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

Do you feel like you spend your entire day recording the same sales videos over and over?

It is exhausting to sit in front of a camera and repeat the same pitch.

Your calendar fills up with recording tasks, leaving you no time for actual selling.

Thankfully, Vidyard AI features in 2026 can finally take that weight off your shoulders.

You can now use tools to automate the boring parts of video outreach.

This guide shows you how to use Viyard’s new features to reclaim your valuable time.

You will learn to work faster while still keeping that vital human touch.

Vidyard

Want 14% more sales? Vidyard helps businesses close deals 7.5 days faster. See the difference today!

Try Vidyard for FREE Vidyard review Vidyard alternatives

Vidyard Tutorial

Are you ready to start making your first video right now?

First, log in and click the big record button on the screen. You can film your face or just share your computer desktop.

Once you finish, copy the link and send it to everyone.

It is very simple to use these advanced tools to accelerate your workflow.

How to Generate AI Avatars

Creating a digital version of yourself is a great way to save time.

You can send personalized messages to many customers without sitting in front of a camera all day.

This process helps your business grow by reaching more people faster.

Follow this video tutorial to start creating your first avatar.

Step 1: Create and Train Your Avatar

• Log in to your Vidyard account and select the AI Avatars tab from the main menu.
• Click on Create New Avatar and watch the short walkthrough to see the best way to record.
• Take note of the tips about using a quiet room with good lighting to get the best result.
• Record a training video of yourself speaking naturally for about two minutes so the AI learns your face and voice.

Step 2: Record a Consent Video

• You must record a second, shorter video to prove that you are really you.
• Read the script on the screen exactly as it appears so Vidyard can verify your identity.
• This safety step ensures no one else can use your likeness to make a Vidyard video.
• Submit both clips and wait a few hours while the AI builds your custom digital twin.

Step 3: Generate Your First AI Video

• Once your avatar is ready, click New AI Video and select your digital twin.
• Type your script into the box, keeping it to one paragraph for the best speech quality.
• Choose a background, like a screenshot of a website, to make it look like a real screen share.
• Hit generate, and your avatar will deliver the message perfectly every time.

How to Generate AI Templates

Knowing what to say in a video can be hard.

AI Templates give you the right words to help you achieve your goals faster.

You can use these to highlight your best features and answer common questions from buyers.

This makes it easy to share videos that look great and get more replies for your service.

Step 1: Choose a Library Template

• Open your Vidyard dashboard and click on the Templates tab.
• Look through the library to find a style that fits your needs.
• Use the search bar to find templates for sales, support, or marketing.
• Hover over a template to read the instructions and see an example.

Step 2: Edit the Script and Add Captions

• Select the template you want and click the Edit button.
• Change the text in the script to match your specific message.
• Use the AI tool to automatically create captions for your video.
• Make sure to include your name and a clear call to action.

Step 3: Save as a New Custom Template

• Click the three dots in the top corner of your screen.
• Select Save as New Template to keep your changes for later.
• Give it a name that helps your team find it easily.
• Now you can use this same look and script every time you record.

How to Use Video Agents

Video Agents are a smart way to send videos without doing the work yourself.

They use special triggers to send messages at the right time.

This works even when you are busy doing other things.

It is the best way to stay connected to your leads 24/7. Use these options to get started today.

Step 1: Connect Your CRM and Select Triggers

• Open your Vidyard account and select the “Video Agent” tab.
• Pick your CRM, like HubSpot or Salesforce, to link your accounts together.
• Choose a trigger, such as when a new person is added to your list.
• This tells the agent exactly when it needs to wake up and work.

Step 2: Build Your Automated Workflow

• Follow the on-screen prompts to choose which AI Avatar you want to use.
• Pick a video campaign that has been found to work well for your team.
• Map your data fields so the agent knows the person’s name and company.
• This ensures every video feels like you made it just for them.

Step 3: Launch and View Your Results

• Save your settings and turn the workflow to “Active” mode.
• Go to your dashboard to view how many people are watching your videos.
• Check your CRM to see which leads have clicked your links.
• Look for a YouTube video from Vidyard if you need more visual help.

Vidyard Alternatives

Vidyard Compared

Conclusion

Using Vidyard is a great way to grow your business fast.

You can use AI Avatars to save time every single day.

AI Templates help you know exactly what to say to your customers.

Video Agents work for you even while you are fast asleep. These tools make video outreach very easy for everyone.

You do not need to be a pro to see results. Just track the steps in this guide to begin.

Using strong power words in your scripts will help you get more clicks.

Start recording today and see how much time you can save.

Frequently Asked Questions

More Facts about Vidyard

• Captioning and transcription: Vidyard writes down what people say so people can read along while they watch.
• Language selection: You can select the video’s language and the language for the written text.
• Speaker identification: If you have the premium version, the software can label different speakers in the transcript.
• Job notes: You can give the computer notes on specific words to ensure it spells them correctly.
• Turnaround levels: You can get your captions back at a normal speed or pay to get them back super fast.
• Brand growth: Companies use “how-to” videos to teach people things and find new customers.
• Video categories: Most “how-to” videos are either for teaching, sharing big ideas, social media, screen recordings, or presentations.
• Script and storyboard: You should always write a plan or draw pictures of your video before you start filming.
• Preparation: You need to gather your cameras, tools, and people before you hit the record button.
• Video length: Keeping videos helpful and quick usually helps you get more views.
• Editing software: You can use computer programs to fix mistakes based on your skills and your budget.
• Search optimization: Using the right words helps people find your video on sites like Google.
• Production quality: Your video should look clear and actually be helpful to the person watching it.
• Expertise: If you show that you know a lot about a topic, more people will want to watch you.
• Visuals and value: Using cool pictures and helpful facts keeps people interested in your video.
• Consistent theme: Using the same colors or style makes your videos look more professional.
• Video titles: A good title is very important because it makes more people click on your video.
• Audience engagement: To get people to watch, you have to make high-quality videos that they care about.
• Browser extension: This tool lets you record your screen and camera while helping you write scripts with AI.
• Recording options: You can record using the app or browser tool, or just upload a video file you already have.
• Editing features: You can trim parts of your video and ask for feedback before you show it to others.
• Tracking capabilities: Vidyard tells you exactly when someone watches your video and how they found it.
• Lead capture: You can put sign-up forms right inside your videos to get contact information.
• Demand generation: Putting videos on landing pages helps more people stay and interact with a business.
• Online editor: You can easily cut clips, pick the best cover photo, and add buttons for people to click.
• Simple steps: You can start recording with the browser tool in just a few clicks.
• Extension access: To start, you just click the Vidyard icon in the corner of your web browser.
• Audio test: A moving bar shows you that your microphone is working and picking up your voice.
• Video preview: You get to see a quick version of your video before you share it with anyone.
• Screen sharing: You can choose to record your whole computer screen or just one part of it.
• Camera mode: This mode lets you record a personal message using just your webcam.
• Input sources: You can use a menu to change which microphone or camera you want to use.
• AI platform (2026): Vidyard now uses smart AI to help businesses send personalized videos automatically.
• Automated outreach: It can send a video to a customer automatically based on what they do on a website.
• Advanced AI features: Vidyard now uses AI to help you create and share videos much faster than before.
• Scalable creation: The tools help you make many personalized videos at once using AI and hosting features.
• Lifelike videos: You can now type a script, and the AI will create a video of a realistic person speaking it.