Qualified89 tasks
Configure Qualified Piper Agents
Stand up a working Qualified Piper agent: its guides, content, theme, offers and Salesforce lead handling, usually as a demo ready to show a prospect.
Method
How MeshMesh does it
- Sets up the demo domain and, where needed, an Experience Cloud site with fonts and theme layout.
- Builds or rebrands the Piper agent profile, then its guides and content in Agent Studio.
- Applies a branded theme and experience, then creates a Smart Button and the Header and Sidepop offers.
- Configures goals, meetings and workflows, and creates a demo persona Lead. In one case it built a "Send Marketing Cloud content" goal with an email campaign pipeline.
- Adds follow-up email automation for lead handling.
- Prepares promoted content pages and demo assets, then hands the remaining browser steps to the user.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Qualified48 tasks