Getting Started with AI Conversations

AI Conversations allows your sales team to connect with your buyers in real time directly on your website. Using rules-based chatbots, strategic outbound messages, and inbound chat requests, visitors can engage with your team via chat, voice, and video calling functionality with AI Conversations.

• Live Streams & Segments
• AI Pounce
• AI Copilot
• Conversation Console
• Conversation Analytics

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Live Streams & Segments

Marketers work hard to drive traffic to your website; but with so many visitors, it can be tricky knowing where to focus. Qualified brings all your website traffic into a single, orderly view so you can monitor your most important buyers with ease. Use Live Streams and Segment to cut through noisy website traffic and determine which visitors get the red carpet treatment.

Qualified Admins can hide certain pages (like in-application pages) from the Live View to focus reps on Marketing Website activity instead of your customers' web application activity.

Segments

When visitors arrive on your site, Qualified uses every known data point to instantly categorize them into a buyer segment—like target accounts, industry, or open Opportunities. Grouping visitors with similar characteristics keeps your web traffic organized and sales reps focused.

To learn more, check out Configuring Visitor Segments.

Live Streams

Loads of website visitors is a good problem to have, but it can get chaotic. Arrange visitors into streams based on their assigned segment to keep website traffic tidy and manageable. Streams are organized in priority order from left to right so you know exactly where to find your most valuable visitors the moment they arrive.

To learn more, check out Configuring Live Streams.

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AI Pounce

Discern which website visitors are most valuable then proactively initiate a conversation on behalf of SDRs. With AI, greetings are automatically generated using visitor data and browsing activity so they are always personalized and contextually relevant. This frees up time for SDRs to focus on other pipeline generating activities then they can seamlessly join the conversation once the buyer engages.

To learn more, check out Copilot Configuration.

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AI Copilot

AI Copilot has three features to make your reps more efficient:

• ‍AI Suggest provides your sales reps with AI-powered recommendations for conversation responses, ensuring that every interaction stays on-message and aligned with your company's voice and values. ‍
• AI Expand allows you to transform shorthand notes or bulleted lists into finely-crafted messages with just a few clicks. ‍
• AI Tune allows reps to correct spelling and grammar and apply a variety of tones to messages to fit the flow of the conversation.

To learn more, check out Copilot Configuration.

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Conversation Console

This is where the magic happens. Here, SDRs have deep visitor insights, voice and video capabilities, and instant meeting scheduling. The result: valuable conversations and an accelerated path to pipeline.

• Visitor 360 - everything known about the visitor at that time
• Live View - website browsing history and real-time mirror of the visitor’s browsing activity.
• Chat Messenger - where reps chat with visitors live, take voice/video calls, and offer the meeting booker. Also, scroll up to view previous interactions with the chatbot or reps.

To learn more, check out Navigating Qualified → Conversation Console.

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Conversation Analytics

See how conversations are leading to what matters most: pipeline. There's a few ways to report on your successes:

• Qualified Reports & Dashboards
• Salesforce Analytics
• Reporting API
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To learn more, check out our Analytics articles.