Overview
Presentation Mode blurs the dashboard's sensitive data — avatars, contact names, phones and emails, message content, media previews, deal values and agent names — so you can record tutorials, run demos and share your screen without exposing PII. The administrator picks which categories blur; each agent switches the mode on and off whenever needed.
Prerequisites
- The Governance & LGPD feature enabled on the account.
- The "Offer presentation mode to the agents" switch turned on by the administrator in the hub — the button is not pinned to the sidebar; it only shows while that switch is on.
- To configure the categories: Administrator profile.
- To toggle it: any agent on the account.
Step by step
- (Administrator) Open Settings → Governance & LGPD → Presentation mode, turn on the "Offer presentation mode to the agents" switch and the categories that should blur. The preview beside it reflects the choices in real time.
- (Any agent) Click the Presentation mode button (crossed-eye icon) at the sidebar footer — or use the Cmd/Ctrl+Shift+P shortcut.
- Record the screen or run the demo normally: conversations, contacts, Companies, CRM, payments, tasks, WhatsApp Web panels, Captain and library show blurred.
- Click again (or repeat the shortcut) to switch it off — everything is restored instantly.
Settings & options
- Categories (account-wide): avatars, contact names, phones, emails, fiscal documents (CPF/CNPJ) and addresses, message content, media previews, deal/payment values and agent names. The phones and emails switch covers the contact's fiscal documents and addresses in the same category.
- Per-agent state: the on/off is individual and persists across page reloads.
- No hover-to-reveal: nothing is exposed by accident during a recording.
Use cases
- Record an internal tutorial or onboarding video without leaking customer data.
- Present the CRM pipeline to third parties hiding the deal values.
- Provide screen-shared support preserving the contacts' privacy.
Tips, limits & best practices
- The blur is visual (in the browser of whoever enabled it) — it never changes the data nor affects other agents.
- Enable only the categories you need: blurring everything makes feature demos harder.
- Category changes made by the administrator leave an event in the audit trail.
Troubleshooting
- The button is missing: the Governance & LGPD feature is not enabled on the account, or the administrator hasn't turned on the "Offer presentation mode to the agents" switch in the hub.
- Nothing blurs when switched on: no category is active — ask the administrator to configure them in the Governance hub.