Coach Demo Playbook
Archetiq Demo Manual
A polished, coach-friendly walkthrough for live demos. Use this guide to move confidently between the individual journey, organisation intelligence, and one-click demo reset workflow.
Why this guide exists¶
Quick login details¶
Use the demo domain for all live walkthroughs. The demo backend and database are isolated from production.
Production safety guardrail¶
- Do not run live demo walkthroughs on
www.archetiq.com. - Demo personas and reset flows are designed for
demo.archetiq.comonly. - Production data is now kept separate from demo personas; use demo URLs for all scripted presentations.
Demo accounts overview¶
Individual track¶
| Role | Plan | Best use | |
|---|---|---|---|
| Individual user | demo.individual@archetiq.com | explorer | Personal journey story |
Chemistry check companion accounts (demo)¶
Use these additional explorer users as ready-to-compare profiles in /compare.
| Role | Archetype | Share link | |
|---|---|---|---|
| Chemistry companion A | demo.chemistry.visionary@archetiq.com | Visionary | https://demo.archetiq.com/share/4068a719-605e-426d-986f-260570d137f4 |
| Chemistry companion B | demo.chemistry.integrator@archetiq.com | Integrator | https://demo.archetiq.com/share/73d2db3b-8ccd-4067-8743-bd6f17e1ae9b |
| Chemistry companion C | demo.chemistry.stabilizer@archetiq.com | Stabilizer | https://demo.archetiq.com/share/9802fa77-23c1-436b-8a62-97f34b05cc78 |
| Existing org demo user | demo.teamcoach@archetiq.com | Driver | https://demo.archetiq.com/share/cb28b748-11cc-4d36-ac8a-7204717ef4fa |
Chemistry check quick links (starting from demo.individual)¶
- Driver vs Visionary: https://demo.archetiq.com/compare?profiles=71e4fab5-7ab9-45af-9331-a9204f5d3fef,4068a719-605e-426d-986f-260570d137f4
- Driver vs Integrator: https://demo.archetiq.com/compare?profiles=71e4fab5-7ab9-45af-9331-a9204f5d3fef,73d2db3b-8ccd-4067-8743-bd6f17e1ae9b
- Driver vs Stabilizer: https://demo.archetiq.com/compare?profiles=71e4fab5-7ab9-45af-9331-a9204f5d3fef,9802fa77-23c1-436b-8a62-97f34b05cc78
- Driver vs Driver (team coach benchmark): https://demo.archetiq.com/compare?profiles=71e4fab5-7ab9-45af-9331-a9204f5d3fef,cb28b748-11cc-4d36-ac8a-7204717ef4fa
- Log in as
demo.individual@archetiq.com. - Open
/compare. - Paste one of the quick links above (or two share tokens).
- Narrate: compatibility score, collaboration strengths, and likely friction points.
Organisation track¶
All accounts in this section are part of the single organisation demo track.
| Role | Plan | Best use | |
|---|---|---|---|
| HR Admin | demo.hr@archetiq.com | organisation | Main presenter account |
| Organisation Coach | demo.orgcoach@archetiq.com | organisation | Org-level coaching perspective |
| Team Coach | demo.teamcoach@archetiq.com | organisation | Team coaching perspective |
| Team Member | demo.product.1@archetiq.com | organisation | Employee/team-member perspective |
Demo lead accounts¶
| Lead account | Team | Best use | |
|---|---|---|---|
| Product Lead | demo.product.lead@archetiq.com | Product | Team maturity and team dashboard lead view |
| Growth Lead | demo.growth.lead@archetiq.com | Growth | Team maturity and team dashboard lead view |
| Operations Lead | demo.ops.lead@archetiq.com | Operations | Team maturity and team dashboard lead view |
These are the three lead accounts seeded for the organisation demo. They are the only accounts that should be treated as team-dashboard leads in the manual.
demo.teamcoach@archetiq.com to reset the demo before every serious presentation. That account has the Coach Tools card with both the manual download and reseed button.
Pre-seeded data — quick reference¶
Every demo account ships with a completed wellness profile, a full financial plan, and a filled-in personal profile so no page prompts you to enter data during a demo.
Key accounts¶
| Account | Person | Wellness (Dosha) | Financial profile | Monthly income |
|---|---|---|---|---|
| demo.individual@archetiq.com | Alex Rivera | Vata | Junior | RM 5,400 |
| demo.hr@archetiq.com | Hana Rahman | Kapha-Pitta | Senior | RM 14,000 |
| demo.orgcoach@archetiq.com | Omar Blake | Vata | Senior | RM 14,000 |
| demo.teamcoach@archetiq.com | Tina Park | Pitta | Mid-level | RM 10,000 |
| demo.product.1@archetiq.com | Nabil Shah | Vata-Pitta | Junior | RM 5,400 |
| demo.product.lead@archetiq.com | Priya Das | Pitta | Mid-level | RM 10,000 |
| demo.growth.lead@archetiq.com | Gavin Lim | Vata | Mid-level | RM 10,000 |
| demo.ops.lead@archetiq.com | Opal Singh | Kapha | Mid-level | RM 10,000 |
Financial profile levels¶
| Level | Monthly income | Key features | Health score |
|---|---|---|---|
| Student | RM 2,000 | No loans, small savings account, education goal | ~70 |
| Junior | RM 5,400 | Car loan, ASB savings + EPF, house down payment goal | ~89 |
| Mid-level | RM 10,000 | Car + personal loan, unit trust + ASB, retirement goal | ~81 |
| Senior | RM 14,000 | Salary + rental income, home + car loan, full portfolio | ~84 |
Wellness dosha profiles¶
| Dosha | Archetypes | Character |
|---|---|---|
| Vata | Visionary, Specialist (Vata-Pitta) | Creative, light-footed, scattered under stress |
| Pitta | Driver | Competitive, driven, hot-tempered under pressure |
| Kapha | Stabilizer | Grounded, steady, slow to mobilise under stress |
| Kapha-Pitta | Integrator | Nurturing and warm, driven in short bursts |
Pre-demo setup (5 minutes)¶
- Open 5 browser profiles or incognito windows.
- Log in in this order:
- demo.hr@archetiq.com
- demo.orgcoach@archetiq.com
- demo.teamcoach@archetiq.com
- demo.product.1@archetiq.com
- Keep HR Admin as the primary screen-share tab.
- Keep the other tabs ready for quick role switching.
- If this is not the first demo of the day, click
Reseed Demo Dataonce from Team Coach to reset all demo records.
Account-by-account instructions¶
1. Individual user account
- Dashboard — shows archetype, progress strip, and quick actions.
"This is the personalised command centre — identity snapshot and where to go next." - My Report (
/report) — full archetype + force breakdown, character stats, career and team fit.
"Everything from the discovery quiz flows into this report. It's shareable and downloadable." - Mind & Body (
/wellness-profile?tab=health) — opens straight to the health tracker, report upload flow, and constitution-level comparison (Mover / Transformer / Builder).
"Use this view to show health progress, report history, and compare screenings by constitution lens only." - Money Plan (
/financial-plan) — opens on Score & Path with a pre-filled income picture, health score, and goals.
"Financial health is already scored. Walk through the cashflow snapshot and the next-move recommendations." - Career Path (
/life-simulator) — show the career path selector and 5-year income trajectory.
"This maps archetype strengths to realistic career trajectories and income projections." - Growth Loop (
/growth-loop) — daily goals board, habit tracking, and AI growth coach.
"Every insight becomes a concrete action here. The AI guide gives personalised nudges." - Chemistry Check (
/compare) — enter two archetypes and show compatibility and collaboration dynamics.
"Great for team-building conversations — shows how two archetypes work together and where friction is likely."
- demo.individual@archetiq.com:
71e4fab5-7ab9-45af-9331-a9204f5d3fef - demo.chemistry.visionary@archetiq.com:
4068a719-605e-426d-986f-260570d137f4 - demo.chemistry.integrator@archetiq.com:
73d2db3b-8ccd-4067-8743-bd6f17e1ae9b - demo.chemistry.stabilizer@archetiq.com:
9802fa77-23c1-436b-8a62-97f34b05cc78
"This is the individual path from identity discovery to weekly execution — all pre-populated, no setup needed during the demo."
"Wellness, financial health, and growth goals are pre-seeded so every page shows rich results immediately."
2. HR Admin account
Reseed Demo Data, log back into demo.hr@archetiq.com and show the pre-seeded organisation dashboard first. The dashboard already includes team intelligence for the three demo teams, so the audience sees a populated org view immediately.
What to click
- Team Map (
/team) - Team Intelligence (
/team-intelligence) - Inside Team Intelligence, show tabs in this order:
- Team Context
- Team Chemistry
- Hire Smarter
- Interview Guide
- Team Report
- Work Chemistry
- Org Optimiser
"HR/Admin can view structure, team composition, and intelligence workflows in one place."
"This supports hiring quality, team cohesion, and cross-team decisions."
3. Organisation Coach account
- Open organisation/team pages from coach login.
- Show coach visibility and guidance context.
"Organisation coach has advisory visibility but not HR-admin controls."
4. Team Coach account
- Coach Portal (
/coach-portal) - In the Coach Tools card:
- Download Demo Manual (PDF)
- Reseed Demo Data
- Open team and intelligence views.
- Show team-level coaching workflow and constraints.
"Team coach supports execution and team quality, with scoped access."
"We can reset the full demo dataset in one click before every meeting."
5. Team Member account
- Open team-related screens as member.
- Show what member can and cannot access.
"Members have focused access for participation, not admin control."
Role switch flow (recommended)¶
| Step | Account | What to prove |
|---|---|---|
| 1 | HR Admin | Organisation-wide intelligence and decision layer |
| 2 | Organisation Coach | Advisory scope without HR authority |
| 3 | Team Coach | Team execution support plus reset/manual tools |
| 4 | Team Member | Narrow member-level experience |
Expected access behavior¶
| Persona | Login | Team list access | Org member list | Org coaches list |
|---|---|---|---|---|
| HR Admin | Allowed | Allowed | Allowed | Allowed |
| Organisation Coach | Allowed | Restricted | Restricted | Allowed |
| Team Coach | Allowed | Restricted | Restricted | Allowed |
| Team Member | Allowed | Restricted | Restricted | Allowed |
Team dataset used in the demo¶
Product Team¶
- demo.product.lead@archetiq.com
- demo.product.1@archetiq.com
- demo.product.2@archetiq.com
- demo.product.3@archetiq.com
- demo.product.4@archetiq.com
Growth Team¶
- demo.growth.lead@archetiq.com
- demo.growth.1@archetiq.com
- demo.growth.2@archetiq.com
- demo.growth.3@archetiq.com
- demo.growth.4@archetiq.com
Operations Team¶
- demo.ops.lead@archetiq.com
- demo.ops.1@archetiq.com
- demo.ops.2@archetiq.com
- demo.ops.3@archetiq.com
- demo.ops.4@archetiq.com
Demo data reset¶
How to reset¶
- Log in as
demo.teamcoach@archetiq.com. - Open Coach Portal (
/coach-portal). - Click
Reseed Demo Data. - Confirm the prompt.
- Wait for the success message.
What it resets¶
- Demo users and responses
- Demo organisation (
ORGDEMO2026) - Demo teams (
PRD001,GRW001,OPS001) - Pre-seeded wellness profile (Prakriti / dosha result) matched to each user's archetype
- Health dashboard compare mode is constitution-first (Mover / Transformer / Builder); avoid personality layer framing in health demos
- Pre-seeded financial plan (income picture, health score, goals) matched to each user's career stage
- Pre-filled profile fields (name, age, gender, occupation, education) so no profile completion prompts appear
Safety¶
- Reseed is isolated to demo dataset patterns only.
- Demo backend/database is separate from production.
- Manual download and reset are both limited to the coach-only tools flow.
Quick troubleshooting during a live demo¶
| Situation | Fast fix |
|---|---|
| Reseed button does not appear | Confirm you are logged in as the assigned coach role (recommended: demo.teamcoach@archetiq.com) and refresh /coach-portal. |
| Manual download opens a blank tab | Re-click from Coach Portal and allow pop-ups/downloads for demo.archetiq.com. |
| A role sees stale team data | Run Reseed Demo Data once, then hard refresh all open demo tabs. |
| Login works but route access looks wrong | Sign out and sign in with the intended persona account; role-based views are account-specific. |
Maintenance¶
- Update this file whenever accounts, routes, or the demo flow changes.
- Regenerate the PDF after any edit with
powershell -ExecutionPolicy Bypass -File scripts/build-demo-manual.ps1. - Re-upload
docs/assets/archetiqdemo.pdfto VPS if the live manual should change immediately.