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How to Use Vidyard AI Features to Save Hours of Work in 2026

от | Last updated Mar 4, 2026

Quick Start

This guide covers every Vidyard feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Поиск неисправностей | Цены | Альтернативы

Why Trust This Guide

I’ve used Vidyard for over two years and tested every feature covered here. This how to use Vidyard AI tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

How to use Vidyard

Vidyard is one of the most powerful видео с использованием ИИ messaging tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Vidyard Tutorial

This complete Vidyard tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Видьярд

Create and send personalized video messages that get replies. Vidyard’s AI avatars and video agents let you scale информационно-просветительская работа without losing the human touch. Start free — no credit card required.

Начало работы с Vidyard

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to vidyard.com and click “Sign Up for Free.”

Enter your work email and create a password.

You can also sign up with your Google account.

Checkpoint: Проверьте свой входящие for a confirmation email.

Step 2: Install the Chrome Extension

Go to the Chrome Web Store and search “Vidyard.”

Click “Add to Chrome” and pin the extension.

Here’s what the dashboard looks like:

Введение в Видьярд

Checkpoint: You should see the Vidyard icon in your browser toolbar.

Step 3: Record a Test Video

Click the Vidyard icon and select your recording mode.

Choose Screen, Camera, or Screen + Camera.

Record a short clip and hit Stop to save it.

✅ Done: You’re ready to use any feature below.

How to Use Vidyard AI Avatars

Аватары с искусственным интеллектом lets you create videos from текст without recording on camera.

Here’s how to use it step by step.

Watch AI Avatars in action:

Аватары в Видьярде

Now let’s break down each step.

Step 1: Record Your Training Video

Go to AI Avatars in your Vidyard dashboard.

Record a 90-second training video of yourself speaking.

The AI studies your face, голос, and gestures.

Step 2: Write or Generate a Script

Type your script or use the AI script генератор.

You can personalize each video with the viewer’s name.

Here’s what this looks like:

Преимущества Видьярда

Checkpoint: You should see a preview of your script in the editor.

Step 3: Generate and Send Your Video

Click “Generate Video” and wait for processing.

Твой ИИ-аватар delivers the script in your voice and style.

Share via email, link, or your sales platform.

✅ Result: You have a polished video without ever turning on your camera.

💡 Полезный совет: Create up to 3 different avatars — one casual, one formal, one energetic — to match different outreach styles.

How to Use Vidyard Prospector

Prospector lets you find and reach the right buyers with video outreach.

Here’s how to use it step by step.

Watch Prospector in action:

Видьярд Проспектор

Now let’s break down each step.

Step 1: Define Your Target Audience

Open the Prospector tool from the Vidyard dashboard.

Set your filters by industry, company size, or job title.

Step 2: Build Your Prospect List

Просматривать matching contacts and add them to your list.

Here’s what this looks like:

Checkpoint: You should see your saved prospect list with contact details.

Step 3: Launch Video Outreach

Select prospects and create personalized video messages.

Send directly through email or your connected sales tool.

✅ Result: Your prospects receive personalized video messages in their inbox.

💡 Полезный совет: Use Prospector with AI Avatars to send bulk personalized videos without recording each one.

How to Use Vidyard Integrations

Интеграции lets you connect Vidyard with your CRM и инструменты продаж.

Here’s how to use it step by step.

Watch Integrations in action:

Интеграции в Vidyard

Now let’s break down each step.

Step 1: Open the Integrations Menu

Go to Settings and click “Integrations.”

You’ll see a list of supported tools like Salesforce и HubSpot.

Step 2: Connect Your Tools

Click “Connect” next to your CRM or sales platform.

Follow the authorization prompts to grant access.

Here’s what this looks like:

Личный опыт работы с Vidyard

Checkpoint: You should see a green “Connected” status next to your tool.

Step 3: Test the Connection

Send a test video and check if it appears in your CRM.

Video engagement данные should sync automatically.

✅ Result: Video views and engagement flow straight into your CRM records.

💡 Полезный совет: Connect Vidyard with Outreach or Salesloft to embed videos inside your sales sequences.

How to Use Vidyard Insights

Insights lets you track who watches your videos and how they engage.

Here’s how to use it step by step.

Step 1: Open the Analytics Dashboard

Click “Insights” in the left sidebar of your Vidyard account.

You’ll see an overview of all your video performance.

Step 2: Review Viewer Data

Click any video to see who watched it and for how long.

You can see individual viewer attention spans and drop-off points.

Checkpoint: You should see viewer names, watch times, and engagement scores.

Step 3: Act on Engagement Signals

Set up real-time notifications for when prospects watch your video.

Follow up immediately when a buyer shows high engagement.

✅ Result: You know exactly which prospects are interested and ready for follow-up.

💡 Полезный совет: Sort videos by “most viewed” to find which messages work best, then reuse that approach.

How to Use Vidyard Templates

Шаблоны lets you create reusable video layouts for consistent messaging.

Here’s how to use it step by step.

Watch Templates in action:

Создайте свои шаблоны

Now let’s break down each step.

Step 1: Browse the Template Library

Go to “Templates” in your Vidyard dashboard.

Browse templates by category: prospecting, follow-up, or demos.

Step 2: Customize Your Template

Select a template and edit the script, CTA, and branding.

Add your company logo and colors for a polished look.

Checkpoint: Your template should show your custom branding and message.

Step 3: Save and Share with Your Team

Click “Save Template” and share it with your sales team.

Every rep can now use the same proven messaging.

✅ Result: Your entire team sends consistent, on-brand video messages.

💡 Полезный совет: Create separate templates for cold outreach, warm follow-up, and deal closing to speed up your workflow.

How to Use Vidyard Video Agents

Video Agents lets you automate personalized video delivery based on buyer actions.

Here’s how to use it step by step.

Watch Video Agents in action:

Видеоагенты Видьярда

Now let’s break down each step.

Step 1: Set Up Trigger Events

Open Video Agents from your Vidyard dashboard.

Define triggers like “prospect visits pricing page” or “books a demo.”

Step 2: Create the Automated Video

Write a script for each trigger event.

Your AI avatar will deliver the message when triggered.

Checkpoint: You should see your workflow listed with active triggers and scripts.

Step 3: Activate and Monitor

Turn on the workflow and let Video Agent run on autopilot.

Monitor delivery and engagement in the Insights dashboard.

✅ Result: Prospects get timely, personalized videos without any manual effort.

💡 Полезный совет: Set up a Video Agent for post-demo follow-ups — it sends a recap video within minutes of the meeting ending.

How to Use Vidyard Video Messaging

Video Messaging lets you record and send quick personal videos via email.

Here’s how to use it step by step.

Watch Video Messaging in action:

Видеосообщения Vidyard

Now let’s break down each step.

Step 1: Open the Recorder

Click the Vidyard icon in your browser or email client.

Choose Screen, Camera, or Screen + Camera mode.

Step 2: Record Your Message

Hit Record and deliver your message naturally.

Use speaker notes if you need a script to follow.

Checkpoint: A preview of your video should appear when you hit Stop.

Step 3: Share Your Video

Copy the link or insert the video directly into your email.

Vidyard creates an animated thumbnail that grabs attention.

✅ Result: Your recipient gets a personal video message right in their inbox.

💡 Полезный совет: Keep sales videos under 90 seconds — shorter videos get more views and higher completion rates.

How to Use Vidyard Video Hosting

Video Hosting lets you store, organize, and embed videos on your website.

Here’s how to use it step by step.

Watch Video Hosting in action:

Видеохостинг Vidyard

Now let’s break down each step.

Step 1: Upload Your Video

Click “Upload” and select your video file (MP4, MOV, or WMV).

You can also drag and drop files into the library.

Step 2: Organize and Customize

Add a title, description, and custom thumbnail.

Sort videos into folders for easy access.

Checkpoint: Your video should appear in your library with a custom thumbnail.

Step 3: Embed or Share

Copy the embed code to place the video on your website.

Or share the hosted link directly with viewers.

✅ Result: Your video is hosted, branded, and ready for viewers on any page.

💡 Полезный совет: Добавлять SEO metadata to each video — Vidyard generates sitemaps that help your videos rank in Google.

How to Use Vidyard Converting & Closing

Converting & Closing lets you turn video viewers into leads with CTAs and forms.

Here’s how to use it step by step.

Watch Converting & Closing in action:

Компания Vidyard Converting & Closing

Now let’s break down each step.

Step 1: Add a Call-to-Action

Open any video and click “Actions” in the editor.

Add a CTA button that appears during or after the video.

Step 2: Set Up Lead Capture Forms

Add an email gate or form overlay to your video.

Viewers enter their info before watching the full video.

Checkpoint: Preview the video to see your CTA and form in action.

Step 3: Track Conversions

Check Insights to see how many viewers clicked your CTA.

Review which videos generate the most leads.

✅ Result: Your videos now capture leads and drive action from every viewer.

💡 Полезный совет: Place your CTA at the 80% mark of the video — viewers who reach that point are highly engaged.

Vidyard Pro Tips and Shortcuts

After testing Vidyard for over two years, here are my best tips.

Клавиатурные сочетания

ActionShortcut
Start/Stop RecordingAlt + Shift + R
Pause RecordingAlt + Shift + P
Cancel RecordingAlt + Shift + X
Toggle Drawing ToolsAlt + Shift + D

Hidden Features Most People Miss

  • Speaker Notes: Open speaker notes in the extension to follow a script while recording — viewers won’t see them.
  • Multi-Language AI Avatars: Generate avatar videos in over 25 languages for global outreach campaigns.
  • Video Playlists: Group related videos into playlists and share a single link that plays them in order.

Vidyard Common Mistakes to Avoid

Mistake #1: Making Videos Too Long

❌ Wrong: Recording 5-minute sales videos that cover everything at once.

✅ Right: Keep videos under 90 seconds and focus on one clear message per video.

Mistake #2: Skipping the Custom Thumbnail

❌ Wrong: Using the auto-generated thumbnail that shows a blurry frame.

✅ Right: Choose a clear thumbnail showing your face and add a text overlay for context.

Mistake #3: Not Checking Analytics

❌ Wrong: Sending videos and never checking who watched them.

✅ Right: Check Insights daily and follow up with prospects who watched over 50%.

Vidyard Troubleshooting

Problem: Chrome Extension Won’t Record

Cause: Browser permissions for camera or microphone are blocked.

Исправить: Click the lock icon in your address bar, allow camera and microphone access, then refresh the page.

Problem: Video Playback Is Laggy or Buffering

Cause: Your internet connection is too slow for the video quality.

Исправить: Switch to a wired connection or lower the video quality in playback settings.

Problem: AI Avatar Doesn’t Look Like You

Cause: The training video had poor lighting or background noise.

Исправить: Re-record your training video in natural light, in a quiet room, looking directly at the camera.

📌 Примечание: If none of these fix your issue, contact Vidyard support.

Что такое Видьярд?

Видьярд is an AI-powered video messaging platform that helps sales and marketing teams create, share, and track personalized videos.

Think of it like having a personal video studio and analytics dashboard built into your browser.

Watch this quick overview:

It includes these key features:

  • Аватары с искусственным интеллектом: Generate realistic videos from text scripts without a camera.
  • Prospector: Find the right buyers and send targeted video outreach.
  • Интеграции: Connect with Salesforce, HubSpot, Outreach, and more.
  • Аналитические выводы: Track viewer engagement with real-time analytics.
  • Шаблоны: Use ready-made video layouts for consistent team messaging.
  • Video Agents: Automate personalized video delivery based on buyer actions.
  • Video Messaging: Record and send quick videos from your browser or email.
  • Video Hosting: Store, organize, and embed videos with custom branding.
  • Converting & Closing: Add CTAs and forms to turn viewers into leads.

For a full review, see our Vidyard review.

Цены Vidyard

Here’s what Vidyard costs in 2026:

ПланЦенаЛучше всего подходит для
Бесплатно$0Individuals testing video messaging
Стартер59 долларов за место в месяцSmall sales teams getting started with video
КомандыПоговорите с отделом продаж.Growing teams needing advanced analytics
ПредприятиеИндивидуальное ценообразованиеLarge organizations with CRM integration needs

Бесплатная пробная версия: Yes, 14-day free trial on paid plans.

Гарантия возврата денег: No public refund policy — contact sales for details.

Цены Vidyard

💰 Best Value: Starter plan — gives you unlimited videos, full analytics, and AI avatar access for one monthly fee.

Vidyard vs Alternatives

How does Vidyard compare? Here’s the competitive landscape:

ИнструментЛучше всего подходит дляЦенаRating
ВидьярдAI video sales outreach$59/seat/mo⭐ 4.3
HeyGenAI avatar video creation$24/mo⭐ 4.5
СинтезияProfessional AI training videos18 долларов в месяц⭐ 4.6
КолоссийскийCorporate learning content19 долларов в месяц⭐ 4.2
ВедQuick online video editing9 долларов в месяц⭐ 4.3
ЭлайAI video from text and URLs$23/user/mo⭐ 4.0
ВиднозBudget AI avatar videos$13.50/mo⭐ 3.9
DeepBrainConversational AI videos$24/mo⭐ 4.1

Quick picks:

  • Best overall: Vidyard — built for sales teams with deep CRM integration and AI outreach.
  • Best budget: Veed — full video editing starting at just $9/month.
  • Best for beginners: Synthesia — simple drag-and-drop AI video creation.
  • Best for marketing teams: HeyGen — high-quality AI avatars for brand content.

🎯 Vidyard Alternatives

Looking for Vidyard alternatives? Here are the top options:

  • 🚀 HeyGen: Create studio-quality AI avatar videos with 100+ templates and instant translations in 40+ languages.
  • 🎨 Синтезия: Build professional training and explainer videos from text with 230+ AI avatars and no camera needed.
  • 🏢 Колоссийский: Design interactive learning videos with branching scenarios and multilingual AI presenters for enterprise training.
  • Вид: Edit videos fast with auto-subtitles, screen recording, and one-click resizing for социальные сети.
  • 🧠 Элай: Turn blog posts, URLs, and text into AI presenter videos in minutes with zero editing skills.
  • 💰 Видноз: Get started with free AI avatar videos and affordable plans starting at $13.50/month.
  • 🌟 DeepBrain: Create conversational AI videos with realistic avatars that respond to viewer input in real time.
  • 🔧 Синтез: Generate AI voiceovers and avatar videos for marketing content with natural-sounding speech.
  • Первый час: Produce AI presenter videos at scale with custom avatars and a built-in teleprompter editor.
  • 🔒 ДЕЛАЛ: Animate photos into talking head videos with Creative Reality technology starting at $4.70/month.
  • 👶 Вирбо: Make AI talking avatar videos with lip-sync in 120+ languages — great for beginners and social creators.
  • 🎯 Флики: Turn text into video with AI голоса, stock footage, and branded templates in under 2 minutes.
  • 💼 Speechify: Convert text to natural speech and video with AI narration for audiobooks and content creators.
  • 📊 В видео: Build marketing videos fast with 5,000+ templates, stock media, and AI-powered editing tools.
  • 🔥 Creatify: Generate AI ad videos from product URLs with automated scripts and performance-ready creatives.
  • 🎬 Подписи ИИ: Add auto-captions, eye contact correction, and AI editing to videos shot on your phone.

For the full list, see our Альтернативы Видьярду guide.

⚔️ Vidyard Compared

Here’s how Vidyard stacks up against each competitor:

Start Using Vidyard Now

You learned how to use every major Vidyard feature:

  • ✅ AI Avatars
  • ✅ Prospector
  • ✅ Integrations
  • ✅ Insights
  • ✅ Templates
  • ✅ Video Agents
  • ✅ Video Messaging
  • ✅ Video Hosting
  • ✅ Converting & Closing

Next step: Pick one feature and try it now.

Most people start with Video Messaging.

It takes less than 5 minutes.

Часто задаваемые вопросы

How do I use Vidyard?

Sign up for a free account, install the Chrome extension, and click the Vidyard icon to record. You can record your screen, camera, or both at once. After recording, Vidyard gives you a shareable link or lets you send the video directly through email.

What is the purpose of Vidyard?

Vidyard helps sales and marketing teams create personalized video messages that get more replies than plain text emails. It also provides analytics showing who watched your video and for how long, so you know which prospects are engaged.

Why use Vidyard instead of YouTube?

YouTube is great for public content, but Vidyard is built for business. Vidyard shows you exactly who watched your video, integrates with your CRM, and lets you add lead capture forms and CTAs. YouTube doesn’t offer individual viewer tracking.

How do I share a video on Vidyard?

After recording, click “Share” to copy the video link. You can paste it into any email, Slack message, or social post. Vidyard also integrates directly with Gmail, Outlook, Salesforce, and HubSpot for one-click video sharing.

How long can I record with Vidyard for free?

The free plan lets you record videos up to 30 minutes long. You also get up to 15 AI avatar videos and basic editing tools. For unlimited videos and full analytics, you’ll need the Starter plan at $59/seat/month.

How long should a Vidyard video be?

For sales outreach, keep videos under 90 seconds. Shorter videos get more views and higher completion rates. For product demos or training, 3 to 5 minutes works well if the content is focused and valuable.

How effective is Vidyard?

Vidyard reports that personalized video messages can drive up to 8x higher click-through rates and 4x more replies compared to text-only emails. Sales teams using video outreach often book more meetings and close deals faster.

Is Vidyard worth it?

If you send video messages regularly for sales or marketing, yes. The free plan is solid for individuals. The paid plans make sense for teams that need analytics, CRM sync, and automated outreach at scale.

What is Vidyard used for?

Vidyard is used for sales prospecting, deal follow-ups, marketing campaigns, customer success updates, and internal team communication. It combines video recording, AI avatars, hosting, and analytics in one platform built for revenue teams.

Fahim Joharder, Founder

Fahim Joharder, Founder

Tested 900+ AI tools. 250K+ monthly readers.

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📩 fahim@fahimai.com или Book A Call

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