The Optimize Demo lets you, as a partner, give an eligible site a temporary taste of Optimize - running on the customer's own real data - for 5 days. It's the easiest way to show a customer what Optimize unlocks for their site before they commit to upgrading their package. When the demo ends, the site automatically returns to its previous package, with everything the customer set up during the demo kept in place for later.

What is the Optimize Demo?

What is it?

The Optimize Demo is a 5-day trial of Optimize that you can switch on for an eligible non-Optimize site, directly from the platform. While the demo is active, the site behaves exactly like a full Optimize site - running on the customer's own live data - so you can show real value, on real equipment, without committing the customer to an upgrade up front.

What's included in the demo?

When the demo is active, the site unlocks the full Optimize feature set, including:

• Triggers & alerts
• Advanced TimeView features
• Custom Dashboards
• Automated data exports
• Meters support

Why use it?

• Real data, real value. The customer sees Optimize against the consumption patterns they already recognize.
• No commitment. When the 5 days are up, the site quietly returns to its original package on its own.
• No lost work. Anything the customer creates or configures during the demo stays available if they upgrade afterward.
• No surprise downgrade noise. Standard downgrade emails and pop-ups are paused while the demo is running, so the customer's experience stays clean.

Who can start a demo?

The demo is a partner-facing feature. End customers cannot start it themselves - it's something you offer them.

Note: If you need a demo stopped before its 5 days are up, contact your SaaS Admin power user. Partners cannot end a demo early on their own.

Which sites are eligible?

A site can run an Optimize Demo if all of the following are true:

• The site's current package is not already Optimize.
• The site does not currently have an active demo.
• The site has not run another demo in the last 30 days.

Note: Each site can start up to 1 demo every 30 days. If a site has already used its demo within the last 30 days, you'll need to wait until that 30-day window has passed before you can start a new one. The exact next-eligible date is shown in the blocked message - see If a Demo is Blocked.

Start a Demo

From the Site Dashboard, open the left navigation and click Optimize Demo. (The item appears with an orange crown icon, marking it as a premium feature.)

You'll land on the Optimize Demo page. At the top you'll see a summary card titled "Unlock all Optimize features for 5 days", with three quick info pills underneath:

• 5 days - how long the demo runs.
• Site's real data - the demo runs on the customer's own data, not a sample.
• All configurations saved - anything created during the demo is kept after it ends.

Below that, a What's included list shows the Optimize features the demo unlocks (Triggers & alerts, Advanced TimeView features, Custom Dashboards, Automated data exports, Meters support), followed by an orange Enable Optimize demo (5d) button and the reminder "After the demo ends, access returns to site's current package".

Lower on the page, two info panels show the current state of the site:

• Demo status - Not active when no demo is running, or Optimize Demo active with a countdown when a demo is in progress.
• Current package - shows the package the site will return to when the demo ends (for example, Visualize).

To start the demo:

1. Review the What's included list with the customer so expectations are clear.
2. Click the orange Enable Optimize demo (5d) button.
3. A confirmation dialog opens, titled Enable Optimize Demo (see The confirmation dialog below).
4. Tick the I understand this access is temporary checkbox.
5. Click Enable demo for 5 days.

The site immediately switches to Optimize behavior. The customer doesn't need to log out and back in.

The confirmation dialog

When you click Enable Optimize demo (5d), a dialog opens to confirm. It shows:

• The site name the demo will run on (so you don't accidentally enable on the wrong site).
• A During the demo summary listing what users will get:
  • Users gain access to all features of Optimize.
  • Any setup made by the users will be saved if they decide to upgrade to Optimize.
  • Users can set up triggers, receive alerts, and use the mobile app.
  • Users get full access to Timeview: statistics, harmonics, weather, and more.
  • Groups can be used in Heat Map, Alerts, and other applications.
• An After the demo ends, access returns to: line, showing the package the site will return to when the demo ends.
• A Limit line stating "This site can start up to 1 demo every 30 days."
• A required I understand this access is temporary checkbox - you must tick this before the Enable demo for 5 days button becomes active.
• Cancel and Enable demo for 5 days buttons.

Note: Use the Enable Optimize Demo dialog as a quick checklist with the customer - it's the cleanest single-screen summary of what the demo includes and what happens when it ends. Walking through it together helps set expectations before you hit Enable demo for 5 days.

During the Demo

Once a demo is enabled, the Demo status panel on the Optimize Demo page updates from Not active to Optimize Demo active, and the page shows everything the customer (and you) need to track the demo.

What you'll see in the partner UX during an active demo:

• An Optimize Demo active heading with a crown icon, plus the subtitle "All Optimize features are now available".
• The Ends [date, time] label (for example, "Ends May 04, 14:38") - the exact moment the demo will revert.
• A live countdown in the format X d X h X m (for example, "4 d 23 h 59 m"), so you always know how much time is left.
• An After the demo ends, access returns to: line below, showing the package the site will fall back to (for example, Visualize) - useful when setting customer expectations.
• A Stop demo button, which only appears for users with permission to end the demo early (see Who can start a demo?).

What the customer experiences:

• Full Optimize functionality on their site for the full 5 days.
• Their existing data, configuration, devices, and presets are untouched.
• They will not receive downgrade-ending emails, and no downgrade pop-ups will appear inside the platform during the demo.

Note: The demo does not extend itself. The countdown is exact. Plan customer-facing demo sessions, walkthroughs, and stakeholder reviews to fit comfortably inside the 5-day window.

How a Demo Ends

A demo can end in three ways:

1. Automatic expiry (the normal case)

When the 5-day window is up, the site automatically reverts to the package it had before the demo started. No action is needed - not from you, not from the customer, not from support. The Optimize Demo page displays the reminder "After the demo ends, access returns to site's current package" throughout the demo so it's always clear what will happen.

2. SaaS Admin stops the demo early

A SaaS Admin power user can click the Stop demo button shown on the Optimize Demo page during an active demo. The site reverts to its pre-demo package immediately.

3. A manual subscription change is applied during the demo

If the site's package or subscription is manually changed while a demo is active - for example, the customer is officially upgraded to Optimize, or their package is moved to a different plan - the demo ends right away, and the manual change becomes the new state of the site. The system will not re-apply the demo over a manual change.

Note: This means if you upgrade a customer to Optimize during their demo, the demo simply ends and the real Optimize subscription takes over - there's no "double change" or revert step to worry about.

What stays after the demo ends

Anything the customer creates or configures during the demo is kept, including:

• Custom Dashboards and widgets
• Reports and report schedules
• Triggers and notification rules
• Device groupings, tags, categories, and other site setup
• Any other configuration captured during the demo period

If the customer chooses to upgrade later - even weeks after their demo ended - they pick up exactly where they left off. There's no setup work to redo.

What changes after expiry: any Optimize-only features the customer was using during the demo will no longer be accessible on their site, because the site has returned to its non-Optimize package. The configuration is preserved, just not active until the site is on Optimize again.

If a Demo is Blocked

When a site is not eligible for a new demo, the Demo status panel makes the reason clear.

For a site that has already used its demo within the last 30 days, the panel shows:

• A Limit reached status badge in place of Not active / Optimize Demo active.
• An orange warning banner reading: "This site reached the demo limit. You can enable it again on [date, time]." (For example, "You can enable it again on 29 May 2026, 14:38.")
• The Current package panel below still shows the site's package, so you know what the customer has access to in the meantime.

Other reasons a demo can be blocked:

• The site is already on Optimize. No demo is needed.
• A demo is already active on this site. Wait for it to end, or have a SaaS Admin stop it early.

If you believe a site should be eligible but is still showing as blocked, contact your SaaS Admin power user with the site name and a screenshot of the message you're seeing.

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