Qualified: The AI Platform for Automating B2B Sales and Generating Real-Time Opportunities
Qualified is a marketing platform that combines intelligent automation, conversational AI, and advanced analytics to manage the sales funnel autonomously. Its flagship product, Piper, acts as an AI SDR agent that interacts with potential customers in real time, answers questions, schedules meetings, and nurtures leads across multiple channels.
For small and medium enterprises, this means the possibility of maintaining active lead generation 24/7 without expanding the human team. In the category of AI agents and chatbots, Qualified positions itself as an enterprise-grade tool that’s now becoming more accessible to SMEs looking to professionalise their commercial pipeline.
AgentAya Verdict
Qualified stands out as an advanced solution for automating lead qualification and opportunity generation in B2B businesses. Its PiperX agent, in its latest multimodal version, can maintain conversations via text, voice, and video, sending personalised emails and managing appointments without human intervention.
However, its orientation remains primarily corporate and English-speaking, with custom pricing and English-language support. For SMEs with international operations or remote sales teams, Qualified can be a strategic investment, provided they have budget and command of technical English.
Score Breakdown
| Category | Score | Description |
| Features and Functionality | ⭐⭐⭐⭐⭐ (5.0) | Complete funnel coverage with multimodal AI |
| Integrations | ⭐⭐⭐⭐ (4.7) | Direct connection with Salesforce and 20+ GTM systems |
| Language and Support | ⭐⭐⭐ (3.0) | English interface; US-based support. Multilingual capabilities for customer-facing interactions |
| Ease of Use | ⭐⭐⭐⭐ (4.4) | Modern interface, though oriented toward technical teams |
| Value for Money | ⭐⭐⭐ (3.0) | Efficient, but requires considerable investment |
AgentAya Overall Score: 3.8 / 5 ⭐⭐⭐
An excellent option for automating B2B marketing, with an enterprise focus and proven robustness. However, this is primarily an English-language tool aimed at medium to large businesses.
Ideal For
- B2B SMEs looking to automate SDR work without growing headcount
- Expanding startups with complex sales flows and high lead volume
- Companies already using Salesforce CRM that want to expand conversion capacity
Not Ideal For
- Businesses operating only in local markets without a bilingual team
- SMEs with tight budgets or no CRM infrastructure
- Teams prioritising conversational support on WhatsApp or other local channels
Key Features
- Real-time conversations: interaction via text, voice, and video with website visitors. Beyond dialogue, Piper can guide users through the site, address objections, and adapt behaviour based on detected intent.
- Personalised 1:1 email sending based on user intent signals. Piper Email leverages all available data to identify hot leads, send instant follow-ups, offer relevant content, and keep communication active from the buyer’s inbox.
- Intelligent follow-up that maintains contact with older or cold leads. The AI uses CRM data, campaigns, and recent behaviour to prioritise who needs contact and tailor each message, bringing leads back to the site and moving them toward conversion.
- Automatic meeting scheduling with integration into corporate calendars. Piper detects team availability and shows options immediately, whether from chat, email, or forms.
- Advanced analytics and reports on pipeline, conversion rates, and ROI. See which actions generated the most meetings and which shortened the buying cycle.
- Visual, customisable interface designed for marketing and sales teams.
Additionally, Qualified’s platform includes features like “360° Visitor View” and “Buyer Prioritisation” (based on intent, activity, and account data), allowing teams to understand who’s on the site, what they’re looking for, and how they should be served. This feeds Piper to make better decisions and act more precisely.
All these features can help SMEs optimise their sales channels without relying on manual processes or large teams.
AI Features
Piper, the AI SDR Agent, represents the evolution of marketing: an autonomous AI that learns from buyer behaviour and acts accordingly. In its latest version, PiperX can:
- Detect intent signals in real time, analysing what’s happening on the site and across the entire commercial stack
- Choose the best moment and channel to make contact, whether chat, voice, video, or email, with autonomous strategic logic
- Personalise messages based on lead history, active campaigns, and information extracted from CRM and connected tools
- Speak, write, or send emails depending on context, maintaining a coherent style oriented toward conversion
Piper operates 24/7 at scale, coordinating tasks across several key modules:
- Piper Conversations: live conversations on the site, including the ability to show content, resolve doubts, and guide the buyer journey
- Piper Email: immediate follow-up to high-intent leads, continuous nurturing, and response with no downtime
- Piper Meetings: automatic meeting scheduling from both site forms and real-time conversations
- Piper Offers: presentation of personalised offers based on funnel stage and visitor role
- Piper for Slack: internal team collaboration, important alert delivery, and performance review from a single place
This ability to act in a multimodal, autonomous, and contextual way makes Piper one of the most advanced solutions in AI-powered conversational marketing.
Integrations
Qualified functions as a central hub for B2B commerce, connecting with CRM tools, marketing automation, sales, ABM, advertising, intent data, and calendars. Thanks to these connections, Piper uses real context—campaigns, leads, target accounts, and intent signals—to start relevant conversations at exactly the right moment.
CRM
Native integration with Salesforce is at the core of Qualified: it allows reading and writing data, obtaining a 360° visitor view, recording activities, and updating opportunities in real time. Additionally, the Qualified Integration Platform & API facilitates connecting internal systems and automating advanced flows that require unified data from the site and CRM.
Marketing Automation (MAP)
Connects with major automation tools to activate personalised experiences based on campaigns, lead scoring, and interaction history. With Pardot, HubSpot, Marketo, and Eloqua, Piper can identify the most engaged contacts, recognise specific campaigns, use scores and qualifications, and prioritise high-intent leads from the moment they arrive on site.
Sales Engagement (Outbound)
Integrations with Outreach, Salesloft, and Gong turn outbound traffic into useful conversations.
Account-Based Marketing and Advertising
Qualified identifies target accounts in real time through connections with 6sense and Demandbase, revealing which companies are on the site and enabling VIP visitor routing to the right representative. This is complemented by integrations with LinkedIn Ads, Google Ads, and Facebook Ads, which recognise the specific ad that originated the visit and continue the conversation with that context.
Data Enrichment and Purchase Intent
Clearbit, ZoomInfo, and others.
Alerts and Meetings
Sends key notifications via Slack, Microsoft Teams, Gmail, or Chrome alerts, ensuring no important visitor goes unnoticed. To close the loop, it connects with Google Calendar and Microsoft Outlook/Office 365.
Data Security and Compliance
Qualified adopts an enterprise security approach centred on data protection, regulatory compliance, and operational transparency. The company states that customer trust is its core value and applies technical and management controls aligned with international standards.
Certifications:
- SOC 2 Type II, audited annually
- GDPR, with DPA and SCC clauses for international transfers
- CCPA, acting as a service provider without selling or commercially transferring data
Data and Infrastructure Security:
The company encrypts all information in transit (TLS) and at rest (AES-256), and hosts its infrastructure on AWS US-East, which holds certifications including ISO 27001 and PCI. Access is managed under the principle of least privilege, with periodic reviews, SSO, and MFA. DDoS mitigation, continuous monitoring, IDS/SIEM, and controls to prevent unauthorised access are also in place.
The company collects visitor data to identify leads and connect them with a CRM or marketing tools. Customers control which objects and fields sync from systems like Salesforce. Data retention is configurable, and GDPR deletion requests are processed with definitive removal within a maximum of one quarter. Formal policies are maintained and reviewed annually (access, encryption, backups, risk management, DR/BCP, incidents, and vulnerabilities).
All employees undergo background checks and receive mandatory security and privacy training. Qualified conducts external penetration tests annually and documents remediation of any findings. The tool also offers SAML 2.0 SSO for Enterprise plan customers and applies strict controls throughout its development cycle, with continuous deployments and testing in isolated environments.
Language – Customer Support and Interface
The interface and documentation are available only in English. Support is offered via chat or email, with direct assistance from the US.
AI Language – The Tool Itself
Piper, Qualified’s AI agent, operates fully in English, which is where it delivers its best overall performance. On standard plans, conversations, qualification logic, and meeting scheduling are conducted only in this language.
On Enterprise and Ultimate plans, Qualified includes the Multi-Language Agent feature, allowing Piper to interact, qualify, and book meetings in multiple languages. This capability is designed for global teams needing to serve buyers in their own language and expand the international reach of their commercial processes. The multilingual experience focuses on direct interaction with visitors and buyers, not on internal platform administration.
Mobile Access
The tool is designed for web use but also offers dedicated mobile apps for iOS and Android. Through Qualified’s mobile app, representatives can receive real-time push notifications when a priority visitor enters the site, respond to conversations initiated by Piper, review account context, and in many cases, confirm or reschedule meetings directly from their phone.
Support, Onboarding, and Account Management
Each plan includes personalised support that guides the entire setup and training process. This guidance is practical and structured: the goal is to have the platform operational within an estimated 30 to 60 days, with personalised sessions to ensure Piper and commercial flows are correctly configured.
During onboarding, teams receive assistance adapting Piper’s conversations to their business context. For companies needing to serve audiences in other languages, Qualified offers guidance for configuring Piper in multiple languages within the Enterprise plan, thanks to the Multi-Language Agent capability. This allows adjusting greetings, messages, and sequences, even though the platform’s general interface remains in English.
Beyond initial support, Qualified offers an extensive ecosystem of training and strategic resources through Qualified+, which includes:
- Qualified University: educational modules and on-demand training
- Guides, articles, and best practices on The Pipeline Generation Blog
- Webinars, conferences, and virtual events
Ease of Use / UX
The user experience is modern and consistent with enterprise-level tools. The dashboard is intuitive, though initial setup may require professional assistance.
An SME can achieve measurable results within a few weeks if they already have CRM and structured lead data in place.
Pricing and Plans
Qualified offers three subscription levels:
- Premier: AI SDR Agent with website conversations, meetings, and personalised 1:1 emails
- Enterprise: adds enterprise SSO, reporting API, Multi-Language Agent, and custom data retention policies
- Ultimate: for large-scale operations, includes multiple agents, brands, and websites
Pricing is customised based on contact volume and requirements. Demos and controlled trials are included before commitment.
Case Study
A B2B analytics software provider launched a combined search and LinkedIn ad campaign targeting their list of target accounts. When visitors access product pages, Qualified identifies them using cookies, reverse IP resolution, and data synced with the CRM and marketing automation platform, then activates Piper, their AI sales assistant. Piper initiates personalised conversations mentioning the campaign and account context, qualifies in real time using rules based on scores and intent signals, and offers immediate demo booking through calendar integration. Priority accounts are automatically routed to the assigned executive, who receives a notification in team messaging along with a summary of company data and activity before making contact; other visitors enter automated nurturing flows that send personalised emails and create tasks in the sales follow-up tool.
This way, the company was able to double monthly meetings without increasing the rep team, prioritise contacts at peak interest moments, and record all activity and attribution in the CRM to measure the sales funnel and adjust messages and routing rules.
Tool vs Alternatives
In the market for AI-powered pipeline generation solutions, Qualified positions itself as an enterprise platform that goes beyond simple chatbots or single-channel tools. Unlike solutions like Botpress or Wati—more oriented toward custom bot development or WhatsApp support—Qualified competes directly with platforms like Drift, which also target the B2B sector.
| Feature | Qualified | Drift |
| Focus | B2B opportunity generation with an autonomous AI agent (Piper) | Sales acceleration through conversational AI |
| AI Agent | Piper: interacts, qualifies, and schedules meetings across multiple channels | AI focused on chat and email |
| Integrations | Compatible with Salesforce, HubSpot, Marketo, Outreach, Clearbit, ZoomInfo | Compatible with Salesforce, Eloqua, Marketo, Salesloft, Clearbit |
| Languages | English by default; multilingual version (includes multiple languages) on enterprise plan | Primarily English; limited support in other languages |
| User Experience | High customisation based on purchase intent, CRM data, and automation | Approach centred on predefined buyer profiles |
Conclusion: Drift is a solid alternative for conversational solutions focused on B2B marketing and sales. However, Qualified offers a more complete and automated experience, thanks to Piper, its AI agent that acts autonomously and across multiple channels.
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FAQs
What is Piper, Qualified’s AI agent?
It’s an AI SDR Agent that interacts with leads, schedules meetings, and nurtures potential customers automatically.
Does it support multiple languages?
Only partially. The interface is in English, and the AI’s multilingual support is limited to higher-tier plans.
Is it a suitable tool for SMEs?
Yes, especially for B2B SMEs with existing CRM and an international focus.
How secure is Qualified?
It holds SOC 2 Type II certification, data encryption, and two-factor verification.
What are the best alternatives to Qualified?
Botpress (more customisable) and Wati (WhatsApp-focused) are the main options depending on your needs.