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Onboarding Piper the AI SDR

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Steps to Onboard Piper

Add Piper to Your Sales Team

Add Piper to your sales team, create a persona, and integrate with your GTM systems for personalized AI-driven customer interactions.

Educate Piper with Content

Learn how to educate Piper the AI SDR using URLs and snippets to ensure accurate and effective responses to visitor questions.

Enable Piper on your Sales Methodology

Configure Piper the AI SDR with Goals and Rules of Engagement (ROEs) to optimize visitor experiences and drive pipeline generation.

Evaluate Piper Utilizing the Scorecard & Inbox

Learn how to test and refine Piper's responses using the Scorecard and Inbox to ensure accurate and effective interactions on your website.

Automate Piper’s Workflows & Activities

Learn how to use Piper Workflows to automate business processes to optimize AI SDR performance based on visitor interactions.

Certify Piper to Engage with Visitors

Test and validate how Piper handles conversations and executes actions on the website & systems.

Can't find what you're looking for?

Our technical support team is standing by to help you learn Qualified.

View status page

Get information on current system performance and maintenance.

Email support

Don’t have time to chat? Email our team and we'll get back to you shortly.

PRODUCT

Piper the AI SDR Qualified Chatbots Qualified Conversations Qualified Meetings Qualified Offers Qualified Signals Pricing Developers

Platform

The Qualified Platform Qualified AI Integrations & API Qualified for Salesforce

Solutions

Qualified for Outbound Qualified for Advertising Qualified for ABM

Use cases

Qualified for Marketing Qualified for Inbound Sales Qualified for Outbound Sales

Features

Segments and Live Streams Routing and Alerts Mobile Buyer Intent Data

INTEGRATIONS

Integrations Salesforce CRM Salesforce Pardot Marketo HubSpot Eloqua Outreach Salesloft 6sense Demandbase

Salesforce

Salesforce Alliance Salesforce Pardot Salesforce Roots

COMPANY

About Us Rise of the AI Workforce Careers Customers Newsroom Qualified Advantage System Status Qualified Brand

RESOURCES

Blog Books Podcasts Events & Webinars ROI Calculator Pipeline Council Blueprint Conversations Playbook Meetings Playbook Signals Playbook Inbound Sales Playbook

LEGAL

Trust Privacy Policy Acceptable Use Policy Subprocessors List Cookies Policy AI FAQ

EDUCATION

What is Conversational Marketing?What is an AI SDR?Inbound vs. Outbound AI SDRs Inbound AI SDR Hiring Guide The New AI Marketing Funnel Pipeline Council Template

Qualified University

Qualified University Courses & Certifications Implementation Process