CAJ Operate recording guide

Record clear product videos without exposing live platform data.

Use these shot lists to record the public demo pages in a consistent order: explain the daily problem, show the animated workflow, prove the operational result and close with a guided pilot route.

Open demo studio Open pilot page Open launch kit

16:9 recording mode

Shot sequenceProblem → Workflow → Result → Trust → CTA

Data sourceScripted Harbour Home Services demo data only

Recommended first clipWhatsApp → Voice → Appointment → Business health

Recording playlists

Choose the video route before opening the demo pages.

Each playlist gives you a ready-to-follow shot list, narration cue and route link so recordings stay clear and repeatable.

Best first recording

First CAJ Operate product video

A short customer-friendly video that explains the platform through one working day: enquiry, call, booking, follow-up and owner visibility.

AudienceWebsite visitors, LinkedIn viewers, pilot customers and early investors.Length90-120 secondsGoalMake non-technical customers understand that CAJ Operate is more than a chatbot.

01

Open with the daily problem

8-10 sec

Most businesses already receive messages and calls. The problem is what happens after the enquiry arrives.

Screen: Platform landing hero
Proof: Show the platform value before mentioning individual features.

02

Show WhatsApp becoming a lead

15-18 sec

The customer asks for help, the assistant captures the need, and the team can see the handoff and follow-up.

Screen: WhatsApp inbox animated demo
Proof: Lead captured, human handoff and reply path are visible.

03

Show voice as the same operating model

12-15 sec

Calls are not separate from the rest of the business. They become transcripts, callbacks, bookings and reviewable work.

Screen: Voice agent animated demo
Proof: Call intent, transcript and next action appear without using real call data.

04

Show appointment confirmation

12-15 sec

The same customer journey can move from enquiry to confirmed appointment without manual back-and-forth.

Screen: Appointments animated demo
Proof: Slot found, booking saved and confirmation shown.

05

Show business control

12-15 sec

Owners get a clearer view of what happened, what is blocked and what needs attention next.

Screen: Business health and workflow panels
Proof: Daily management, workflow routing and outcomes are linked.

06

Close with trust and pilot CTA

8-10 sec

The first step is a guided pilot, shaped around the customer’s real workflow with human control and protected data in mind.

Screen: Pilot page and trust panels
Proof: Clear CTA and honest assisted-onboarding message.

Longer walkthrough

Daily operations deep dive

A fuller video for customers who want to see how conversations, documents, finance evidence and workflow routing connect.

AudienceSerious pilot leads, business owners and managers comparing operational tools.Length3-5 minutesGoalShow that the platform creates joined-up operating records, not disconnected AI replies.

01

Start from a use case

15 sec

Choose the customer’s business type first so the product is explained in their operating language.

Screen: Use cases page
Proof: Use-case paths connect the demos into a business story.

02

Capture enquiry and qualification

30 sec

The platform captures the enquiry, checks context and turns the conversation into a reviewable lead journey.

Screen: WhatsApp and lead lifecycle demos
Proof: Lead score, reason codes and next action are visible.

03

Route work to the right place

30 sec

Alerts and follow-ups should point to the workspace where the work can actually be completed.

Screen: Notifications and workflow routing demo
Proof: Task, alert and owner routing stay connected.

04

File documents safely

30 sec

Paperwork becomes classified evidence instead of another folder of forgotten files.

Screen: Documents and secure archive demo
Proof: Classify, protect, review and link the document.

05

Show finance evidence and reporting

45 sec

Finance evidence, reports and daily management signals sit on top of controlled records, not loose guesses.

Screen: AI accountant and business health demos
Proof: Review-first finance and clear business health signals.

Trust video

Security, audit and human-control story

A shorter trust-focused sequence for customers worried about AI acting without control or exposing business data.

AudienceSecurity-conscious owners, professional services, finance-aware teams and operational managers.Length60-90 secondsGoalExplain that CAJ Operate is governed, review-aware and built around protected business records.

01

Explain human control

15 sec

The assistant helps capture and explain work, but sensitive decisions stay reviewable and controlled.

Screen: Platform trust section
Proof: Trust panels show human control and governed workflows.

02

Show protected data

20 sec

Protected values stay masked until an authorised person reveals them for a clear reason.

Screen: Security demo
Proof: Masked value, reveal reason and audit trail are visible.

03

Show safe finance language

20 sec

Finance and compliance work is prepared and reviewed through controlled evidence, not improvised by AI.

Screen: Finance evidence demo
Proof: Review-first finance evidence and owner approval are visible.

04

Close with guided pilot

10 sec

A guided pilot starts with one practical workflow so the customer can see value safely.

Screen: Pilot fit finder
Proof: Pilot route keeps onboarding honest and assisted.

Trust notes

The video should make the product feel controlled, not magical.

Use the trust language consistently: human review, protected data, auditability, scripted demo data and guided onboarding.

Customer clarity

The demo starts with the problem, not the technology.

Customers should understand the practical issue first: missed enquiries, scattered records, slow replies, weak handoff or poor visibility.

Each demo has a plain-English problem statement.
The workflow is shown as a short operational story.
The result is described as business value, not a technical feature list.

Operational trust

The platform story keeps humans in control.

The public pages should make it clear that CAJ Operate is governed, reviewable and built around staff ownership rather than hidden AI action.

Human handoff and approval are visible in the product story.
Sensitive data is explained through protected reveal and audit language.
Finance, documents and automation are positioned as review-first workflows.

Safe showcase

Animated pages use scripted data only.

The demo studio should remain separate from live tenant records, provider secrets and operational runtime behaviour.

Harbour Home Services Ltd stays the reusable demo scenario.
No live WhatsApp, Twilio, finance or document API is required for public animations.
The same content files can be edited later for new industries or campaigns.