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Onboarding Piper the AI SDR

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Popular Help Articles

Sales Rep Setup Guide

Setup your Qualified Account: Add Personal Info, Connect Calendar, Meeting Details, Connect Salesforce, Edit Notifications, and more.

Getting Started

Getting Started with AI Conversations

Everything your SDRs need to have meaningful sales conversations that increase productivity and pipeline. This is next generation live chat.

AI Meetings Overview

Getting Started with AI Meetings

Empower your website visitors to book meetings instantly with Qualified Meetings. Optimize sales processes & accelerate pipeline generation.

Salesforce Integration

Master Salesforce integration with Qualified: connect, map data, configure campaigns, and maximize ROI effortlessly!

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.

AI Signals in Salesforce

Implementing Signals Plays in Salesforce

Step-by-step implementation instructions for our top ten Signals Plays for Salesforce to enhance sales efficiency and streamline processes.

Steps to Onboard Piper

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.

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