Default vs Qualified (2026)

Default unifies and acts on a broad set of revenue tools (Salesforce, HubSpot, Marketo, Attio, Clearbit, Apollo, ad platforms, calendars, forms, warehouses, Slack) as an orchestration layer with bi directional sync and webhook actions.

Sourcedefault.com/product/platformread 2026-09-01

Piper takes authenticated action in the customer's Salesforce. She reads and writes across leads, contacts, accounts, opportunities, custom fields, objects and business processes, creates leads and books meetings. Every plan connects Salesforce plus more than twenty other go to market systems.

Sourcequalified.com/salesforceread 2026-10-01

Default's core product is a no code workflow engine that enriches, qualifies, routes, schedules, and updates the CRM in one pass with conditional logic, powering inbound routing, PLG qualification, and handoffs as the orchestration layer for revenue teams.

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The customer configures the flow. Every plan includes advanced routing and automated workflows, and teams set segments and routing rules by ownership or region that decide how Piper qualifies, routes, books and nurtures each lead across website and email.

Sourcequalified.com/pricingread 2026-10-01

Work reaches the agent on events, not on a person typing.

The product's triggers include a New Form Submission trigger that runs whenever a visitor submits a demo form, a Website Intent Signal trigger that fires when a target account shows buying intent, a Signals section in the application navigation, product signups, scheduler abandonment, and inbound webhooks.

Default reaches people where they already work instead of in a console of its own, posting accounts to a Slack revenue channel, writing assignments and records into Salesforce and HubSpot, and presenting branded calendars for booking.

Sourcedefault.com homepage trigger nodes and solutions indexread 2026-09-01

A buyer's arrival starts the agent. Piper engages high intent buyers in real time when they land on the website and through the email inbox, around the clock, and captures and routes new leads without a person starting the work.

Sourcequalified.com/salesforceread 2026-10-01

Customers point the agents at their own material, which is retrieved at run time, and that ingestion is the product itself. Default's Data product is a unified data layer for every go-to-market agent.

It draws records from Salesforce, forms, website sessions, enrichment vendors, ad platforms and warehouses into one identity-resolved model, and Tables present unified views over it with saved views and per-source provenance showing which provider contributed each field.

The Dot agent answers plain-language questions against that model, and a Deep Research node with a research trace runs against accounts within a workflow.

Sourcedefault.com/data and homepage tables sectionread 2026-09-01

Piper assembles context for each engagement. She taps live Salesforce leads, contacts, accounts and opportunities the moment a visitor arrives, and layers account based buying intent, waterfall enrichment and third party research signals from sources such as 6sense, Demandbase and Bombora on top. There is no index, graph, embeddings layer or maintained knowledge base over the customer's own content, and no grounding persists between engagements.

Sourcequalified.com/salesforce and qualified.com/signals/buyer-intent-dataread 2026-09-01

State persists across runs and is the platform's foundation. An identity-resolved data model holds companies, people and meetings continuously, records carry source breakdowns and field coverage over time, saved views persist and are timestamped, and nightly CRM hygiene fuzzy-matches, merges and backfills records with audit logs on every change. This is a data layer with governance, not a memory layer with a stated scope and lifetime for the agent. Nothing says what an agent retains between runs, for how long, or what store it writes to and reads back apart from the shared tables.

Sourcedefault.com/data and homepage CRM hygiene sectionread 2026-09-01

Piper carries state across sessions. She recognizes returning visitors and buyers in an active deal cycle, greets them with reference to prior interactions and their open opportunity, and carries a conversation across the website and the email inbox without losing context. There is no named memory layer, scope or lifetime. The state is the customer's Salesforce record plus Qualified's own visitor and conversation history, so what the agent has gathered cannot be separated from the customer's CRM data.

Sourcequalified.com/salesforce and qualified.com/emailread 2026-09-01

Human review is a stage in the deployment path, not a property of one workflow. Default sums up its Workflows product as agent-built, human-reviewed and team-deployed. Agents propose changes and a human approves them before they ship, any action rolls back in a single click, and Outbound Automation runs with reps in the loop. Around the gate sit versioning and deployment guardrails, and role-separated editor and admin seats determine who can push a change. If nobody signs off, nothing deploys.

Sourcedefault.com/product/sales-workflow-software and homepage platform sectionread 2026-09-01

The customer sets the limits on what Piper does. The team defines visitor segments from Salesforce fields, sets routing rules by ownership or region and configures the agent in AI SDR Agent Studio. On Enterprise, Piper hands conversations to human owners. No person approves a message or meeting before Piper sends or books it, and a handoff ends Piper's part in the conversation instead of holding it for approval.

Sourcequalified.com/salesforceread 2026-10-01

Workspace admins verify their email domain and set up SSO through the customer's identity provider, such as Okta or Microsoft Entra. Data is encrypted in transit and at rest, and production access is logged and reviewed. Default's security information credits SOC 2 only to its hosting providers and says a trust center with certifications is coming soon, while a company blog post claims SOC 2 for Default itself. Default has not published a SOC 2 report of its own.

Sourcedefault.com/legal/securityread 2026-10-01

A SOC 2 Type II audit runs every year, with the current report available on request, alongside a CSA badge and a GDPR program. An independent third party runs black box penetration testing every year, and a summary is published in the trust center. SAML 2.0 single sign on is a standard Enterprise feature, with Okta, Azure and OneLogin named. Access controls include MFA and least privilege access with regular access reviews. Data is encrypted at rest with AES 256 block level encryption and in transit with TLS.

Customers can configure data retention settings, and Qualified keeps a sub processor list and a data processing agreement customers can sign. Seventeen named written policies are reviewed every year and tested in each third party audit. Qualified also runs background checks, annual security training, intrusion detection and SIEM monitoring, a responsible disclosure program and a third party bug bounty, and publishes an AI Trust Framework.

Sourcequalified.com/trustread 2026-09-01

Default provides end to end observability with logs, traces, and alerts across forms, schedulers, signups, and campaigns, tracking every enrichment run and routing decision and even alerting on what did not happen.

Sourcedefault.com/product/platformread 2026-10-01

Reporting measures performance. Qualified offers real time event notifications, reporting inside Qualified and inside Salesforce, and an Enterprise Reporting API for pulling metrics such as visitor to conversation rate, meetings booked and pipeline generated. There is no agent run history, decision trace or audit trail of each action. Conversation transcripts persist as activities in the customer's own Salesforce. The intrusion detection and SIEM tooling is Qualified's internal security monitoring.

Sourcequalified.com/api, qualified.com/salesforce and qualified.com/trustread 2026-09-01

Default is delivered only as a cloud SaaS control layer. It connects to warehouses but offers no self host, on premises, or in VPC deployment option.

Sourcedefault.comread 2026-09-01

Data resides in the US East region of AWS in Northern Virginia, and there is no option to store data in the EU. There is no region selection, VPC, on premises or customer tenant deployment. Transfers across borders run on standard contractual clauses, which do not let a customer choose where data lives.

Sourcequalified.com/trust, data storage sectionread 2026-09-01

Packaged motions ship by name and can be browsed from the site navigation. They are inbound automation, data enrichment, meeting scheduling, lead routing, outbound automation and CRM hygiene, each with its own solutions page describing the workflow it replaces.

Named agents ship too, Dot for building tables, views and workflows from plain language, and an AI routing agent for territory and segment assignment. There is no library of templates to adopt. The solutions pages describe motions for marketing, not configurations a customer can install. A Store item appears in the application navigation, and Default does not say whether it is a browsable catalog.

Sourcedefault.com/solutions index and homepage navigationread 2026-09-01

Piper the AI SDR is one prebuilt agent, built for pipeline generation. Her skills for website conversations, email nurture and meetings are configured in AI SDR Agent Studio. Each plan carries one SDR agent profile, and Ultimate adds multiple profiles of the same agent. There are no separate packaged agents.

Sourcequalified.com/pricingread 2026-10-01

The AI agents use models internally, but the customer has no model choice and there is no model routing gateway. Routing in this product means lead routing, not model routing.

Sourcedefault.comread 2026-09-01

Piper runs on Qualified's own AI stack. Customers cannot choose the underlying model, and there is no routing across outside model providers.

Sourcequalified.com/salesforceread 2026-09-01

MCP ships as a first-class surface, not an add-on. Default MCP has its own solutions page and its own item in the application navigation under Automation. It lets a customer trigger workflows, run enrichment jobs and pull audit logs from a terminal or from their own agents, with calls such as form.submitted, enrich, branch and slack.post. Requests travel between Default and connected agents. Alongside it sit webhooks in both directions, reaching Clay and Amplemarket, and an integrations catalog.

Sourcedefault.com/solutions/default-mcp and homepage automation sectionread 2026-09-01

Qualified has a general purpose API for its own platform that lets developers access Qualified resources. URLs are resource based, with standard HTTP authentication and verbs, and responses carry a JSON body with HTTP response codes. The full Qualified API Reference is at app.qualified.com/docs/api. The API sits alongside the AI SDR Agent Studio and an Enterprise Reporting API, and the Enterprise plan includes MCP and API access.

Sourcequalified.com/apiread 2026-09-01

Change control tracks every workflow edit and lets every version be rolled back, and runs are logged and reversible. Workflows are agent built, human reviewed and team deployed. There is no test run, scored check or experiment that evaluates a change before or after it ships.

Sourcedefault.com/product/sales-workflow-softwareread 2026-10-01

Teams review Piper after the fact. Qualified reports on Piper's activity and outcomes through its own analytics, Salesforce reporting and the Enterprise Reporting API, so a team can see visitor to conversation rate, meetings booked and pipeline generated and adjust from there. Behavior and guardrails are configured in Agent Studio. There is no sandbox, preview, replay, scored test case or controlled experiment on the agent, so a change goes live and is judged by its results in aggregate.

Sourcequalified.com/ai-sdr and qualified.com/apiread 2026-09-01

Nothing acts inside an interface Default does not control. Everything runs over bi-directional CRM sync, webhooks, enrichment provider APIs, calendar integrations and an MCP server, all programmatic routes. The browser extension surfaces routing and record context inside a page for a rep to use, which displays data in an interface instead of operating one. There is no hosted or local browser, desktop session, remote computer control, scraping or third-party browser engine.

Sourcedefault.com homepage and integrations sectionread 2026-09-01

Piper works as an embedded website and email agent and acts through integrations. She does not drive a browser or operate a computer interface.

Sourcequalified.com/salesforceread 2026-10-01