Personalization at Scale with Agentic Account Guides for Piper
📣 UPDATE: RECORDING AVAILABLE + NEW LIVE SESSION
This live session has concluded. The full recording is now available on-demand!
Want to join live instead? Due to high demand, we have confirmed a second live session on Wednesday, January 14, 2026, at 11:00 AM PST with QSA Luis Acevedo. We highly encourage you to register for that session to participate in the live Q&A. → Register here!
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Watch the recording of Lead QSA Logan Brown (recorded live on December 17, 2025) for this advanced masterclass, Personalization at Scale with Agentic Account Guides for Piper
This masterclass is designed for Qualified Admins who want to solve one of the toughest challenges in B2B sales and marketing: delivering true personalization at scale. If you’re looking to guide Piper’s behavior, tailor messaging and content by prospect segment, and ensure your AI SDR engages each account in a way that reflects your GTM strategy, this session is for you.
We’ll walk through a clear framework for structuring your segments, writing high-quality prompts, and aligning your data inputs. In this class, we’ll cover:
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Account Guides fundamentals: Why they are essential for scalable personalization.
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Training Piper by segment: Adapting messaging for enterprise, customer, and vertical audiences.
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Spotlight, Content, and Fields: Understanding the intelligence foundation behind Piper’s decisions.
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Building effective Account Guides: Defining segments and writing strategic prompts.
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Troubleshooting and optimization: Recognizing weak inputs and refining Piper’s reasoning.
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Live examples: Real-world guides for diverse industries and segments.
By the end of this session, you’ll be equipped to build, launch, and optimize Account Guides that give you strategic control at scale and enable Piper to deliver deeply personalized, segment-aware messaging for every account that hits your site.
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