Onboarding

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

Get answers to common Piper the AI SDR questions: writing company descriptions, configuring goals, feedback, lead creation, and more!

Set up the Email Sender for AI Email Campaigns by connecting Google or Microsoft accounts with the right permissions for seamless execution.

Learn how Piper Email automates outreach, follows up with leads, and boosts pipeline generation through AI-driven email engagement.

Get answers to common AI Email questions, from campaign setup and workflows to lead tracking and email performance optimization.

Configure AI Studio settings for Piper, including General Settings, Copilot Domains, AI SDR Profiles, Rep AI Tools, and profile management.

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

Set up and manage unsubscribe workflows for AI Email campaigns using Salesforce fields, with flexible options for custom footers.

Follow this step-by-step guide to set up, test, and launch your first AI Email campaign for seamless lead engagement and automation.

Learn how to train Piper with website content and custom snippets to ensure accurate AI-driven responses for your visitors.

Learn how Piper the AI SDR Agent handles Personally Identifiable Information (PII)

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