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📣 IT’S TIME!!! Marketing Champion applications are now open! 🏆Do You Know a Qualfied Power user or Could It Be You? ✅ Loves sharing their expertise through blogs, podcasts and answering questions✅ Consistently gives back to the Marketing community✅ Passionate about helping others learn new skills✅ Driven to help others skill up and growAs a Champion, you'll:🌐 Build real connections with marketers doing this work around the world💡 Get early access to product launches and knowledge-sharing opportunities🤝 Work directly with our product team to help shape what's nextNow’s your chance. Applications close on September 26th, 2026.Apply or nominate someone today ✍🏼: https://sfdc.co/ba2lOaLearn more 🔗: https://sfdc.co/bXTIyM 

We're rolling out one of the biggest connections we've built yet: Piper the AI SDR agent now integrates with Data 360, Salesforce's unifying data layer across every Agentforce agent.Disconnected data creates awkward moments for a lot of businesses: a sales rep calling someone who just filed a support ticket, a renewal offer landing in the inbox of an account that already churned, a cold outreach email arriving the same day a buyer is already on a call with a rep. Data 360 exists to close those gaps by unifying fragmented customer data into one profile that every system and every agent can draw on in real time, and now Piper is one of those agents.Here's what that unlocks. Piper already knows your leads, contacts, accounts, and opportunities. With Data 360, she also sees past purchases, service history, marketing interactions, and more, giving her a full picture of a visitor's history before she ever says hello. That means sharper personalization, smarter routing, and more accurate qual

Big news if you want your AI SDR agent to feel unmistakably yours: you can now build a fully custom video persona for her, right inside Agent Studio. Upload a single static photo, and the platform does the rest, turning it into a fully animated agent that moves, speaks, and expresses emotion like an actual conversation partner.Here's why this is worth paying attention to: customers running multimodal video conversations are already seeing a 35% increase in website conversations and a 24% increase in meetings booked. A custom avatar is what makes those conversations feel like they're coming from your team specifically instead of a generic AI face, and first impressions carry a lot of weight once a visitor is looking at a live video persona. Custom voices are rolling out this fall too, so the personalization here is only getting deeper.This is available today for customers on an Agentic Marketing Plan using PiperX video mode. Reach out to your Success Architect to check availability for

Easily manage meetings in Salesforce with Qualified Reschedule, Cancel, and Reassign buttons. This guide shows you how to configure these buttons, add them to your Salesforce layout, and use them to keep your meeting schedules organized and up-to-date.Video Walkthrough: Configuring Buttons in Salesforce Steps to Configure Buttons in Salesforce Using the Reschedule, Cancel, and Reassign Buttons in SalesforceVideo walkthrough: configuring buttons in Salesforce‍Follow along with this quick video guide to set up reschedule, cancel, and reassign buttons in Salesforce.Steps to configure buttons in Salesforce‍Follow step-by-step instructions below to set up reschedule, cancel, and reassign buttons in Salesforce.Reschedule: Update meeting times quickly and notify participants. Cancel: Cancel meetings with clear tracking and notification updates. Reassign: Assign meetings to a new owner, either manually or using automated routing rules. Step 1: Create buttons in SalesforceIn Salesforce, navigat

The Qualified client-side API is how your web team gets Qualified to talk to the rest of your site: opening the messenger on your own triggers, reacting to conversation events, passing visitor data in, and now, prefilling a visitor's first message. If you've wired any of this into your site, here's what just changed.If you've built anything on top of it, the good news is you don't need to touch it. The calls you already use now carry straight across to PiperX:open and setChatIsVisible both follow whichever messenger owns the active experience. So if a visitor lands in a PiperX conversation instead of the legacy messenger, your existing show and hide logic keeps working exactly as it did before. handleMessengerEvents picks up a set of PiperX-only events on top of the ones you already track: call requested, call started, call ended, mic muted, mic unmuted, and meeting offered or booked inside the PiperX conversation itself. If you're piping messenger activity into analytics, these give y

Your AI SDR agent can now show up on your website as video, voice, or text, and you control which of those options are available. Set a default modality for your agent, then override it for individual experiences when you want to test something different, like a custom avatar, before rolling it out everywhere.How modality controls work Setting your agent's default modality Overriding modality for a specific experience Letting visitors choose their modalityHow modality controls workModality controls have two layers.The first is your agent's default modality. This is the setting your agent uses across every experience unless you specify otherwise. You choose from Video, Voice, Text, or an option that lets the visitor toggle between voice and video themselves.The second layer is the experience override. Any individual experience can be set to use a different modality than your agent's default. This is useful when you want to try something on a single page or campaign, such as a custom ava

Data 360 is Salesforce's real-time customer data platform, recently renamed from Data Cloud (you may still see "Data Cloud" as the menu label inside Salesforce Setup). It unifies customer data from sources like your website, external data lakes, and legacy systems into a single customer profile made up of Data Model Objects, or DMOs. Qualified's Data 360 integration reads person and lead data out of Data 360 into Qualified, and writes your conversation, meeting, and email engagement data back into it.Before you begin Step 1: Set up Data 360 in Salesforce Step 2: Connect Data 360 in Qualified What data syncs with Data 360 TroubleshootingBefore you beginSetting up this integration involves two separate admin tasks: your Salesforce admin configures Data 360 inside Salesforce, and a Qualified admin connects Data 360 from inside Qualified. Your organization's existing Salesforce connection in Qualified must already be set up before you can connect Data 360.Note: To confirm whether Data 360

AI Email tracks the campaign emails Piper the AI SDR Agent sends. Opens, clicks, and the website visits that follow are reported back to you, so you can measure whether a campaign is working. This article covers what gets tracked, where that data appears, and how to disable email tracking if your organization needs to turn it off, for example to meet consent requirements such as CNIL's rules on open tracking.What your AI SDR agent tracks in campaign emails Open tracking pixel Link parameters Click tracking links Where tracked data appears Disabling email tracking Steps to disable email tracking What changes when tracking is disabled What your AI SDR agent tracks in campaign emailsCampaign emails can carry three kinds of tracking. Each one works differently, and all three are controlled by the same organization-level setting.Open tracking pixelYour AI SDR agent adds a single 1×1 transparent image to the bottom of the email body, below your signature and the unsubscribe footer. It's

In the experience builder, you can now add a Route for (Human) Pounce step, a branch step, or both, before the step that starts your multimodal AI SDR agent. This lets you route high-priority visitors to a human sales rep first, with your AI SDR agent stepping in only if no rep is available.What this solves How it works Who this is forWhat this solvesPreviously, once an experience reached the step that starts your multimodal AI SDR agent, there was no way to route to a human or branch based on rep availability first.This was a real limitation for customers who wanted to keep a human in the loop for high-priority visitors, or who relied on auto pounce (pouncing on a visitor on behalf of a rep) or manual pounce (a rep pouncing on a visitor directly). Without this step, those customers couldn't combine that workflow with the multimodal agent experience.How it worksIn the experience builder, add a Route for (Human) Pounce step, a Branch step, or both, ahead of the step that starts your mul

When your AI SDR agent offers a visitor a meeting, whether during a live voice or video call or in a text conversation, the meeting booker now opens in a full-screen overlay on top of your website instead of appearing as a card inside the messenger.Why the meeting booker moved to full screen What this looks like for visitors Where this applies SetupWhy the meeting booker moved to full screenPreviously, the meeting booker could get lost inside the messenger conversation. This was especially true during voice and video calls, where visitors would often miss it entirely and abandon the booking.Moving the meeting booker to a full-screen overlay keeps booking visible as the natural next step of the conversation, rather than something visitors have to hunt for in a chat panel.What this looks like for visitorsWhen your AI SDR agent offers a meeting, the booker appears in the center of the page, the same space used for slides and demos during a conversation. Visitors pick a time directly there

Your AI SDR agent can now be given specific instructions for how she greets and nudges website visitors, called pounces. Write your guidance once in the Conversation guide, and reference visitor fields directly in it so the message your agent sends adapts to whoever is actually on the page.What are pounces What shapes your agent's pounce messages Writing instructions for pounce behavior How prior pounces are handledWhat are pouncesA pounce is a message your AI SDR agent sends to a website visitor without the visitor having spoken first. There are three types you can now write instructions for:Initial pounce: the first text message sent when a visitor lands on a page with an active conversation. Scroll pounce: a nudge tied to a specific section of the page, sent when the visitor scrolls that section into view. Idle follow-up pounce: a nudge sent after the visitor has been inactive on the page for a short time, as long as a scroll pounce hasn't already fired.There's also a voice greeting

You can now assign a specific theme to an individual meeting type or meeting landing page, so each booking page can carry its own branding instead of always inheriting your org's default theme.How custom meeting themes work Assigning a theme to a meeting type Assigning a theme to a meeting landing page Things to knowHow custom meeting themes workPreviously, a booking page could only use your org's default theme. There was no way to give a specific meeting type or landing page its own look.Now, you can create additional themes and assign one directly to a meeting type or a meeting landing page. That page will use its assigned theme's logo, colors, header, and welcome message instead of the default.If a meeting type or landing page doesn't have a theme assigned, or if it's explicitly set to Default theme, it continues to use your org's default theme just as it always has.Note: To enable custom meeting themes for your organization, contact your Qualified Success Architect (QSA).Assigning

A routed meeting link can now ask visitors a few questions before showing available times, so you can route each visitor to the right rep based on how they answer. Only questions you don't already have an answer for are asked, and the responses feed directly into your existing routing rules.Pre-routing questions vs. pre-meeting questions When to use pre-routing questions How it works for your visitors Setting up pre-routing questions What pre-routing questions don't coverPre-routing questions vs. pre-meeting questionsQualified supports two different types of meeting booker questions, and it's worth knowing the difference before you set either one up.Pre-routing questions are asked after the visitor enters their email, but before routing runs and before any available times are shown. Every pre-routing question must be tied to a visitor field, and the answers are used to evaluate your routing rules and decide which rep the visitor books with. Pre-routing questions only apply to routed me

A lead can now be enrolled in more than one email campaign at the same time. By marking a campaign as "always run," your AI SDR agent can send timely emails like conversation follow-ups, form-fill confirmations, or event invites without pulling a lead out of a higher-priority campaign they're already in.The problem always run campaigns solve How always run campaigns work Turning on always run for a campaign Changing a campaign's always run status Daily sending limitsThe problem always run campaigns solvePreviously, a lead could only exist in one email campaign at a time, and was always removed from that campaign when added to a new one. This created two problems.First, your AI SDR agent couldn't send timely, lower-priority emails, such as a conversation follow-up or a form-fill confirmation, without first removing the lead from whatever higher-priority campaign they were already enrolled in.Second, a lower-intent, one-off email campaign would never reach a lead who was already enrolled