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Learn about Piper, the AI SDR Agent and its Core Capabilities

Veröffentlichungsdatum: Apr 1, 2026
Beschreibung

Piper is an AI SDR superagent designed to manage inbound buyer engagement across the website and other channels, operating as an always-on sales assistant that can qualify leads and convert visitors into pipeline.

 

Multimodal engagement (video, voice, text)

  • Piper can engage buyers via video, voice, and text on the website, switching formats and languages in real time and presenting content (including sales slides) during conversations.

  • The messenger UI supports multiple layouts (floating, pinned, side panel, collapsed icon) so Piper can appear where it best supports buyer workflows.

 

Real-time qualification and meeting booking

  • Piper instantly qualifies visitors during conversations and can book meetings on the spot, driving measurable increases in conversations and meetings booked when deployed.

  • Piper Meetings is a capability focused on converting web traffic and email into booked meetings to accelerate pipeline.

 

Agent persona, customization, and Agent Studio

  • Admins can configure Piper’s persona (name, title), choose from a library of avatars and voices, preview the agent, or select a voice-only “orb” experience via Agent Studio.

  • Agent configuration supports prompt-driven decisioning rather than rigid rules — Piper interprets text instructions and reasons about the best path forward using the platform’s agentic infrastructure.

 

Personalization at scale: Account Guides and agentic PLG

  • Account Guides let admins train Piper to behave differently by segment, tailoring messaging and content for enterprise, customer, and vertical audiences to deliver scalable personalization.

  • Agentic PLG positions Piper to own end-to-end product-led-growth workflows: enrolling trial users, guiding onboarding, nurturing to activation, surfacing PQLs, re-engaging inactive trials, and converting users to paid plans.

 

Integrations and data context

  • Piper can leverage CRM and marketing automation data to provide richer, contextual interactions; example integrations include Marketing Cloud Account Engagement (Pardot), where Qualified can identify prospects and log conversation activity when properly configured.

  • Piper for Slack provides visitor/lead briefings, access to conversation history, and enables reps to ask follow-up questions inside Slack; the Slack integration also surfaces meeting specifics and latest activity when requested.

 

Privacy, PII handling, and admin controls

  • By default, Piper does not pull visitor information from connected backend systems for general website conversations; it learns names from visitor-provided inputs or recent conversation cookies, and admins control whether Piper personalizes proactive pounces (proactive messages) via pounce settings to align with PII policies.

  • For email campaigns, admins can customize which fields the agent uses to draft personalized follow-ups; when leads reply to emails, Piper can access incoming reply content to generate responses.

 

Platform foundations and outcomes

  • Piper is built on Qualified’s Agentic Marketing Platform, which enables real-time decisioning, contextual reasoning, and flexible prompt-driven behavior to improve conversational quality and conversion outcomes.

  • Customers using PiperX have reported higher engagement and increased meetings booked after deployment, demonstrating Piper’s focus on turning web interactions into pipeline.

 

Nummer des Knowledge-Artikels

005317771

 
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Salesforce Help | Article