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Kevin LewisCommunity Manager

Qualified announcements

Welcome to the Qualified Community

We're so glad you're here. We've built this community to be the ultimate hub for Qualified customers—a place where you can connect with your peers, share best practices, and get the support you need to maximize your pipeline generation efforts.This community is your new home for everything Qualified:Knowledge Base: Find answers to your questions with our comprehensive library of articles and guides. Community Discussions: Collaborate with other Qualified users, exchange ideas, and share your experiences. Online Support: Get direct assistance from our team of experts when you need it most. Courses and Certifications: Sharpen your skills and become a Qualified expert with our training materials and certification programs.We’re excited to see what you’ll achieve with the collective knowledge and support of this community.To get started, we invite you to introduce yourself in the comments below! Tell us a bit about who you are and what you're hoping to get out of this community.

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4 days ago

Kevin LewisCommunity Manager

Connecting your tech stack

Connecting to Google Meet

While Google Meet's integration with Qualified allows Meetings users to automatically insert Google Meet links into their meetings booked via Qualified, there are a few additional administrative steps that need to be handled to allow the integration to function properly. These are detailed below.Enable the Google Meet API Configure the OAuth consent screen Set Access scopeEnable the Google Meet APIFirst, your Google admin will need to enable the Google Meet API for use by Qualified. To do this, they will need to create a Google Cloud project (instructions here). Once this is done:Navigate to the Google Cloud Console. Navigate to APIs & Services → Library. Search for "Google Meet API" and click EnableConfigure the OAuth consent screenIn the Google Cloud Console, you will also need to configure the OAuth consent screen that appears when reps give permission to utilize the Google Meet integration. To do this:Navigate to the Google Cloud Console Navigate to APIs & Services → OAuth

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12 days ago

Kevin LewisCommunity Manager

Email for sales reps

Configure AI Email signatures in your profile

Want to make your Piper Emails more professional? Adding an email signature is a great way to do it! You can easily set up your signature in Piper Email to ensure every message you send leaves a lasting impression.Where Your Signature Will Appear Ways to Add Your Signature Use Your Existing Gmail Signature Create a Simple Text Signature Where Your Signature Will AppearEmail signatures are available when your AI SDR agent send emails on behalf of a human sales rep. This means your personalized signature will appear on all emails sent through the AI SDR agent that come from your individual profile.Ways to Add Your SignatureYou have two convenient options for adding your email signature, listed in your Qualified profile.Use Your Existing Gmail SignatureIf you have a signature already set up in your Gmail inbox, Qualified can pull it in automatically.Note: AI email can only pull signatures from Gmail at this time, not Outlook. If you use Outlook, please use the Create a Simple Text Signat

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2 months ago

Kevin LewisCommunity Manager

Conversations for sales reps

Configuring AI translate

With Qualified’s AI translate functionality for live conversations, human reps can understand and reply to visitors - no matter what language they speak.Use of this feature requires Qualified multi-language support. If you are interested in using this feature, but don’t have Qualified multi-language or don’t see the options in your account, contact your Qualified Success Architect.Configuring spoken languages Using Qualified AI translate in conversationsConfiguring spoken languagesOnce AI translate has been enabled in your account, you’ll see a new setting in your Qualified profile: Languages. When this feature is enabled, English will be selected by default for all reps. If you speak more languages than English, use the drop down to select any additional languages that you speak. Pro Tip: If English isn’t your first language, first press the x button to remove English, then add your primary language, and then re-add English. That way, translated messages will appear in your primary l

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2 months ago

Kevin LewisCommunity Manager

Conversations for sales reps

Qualified markdown syntax

When entering text into the Qualified messenger, either as part of a rules-based chat experience or live chat with a visitor, Qualified supports simple markdown to format your text, include hyperlinks, and insert images.Text Formatting Italics Bold Bold Italics Insert Symbols Line Break Emojis Hyperlinks Images and GIFs Clickable Images Please note: Markdown is currently supported in most text-based actions in the workflow builder, and in the live chat console. Markdown is not supported in the Create a Custom Greeting action.Text formatting ItalicsTo make text italicized, surround your text with single asterisks.I *really* need to have my text italicizedI really need to have my text italicizedBoldTo bold text, surround your text with double asterisks.This is my **very important** textThis is my very important textBold italicsTo put text in both bold and italics, combine the two above methods and surround your text with triple asterisks.This is my ***most important text***This is m

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3 months ago

Kevin LewisCommunity Manager

Setting up Qualified

Setting up Meetings experiences

Experiences are the main way your website visitors engage with Qualified. Meetings experiences for forms and buttons allow the CTAs on your website to immediately book time with valuable prospects, while meeting links, the Qualified Live Booker, and the Meeting Booker extension for Gmail let you offer your team’s calendars with the click of a button.Meeting experiences for forms Applicable form types Configuring form experiences Creating new Button experiences Using the Qualified Live Booker Using the Qualified Meeting Booker Chrome extension Multi-language settingsMeeting experiences for formsForm experiences allow you to connect the forms on your website directly to Qualified. When a visitor fills out a connected form, Qualified can evaluate logic, apply routing rules, and offer qualified visitors an immediate opportunity to book a meeting with the right rep on your team.Applicable form typesQualified form experiences natively integrate with major Marketing Automation Platforms (MA

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3 months ago

Kevin LewisCommunity Manager

Setting up Qualified

Privacy policy disclosures in Qualified

Protecting your website visitor’s PII is crucially important, and we’re sure you have a privacy policy in place that helps your visitors feel at ease knowing you’re protecting their data. Qualified provides customizable privacy disclosure statements that will communicate and link your privacy policy to your visitors.Customizing the Privacy Policy Disclosure Privacy Policy Disclosures in other LanguagesCustomizing the privacy policy disclosureWithin the Qualified messenger and meeting booker widgets, Qualified will display a customizable text that discloses your privacy policy and can link to a page containing your full policy using Qualified markdown language. As part of initial setup, configure this policy to ensure that your disclosure appears to all visitors who engage with Qualified.The character limit is 250 characters by default. If you require more than 250 characters for your privacy policy disclosure, contact your Qualified Success Architect. Privacy policy disclosures in oth

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3 months ago

Kevin LewisCommunity Manager

About the Agentic Marketing Platform

Supported languages

Supported Languages ConsiderationsSupported languagesQualified can currently be configured to support the following languages:Czech Danish Dutch English Finnish French French (Canada) German Indonesian Italian Japanese Korean Norweigan Polish Portuguese (Brazil) Russian Spanish Spanish (Latin America) Simplified Chinese (Mandarin) Thai Traditional Chinese (Cantonese) Turkish VietnameseNot all plans support multiple languages. If you are interested in configuring Qualified in a language other than English, but do not see the option within your settings, please contact your Qualified Success Architect ConsiderationsThe Qualified application is available only in English. Multi-language settings only alter content viewed by visitors or email recipients.The Qualified team does not provide text translations into other languages. Multi-language configurations only affect system prompting and AI agent behavior.

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3 months ago

Kevin LewisCommunity Manager

Setting up Qualified

Setting up automatic experiences

Experiences are the main way your website visitors engage with Qualified. For conversations - whether that’s with an AI SDR agent like Piper, rules-based chatbots with CTAs configured by your marketing team, or your sales teams directly - automatic experiences are the most common type of experience to configure.What is an automatic experience? Creating automatic experiences Experience priority Multi-language settingsWhat is an automatic experience?An automatic experience is activated as soon as your website visitor lands on your website. On any page where the Qualified JavaScript is installed, Qualified will evaluate the visitor to determine which, if any, automatic experience they should receive.Automatic experiences can evaluate several different criteria - including the page the visitor is on, the referrer that brought them there, whether they fit into your ICP or one of your other segments, or even where they’re located geographically.Automatic experiences can include a lot of diff

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3 months ago

Kevin LewisCommunity Manager

Setting up Qualified

Using workflows in Qualified

Workflows in Qualified allow admins to automate backend processes and enhance visitor experiences without manual intervention. By combining triggers and actions, workflows centralize business logic, helping teams focus on crafting meaningful visitor interactions while automation handles routine tasks in the background.What are workflows How do workflows work? Triggers Actions Creating a workflowWhat are workflowsWorkflows provide a structured way to automate and manage business logic across your Qualified instance. Instead of embedding logic directly within individual experiences, workflows enable a centralized system for handling complex processes, such as data updates, system integrations, and team notifications.If workflows are not yet enabled in your Qualified account, please contact your Qualified Success Architect or reach out to help@qualified.com.How do workflows work?Each workflow is made up of two key components:TriggersTriggers are the conditions that initiate a workflow.

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3 months ago

Announcements

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From kickoff to go-live, you’ll have a dedicated Salesforce-certified implementation consultant and a dedicated support representative who will manage the entire project, build all your experiences, and perform all implementation services you need!

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