The Autumn ‘24 Release is Here!

The Autumn ‘24 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

Crystal Reitmeir
Crystal Reitmeir
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

The leaves are changing colors and there’s a crispness in the air. Autumn is here, and so is the Qualified Autumn ‘24 Release! At Qualified, we know AI is the future and we’re committed to harnessing this game-changing technology. This release is packed with new innovations that make Piper the AI SDR even more powerful—from her brand new AI email capabilities to contextual proactive greetings—all designed to scale your inbound pipeline generation motion. Ready to dive in? Let’s go!

QUALIFIED AI EMAIL

Intelligently follow up with and nurture inbound leads with Piper the AI SDR.

Watch a demo to see how Piper the AI SDR can automate inbound lead follow up and nurture

Introducing AI Email
You work hard to generate inbound leads—whether it’s from web forms, events, content, SEO, paid ads, the list goes on. And all this inbound pipeline is of the highest quality, but how do you follow up with each lead in a timely, personalized manner? Chances are, you don’t. And the result is missed pipeline.

With AI Email, you can put your entire follow up process on autopilot. Piper the AI SDR will email every single inbound lead with a completely bespoke message, instantly and at scale. You no longer need to rely on human capacity to follow up with interested buyers over email because Piper will do it for you. It’s a total game changer. 

If you’d like to see how Piper the AI SDR’s newest capability can supercharge inbound lead follow up and generate more pipeline, let’s schedule a custom demo today.

QUALIFIED AI CONVERSATIONS

With Piper the AI SDR, your sales reps can have better engagements via live chat, voice, or video.

Piper the AI SDR automatically greets visitors with a custom message

Piper Pounce Enhancements

Piper the AI SDR continues to get smarter. When Piper proactively greets a website visitor, or “pounces,” she will craft a completely bespoke message based on a number of references, including email click-throughs and previous website interactions. This means she can personalize the message with data like visitor name, company, or emojis and also seamlessly continue the conversation from where it left off. 

The Piper Pounce design has also been upgraded to include a response box, which makes it easier for the visitor to respond and engage with Piper. The new design also includes embedded buttons to immediately trigger a Piper Goal, like “book a meeting” or “talk with sales,” to expedite the conversation. 

Lastly, Piper Pounce setup is now available within the AI Studio—where Piper is configured within the Qualified application. This simplifies navigation during setup, offers more control over Piper’s pounce messaging, and improves her pounce engagement by recognizing prior conversations. Read the help article to learn more.

Live View Block List

Live View shows you how a visitor is browsing your website in real time; however, there may be parts of your website that you’d like to prevent from appearing in Live View, like a web application. This new feature allows you to disable the Live View feature for specific domains or webpages where the Qualified javascript is present. Read the help article to learn more.

QUALIFIED AI MEETINGS

Invite your best buyers to schedule meetings with your sales team in just a few clicks.

Require meeting confirmation from buyers to reduce spam or fake meetings

Meeting Confirmation

In an effort to avoid booking spam or fake meetings with your sales team, you can now configure a meeting type to have a required confirmation from buyers. This can be enabled for all bookings or only those booked from a personal email address. If enabled, the buyer will receive an email to confirm the meeting. This ensures your reps’ calendars are dedicated to high-value buyers. You can also track the number of meetings canceled due to no confirmation within Qualified Analytics. Read the help article to learn more.

Round Robin Absence Handling

When a website visitor opts to book a meeting with your team, you may choose to “round robin” the buyer to the next available sales rep based on your unique routing rules. But what if the sales rep is absent or unavailable for the chosen date and time? This new setting allows you to automatically skip reps who are unavailable and route the meeting to the next available rep. This ensures a sales rep will always be available to meet with an interested buyer. Read the help article to learn more.

Meeting Booker Time Zone Selection

Companies of all sizes work across time zones, which can complicate meeting scheduling. With this new feature, buyers on your website will see their local time zone by default but have the option to select a different time zone before choosing a meeting time. This offers more flexibility in the meeting booking process and eliminates confusion about time zones. Read the help article to learn more.

Optional Qualifying Questions

Scheduling time with the right buyers is crucial to keep your sales team focused. Part of this process means asking additional qualification questions, but not all questions are applicable to all buyers. With this new setting, you can determine which questions are required and which are optional for buyers to complete before booking a meeting. This streamlines the booking process and ensures you’re gathering the right information upfront.

Meeting No-Shows

Buyers are busy and may not always make it to a scheduled meeting. With this new setting, sales reps can mark “no-show events” to track when a buyer doesn’t attend a meeting. This feature offers more visibility in the buying journey for your accounts and improves fairness of meeting distributions as no-show meetings are not counted as part of the sales rep assignment logic. Read the help article to learn more.

Exclude “Reschedule or Cancel” Link

All sales meetings are not created equal as some require more coordination and prep work. For this reason, you may want to have more control over meeting scheduling modifications. This new setting means you can now exclude the "Reschedule or cancel your meeting" link within calendar invites, which prevents last minute scheduling changes.Read the help article to learn more.

QUALIFIED AI OFFERS

Serve personalized, relevant marketing offers and capture leads with a single click.

Qualified Offers now include images to boost engagement

Images in Offers

Offers can be easily displayed across your website as a header, footer, popup, or sidepop banner. Now, these offers can include images, which provides more design flexibility to match the look-and-feel of each unique offer. Not only does this improve the design, it’s also more attention-grabbing and more engaging for your website visitors.

QUALIFIED PLATFORM

Identify, engage, and convert your best buyers through custom website experiences.

Privacy disclosures can now be configured for AI Meetings and AI Offers

Privacy Disclosure Enhancements

When collecting personal information on your website, it’s crucial to display privacy policies and stay legally compliant. Privacy disclosures were previously supported in the Qualified messenger, and are now supported for Qualified AI Meetings and Qualified AI Offers as well. This means you now have control over privacy disclosures across all Qualified touchpoints on your website. Read the help article to learn more.

AI Content Library - Auto Recrawl

Within the AI Studio, you can add content about your business to educate Piper. This can be in the form of a webpage or snippet. Previously, refreshing content for Piper required a recrawl to be triggered manually. Now, this content can be automatically recrawled on a weekly or monthly basis. You can also filter content by enabled, disabled, and new pages. Plus, Scorecard feedback will only be reset for questions where citations may have been added, removed, or updated. This is a big time-saver as it removes manual workflows and bolsters confidence that  Piper is referencing the most current content. Read the help article to learn more.

Piper Qualification Improvements

Piper is a master at qualification—identifying which leads on your website match your ICP and are worth your time. This release includes two updates to further improve how she performs qualification and ensure your team is connecting with the right buyers. Read the help article to learn more.

  1. Piper will no longer ask more questions than necessary; as soon as a visitor is qualified or disqualified, she’ll skip any remaining questions. This streamlines lead qualification, which results in less drop-off and more conversions.
  2. Piper will now ask questions in the set order within the qualification filter. This allows her to do more complex qualification based on previous responses.

That’s a wrap for Autumn ‘24. We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.

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The Playbook for Setting Up and Measuring Piper the AI SDR

The Playbook for Setting Up and Measuring Piper the AI SDR

Join the Qualified team as they dive into measuring success with Piper the AI SDR.

Explore the Qualified+ Library
Category

Stay up to date with weekly drops of fresh B2B marketing and sales content.

Edit this

The Autumn ‘24 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

Crystal Reitmeir
Crystal Reitmeir
The Autumn ‘24 Release is Here!
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

The leaves are changing colors and there’s a crispness in the air. Autumn is here, and so is the Qualified Autumn ‘24 Release! At Qualified, we know AI is the future and we’re committed to harnessing this game-changing technology. This release is packed with new innovations that make Piper the AI SDR even more powerful—from her brand new AI email capabilities to contextual proactive greetings—all designed to scale your inbound pipeline generation motion. Ready to dive in? Let’s go!

QUALIFIED AI EMAIL

Intelligently follow up with and nurture inbound leads with Piper the AI SDR.

Watch a demo to see how Piper the AI SDR can automate inbound lead follow up and nurture

Introducing AI Email
You work hard to generate inbound leads—whether it’s from web forms, events, content, SEO, paid ads, the list goes on. And all this inbound pipeline is of the highest quality, but how do you follow up with each lead in a timely, personalized manner? Chances are, you don’t. And the result is missed pipeline.

With AI Email, you can put your entire follow up process on autopilot. Piper the AI SDR will email every single inbound lead with a completely bespoke message, instantly and at scale. You no longer need to rely on human capacity to follow up with interested buyers over email because Piper will do it for you. It’s a total game changer. 

If you’d like to see how Piper the AI SDR’s newest capability can supercharge inbound lead follow up and generate more pipeline, let’s schedule a custom demo today.

QUALIFIED AI CONVERSATIONS

With Piper the AI SDR, your sales reps can have better engagements via live chat, voice, or video.

Piper the AI SDR automatically greets visitors with a custom message

Piper Pounce Enhancements

Piper the AI SDR continues to get smarter. When Piper proactively greets a website visitor, or “pounces,” she will craft a completely bespoke message based on a number of references, including email click-throughs and previous website interactions. This means she can personalize the message with data like visitor name, company, or emojis and also seamlessly continue the conversation from where it left off. 

The Piper Pounce design has also been upgraded to include a response box, which makes it easier for the visitor to respond and engage with Piper. The new design also includes embedded buttons to immediately trigger a Piper Goal, like “book a meeting” or “talk with sales,” to expedite the conversation. 

Lastly, Piper Pounce setup is now available within the AI Studio—where Piper is configured within the Qualified application. This simplifies navigation during setup, offers more control over Piper’s pounce messaging, and improves her pounce engagement by recognizing prior conversations. Read the help article to learn more.

Live View Block List

Live View shows you how a visitor is browsing your website in real time; however, there may be parts of your website that you’d like to prevent from appearing in Live View, like a web application. This new feature allows you to disable the Live View feature for specific domains or webpages where the Qualified javascript is present. Read the help article to learn more.

QUALIFIED AI MEETINGS

Invite your best buyers to schedule meetings with your sales team in just a few clicks.

Require meeting confirmation from buyers to reduce spam or fake meetings

Meeting Confirmation

In an effort to avoid booking spam or fake meetings with your sales team, you can now configure a meeting type to have a required confirmation from buyers. This can be enabled for all bookings or only those booked from a personal email address. If enabled, the buyer will receive an email to confirm the meeting. This ensures your reps’ calendars are dedicated to high-value buyers. You can also track the number of meetings canceled due to no confirmation within Qualified Analytics. Read the help article to learn more.

Round Robin Absence Handling

When a website visitor opts to book a meeting with your team, you may choose to “round robin” the buyer to the next available sales rep based on your unique routing rules. But what if the sales rep is absent or unavailable for the chosen date and time? This new setting allows you to automatically skip reps who are unavailable and route the meeting to the next available rep. This ensures a sales rep will always be available to meet with an interested buyer. Read the help article to learn more.

Meeting Booker Time Zone Selection

Companies of all sizes work across time zones, which can complicate meeting scheduling. With this new feature, buyers on your website will see their local time zone by default but have the option to select a different time zone before choosing a meeting time. This offers more flexibility in the meeting booking process and eliminates confusion about time zones. Read the help article to learn more.

Optional Qualifying Questions

Scheduling time with the right buyers is crucial to keep your sales team focused. Part of this process means asking additional qualification questions, but not all questions are applicable to all buyers. With this new setting, you can determine which questions are required and which are optional for buyers to complete before booking a meeting. This streamlines the booking process and ensures you’re gathering the right information upfront.

Meeting No-Shows

Buyers are busy and may not always make it to a scheduled meeting. With this new setting, sales reps can mark “no-show events” to track when a buyer doesn’t attend a meeting. This feature offers more visibility in the buying journey for your accounts and improves fairness of meeting distributions as no-show meetings are not counted as part of the sales rep assignment logic. Read the help article to learn more.

Exclude “Reschedule or Cancel” Link

All sales meetings are not created equal as some require more coordination and prep work. For this reason, you may want to have more control over meeting scheduling modifications. This new setting means you can now exclude the "Reschedule or cancel your meeting" link within calendar invites, which prevents last minute scheduling changes.Read the help article to learn more.

QUALIFIED AI OFFERS

Serve personalized, relevant marketing offers and capture leads with a single click.

Qualified Offers now include images to boost engagement

Images in Offers

Offers can be easily displayed across your website as a header, footer, popup, or sidepop banner. Now, these offers can include images, which provides more design flexibility to match the look-and-feel of each unique offer. Not only does this improve the design, it’s also more attention-grabbing and more engaging for your website visitors.

QUALIFIED PLATFORM

Identify, engage, and convert your best buyers through custom website experiences.

Privacy disclosures can now be configured for AI Meetings and AI Offers

Privacy Disclosure Enhancements

When collecting personal information on your website, it’s crucial to display privacy policies and stay legally compliant. Privacy disclosures were previously supported in the Qualified messenger, and are now supported for Qualified AI Meetings and Qualified AI Offers as well. This means you now have control over privacy disclosures across all Qualified touchpoints on your website. Read the help article to learn more.

AI Content Library - Auto Recrawl

Within the AI Studio, you can add content about your business to educate Piper. This can be in the form of a webpage or snippet. Previously, refreshing content for Piper required a recrawl to be triggered manually. Now, this content can be automatically recrawled on a weekly or monthly basis. You can also filter content by enabled, disabled, and new pages. Plus, Scorecard feedback will only be reset for questions where citations may have been added, removed, or updated. This is a big time-saver as it removes manual workflows and bolsters confidence that  Piper is referencing the most current content. Read the help article to learn more.

Piper Qualification Improvements

Piper is a master at qualification—identifying which leads on your website match your ICP and are worth your time. This release includes two updates to further improve how she performs qualification and ensure your team is connecting with the right buyers. Read the help article to learn more.

  1. Piper will no longer ask more questions than necessary; as soon as a visitor is qualified or disqualified, she’ll skip any remaining questions. This streamlines lead qualification, which results in less drop-off and more conversions.
  2. Piper will now ask questions in the set order within the qualification filter. This allows her to do more complex qualification based on previous responses.

That’s a wrap for Autumn ‘24. We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.

Explore the Qualified+ Library
Category

Stay up to date with weekly drops of fresh B2B marketing and sales content.

Edit this

The Autumn ‘24 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

The Autumn ‘24 Release is Here!
Crystal Reitmeir
Crystal Reitmeir
|
November 14, 2024
|
X
min read
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

The leaves are changing colors and there’s a crispness in the air. Autumn is here, and so is the Qualified Autumn ‘24 Release! At Qualified, we know AI is the future and we’re committed to harnessing this game-changing technology. This release is packed with new innovations that make Piper the AI SDR even more powerful—from her brand new AI email capabilities to contextual proactive greetings—all designed to scale your inbound pipeline generation motion. Ready to dive in? Let’s go!

QUALIFIED AI EMAIL

Intelligently follow up with and nurture inbound leads with Piper the AI SDR.

Watch a demo to see how Piper the AI SDR can automate inbound lead follow up and nurture

Introducing AI Email
You work hard to generate inbound leads—whether it’s from web forms, events, content, SEO, paid ads, the list goes on. And all this inbound pipeline is of the highest quality, but how do you follow up with each lead in a timely, personalized manner? Chances are, you don’t. And the result is missed pipeline.

With AI Email, you can put your entire follow up process on autopilot. Piper the AI SDR will email every single inbound lead with a completely bespoke message, instantly and at scale. You no longer need to rely on human capacity to follow up with interested buyers over email because Piper will do it for you. It’s a total game changer. 

If you’d like to see how Piper the AI SDR’s newest capability can supercharge inbound lead follow up and generate more pipeline, let’s schedule a custom demo today.

QUALIFIED AI CONVERSATIONS

With Piper the AI SDR, your sales reps can have better engagements via live chat, voice, or video.

Piper the AI SDR automatically greets visitors with a custom message

Piper Pounce Enhancements

Piper the AI SDR continues to get smarter. When Piper proactively greets a website visitor, or “pounces,” she will craft a completely bespoke message based on a number of references, including email click-throughs and previous website interactions. This means she can personalize the message with data like visitor name, company, or emojis and also seamlessly continue the conversation from where it left off. 

The Piper Pounce design has also been upgraded to include a response box, which makes it easier for the visitor to respond and engage with Piper. The new design also includes embedded buttons to immediately trigger a Piper Goal, like “book a meeting” or “talk with sales,” to expedite the conversation. 

Lastly, Piper Pounce setup is now available within the AI Studio—where Piper is configured within the Qualified application. This simplifies navigation during setup, offers more control over Piper’s pounce messaging, and improves her pounce engagement by recognizing prior conversations. Read the help article to learn more.

Live View Block List

Live View shows you how a visitor is browsing your website in real time; however, there may be parts of your website that you’d like to prevent from appearing in Live View, like a web application. This new feature allows you to disable the Live View feature for specific domains or webpages where the Qualified javascript is present. Read the help article to learn more.

QUALIFIED AI MEETINGS

Invite your best buyers to schedule meetings with your sales team in just a few clicks.

Require meeting confirmation from buyers to reduce spam or fake meetings

Meeting Confirmation

In an effort to avoid booking spam or fake meetings with your sales team, you can now configure a meeting type to have a required confirmation from buyers. This can be enabled for all bookings or only those booked from a personal email address. If enabled, the buyer will receive an email to confirm the meeting. This ensures your reps’ calendars are dedicated to high-value buyers. You can also track the number of meetings canceled due to no confirmation within Qualified Analytics. Read the help article to learn more.

Round Robin Absence Handling

When a website visitor opts to book a meeting with your team, you may choose to “round robin” the buyer to the next available sales rep based on your unique routing rules. But what if the sales rep is absent or unavailable for the chosen date and time? This new setting allows you to automatically skip reps who are unavailable and route the meeting to the next available rep. This ensures a sales rep will always be available to meet with an interested buyer. Read the help article to learn more.

Meeting Booker Time Zone Selection

Companies of all sizes work across time zones, which can complicate meeting scheduling. With this new feature, buyers on your website will see their local time zone by default but have the option to select a different time zone before choosing a meeting time. This offers more flexibility in the meeting booking process and eliminates confusion about time zones. Read the help article to learn more.

Optional Qualifying Questions

Scheduling time with the right buyers is crucial to keep your sales team focused. Part of this process means asking additional qualification questions, but not all questions are applicable to all buyers. With this new setting, you can determine which questions are required and which are optional for buyers to complete before booking a meeting. This streamlines the booking process and ensures you’re gathering the right information upfront.

Meeting No-Shows

Buyers are busy and may not always make it to a scheduled meeting. With this new setting, sales reps can mark “no-show events” to track when a buyer doesn’t attend a meeting. This feature offers more visibility in the buying journey for your accounts and improves fairness of meeting distributions as no-show meetings are not counted as part of the sales rep assignment logic. Read the help article to learn more.

Exclude “Reschedule or Cancel” Link

All sales meetings are not created equal as some require more coordination and prep work. For this reason, you may want to have more control over meeting scheduling modifications. This new setting means you can now exclude the "Reschedule or cancel your meeting" link within calendar invites, which prevents last minute scheduling changes.Read the help article to learn more.

QUALIFIED AI OFFERS

Serve personalized, relevant marketing offers and capture leads with a single click.

Qualified Offers now include images to boost engagement

Images in Offers

Offers can be easily displayed across your website as a header, footer, popup, or sidepop banner. Now, these offers can include images, which provides more design flexibility to match the look-and-feel of each unique offer. Not only does this improve the design, it’s also more attention-grabbing and more engaging for your website visitors.

QUALIFIED PLATFORM

Identify, engage, and convert your best buyers through custom website experiences.

Privacy disclosures can now be configured for AI Meetings and AI Offers

Privacy Disclosure Enhancements

When collecting personal information on your website, it’s crucial to display privacy policies and stay legally compliant. Privacy disclosures were previously supported in the Qualified messenger, and are now supported for Qualified AI Meetings and Qualified AI Offers as well. This means you now have control over privacy disclosures across all Qualified touchpoints on your website. Read the help article to learn more.

AI Content Library - Auto Recrawl

Within the AI Studio, you can add content about your business to educate Piper. This can be in the form of a webpage or snippet. Previously, refreshing content for Piper required a recrawl to be triggered manually. Now, this content can be automatically recrawled on a weekly or monthly basis. You can also filter content by enabled, disabled, and new pages. Plus, Scorecard feedback will only be reset for questions where citations may have been added, removed, or updated. This is a big time-saver as it removes manual workflows and bolsters confidence that  Piper is referencing the most current content. Read the help article to learn more.

Piper Qualification Improvements

Piper is a master at qualification—identifying which leads on your website match your ICP and are worth your time. This release includes two updates to further improve how she performs qualification and ensure your team is connecting with the right buyers. Read the help article to learn more.

  1. Piper will no longer ask more questions than necessary; as soon as a visitor is qualified or disqualified, she’ll skip any remaining questions. This streamlines lead qualification, which results in less drop-off and more conversions.
  2. Piper will now ask questions in the set order within the qualification filter. This allows her to do more complex qualification based on previous responses.

That’s a wrap for Autumn ‘24. We’re always working on exciting new features but if you have ideas for future releases, we want to hear from you! As always, feel free to chat with us live on the website or connect with your dedicated QSA at any time.

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