Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent

Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent

Tipalti invested big in driving high quality website traffic but inbound SDRs could only convert a fraction of these buyers over chat. With Piper, they boosted pipeline instantly.

Claire Ebben
Claire Ebben
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Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

About Tipalti

Tipalti is a leading global fintech company helping finance teams automate and scale payables. Serving 5,000+ customers—including Twitch, Canva, Roblox, and GoDaddy—Tipalti has earned accolades from IDC and appeared on the Deloitte Fast 500 list seven years in a row.

“Our mission is to help finance teams live up to their strategic potential by eliminating manual, repetitive work.”

Tom Edgington, Digital Marketing Manager, Tipalti

The challenge: High-intent traffic, low conversion

Tipalti was driving strong inbound traffic, but struggling to convert it effectively:

  • SDR Constraints: Human reps missed or mishandled many inbound chats—especially those not clearly sales-aligned.

  • Scalability Gaps: 26% of in-hours chats went unanswered (and up to 50% in some regions).

  • Manual Maintenance: Rules-based chat flows were resource-intensive and difficult to scale.

“Our SDR org just wasn’t built to handle every kind of conversation. We needed something scalable and consistent.”

The solution: Piper the AI SDR agent

Tipalti deployed Piper to autonomously engage and qualify inbound traffic across their website—freeing up SDRs and improving conversion.

🔧 Implementation Highlights:

  • Full go-live in ~5 weeks

  • 200+ test questions sourced from SDRs, search queries, and FAQs

  • Internal “hidden page” rollout to get leadership buy-in

  • Human handoff always available, but rarely needed

“Piper feels human, but delivers way more consistency at scale than we were getting with live reps.” 

Expanding with Piper Email

Tipalti extended Piper’s capabilities within email for inbound lead follow-up:

  • Use case: “Abandoned cart” for unbooked meetings

  • Result: ~50% conversion rate on these leads

  • Bonus: Deep personalization—beyond what SDRs could realistically do

The results: Efficiency unlocked

  • 4x increase in site engagement rate

  • 3x increase in conversion from conversation to booked meeting

  • 2x increase in total meetings booked, despite traffic dip

  • More pipeline from fewer SDR resources

“We replaced rules-based journeys with one Piper experience—and it’s outperforming our humans in both engagement and conversion.”

What’s next for Piper the AI SDR agent at Tipalti

  • Ongoing email expansion

  • Future plans for ABM and nurture use cases

  • Continued focus on scaling inbound pipeline autonomously

Lessons learned from Tipalti

“Don’t overcomplicate it. Start simple with a clear goal like lead gen. Involve your stakeholders early, and let the results speak for themselves.”

Tom Edgington

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Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent

Tipalti invested big in driving high quality website traffic but inbound SDRs could only convert a fraction of these buyers over chat. With Piper, they boosted pipeline instantly.

Claire Ebben
Claire Ebben
No items found.
Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

About Tipalti

Tipalti is a leading global fintech company helping finance teams automate and scale payables. Serving 5,000+ customers—including Twitch, Canva, Roblox, and GoDaddy—Tipalti has earned accolades from IDC and appeared on the Deloitte Fast 500 list seven years in a row.

“Our mission is to help finance teams live up to their strategic potential by eliminating manual, repetitive work.”

Tom Edgington, Digital Marketing Manager, Tipalti

The challenge: High-intent traffic, low conversion

Tipalti was driving strong inbound traffic, but struggling to convert it effectively:

  • SDR Constraints: Human reps missed or mishandled many inbound chats—especially those not clearly sales-aligned.

  • Scalability Gaps: 26% of in-hours chats went unanswered (and up to 50% in some regions).

  • Manual Maintenance: Rules-based chat flows were resource-intensive and difficult to scale.

“Our SDR org just wasn’t built to handle every kind of conversation. We needed something scalable and consistent.”

The solution: Piper the AI SDR agent

Tipalti deployed Piper to autonomously engage and qualify inbound traffic across their website—freeing up SDRs and improving conversion.

🔧 Implementation Highlights:

  • Full go-live in ~5 weeks

  • 200+ test questions sourced from SDRs, search queries, and FAQs

  • Internal “hidden page” rollout to get leadership buy-in

  • Human handoff always available, but rarely needed

“Piper feels human, but delivers way more consistency at scale than we were getting with live reps.” 

Expanding with Piper Email

Tipalti extended Piper’s capabilities within email for inbound lead follow-up:

  • Use case: “Abandoned cart” for unbooked meetings

  • Result: ~50% conversion rate on these leads

  • Bonus: Deep personalization—beyond what SDRs could realistically do

The results: Efficiency unlocked

  • 4x increase in site engagement rate

  • 3x increase in conversion from conversation to booked meeting

  • 2x increase in total meetings booked, despite traffic dip

  • More pipeline from fewer SDR resources

“We replaced rules-based journeys with one Piper experience—and it’s outperforming our humans in both engagement and conversion.”

What’s next for Piper the AI SDR agent at Tipalti

  • Ongoing email expansion

  • Future plans for ABM and nurture use cases

  • Continued focus on scaling inbound pipeline autonomously

Lessons learned from Tipalti

“Don’t overcomplicate it. Start simple with a clear goal like lead gen. Involve your stakeholders early, and let the results speak for themselves.”

Tom Edgington

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

By registering, you agree that Qualified may process your personal data for events and marketing as set forth in our Privacy Policy
Thank you for subscribing. You’ll start receiving updates for Qualified+ shortly.
Oops! Something went wrong while submitting the form.

Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent

Tipalti invested big in driving high quality website traffic but inbound SDRs could only convert a fraction of these buyers over chat. With Piper, they boosted pipeline instantly.

Claire Ebben
Claire Ebben
No items found.
Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

About Tipalti

Tipalti is a leading global fintech company helping finance teams automate and scale payables. Serving 5,000+ customers—including Twitch, Canva, Roblox, and GoDaddy—Tipalti has earned accolades from IDC and appeared on the Deloitte Fast 500 list seven years in a row.

“Our mission is to help finance teams live up to their strategic potential by eliminating manual, repetitive work.”

Tom Edgington, Digital Marketing Manager, Tipalti

The challenge: High-intent traffic, low conversion

Tipalti was driving strong inbound traffic, but struggling to convert it effectively:

  • SDR Constraints: Human reps missed or mishandled many inbound chats—especially those not clearly sales-aligned.

  • Scalability Gaps: 26% of in-hours chats went unanswered (and up to 50% in some regions).

  • Manual Maintenance: Rules-based chat flows were resource-intensive and difficult to scale.

“Our SDR org just wasn’t built to handle every kind of conversation. We needed something scalable and consistent.”

The solution: Piper the AI SDR agent

Tipalti deployed Piper to autonomously engage and qualify inbound traffic across their website—freeing up SDRs and improving conversion.

🔧 Implementation Highlights:

  • Full go-live in ~5 weeks

  • 200+ test questions sourced from SDRs, search queries, and FAQs

  • Internal “hidden page” rollout to get leadership buy-in

  • Human handoff always available, but rarely needed

“Piper feels human, but delivers way more consistency at scale than we were getting with live reps.” 

Expanding with Piper Email

Tipalti extended Piper’s capabilities within email for inbound lead follow-up:

  • Use case: “Abandoned cart” for unbooked meetings

  • Result: ~50% conversion rate on these leads

  • Bonus: Deep personalization—beyond what SDRs could realistically do

The results: Efficiency unlocked

  • 4x increase in site engagement rate

  • 3x increase in conversion from conversation to booked meeting

  • 2x increase in total meetings booked, despite traffic dip

  • More pipeline from fewer SDR resources

“We replaced rules-based journeys with one Piper experience—and it’s outperforming our humans in both engagement and conversion.”

What’s next for Piper the AI SDR agent at Tipalti

  • Ongoing email expansion

  • Future plans for ABM and nurture use cases

  • Continued focus on scaling inbound pipeline autonomously

Lessons learned from Tipalti

“Don’t overcomplicate it. Start simple with a clear goal like lead gen. Involve your stakeholders early, and let the results speak for themselves.”

Tom Edgington

Related content

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

By registering, you agree that Qualified may process your personal data for events and marketing as set forth in our Privacy Policy
Thank you for subscribing. You’ll start receiving updates for Qualified+ shortly.
Oops! Something went wrong while submitting the form.

Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent

Tipalti invested big in driving high quality website traffic but inbound SDRs could only convert a fraction of these buyers over chat. With Piper, they boosted pipeline instantly.

Goodbye Missed Chats: How Tipalti Scales with Piper the AI SDR Agent
Claire Ebben
Claire Ebben
|
May 13, 2025
|
X
min read
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

About Tipalti

Tipalti is a leading global fintech company helping finance teams automate and scale payables. Serving 5,000+ customers—including Twitch, Canva, Roblox, and GoDaddy—Tipalti has earned accolades from IDC and appeared on the Deloitte Fast 500 list seven years in a row.

“Our mission is to help finance teams live up to their strategic potential by eliminating manual, repetitive work.”

Tom Edgington, Digital Marketing Manager, Tipalti

The challenge: High-intent traffic, low conversion

Tipalti was driving strong inbound traffic, but struggling to convert it effectively:

  • SDR Constraints: Human reps missed or mishandled many inbound chats—especially those not clearly sales-aligned.

  • Scalability Gaps: 26% of in-hours chats went unanswered (and up to 50% in some regions).

  • Manual Maintenance: Rules-based chat flows were resource-intensive and difficult to scale.

“Our SDR org just wasn’t built to handle every kind of conversation. We needed something scalable and consistent.”

The solution: Piper the AI SDR agent

Tipalti deployed Piper to autonomously engage and qualify inbound traffic across their website—freeing up SDRs and improving conversion.

🔧 Implementation Highlights:

  • Full go-live in ~5 weeks

  • 200+ test questions sourced from SDRs, search queries, and FAQs

  • Internal “hidden page” rollout to get leadership buy-in

  • Human handoff always available, but rarely needed

“Piper feels human, but delivers way more consistency at scale than we were getting with live reps.” 

Expanding with Piper Email

Tipalti extended Piper’s capabilities within email for inbound lead follow-up:

  • Use case: “Abandoned cart” for unbooked meetings

  • Result: ~50% conversion rate on these leads

  • Bonus: Deep personalization—beyond what SDRs could realistically do

The results: Efficiency unlocked

  • 4x increase in site engagement rate

  • 3x increase in conversion from conversation to booked meeting

  • 2x increase in total meetings booked, despite traffic dip

  • More pipeline from fewer SDR resources

“We replaced rules-based journeys with one Piper experience—and it’s outperforming our humans in both engagement and conversion.”

What’s next for Piper the AI SDR agent at Tipalti

  • Ongoing email expansion

  • Future plans for ABM and nurture use cases

  • Continued focus on scaling inbound pipeline autonomously

Lessons learned from Tipalti

“Don’t overcomplicate it. Start simple with a clear goal like lead gen. Involve your stakeholders early, and let the results speak for themselves.”

Tom Edgington

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