For your role
Cursor for Sales Engineers and Field Engineers
Sales engineers use Cursor to build custom demo environments, answer RFP and security questions against their product's codebase, draw architecture diagrams and ship internal tools. The workflow from Cursor's sales engineering workshop: plan with a reasoning model, build with a fast code model, research in read-only Ask mode, and keep each chat to one task.

On this page
- Why do sales engineers use Cursor?
- How do you build a bespoke demo environment in Cursor?
- What is the two-version demo trick?
- Which demo moves convince a skeptical technical buyer?
- How do sales engineers answer RFPs against the codebase?
- Which model should a sales engineer pick?
- Should a sales engineer use Auto?
- How do you keep the agent focused during a demo?
- Can you give each agent its own behavior?
- How do field engineers build internal tools in Cursor?
Why do sales engineers use Cursor?
To build custom demos without waiting on an engineer. In the workshop presenter's experience at Airtable, a custom demo used to mean pinging an engineer and waiting a week or two, so most calls got a pre-baked template instead of what the prospect pictured.
"I think for us at Airtable, Cursor became the bridge between this like no-code world that most of our SEs lived in and then what customers would actually envision when they asked for a custom demo."
Before Cursor, the presenter said, Airtable's SEs built demos in a no-code app builder with about a dozen preset components. Once every SE had a license, demos went from pre-baked templates to bespoke TypeScript shipped to the demo environment. That opened up financial reporting and dashboards the preset components could never cover, and SEs who could vibe code fit custom demos into the normal cadence of calls.
Cursor's own field engineering, technical account management and GTM teams also build and maintain internal tools with it, according to the presenter. This guide covers all three jobs: demos, RFP answers and internal apps.
This is covered hands-on in Cursor Solutions Architect Interview Prep — 7 short Units, free to read.
How do you build a bespoke demo environment in Cursor?
Start from a blank editor and let the agent fill it. The presenter opens a new window and a new project named for the scenario, such as a COBOL repo that a financial-services prospect wants refactored. The prompt then describes the environment, why it is set up that way, and the workflow it should support. In the presenter's experience, that replaces days of wiring dependencies by hand with a runnable repo in minutes.
"Now I can just prompt Cursor to build me out a repository that can facilitate a certain outcome."
Don't let the agent build straight into the blank repo. The presenter speaks a long, slightly messy explanation into the prompt, then switches to Plan modeA mode that makes no edits: it researches the codebase and produces an editable plan you review before any code changes. Press Enter for the full definition.. Plan mode researches the codebase, asks clarifying questions and writes a plan you can edit before anything is built. In the demo, the questions covered the refactor target (Java with Spring?), the compliance context and the industry. You can also add later demo beats to the plan, such as seeded security vulnerabilities, so a "scan for vulnerabilities" step has something to find.
- 1Open a blank project named for the scenario (
cobol-se-demo). - 2Speak or paste a long prompt that describes the environment, why it's built this way and the workflow to demonstrate. In the same prompt, ask the agent to write the demo narrative: the beats and the exact prompts.
- 3Run Plan modeA mode that makes no edits: it researches the codebase and produces an editable plan you review before any code changes. Press Enter for the full definition. with a reasoning model, and answer its clarifying questions.
- 4Add later demo beats to the plan, such as seeded vulnerabilities for a security scan.
- 5Switch to a fast code model to build the plan and fill the repo.
Interactive diagram. Step through it with the Next and Previous controls below, or Tab to a region to read its detail.
Plan with a reasoning model, then build fast with a code model. The agent writes the narrative alongside the repo.
What is the two-version demo trick?
Keep two copies of the same scenario, as the presenter does. One sits behind the curtain with the demo narrative: plain-language beats ("here's what we're looking at, here's what we're going to do") plus the exact prompts to run. The other is cleaned up, with no Markdown narrative and no prompt references, and that is the one you share on screen.
"I'll have one that's behind the curtain. It'll have a demo narrative. It'll have the prompts that I want to run. And then I'll actually share my screen showing a kind of cleaned up version."
During the call, the presenter pastes each prompt in live, so the audience never sees prompts being read from the repo. Because the agent wrote the narrative in the first prompt, the script is ready as soon as the repo is.
Which demo moves convince a skeptical technical buyer?
Two moves carry the presenter's legacy-modernization demos. The first is an analysis prompt aimed at tribal knowledge. The people who built or maintained a legacy COBOL or Java codebase have often left, so its dependencies are hard to see, and one prompt produces a full breakdown.
"With one prompt I can say: analyze this codebase, give me an executive summary, show me the dependencies."
The second move turns that analysis into a picture, and the presenter uses it in almost every session. Ask the agent to "build me an architecture diagram written in Mermaid and saved to a Markdown file." It scans the repo broadly, and you preview the result inside Cursor with ⌘⇧V. Markdown preview renders the diagram, and your generated demo narrative, as a clear visual breakdown. The presenter uses it to show a buyer that Cursor can trace the dependencies in a complex or legacy codebase.
- Move
- Legacy analysis
- Prompt
- "Analyze this codebase, give me an executive summary, show me the dependencies."
- What it shows
- Cursor can explain code that nobody on the team understands anymore.
- Move
- Architecture diagram
- Prompt
- "Build me an architecture diagram in Mermaid, saved to Markdown." Then ⌘⇧V.
- What it shows
- Cursor understands the dependencies well enough to draw them, live.
| Move | Prompt | What it shows |
|---|---|---|
| Legacy analysis | "Analyze this codebase, give me an executive summary, show me the dependencies." | Cursor can explain code that nobody on the team understands anymore. |
| Architecture diagram | "Build me an architecture diagram in Mermaid, saved to Markdown." Then ⌘⇧V. | Cursor understands the dependencies well enough to draw them, live. |
Two signature demo moves and what each one shows a buyer.
How do sales engineers answer RFPs against the codebase?
Connect Cursor to your product's real repositories, if your version-control access allows it, and ask them questions in plain English. The code is the most current documentation you can get, and in the presenter's view this is the SE use case that pays off most. The presenter keeps that project open all day, even during calls.
"This is like the most supercharged docs you could possibly think of. I use this all day every day."
Use Ask modeA read-only mode for asking questions about a codebase without changing files; the safe way to explore unfamiliar or legacy code. Press Enter for the full definition. for this. Cursor's help center calls Ask a read-only mode, in which the agent answers questions and explores code but makes no edits. The presenter described it more strictly, as a mode that blocks writing code, generating code and making tool calls. Either way, Ask suits two SE jobs: answering specific RFP and security questions, and teaching yourself unfamiliar tech before a demo.
- RFP and security answers
- Data retention, whether data leaves the customer's cloud environment, how a service works, and whether a feature is deprecated or feature-flagged. Cite the implementation, not marketing copy.
- Self-onboarding
- Ask the agent to teach you COBOL or an unfamiliar architecture before you demo against it, so you can speak to the scenario in any industry.
- Deep reports
- For complex questions, the presenter sends a Cloud Agent (formerly called a background agent) with a thinking modelA reasoning model (shown with a brain icon in Cursor's picker) that spends extra compute before answering; reach for it on complex, nuanced work and a standard model for fast, simple tasks. Press Enter for the full definition.. It scans the whole repo for about 10 to 15 minutes and returns a thorough report. Cloud AgentsAgents that run in a Cursor-managed virtual machine, check out the repo, do the work and open a pull request, then shut down, with no load on your laptop. Press Enter for the full definition. aren't on Free or Plus.
According to the presenter, no role-based access control limits a user to Ask modeA read-only mode for asking questions about a codebase without changing files; the safe way to explore unfamiliar or legacy code. Press Enter for the full definition., and every Cursor user has both Ask and Agent. Your normal development process still applies: anything the agent writes has to be committed and merged, so any files it generates while you explore can stay uncommitted.
Which model should a sales engineer pick?
Decide between deep reasoning and fast execution first. The presenter plans with a slower, smarter model, then builds with one made to generate code quickly. Cursor's help center names current options for both. Grok 4.7Cursor and SpaceXAI's current lead Cursor model, in the weekly pool at $2 per million input tokens and $6 per million output, with a 256k context window and a 500k variant; above 256k input tokens it bills at 2x the standard rate. Press Enter for the full definition., Cursor's flagship, is built for the hardest, longest-running tasks, and Claude Opus and GPT-5.6 Sol handle complex, multi-step tasks well. Composer 2.5The current Composer release, better at long-running tasks and at judging when a job needs a light touch versus deep work. Press Enter for the full definition., Cursor's fast and cost-efficient model, is built for interactive coding.
Free and Plus include only Cursor's own models, so Claude Opus and GPT-5.6 Sol need Premium or higher, a Teams or Enterprise plan, or legacy Pro, Pro+ or Ultra. The lineup changes often, so check the current model guide before a demo, and test the candidates on the demo itself instead of assuming the largest model wins.
Interactive widget. Tab through its controls; the result updates in the panel below as you change them.
Use Auto where your plan has it, and pick a model when the demo needs its traits. Plan with a reasoning model, build with a fast code model.
Today's best code model may be different in a week, so the presenter avoids being prescriptive. Instead, the presenter leans on Cursor's model neutrality: try different models for different workflows, and switch models when you switch chats.
To compare models directly, the presenter sends the same prompt to several models in git worktrees and watches them work side by side. In the IDE, Cursor's /best-of-n command does this: it runs the same task across several models, each in its own worktree.
Should a sales engineer use Auto?
Use it as the default if your plan includes it, and switch it off when a demo needs a specific model's traits. That is how the presenter works, with Auto as the daily driver. Plus and legacy Start don't include Auto, and individual plans that do have it get Cost mode only. On Teams and Enterprise, you pick Cost, Balance or Intelligence, and Cursor Router chooses the model for Balance and Intelligence requests, which bill at the routed model's list price.
On Enterprise, an admin has to turn the router on first. Cost mode is where Cursor's pages disagree. The models and pricing docs and the available-models help page count a Cost request as a Cursor-model request against your included pool. The Cursor Router help page says all Auto modes bill at the routed model's list price, so check with your admin before a long demo.
How do you keep the agent focused during a demo?
Open a new chat for each task, so each context window holds one topic. Every model has a finite context window, measured in tokens, and the context ring next to your prompt input shows how full it is. When one chat fills with unrelated topics, the presenter warned, the result is context rotThe quality drop that happens when one chat accumulates unrelated tasks or tangents, burying the signal the model needs in a haystack of stale context. Press Enter for the full definition..
"That causes what's called context rotThe quality drop that happens when one chat accumulates unrelated tasks or tangents, burying the signal the model needs in a haystack of stale context. Press Enter for the full definition., which essentially is a reduced quality in the code that's generated..."
Context rot also lowers the model's understanding, the presenter said, because it creates a needle-in-a-haystack problem: with unrelated topics mixed together, the model can't tell what you're trying to accomplish.
Treat each chat as a task-by-task agent, as the presenter does. Build the foundational architecture in one chat, then open new chats for the landing page and for each feature. In the presenter's words: "Stay modular and stay lightweight." A fresh chat starts without the earlier history, which helps, and switching tasks is a natural moment to switch models too.
You can also @-mention the relevant files in your prompt. According to the presenter, that skips the step where the agent works out which files it needs, so it uses context more efficiently than when it scans everything.
The presenter described Cursor as summarizing everything discussed so far on every prompt, refining one storyline instead of stacking messages. Cursor's prompting docs describe a narrower behavior: when the context window gets close to full, Cursor compresses older parts of the conversation into a summary to make room.
The presenter also described codebase context coming from an index in a vector database. Cursor's current search docs say otherwise: Instant Grep builds its index on your machine, and Cursor stores no embeddings of your codebase for search. Code reaches the context when the agent searches the repo and opens what it finds.
Can you give each agent its own behavior?
Yes, with a project rule that you apply manually. Besides team rules and your own user rules, you can write a project rule with one directive, such as "keep it simple" or a strict code-review instruction, and set its type to Apply Manually. It then applies only in chats where you @-mention it, so untagged agents don't inherit it.
"This agent will keep it simple. This agent won't have that rule applied… So I can dictate the behavior of one agent… through project rules that are applied manually."
That way one agent becomes a code reviewer, another a planner and another a minimalist. The presenter uses this on calls to show agent behavior that follows instructions. The table lists the three scopes the presenter described.
Interactive widget. Tab through its controls; the result updates in the panel below as you change them.
Where manually applied rules sit among the controls that shape agent behavior.
- Scope
- Global / team
- Applies to
- Everyone on the team (team rules, on Teams and Enterprise plans)
- When to reach for it
- Org-wide conventions everyone should follow.
- Scope
- Per-developer / per-project
- Applies to
- You (user rules), or one project (project rules)
- When to reach for it
- Your own preferences or a project's house style.
- Scope
- Manually applied + @-tagged
- Applies to
- Only the chats where you @-mention the rule
- When to reach for it
- Give one agent a distinct persona: reviewer, planner, minimalist.
| Scope | Applies to | When to reach for it |
|---|---|---|
| Global / team | Everyone on the team (team rules, on Teams and Enterprise plans) | Org-wide conventions everyone should follow. |
| Per-developer / per-project | You (user rules), or one project (project rules) | Your own preferences or a project's house style. |
| Manually applied + @-tagged | Only the chats where you @-mention the rule | Give one agent a distinct persona: reviewer, planner, minimalist. |
The three rule scopes for shaping agent behavior.
How do field engineers build internal tools in Cursor?
They build them with the agent and commit them to a shared monorepo. According to the presenter, Cursor's field engineering, TAM, GTM and product teams keep their internal tools in one called FieldSphere. It holds a trial tracker, usage and scoping calculators, a feedback aggregator over Gong call transcripts and a feature-request tracker. The presenter also described a council and a team culture that push new SEs and TAMs to pick a project, even a small dashboard or data aggregator, and keep it maintained.
In the presenter's account, one heavily used example is a usage calculator. Give it an account name or a team ID, and it breaks down how that account uses Cursor by token and by model. GTM uses that breakdown to forecast usage. It runs as a tab inside Salesforce, prefiltered to the relevant account or opportunity, and the team built it, maintains it and adds requested features in Cursor.
"The biggest inflection point was hosting these solutions on something like a Vercel… and then the kind of data connectivity as well. Make sure that's done by webhooks or proxy query connections to backend live data."
- 1Build it locally with the agent: import a CSV snapshot and render it on localhost to answer your own question.
- 2Host it, for example on Vercel, the moment a colleague asks "can you send me a link?"
- 3Wire in live data through webhooks or a proxy query connection to your data warehouse, instead of stale CSV imports.
Hosting and live-data connections sit outside the editor, the presenter noted. You build the connections to external sources yourself and manage auth and version control for access. The presenter's team splits that work by background. Engineers who came from Vercel take auth and scaling, and an engineer with a data background connects Cursor to the DBT environment and has it help with SQL logic. Then the team puts the pieces together.
Frequently asked questions
Can a sales engineer build a custom demo in Cursor without an engineer?
Yes. Open a blank project, describe the scenario, and run Plan mode so the agent asks clarifying questions and writes a plan you can edit. Then switch to a fast code model to build the repo. In the workshop presenter's experience at Airtable, this replaced waiting a week or two on an engineer for each custom demo.
How do I answer RFP and security questions with Cursor?
Connect Cursor to your product's real repositories, if your version-control access allows it, and use Ask mode, which Cursor describes as read-only: the agent explores code without making edits. Ask in plain English about data retention, architecture or feature flags, and base your answer on the implementation.
What is Plan mode and why use it for demos?
Plan mode researches your codebase, asks clarifying questions and writes a plan you can edit before any code is built. For demos, it turns a long, messy prompt into a clear plan, and you can add later beats to it, such as seeded security vulnerabilities for a scan step.
What model should I use for a live demo?
The workshop presenter plans with a reasoning model and builds with a fast one. Cursor's help center names Grok 4.7 for the hardest tasks, Claude Opus and GPT-5.6 Sol for complex multi-step work, and Composer for fast interactive coding (Composer 2.5 on the current models page). Free and Plus don't include the third-party models. On Teams and Enterprise, Auto has Cost, Balance and Intelligence modes, and Cursor Router picks the model for Balance and Intelligence requests.
Why does Cursor lose track of context in a long session?
Mixing unrelated topics in one chat causes what the workshop presenter calls context rot: the model can't tell what you're trying to do, and output quality drops. Open a new chat for each task and @-mention the files that matter. Cursor's docs say it compresses older parts of a chat into a summary when the context window gets close to full.
Can different agents have different behavior in the same project?
Yes. Write a project rule with one directive and set its type to Apply Manually. It applies only in chats where you @-mention it, so you can run a code-reviewing agent, a planning agent and a minimal agent side by side.
Sources & last verified
- Cursor: Models and Auto mode
- Cursor: Rules
- Cursor: Plan mode
- Cursor Docs
- Cursor Help: Ask mode
- Cursor Help: Which model should I use?
- Cursor: Cursor Router
- Cursor Help: Cursor Router
- Cursor: Prompting (context usage)
- Cursor: Worktrees and /best-of-n
- Cursor: Search (Instant Grep)
- Cursor: Cloud Agents
- Cursor: Legacy Cursor plans
Cursor ships frequently. Last updated October 28, 2026.