporate Dashboards - Executive-level reporting
Full Feature Showcase - All platform capabilities
Advanced Analytics - AI insights, forecasting

Demo Data

Category	Sample Data
Brands	3 restaurant concepts
Locations	12 locations
Menu Items	250 items across brands
Employees	150 staff members
Transactions	50,000 sample orders
Revenue	$1.5M monthly simulation

Brand Templates

Casual Dining - Full-service family restaurant
Fast Casual - Counter-service healthy options
Bar & Grill - Sports bar concept

QSR/Fast Casual Demo

Quick-service restaurant operations.

Included Features

Drive-Thru Simulation - Voice AI ordering demo
Kiosk Ordering - Self-service demonstration
Speed of Service Metrics - Order timing analytics
Delivery Integration - DoorDash, UberEats mockups
High-Volume Kitchen - KDS optimization

Demo Data

Category	Sample Data
Menu Items	40 items, combo meals
Drive-Thru Orders	200 sample drive-thru orders
Kiosk Orders	100 sample kiosk orders
Average Ticket Time	4.5 minutes
Revenue	$120,000 monthly simulation

Full-Service Restaurant Demo

Fine dining and upscale casual demonstration.

Included Features

Reservations & Waitlist - OpenTable-style booking
Course Management - Multi-course timing
Wine/Bar Features - Wine list, cocktail management
Fine Dining Workflows - Tableside service
Check Splitting - Advanced splitting options
VIP Management - Guest preferences and notes

Demo Data

Category	Sample Data
Menu Items	80 items with wine list
Reservations	200 sample reservations
Wine List	75 wine selections
Average Check	$125
Revenue	$200,000 monthly simulation

Creating Demo Accounts

One-Click Demo Creation

Navigate to Sales Portal > Demo Management
Click Create New Demo
Select restaurant type template
Choose customization options:
- Business name
- Logo/branding
- Location name
- Demo data set
Click Create Demo
Share unique demo URL with prospect

API Creation

POST /api/v1/demos

Request Body

{
  "template": "single_location",
  "business_name": "The Sample Grill",
  "contact_email": "prospect@email.com",
  "customization": {
    "logo_url": "https://...",
    "primary_color": "#2563EB",
    "demo_data": "full"
  },
  "expiration_days": 14,
  "sales_rep_id": "usr_sales_001"
}

Response

{
  "demo_id": "demo_abc123",
  "demo_url": "https://demo.olympuscloud.ai/abc123",
  "admin_url": "https://admin.olympuscloud.ai/demo/abc123",
  "credentials": {
    "owner_email": "owner@demo.olympuscloud.ai",
    "owner_password": "demo-password-123",
    "staff_pin": "1234"
  },
  "expires_at": "2026-02-07T00:00:00Z",
  "created_at": "2026-01-24T20:00:00Z"
}

Demo Management

Demo Lifecycle

Created → Active → [Extended] → Expired → Archived
              ↓
         Converted to Trial
              ↓
         Converted to Paid

View All Demos

GET /api/v1/demos

Query Parameters

Parameter	Type	Description
`status`	string	`active`, `expired`, `converted`
`sales_rep_id`	uuid	Filter by sales rep
`template`	string	Filter by template type

Extend Demo

POST /api/v1/demos/{demo_id}/extend

Request Body

{
  "additional_days": 7,
  "reason": "Prospect needs more evaluation time"
}

Reset Demo Data

POST /api/v1/demos/{demo_id}/reset

Reset demo to clean state while preserving customization.

Trial Account Management

Convert Demo to Trial

POST /api/v1/demos/{demo_id}/convert

Request Body

{
  "trial_type": "standard",
  "keep_demo_data": false,
  "billing_email": "billing@prospect.com",
  "company_name": "Prospect Restaurant LLC"
}

Trial Types

Type	Duration	Transaction Limit	Features
`starter`	7 days	100 transactions	Basic features
`standard`	14 days	500 transactions	Full features
`extended`	30 days	1000 transactions	Full + Support

Trial Limits

Limit	Standard	Action at Limit
Duration	14 days	Auto-lock account
Transactions	500	Block new orders
Locations	1	Upgrade required
Staff	10	Upgrade required

Monitor Trial Usage

GET /api/v1/trials/{trial_id}/usage

Response

{
  "trial_id": "trial_001",
  "status": "active",
  "usage": {
    "days_remaining": 8,
    "transactions_used": 234,
    "transactions_limit": 500,
    "locations_used": 1,
    "staff_count": 6
  },
  "engagement": {
    "logins": 45,
    "orders_created": 234,
    "reports_viewed": 12,
    "features_explored": ["pos", "kds", "scheduling", "analytics"]
  },
  "conversion_score": 0.78,
  "recommended_plan": "professional"
}

AI Onboarding Helpers

Contextual Tips

AI-powered guidance for new users during trial:

Trigger	Tip Example
First login	"Welcome! Let's start by setting up your menu..."
Empty menu	"Add your first menu item to see how orders work"
First order	"Great! You just processed your first order!"
Unused feature	"Did you know you can manage schedules here?"

Interactive Walkthroughs

GET /api/v1/trials/{trial_id}/walkthroughs

Available Walkthroughs

Walkthrough	Duration	Completion Rate
Menu Setup	5 minutes	85%
First Order	3 minutes	92%
Staff Setup	8 minutes	68%
Scheduling	10 minutes	55%
Analytics	5 minutes	72%

Feature Discovery

GET /api/v1/trials/{trial_id}/recommendations

Response

{
  "recommendations": [
    {
      "feature": "online_ordering",
      "reason": "Based on your order volume, online ordering could increase sales by 25%",
      "action_url": "/settings/online-ordering",
      "priority": 1
    },
    {
      "feature": "inventory",
      "reason": "Track ingredient costs to improve margins",
      "action_url": "/inventory/setup",
      "priority": 2
    }
  ]
}

Sales Dashboard

Demo/Trial Metrics

GET /api/v1/sales/dashboard

Response

{
  "overview": {
    "active_demos": 45,
    "active_trials": 28,
    "conversions_this_month": 12,
    "conversion_rate": 0.42
  },
  "pipeline": {
    "demo_to_trial": 0.65,
    "trial_to_paid": 0.48,
    "average_trial_duration": 11.5
  },
  "engagement_alerts": [
    {
      "trial_id": "trial_001",
      "business_name": "Sample Restaurant",
      "alert": "high_engagement",
      "message": "35 logins in past week, 250 orders processed",
      "recommended_action": "Schedule conversion call"
    }
  ],
  "top_performers": [
    {
      "sales_rep": "John Smith",
      "demos_created": 15,
      "conversions": 6,
      "conversion_rate": 0.40
    }
  ]
}

Prospect Engagement Tracking

Metric	Description	Good Threshold
Login frequency	Logins per week	> 3
Orders processed	Test orders created	> 20
Features explored	Unique features used	> 5
Time in app	Average session duration	> 10 min
Support tickets	Help requests	Any engagement

ROI Tracking

GET /api/v1/sales/roi

Track demo-to-revenue attribution:

{
  "period": "last_90_days",
  "demos_created": 150,
  "trials_started": 95,
  "paid_conversions": 42,
  "total_arr": 125600.00,
  "average_deal_size": 2990.00,
  "cost_per_demo": 5.00,
  "cost_per_conversion": 17.86,
  "roi": 58.5
}

Data Management

Import Real Data

Allow prospects to import their existing data into trial:

POST /api/v1/trials/{trial_id}/import

Supported Imports

Data Type	Formats	Description
Menu	CSV, JSON	Menu items and categories
Inventory	CSV, Excel	Ingredient list and costs
Staff	CSV	Employee information
Customers	CSV	Customer database

Remove Demo Data

DELETE /api/v1/trials/{trial_id}/demo-data

Clear all demo data before going live.

Data Isolation

Guarantee	Description
Tenant Isolation	Demo/trial data never mixes with production
Auto-Cleanup	Expired demos deleted after 30 days
PII Protection	Personal data anonymized in demos
Audit Trail	All demo actions logged

Webhooks

Event	Description
`demo.created`	New demo created
`demo.accessed`	Prospect accessed demo
`demo.expiring`	Demo expires in 48 hours
`trial.started`	Trial conversion completed
`trial.limit_reached`	Trial limit reached
`trial.converted`	Trial converted to paid
`engagement.high`	High engagement detected

Best Practices

Demo Creation

Match template to prospect - Use appropriate restaurant type
Customize branding - Add prospect's logo and colors
Pre-seed realistic data - Makes demo more relatable
Set appropriate expiration - 14 days standard, extend if needed

Trial Conversion

Monitor engagement daily - Catch high-engagement prospects
Offer help proactively - Reach out if stuck
Extend when engaged - Don't let active trials expire
Clear demo data - Clean slate for production

Tenants API - Tenant management
Users API - User management
Data Ingestion API - Data import
Sales CRM - Sales tools

Overview​

Restaurant Type Templates​

Quick Reference​

Food Truck Demo​

Included Features​

Demo Data​

Setup Time​

Single Location Demo​

Included Features​

Demo Data​

Floor Plan Templates​

Multi-Location Demo​

Included Features​

Demo Data​

Location Templates​

Multi-Brand/Enterprise Demo​

Included Features​

Demo Data​

Brand Templates​

QSR/Fast Casual Demo​

Included Features​

Demo Data​

Full-Service Restaurant Demo​

Included Features​

Demo Data​

Creating Demo Accounts​

One-Click Demo Creation​

API Creation​

Demo Management​

Demo Lifecycle​

View All Demos​

Extend Demo​

Reset Demo Data​

Trial Account Management​

Convert Demo to Trial​

Trial Limits​

Monitor Trial Usage​

AI Onboarding Helpers​

Contextual Tips​

Interactive Walkthroughs​

Feature Discovery​

Sales Dashboard​

Demo/Trial Metrics​

Prospect Engagement Tracking​

ROI Tracking​

Data Management​

Import Real Data​

Remove Demo Data​

Data Isolation​

Webhooks​

Best Practices​

Demo Creation​

Trial Conversion​

Related Documentation​

Overview

Restaurant Type Templates

Quick Reference

Food Truck Demo

Included Features

Demo Data

Setup Time

Single Location Demo

Included Features

Demo Data

Floor Plan Templates

Multi-Location Demo

Included Features

Demo Data

Location Templates

Multi-Brand/Enterprise Demo

Included Features

Demo Data

Brand Templates

QSR/Fast Casual Demo

Included Features

Demo Data

Full-Service Restaurant Demo

Included Features

Demo Data

Creating Demo Accounts

One-Click Demo Creation

API Creation

Demo Management

Demo Lifecycle

View All Demos

Extend Demo

Reset Demo Data

Trial Account Management

Convert Demo to Trial

Trial Limits

Monitor Trial Usage

AI Onboarding Helpers

Contextual Tips

Interactive Walkthroughs

Feature Discovery

Sales Dashboard

Demo/Trial Metrics

Prospect Engagement Tracking

ROI Tracking

Data Management

Import Real Data

Remove Demo Data

Data Isolation

Webhooks

Best Practices

Demo Creation

Trial Conversion

Related Documentation