Demodesk seat types
Updated October 8, 2026
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A seat type decides what a user can do in Demodesk. Admins assign seat types in Settings > Company > Teammates, where each product is a card with a switch.
These are the current seat types:
- Coaching & AI
- Capture
- Meet (formerly known as "Business")
- Meet Lite
- Scheduling
- Collaborator
- Viewer
A user can hold more than one seat type, for example a Meet seat together with Coaching & AI.
To see how a seat type change affects your invoice, read Billing information.
Coaching & AI seat
The Coaching & AI seat is designed for users seeking advanced AI-driven insights and personalized coaching to enhance team performance.
Highlights of our Coaching & AI product:
- Leverage the AI Coach for real-time guidance and feedback during and after customer interactions.
- Utilize Comments to annotate interactions and provide detailed feedback to team members.
- Access Coaching Customer Insights to better understand customer behavior and optimize interactions.
- Use Recording Bookmarks to highlight key moments in conversations for quick reference.
- Customize and evaluate performance with Scorecards.
- Enable Transcription to automatically convert spoken content into written text for easy review.
- Access additional tools like AI Summary, AI Assistant Chat, and Coaching Analytics for in-depth meeting analysis.
- Keep your CRM up to date automatically and work with Deal Insights and reports across several meetings.
This seat enhances coaching workflows and optimizes customer interactions through AI-driven tools.
On the Coaching & AI card you choose between two packages: Coaching & Capture for the full product, or Capture only for the smaller Capture seat described below.
Capture seat
Capture is the recording and transcription part of Coaching & AI, without the coaching and AI layer on top. In the seat picker it is the Capture only option on the Coaching & AI card, and on the billing page it is listed as Capture seats. Its description in the seat picker reads Can transcribe meetings.
What a Capture seat includes:
- Recordings of the user's own meetings, including meetings on Zoom, Google Meet and Microsoft Teams that the notetaker joins
- Transcripts of those recordings, with the speaker timeline
- The AI Summary of each recording
- Comments on recordings
- Recording Bookmarks
- Coaching Customer Insights
- Uploading a recording manually, and adding meetings for the notetaker through a calendar file
What a Capture seat does not include:
- AI Coach and Scorecards
- AI Assistant Chat, Deal Insights and reports across several meetings
- Automatic CRM sync of meeting outcomes
- Scheduling, booking pages and routing forms
- Hosting Demodesk meetings, Playbooks, Battlecards and shadowing
A Capture seat can be combined with a Collaborator seat, so a manager keeps their shadowing and settings access and still has their own meetings recorded and transcribed.
Scheduling seat
The scheduling seat is perfect for users or companies who want to focus on improving their scheduling and lead distribution workflows.
Highlights of our Scheduling product:
- Manage booking pages for yourself and your team
- Create routing forms to distribute leads according to your own criteria
- Schedule meetings for yourself and your team members
- Setup automatic meeting reminders
- Sync meeting information to your CRM system
- Host meetings with our integrated platforms: Zoom, Google Meet and Microsoft Teams
Meet seat
By having the Meet seat, you gain complete access to the entire Demodesk platform, which includes Scheduling and video conferencing capabilities among others. In the seat picker this is the Meeting package, and on the billing page it is listed as Meeting seats.
Additional highlights to the Scheduling offering include:
- Demodesk conferencing including GDPR-compliant recording
- Demodesk virtual browser which allows frictionless content sharing and an interactive meeting experience
- Playbooks to structure your meetings
- Battlecards to handle objections with ease
- Shadowing meetings
- Insights about your team’s meetings
- Enhanced CRM syncing with Demodesk conferencing information
Meet Lite seat
Meet Lite is the Meet seat without the virtual browser. In the seat picker you choose it under Select package: on the meeting card, where the two options are Meeting and Meeting Lite. On the billing page it is listed as Meeting Lite seats.
A Meet Lite seat keeps everything a Meet seat has, except:
- There is no Demodesk virtual browser, so you cannot present websites or other content through it. You can still share your screen with Share screen when you join from a computer.
- Participants cannot be given control of what is shared.
- Playbooks are not available, so there is also no playbook preparation step when you schedule a meeting.
Everything else stays the same: Demodesk conferencing with GDPR-compliant recording, scheduling and booking pages, Battlecards, shadowing, insights and CRM syncing. A Meet Lite meeting always opens in the video layout.
Collaborator seat
The Collaborator seat is ideal for leadership and administrative staff who may not require all Scheduling and Meet features but wish to shadow meetings, access Demodesk insights, and manage Demodesk settings (if admin rights are granted).
Viewer seat
A viewer is a free seat and can only engage with recordings. They have the capability to search for recordings using transcripts and watch them. Nonetheless, they are not permitted to leave comments, rate the recordings, or make any other changes to them.
FAQs
Both seats record and transcribe meetings. Coaching & AI adds the coaching and AI layer on top: AI Coach, Scorecards, AI Assistant Chat, Deal Insights, reports across several meetings and automatic CRM sync. Capture gives you the recording, the transcript, the AI Summary, comments, bookmarks and Coaching Customer Insights.
No. A Viewer seat is free and can only watch recordings and search them by transcript. It does not record or transcribe meetings of its own.
A Capture seat is paid and records and transcribes the user's own meetings. It also gives you the AI Summary, comments, Recording Bookmarks and Coaching Customer Insights.
Meet Lite has everything a Meet seat has, except the Demodesk virtual browser and Playbooks. Users with a Meet Lite seat still host Demodesk meetings with video and recording, and can share their screen from a computer, but they cannot present content through the virtual browser, cannot hand control to a participant and cannot use Playbooks.
If you switch from “Meet” to “Scheduling” seat, you will only be able to access the scheduling product-related features listed above. Once you switch back to “Meet” you will have full access again. No data will be lost if you switch licenses.
Please be aware that you cannot hold Demodesk online meetings anymore.
If you have future meetings with Demodesk conferencing as a location, we ask you before switching the license if you want to migrate those to a new meeting location as e.g. Zoom, Google Meet or Microsoft Teams.
If you have future meetings with Demodesk conferencing as a location, we ask you before switching the license if you want to migrate those to a new meeting location as e.g. Zoom, Google Meet or Microsoft Teams. Please make sure to set up your new conferencing option before switching the license.
We also indicate in the meetings overview which meetings require a location update.
We indicate in the meeting types overview which meeting types need an update because their location is not valid anymore. You can simply update the location with a valid one and they will work again!
You cannot be a host of Demodesk conferencing meetings anymore, therefore you will be disabled as a team member within the respective meeting type. Also, your booking link for that meeting type will not work anymore.
As soon as you have a Meet seat again, you will be enabled again and everything will work as before.
Meanwhile, you can set up meeting types with a different conferencing option (e.g. Zoom, Google Meet or Microsoft Teams) and use the respective booking link.
You won’t be able to access those anymore but no worries: they are not deleted. If you decide to switch back to “Meet” you can access them again - no work will be lost!
Your Playbooks are not deleted. You cannot open or use them while you have a Meet Lite seat, and they are available again as soon as you switch back to a Meet seat.
Yes, you can! You cannot be the host of a Demodesk meeting but of course you can be a participant.
In general, all meetings you host that were scheduled with Demodesk (e.g. via the Scheduler, the booking links or via the Chrome extension) appear on your Meetings dashboard.
You will have access to many more exciting features. Please see the highlights of the full Demodesk license above.
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Our support team answers in the app chat, or at support@demodesk.com.