The Winter ‘26 Release is Here!
Play video button
Glow play video button

The Winter ‘26 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

Crystal Reitmeir
Crystal Reitmeir
No items found.
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

With short days and low temps, there’s no doubt winter is here; but so is the Qualified Winter ‘26 Release! At Qualified, we know the great marketing shift from automation to agentic is well underway as marketers crave better ways to generate pipeline. In this release, we’re delivering new innovations that bolster the Qualified Agentic Marketing Platform and help Piper the AI SDR Agent manage the entire funnel—from nurture to conversion. So cozy up by the fire with a warm cup of tea, and let’s dive in to see what’s new.

PIPERX, AVAILABLE NOW

A whole new way to engage and convert B2B buyers.

Give your buyers a ride-along agent, right on the website.

Huge news, PiperX is now generally available! This release includes a series of enhancements that expand Piper the AI SDR Agent’s capabilities on the website and completely modernize the B2B buying experience:

  • Messenger refresh: Now you have more control over the placement of the messenger on your website based on what is most optimal for your business. Read the help article to learn more.
  • Agent multi-modalities: Now your AI SDR agent can meet with buyers on the website in their preferred format, whether it’s video, voice, or text. Read the help article to learn more
  • Agentic Marketing Platform Upgrades: New infrastructure updates with Guides, bolstering your agent’s conversational quality and adherence to your business requirements. Read the help article to learn more.

PiperX is available to all Qualified customers on an Agentic Marketing Platform plan. Want to learn more? Check out the demo above 👆and read the blog post here. If you’re ready to get started, reach out to your dedicated Qualified Success Architect (QSA) today.

QUALIFIED INTEGRATIONS

Native integrations to supercharge Piper the AI SDR Agent.

Piper greets buyers the moment they arrive on the website from a Gong Engage email.

Piper for Gong

For Qualified customers who use Gong Engage, Piper for Gong is now generally available. Typically, when you prospect into your accounts with Gone Engage and drive buyers back to your website, buyers are left to their own devices. With this integration, Piper the AI SDR Agent is there to greet them with a personalized message based on the Gong Engage email and continue the conversation. This delivers a totally seamless, cross-channel buying experience that keeps buyers engaged. Piper for Gong is automatically included in all Agentic Marketing Platform plans. Read the help article to learn more.

PIPER CONVERSATIONS

Meet on the website in real time with chat, voice, and video.

Piper automatically ends a website conversation that is deemed inappropriate.

Agent Chat Moderation

With an AI SDR agent having countless conversations around the clock, it’s inevitable that some of those conversations may veer off course. This new feature allows the agent to automatically end a website conversation that is deemed inappropriate based on the following categories: sexual content, harassment, hate speech, violence, self-harm, or illegal activities. This keeps the agent on topic and avoids entertaining non-serious buyers, which helps the agent deliver on her pipeline goals. Read the help article to learn more.

Website Messenger Refresh

The website messenger has been refreshed with more customization options. In addition to controlling your theme styles, like colors and button styles, you can also control the placement of the messenger on your website. This gives you total flexibility over where your agent will appear based on what is most optimal for your business. The starting state can be at the bottom-center of your website, in the lower right corner, opened as a right-hand side panel, or collapsed as a minimal icon. Plus, the messenger can now float above the main screen region or be pinned to the right side with the main screen region responsively updating. Read the help article to learn more.

PIPER EMAIL

Intelligently follow-up with and nurture inbound leads in the inbox.

Piper instantly responds to buyers over email with a personalized response.

Agent Email Replies (Single Reply)

Piper can send personalized emails to countless buyers around the clock. When a buyer responds to Piper over email, she can instantly reply with a meaningful response. She also uses decision criteria to either include a designated sales rep to take over the conversation or disregard the email thread if a response is not warranted. This means email conversations no longer result in a dead-end. Instead, buyers receive an immediate response and the designated sales rep also has visibility into the exchange. Multiple email responses and qualification capabilities are scheduled for April 2026. Read the help article to learn more.

Qualified Mailbox

Using an agent for nurture campaigns or post-event follow up has massive benefits, but it can also result in large volumes of email. In which case, there is a risk that emails will be marked as spam. This new feature allows your AI SDR agent to send a high volume of emails using a custom, branded sender address on a shared IP address. This means you can scale your email campaigns by removing the daily sending limits imposed by providers like Google or Microsoft. Read the help article to learn more.

Salesforce Campaign Member Custom Exit

When a buyer is added to an email campaign, there may come a time when that campaign is no longer relevant. This new feature automatically exits buyers from an email campaign when their Salesforce Campaign Member status changes. For example: an email campaign is created to invite buyers to an event and campaign member status = invited. As soon as the buyer registers, their campaign member status updates to “registered” and they are removed from the event registration campaign. Now, buyers are no longer stuck in irrelevant email campaigns and you no longer need to manually exit buyers from a campaign. Read the help article to learn more.

Send Preview + Send Immediately

To trigger an email send, you would previously have to remove and re-add Salesforce campaign members or update Salesforce campaign member statuses. This new feature allows you to send emails to existing Salesforce campaign members, see how many members qualify prior to sending, and send immediately when the email campaign is turned on. Read the help article to learn more.

PIPER MEETINGS

Schedule meetings with your best buyers in just a few clicks.

Report when buyers don’t attend a scheduled meeting to ensure fair meeting distribution.

Meeting No-Show Reporting

When a buyer skips a scheduled meeting, it’s a real bummer for the sales rep. Not only does the sales rep miss out on a potential sales opportunity, they also miss out on other meetings since the booked meeting still counts against them for purposes of round robin and smart routing. This new feature allows the sales rep to report meetings as "no-show,” which causes the reported meeting to be ignored by routing calculations and each rep gets a fair distribution of meetings where the buyer actually attended. Read the help article to learn more

QUALIFIED PLATFORM

Deliver bespoke buying experiences that generate more pipeline.

Qualified SSO is now available to all Qualified customers at no added cost

SSO and 2FA for All

In our ongoing effort to improve trust and safety, Single Sign-On (SSO) is now available to all Qualified customers at no added cost. For customers who do not have SSO, we now offer a two-factor authentication (2FA) solution. Reach out to your dedicated QSA with questions at any time.

Agent Reporting API

With an AI SDR agent having countless conversations on your website, it’s crucial that you understand the types of conversations that are had. With this new reporting API, you can pull raw conversation data from the Qualified platform into your preferred third-party reporting systems for deeper analysis. We’ve added values for AI SDR agent activity so you can now use the “Bot Conversations” endpoint to track conversations buyers have had with the agent. This update is available to Qualified customers on the Enterprise and Ultimate plans. If you’d like to get this added to your plan, reach out to your dedicated QSA and explore more details on the reporting API here.

That’s a wrap for Winter ‘26! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.

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The Winter ‘26 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

Crystal Reitmeir
Crystal Reitmeir
No items found.
The Winter ‘26 Release is Here!
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

With short days and low temps, there’s no doubt winter is here; but so is the Qualified Winter ‘26 Release! At Qualified, we know the great marketing shift from automation to agentic is well underway as marketers crave better ways to generate pipeline. In this release, we’re delivering new innovations that bolster the Qualified Agentic Marketing Platform and help Piper the AI SDR Agent manage the entire funnel—from nurture to conversion. So cozy up by the fire with a warm cup of tea, and let’s dive in to see what’s new.

PIPERX, AVAILABLE NOW

A whole new way to engage and convert B2B buyers.

Give your buyers a ride-along agent, right on the website.

Huge news, PiperX is now generally available! This release includes a series of enhancements that expand Piper the AI SDR Agent’s capabilities on the website and completely modernize the B2B buying experience:

  • Messenger refresh: Now you have more control over the placement of the messenger on your website based on what is most optimal for your business. Read the help article to learn more.
  • Agent multi-modalities: Now your AI SDR agent can meet with buyers on the website in their preferred format, whether it’s video, voice, or text. Read the help article to learn more
  • Agentic Marketing Platform Upgrades: New infrastructure updates with Guides, bolstering your agent’s conversational quality and adherence to your business requirements. Read the help article to learn more.

PiperX is available to all Qualified customers on an Agentic Marketing Platform plan. Want to learn more? Check out the demo above 👆and read the blog post here. If you’re ready to get started, reach out to your dedicated Qualified Success Architect (QSA) today.

QUALIFIED INTEGRATIONS

Native integrations to supercharge Piper the AI SDR Agent.

Piper greets buyers the moment they arrive on the website from a Gong Engage email.

Piper for Gong

For Qualified customers who use Gong Engage, Piper for Gong is now generally available. Typically, when you prospect into your accounts with Gone Engage and drive buyers back to your website, buyers are left to their own devices. With this integration, Piper the AI SDR Agent is there to greet them with a personalized message based on the Gong Engage email and continue the conversation. This delivers a totally seamless, cross-channel buying experience that keeps buyers engaged. Piper for Gong is automatically included in all Agentic Marketing Platform plans. Read the help article to learn more.

PIPER CONVERSATIONS

Meet on the website in real time with chat, voice, and video.

Piper automatically ends a website conversation that is deemed inappropriate.

Agent Chat Moderation

With an AI SDR agent having countless conversations around the clock, it’s inevitable that some of those conversations may veer off course. This new feature allows the agent to automatically end a website conversation that is deemed inappropriate based on the following categories: sexual content, harassment, hate speech, violence, self-harm, or illegal activities. This keeps the agent on topic and avoids entertaining non-serious buyers, which helps the agent deliver on her pipeline goals. Read the help article to learn more.

Website Messenger Refresh

The website messenger has been refreshed with more customization options. In addition to controlling your theme styles, like colors and button styles, you can also control the placement of the messenger on your website. This gives you total flexibility over where your agent will appear based on what is most optimal for your business. The starting state can be at the bottom-center of your website, in the lower right corner, opened as a right-hand side panel, or collapsed as a minimal icon. Plus, the messenger can now float above the main screen region or be pinned to the right side with the main screen region responsively updating. Read the help article to learn more.

PIPER EMAIL

Intelligently follow-up with and nurture inbound leads in the inbox.

Piper instantly responds to buyers over email with a personalized response.

Agent Email Replies (Single Reply)

Piper can send personalized emails to countless buyers around the clock. When a buyer responds to Piper over email, she can instantly reply with a meaningful response. She also uses decision criteria to either include a designated sales rep to take over the conversation or disregard the email thread if a response is not warranted. This means email conversations no longer result in a dead-end. Instead, buyers receive an immediate response and the designated sales rep also has visibility into the exchange. Multiple email responses and qualification capabilities are scheduled for April 2026. Read the help article to learn more.

Qualified Mailbox

Using an agent for nurture campaigns or post-event follow up has massive benefits, but it can also result in large volumes of email. In which case, there is a risk that emails will be marked as spam. This new feature allows your AI SDR agent to send a high volume of emails using a custom, branded sender address on a shared IP address. This means you can scale your email campaigns by removing the daily sending limits imposed by providers like Google or Microsoft. Read the help article to learn more.

Salesforce Campaign Member Custom Exit

When a buyer is added to an email campaign, there may come a time when that campaign is no longer relevant. This new feature automatically exits buyers from an email campaign when their Salesforce Campaign Member status changes. For example: an email campaign is created to invite buyers to an event and campaign member status = invited. As soon as the buyer registers, their campaign member status updates to “registered” and they are removed from the event registration campaign. Now, buyers are no longer stuck in irrelevant email campaigns and you no longer need to manually exit buyers from a campaign. Read the help article to learn more.

Send Preview + Send Immediately

To trigger an email send, you would previously have to remove and re-add Salesforce campaign members or update Salesforce campaign member statuses. This new feature allows you to send emails to existing Salesforce campaign members, see how many members qualify prior to sending, and send immediately when the email campaign is turned on. Read the help article to learn more.

PIPER MEETINGS

Schedule meetings with your best buyers in just a few clicks.

Report when buyers don’t attend a scheduled meeting to ensure fair meeting distribution.

Meeting No-Show Reporting

When a buyer skips a scheduled meeting, it’s a real bummer for the sales rep. Not only does the sales rep miss out on a potential sales opportunity, they also miss out on other meetings since the booked meeting still counts against them for purposes of round robin and smart routing. This new feature allows the sales rep to report meetings as "no-show,” which causes the reported meeting to be ignored by routing calculations and each rep gets a fair distribution of meetings where the buyer actually attended. Read the help article to learn more

QUALIFIED PLATFORM

Deliver bespoke buying experiences that generate more pipeline.

Qualified SSO is now available to all Qualified customers at no added cost

SSO and 2FA for All

In our ongoing effort to improve trust and safety, Single Sign-On (SSO) is now available to all Qualified customers at no added cost. For customers who do not have SSO, we now offer a two-factor authentication (2FA) solution. Reach out to your dedicated QSA with questions at any time.

Agent Reporting API

With an AI SDR agent having countless conversations on your website, it’s crucial that you understand the types of conversations that are had. With this new reporting API, you can pull raw conversation data from the Qualified platform into your preferred third-party reporting systems for deeper analysis. We’ve added values for AI SDR agent activity so you can now use the “Bot Conversations” endpoint to track conversations buyers have had with the agent. This update is available to Qualified customers on the Enterprise and Ultimate plans. If you’d like to get this added to your plan, reach out to your dedicated QSA and explore more details on the reporting API here.

That’s a wrap for Winter ‘26! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.

Stay up to date with weekly drops of fresh B2B marketing and sales content.

By registering, you agree that Qualified may process your personal data for events and marketing as set forth in our Privacy Policy
Thank you for subscribing. You’ll start receiving updates for Qualified+ shortly.
Oops! Something went wrong while submitting the form.

The Winter ‘26 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

Crystal Reitmeir
Crystal Reitmeir
No items found.
The Winter ‘26 Release is Here!
Table of Contents
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

With short days and low temps, there’s no doubt winter is here; but so is the Qualified Winter ‘26 Release! At Qualified, we know the great marketing shift from automation to agentic is well underway as marketers crave better ways to generate pipeline. In this release, we’re delivering new innovations that bolster the Qualified Agentic Marketing Platform and help Piper the AI SDR Agent manage the entire funnel—from nurture to conversion. So cozy up by the fire with a warm cup of tea, and let’s dive in to see what’s new.

PIPERX, AVAILABLE NOW

A whole new way to engage and convert B2B buyers.

Give your buyers a ride-along agent, right on the website.

Huge news, PiperX is now generally available! This release includes a series of enhancements that expand Piper the AI SDR Agent’s capabilities on the website and completely modernize the B2B buying experience:

  • Messenger refresh: Now you have more control over the placement of the messenger on your website based on what is most optimal for your business. Read the help article to learn more.
  • Agent multi-modalities: Now your AI SDR agent can meet with buyers on the website in their preferred format, whether it’s video, voice, or text. Read the help article to learn more
  • Agentic Marketing Platform Upgrades: New infrastructure updates with Guides, bolstering your agent’s conversational quality and adherence to your business requirements. Read the help article to learn more.

PiperX is available to all Qualified customers on an Agentic Marketing Platform plan. Want to learn more? Check out the demo above 👆and read the blog post here. If you’re ready to get started, reach out to your dedicated Qualified Success Architect (QSA) today.

QUALIFIED INTEGRATIONS

Native integrations to supercharge Piper the AI SDR Agent.

Piper greets buyers the moment they arrive on the website from a Gong Engage email.

Piper for Gong

For Qualified customers who use Gong Engage, Piper for Gong is now generally available. Typically, when you prospect into your accounts with Gone Engage and drive buyers back to your website, buyers are left to their own devices. With this integration, Piper the AI SDR Agent is there to greet them with a personalized message based on the Gong Engage email and continue the conversation. This delivers a totally seamless, cross-channel buying experience that keeps buyers engaged. Piper for Gong is automatically included in all Agentic Marketing Platform plans. Read the help article to learn more.

PIPER CONVERSATIONS

Meet on the website in real time with chat, voice, and video.

Piper automatically ends a website conversation that is deemed inappropriate.

Agent Chat Moderation

With an AI SDR agent having countless conversations around the clock, it’s inevitable that some of those conversations may veer off course. This new feature allows the agent to automatically end a website conversation that is deemed inappropriate based on the following categories: sexual content, harassment, hate speech, violence, self-harm, or illegal activities. This keeps the agent on topic and avoids entertaining non-serious buyers, which helps the agent deliver on her pipeline goals. Read the help article to learn more.

Website Messenger Refresh

The website messenger has been refreshed with more customization options. In addition to controlling your theme styles, like colors and button styles, you can also control the placement of the messenger on your website. This gives you total flexibility over where your agent will appear based on what is most optimal for your business. The starting state can be at the bottom-center of your website, in the lower right corner, opened as a right-hand side panel, or collapsed as a minimal icon. Plus, the messenger can now float above the main screen region or be pinned to the right side with the main screen region responsively updating. Read the help article to learn more.

PIPER EMAIL

Intelligently follow-up with and nurture inbound leads in the inbox.

Piper instantly responds to buyers over email with a personalized response.

Agent Email Replies (Single Reply)

Piper can send personalized emails to countless buyers around the clock. When a buyer responds to Piper over email, she can instantly reply with a meaningful response. She also uses decision criteria to either include a designated sales rep to take over the conversation or disregard the email thread if a response is not warranted. This means email conversations no longer result in a dead-end. Instead, buyers receive an immediate response and the designated sales rep also has visibility into the exchange. Multiple email responses and qualification capabilities are scheduled for April 2026. Read the help article to learn more.

Qualified Mailbox

Using an agent for nurture campaigns or post-event follow up has massive benefits, but it can also result in large volumes of email. In which case, there is a risk that emails will be marked as spam. This new feature allows your AI SDR agent to send a high volume of emails using a custom, branded sender address on a shared IP address. This means you can scale your email campaigns by removing the daily sending limits imposed by providers like Google or Microsoft. Read the help article to learn more.

Salesforce Campaign Member Custom Exit

When a buyer is added to an email campaign, there may come a time when that campaign is no longer relevant. This new feature automatically exits buyers from an email campaign when their Salesforce Campaign Member status changes. For example: an email campaign is created to invite buyers to an event and campaign member status = invited. As soon as the buyer registers, their campaign member status updates to “registered” and they are removed from the event registration campaign. Now, buyers are no longer stuck in irrelevant email campaigns and you no longer need to manually exit buyers from a campaign. Read the help article to learn more.

Send Preview + Send Immediately

To trigger an email send, you would previously have to remove and re-add Salesforce campaign members or update Salesforce campaign member statuses. This new feature allows you to send emails to existing Salesforce campaign members, see how many members qualify prior to sending, and send immediately when the email campaign is turned on. Read the help article to learn more.

PIPER MEETINGS

Schedule meetings with your best buyers in just a few clicks.

Report when buyers don’t attend a scheduled meeting to ensure fair meeting distribution.

Meeting No-Show Reporting

When a buyer skips a scheduled meeting, it’s a real bummer for the sales rep. Not only does the sales rep miss out on a potential sales opportunity, they also miss out on other meetings since the booked meeting still counts against them for purposes of round robin and smart routing. This new feature allows the sales rep to report meetings as "no-show,” which causes the reported meeting to be ignored by routing calculations and each rep gets a fair distribution of meetings where the buyer actually attended. Read the help article to learn more

QUALIFIED PLATFORM

Deliver bespoke buying experiences that generate more pipeline.

Qualified SSO is now available to all Qualified customers at no added cost

SSO and 2FA for All

In our ongoing effort to improve trust and safety, Single Sign-On (SSO) is now available to all Qualified customers at no added cost. For customers who do not have SSO, we now offer a two-factor authentication (2FA) solution. Reach out to your dedicated QSA with questions at any time.

Agent Reporting API

With an AI SDR agent having countless conversations on your website, it’s crucial that you understand the types of conversations that are had. With this new reporting API, you can pull raw conversation data from the Qualified platform into your preferred third-party reporting systems for deeper analysis. We’ve added values for AI SDR agent activity so you can now use the “Bot Conversations” endpoint to track conversations buyers have had with the agent. This update is available to Qualified customers on the Enterprise and Ultimate plans. If you’d like to get this added to your plan, reach out to your dedicated QSA and explore more details on the reporting API here.

That’s a wrap for Winter ‘26! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.

Stay up to date with weekly drops of fresh B2B marketing and sales content.

By registering, you agree that Qualified may process your personal data for events and marketing as set forth in our Privacy Policy
Thank you for subscribing. You’ll start receiving updates for Qualified+ shortly.
Oops! Something went wrong while submitting the form.

The Winter ‘26 Release is Here!

Here’s a roundup of the latest innovations, hot off the press from the Qualified Product team.

The Winter ‘26 Release is Here!
Play video button
Glow play video button
Crystal Reitmeir
Crystal Reitmeir
|
March 5, 2026
|
X
min read
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link
Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

With short days and low temps, there’s no doubt winter is here; but so is the Qualified Winter ‘26 Release! At Qualified, we know the great marketing shift from automation to agentic is well underway as marketers crave better ways to generate pipeline. In this release, we’re delivering new innovations that bolster the Qualified Agentic Marketing Platform and help Piper the AI SDR Agent manage the entire funnel—from nurture to conversion. So cozy up by the fire with a warm cup of tea, and let’s dive in to see what’s new.

PIPERX, AVAILABLE NOW

A whole new way to engage and convert B2B buyers.

Give your buyers a ride-along agent, right on the website.

Huge news, PiperX is now generally available! This release includes a series of enhancements that expand Piper the AI SDR Agent’s capabilities on the website and completely modernize the B2B buying experience:

  • Messenger refresh: Now you have more control over the placement of the messenger on your website based on what is most optimal for your business. Read the help article to learn more.
  • Agent multi-modalities: Now your AI SDR agent can meet with buyers on the website in their preferred format, whether it’s video, voice, or text. Read the help article to learn more
  • Agentic Marketing Platform Upgrades: New infrastructure updates with Guides, bolstering your agent’s conversational quality and adherence to your business requirements. Read the help article to learn more.

PiperX is available to all Qualified customers on an Agentic Marketing Platform plan. Want to learn more? Check out the demo above 👆and read the blog post here. If you’re ready to get started, reach out to your dedicated Qualified Success Architect (QSA) today.

QUALIFIED INTEGRATIONS

Native integrations to supercharge Piper the AI SDR Agent.

Piper greets buyers the moment they arrive on the website from a Gong Engage email.

Piper for Gong

For Qualified customers who use Gong Engage, Piper for Gong is now generally available. Typically, when you prospect into your accounts with Gone Engage and drive buyers back to your website, buyers are left to their own devices. With this integration, Piper the AI SDR Agent is there to greet them with a personalized message based on the Gong Engage email and continue the conversation. This delivers a totally seamless, cross-channel buying experience that keeps buyers engaged. Piper for Gong is automatically included in all Agentic Marketing Platform plans. Read the help article to learn more.

PIPER CONVERSATIONS

Meet on the website in real time with chat, voice, and video.

Piper automatically ends a website conversation that is deemed inappropriate.

Agent Chat Moderation

With an AI SDR agent having countless conversations around the clock, it’s inevitable that some of those conversations may veer off course. This new feature allows the agent to automatically end a website conversation that is deemed inappropriate based on the following categories: sexual content, harassment, hate speech, violence, self-harm, or illegal activities. This keeps the agent on topic and avoids entertaining non-serious buyers, which helps the agent deliver on her pipeline goals. Read the help article to learn more.

Website Messenger Refresh

The website messenger has been refreshed with more customization options. In addition to controlling your theme styles, like colors and button styles, you can also control the placement of the messenger on your website. This gives you total flexibility over where your agent will appear based on what is most optimal for your business. The starting state can be at the bottom-center of your website, in the lower right corner, opened as a right-hand side panel, or collapsed as a minimal icon. Plus, the messenger can now float above the main screen region or be pinned to the right side with the main screen region responsively updating. Read the help article to learn more.

PIPER EMAIL

Intelligently follow-up with and nurture inbound leads in the inbox.

Piper instantly responds to buyers over email with a personalized response.

Agent Email Replies (Single Reply)

Piper can send personalized emails to countless buyers around the clock. When a buyer responds to Piper over email, she can instantly reply with a meaningful response. She also uses decision criteria to either include a designated sales rep to take over the conversation or disregard the email thread if a response is not warranted. This means email conversations no longer result in a dead-end. Instead, buyers receive an immediate response and the designated sales rep also has visibility into the exchange. Multiple email responses and qualification capabilities are scheduled for April 2026. Read the help article to learn more.

Qualified Mailbox

Using an agent for nurture campaigns or post-event follow up has massive benefits, but it can also result in large volumes of email. In which case, there is a risk that emails will be marked as spam. This new feature allows your AI SDR agent to send a high volume of emails using a custom, branded sender address on a shared IP address. This means you can scale your email campaigns by removing the daily sending limits imposed by providers like Google or Microsoft. Read the help article to learn more.

Salesforce Campaign Member Custom Exit

When a buyer is added to an email campaign, there may come a time when that campaign is no longer relevant. This new feature automatically exits buyers from an email campaign when their Salesforce Campaign Member status changes. For example: an email campaign is created to invite buyers to an event and campaign member status = invited. As soon as the buyer registers, their campaign member status updates to “registered” and they are removed from the event registration campaign. Now, buyers are no longer stuck in irrelevant email campaigns and you no longer need to manually exit buyers from a campaign. Read the help article to learn more.

Send Preview + Send Immediately

To trigger an email send, you would previously have to remove and re-add Salesforce campaign members or update Salesforce campaign member statuses. This new feature allows you to send emails to existing Salesforce campaign members, see how many members qualify prior to sending, and send immediately when the email campaign is turned on. Read the help article to learn more.

PIPER MEETINGS

Schedule meetings with your best buyers in just a few clicks.

Report when buyers don’t attend a scheduled meeting to ensure fair meeting distribution.

Meeting No-Show Reporting

When a buyer skips a scheduled meeting, it’s a real bummer for the sales rep. Not only does the sales rep miss out on a potential sales opportunity, they also miss out on other meetings since the booked meeting still counts against them for purposes of round robin and smart routing. This new feature allows the sales rep to report meetings as "no-show,” which causes the reported meeting to be ignored by routing calculations and each rep gets a fair distribution of meetings where the buyer actually attended. Read the help article to learn more

QUALIFIED PLATFORM

Deliver bespoke buying experiences that generate more pipeline.

Qualified SSO is now available to all Qualified customers at no added cost

SSO and 2FA for All

In our ongoing effort to improve trust and safety, Single Sign-On (SSO) is now available to all Qualified customers at no added cost. For customers who do not have SSO, we now offer a two-factor authentication (2FA) solution. Reach out to your dedicated QSA with questions at any time.

Agent Reporting API

With an AI SDR agent having countless conversations on your website, it’s crucial that you understand the types of conversations that are had. With this new reporting API, you can pull raw conversation data from the Qualified platform into your preferred third-party reporting systems for deeper analysis. We’ve added values for AI SDR agent activity so you can now use the “Bot Conversations” endpoint to track conversations buyers have had with the agent. This update is available to Qualified customers on the Enterprise and Ultimate plans. If you’d like to get this added to your plan, reach out to your dedicated QSA and explore more details on the reporting API here.

That’s a wrap for Winter ‘26! If you’re looking for real-time status updates, be sure to check out the Qualified Status Page. Got feedback? We’d love to hear from you. Feel free to chat with us live on the website or connect with your dedicated Qualified Success Architect at any time.

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