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Qualified Mobile App

The Qualified mobile app allows for your sales reps to never miss a moment to connect with hot prospects, known leads, and target accounts on your site. Whether your sales reps are on the road or just grabbing lunch, they can instantly chat with visitors on the site and be alerted to high value visitors wanting to chat with your sales team now.

In this guide, we’ll introduce the basics of the Qualified mobile app as well as how your sales team can use it to accelerate sales cycles.

After this article, you'll be able to:

  1. Login using your Qualified username and password (or using SSO)
  2. Configure your mobile alerts and notification settings
  3. Chat with your VIP visitors

Getting Started

Before diving in you’ll need to download Qualified Mobile on your mobile device. Qualified Mobile is supported on both Apple and Android devices. The Qualified app is currently in early access for some customers. Please contact your Qualified Success Architect or the Qualified Technical Support team to learn more.

Once the mobile app is generally available, you can access it by searching for "Qualified Mobile" in the App Store or Google Play Store.

Setting Up Mobile Alerts & Notifications

Please note that you do not need to set yourself to available via the mobile app.

You have the option to configure your mobile notifications either in the mobile app itself or while logged into your Qualified account on your desktop browser. Configure the alerts in your mobile settings by following the steps outlined below.

  1. Select the gear icon to navigate to the Qualified settings page
  2. Select mobile settings in the left-side bar or if you are in the mobile app select "Notification Settings"
  3. Under "Notification schedule", select the + symbol and set a notification timeframe. This will tell Qualified when to send push notifications to your mobile device. If left blank, you’ll receive no push notifications.
Configuring time frames for mobile alerts.
  1. Next, select the streams of visitors that you would like to receive push notifications for. You will receive push notifications for all inbound messages from visitors and all visitors routed for inbound chat regardless of the streams you select here.
  2. Finally, save your settings.
Select the Live Streams that you'd like push notifications for.

There are three sounds that you’ll hear along with the push notifications that you receive on your mobile device:

  • Long ringtone: When a visitor is routed for chat and is waiting to talk to a rep this alert sound will be sent along with the push notification.
  • Short ringtone: When a visitor enters a stream you care about as configured below or has hit the alert node within an experience as set up by your administrator.
  • Pinging tone: When a new visitor message has been received.

Chatting with Visitors

As you receive alerts to your mobile device you’ll be able to chat with visitors by clicking on the push notification you receive and selecting Conversation > “Start a Conversation” or by proactively engaging with a visitor by clicking on the visitor in the app and selecting to start a conversation as shown below.

Starting a conversation with a visitor via the mobile app

You can view your live streams at the top of your screen to browse the Visitors currently on your site. 

Select which stream you’d like to view and you’ll be shown each visitor currently online that meets the criteria for that stream.

If you don’t see a particular stream that you usually see on desktop, its most likely because you don’t have any current visitors that meet the criteria of the stream.

For example, if you usually see “Existing Customers” as a stream but it’s not showing on mobile, it's likely there are no existing customers on the site at that time.

As visitors enter the site that fit certain criteria they will appear in the appropriate live stream as configured by your Qualified admin.

Viewing & Editing Visitor Information

As you engage with visitors, you’ll notice the same visitor information appearing in mobile as it does in your desktop Visitor 360. 

Click on the visitor and scroll down the page to see all of the information about the visitor.

To add in new information or update existing information on a visitor you have had a conversation with:

  1. Click on the visitor you’d like to edit
  2. Select ‘Edit’ next to the visitor or company name
  3. Type in new visitor information
  4. New information and updates will be automatically saved
Note that you can only edit visitor fields for those visitors that have been routed to you.

Booking Meetings


When chatting with a visitor you have the opportunity to book a meeting with them or offer up calendar availability of another Qualified user on your team:

  1. Start a conversation with the visitor
  2. To the right of the chat text box click the blue icon shown below to show the meeting booker options
  3. Select the person's calendar you’d like to show
  4. Click “Send Invite” to show the calendar availability to the visitor

When the visitor books the meeting you’ll see the confirmation message show up in the chat transcript along with the date and time of the meeting.

Summary

The Qualified Mobile app is a helpful tool to receive mobile alerts and notifications and have conversations while you're on the go.

Still Have Questions?

If you have any questions, feel free to chat with us using the Qualified app on this page or reach out to the Qualified technical support team.

Last Reviewed:
9/27/2021

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