Master Qualified with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Explore the key features that make Qualified powerful for sales & marketing agents workflows.
Autonomous AI sales development representative that engages website visitors in natural language conversations, qualifies them against your ideal customer profile, answers product questions, and books meetings — operating 24/7 without human intervention across web chat, email, and voice channels.
Replacing overnight SDR coverage gaps so high-intent prospects visiting at 2 AM get immediately engaged and qualified instead of hitting a static form.
Combines IP-based company identification, Salesforce CRM matching, and behavioral signals to identify which visitors are from target accounts and route them to the correct account owner or SDR in real time.
When an enterprise prospect from a named account lands on your pricing page, their assigned AE gets an instant alert and can start a live video conversation within seconds.
Enables sales reps to start live video or voice calls with website visitors directly from the browser, without requiring the prospect to download software or leave the site.
Converting a high-value demo request into an immediate live product walkthrough while the prospect is actively engaged on your website.
Tracks website visits, page views, ad engagement, and return frequency to generate account-level buying intent scores that flow directly into Salesforce for sales team prioritization.
Identifying that a target account has had 15 employees visit your site in the past week, indicating they're actively evaluating solutions and should be prioritized by the sales team.
Built on the Salesforce platform with bidirectional data sync, ensuring all visitor interactions, qualification data, and meeting bookings automatically appear in the correct Salesforce records without data mapping or middleware.
Ensuring every Piper conversation and meeting booking is automatically logged against the right account, contact, and opportunity in Salesforce without manual data entry.
Piper sends personalized follow-up emails triggered by website behavior, qualification conversations, and CRM data — continuing the conversation beyond the website visit.
Automatically sending a targeted case study email to a prospect who visited your pricing page but didn't book a meeting, with follow-up timing based on their engagement signals.
Now that you know how to use Qualified, it's time to put this knowledge into practice.
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Tutorial updated March 2026