Qualified

Piper takes authenticated action in the customer's Salesforce, reading and writing across leads, contacts, accounts, opportunities, custom fields, objects and business processes, creating leads and booking meetings, and every plan connects Salesforce plus more than twenty other go to market systems (qualified.com Salesforce and pricing pages).

Sourcequalified.com/salesforceread 2026-10-01

A flow the buyer configures: 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 (qualified.com pricing and Salesforce pages).

Sourcequalified.com/pricingread 2026-10-01

Grounding is context assembled per engagement. Piper taps live Salesforce leads, contacts, accounts and opportunities at 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. No index, graph, embeddings layer or maintained knowledge base over the customer's own content is documented, and nothing describes grounding that persists between engagements.

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

Customer controlled constraints govern what Piper does: the team defines visitor segments from Salesforce fields, sets routing rules by ownership or region, configures the agent in AI SDR Agent Studio, and on Enterprise hands conversations to human owners. No step where a person approves a message or meeting before Piper sends or books it is documented, and a handoff is where autonomy ends rather than a gate (qualified.com Salesforce and pricing pages).

Sourcequalified.com/salesforceread 2026-10-01

Qualified publishes a full trust surface. Attestation: a SOC 2 Type II audit conducted annually with the current report available on request, alongside a CSA badge and a GDPR program, plus annual black-box penetration testing by an independent third party with a summary published in the trust center.

Controls: SAML 2.0 single sign-on as a standard Enterprise feature with Okta, Azure and OneLogin named, MFA, least-privilege access with regular access reviews, AES-256 block-level encryption at rest and TLS in transit, customer-configurable data retention settings, and a maintained sub-processor list with a signable data processing agreement.

Around them sit seventeen named written policies reviewed annually and tested in each third-party audit, background checks, annual security training, intrusion detection and SIEM monitoring, a responsible disclosure program and a third-party bug bounty, and a published AI Trust Framework.

Sourcequalified.com/trustread 2026-09-01

Qualified offers reporting rather than auditing. What is documented is performance measurement: 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. No agent run history, decision trace or per-action audit trail is documented; conversation transcripts persist as activities in the customer's own Salesforce, and the intrusion detection and SIEM tooling named on the trust page is Qualified's internal security monitoring.

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

Piper carries real cross-session state: she recognizes returning visitors and buyers in an active deal cycle, greets them with reference to prior interactions and to their open opportunity, and carries a conversation across the website and the email inbox without losing context. No memory layer is named, scoped or given a lifetime; the state is the customer's Salesforce record plus Qualified's own visitor and conversation history, so an agent's accumulated knowledge is not separable from the customer's CRM data.

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

The vendor states the position outright on its trust page: Qualified data resides in the US-East region of AWS in Northern Virginia, and Qualified does not have any data storage options in the EU at this time. No region selection, VPC, on-premises or customer-tenant deployment exists, and cross-border transfers run on standard contractual clauses, which is legal cover rather than residency.

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

One prebuilt agent, Piper the AI SDR, described as pre built for pipeline generation, with its skills for website conversations, email nurture and meetings configured in AI SDR Agent Studio; each plan carries one SDR agent profile and Ultimate adds multiple profiles of the same agent. Skills and profiles of one agent are one product rather than a set of separate packaged agents (qualified.com pricing and Salesforce pages).

Sourcequalified.com/pricingread 2026-10-01

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, capturing and routing new leads without a person starting the work (qualified.com Salesforce page).

Sourcequalified.com/salesforceread 2026-10-01

Piper runs on Qualified's own AI stack and does not expose customer choice of underlying model or routing across external model providers.

Sourcequalified.com/salesforceread 2026-09-01

Qualified documents a general-purpose API for its own platform. The developer entry in the site footer leads to a page titled Qualified API Reference which states the API allows developers to access Qualified resources, that URLs are resource based with standard HTTP authentication and verbs, and that responses carry a JSON body with HTTP response codes, with the full reference at app.qualified.com/docs/api. It sits alongside the AI SDR Agent Studio and an Enterprise Reporting API, and the pricing page lists MCP and API access on the Enterprise plan.

Sourcequalified.com/apiread 2026-09-01

Inspection after the fact rather than a documented way to evaluate a change. 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. Agent Studio is where behavior and guardrails are configured, and no sandbox, preview, replay, scored test case or controlled experiment on the agent is documented, so a change goes live and is judged by its results in aggregate.

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

Qualified operates as an embedded website and email agent and acts through integrations rather than driving a browser or operating a computer interface.

Sourcequalified.com/salesforceread 2026-10-01