Sales Rep Setup Guide

Chat User

This guide is for new Chat users. If you’re joining via SSO or are a new Rep or Admin, click the Rep, Admin, & SSO Login tab above. ⬆️

Set up your new Qualified account in under ten minutes. Before jumping into live chat, complete these steps:

1. Create your account
2. Connect your calendar
3. Fill out your profile
4. Add your meeting details
5. Connect to Salesforce
6. Configure meeting settings
7. Enable notifications
8. Download our desktop and mobile apps
9. Learn more

Questions? Email or click the Qualified messenger below to chat with our technical support team.

1. Create Your Account

First, create your new Qualified account. Find the email from invite@qualified.com and click Join Now. Your username will be your email. Enter a password and click Set password.

If you’re an Admin or joined via SSO, click the Rep, Admin, & SSO tab above. ⬆️

2. Connect Your Calendar

To link your calendar with Qualified:

3. Complete Your Profile

Share who you are and then click the → button.

Personal Profile

Upload a profile photo and complete all fields. When you chat with website visitors, they’ll see:

• Profile picture (JPG or PNG)
• First name
• Last name
• Job title

TIP! Visitors are more likely to engage when they know you’re not a bot. Add your photo to appear more approachable and show personality with the Job Title field. Rather than your actual title, try “Give me a 😂 for a joke!” or “Human here.”

4. Add Your Meeting Details

Connect with Zoom or Teams to automatically generate a unique meeting link for each meeting book via Qualified. If you do not have access to Zoom or Teams, you can enter your own meeting details such as a static personal meeting link and/or phone number that all meeting attendees will use to join. 

After a meeting is booked via Qualified, a confirmation email is sent to the visitor with your unique details:

To find and copy your personal meeting link for Google Meet:

If you don’t add a personal meeting room link, attendees will not receive any meeting link in the automated calendar invite. Adding any other type of link, like a meeting scheduler, will cause a disjointed visitor experience. 

5. Connect to Salesforce

Next, connect to Salesforce so Qualified can update records automatically:

1. Click Connect to Salesforce to get started.
2. Enter your Salesforce login details or connect via your company’s SSO process.
   • Note: If your team has a custom Salesforce domain, click Use Custom Domain and then Continue:
3. Click Log In and follow the verification prompts.
4. Click Done, and you’ll be logged into your new Qualified account.

6. Configure Meeting Settings

Qualified meetings automatically schedules and sends calendar invites for prospect meetings. To fine-tune your calendar and meeting preferences:

1. Click the Settings icon
   
2. Click Profile.
3. Select Your local time zone,  so Qualified schedules meetings at the correct time.
4. (Optional) Enter your Phone number, including any extension, so Qualified can forward visitor calls to your preferred phone. (If your team uses Qualified voice and video, this field is not present.)
5. Click Save.
6. Click Calendar to adjust these settings:
   • Set your availability: The weekly time period that Qualified is allowed to schedule events, such as weekdays between 8:00 am-4:00 pm.
   • Minimum meeting notice: The amount of time between when a website visitor requests a meeting and the first schedule opening offered. If a visitor is shown the meeting booker at 1:00 pm and the Minimum meeting notice is 30 minutes, for example, the next available meeting offered will be 1:30 pm.
   • Buffer between meetings: The minimum time you want between back-to-back meetings. Grant yourself time for a quick break between calls to grab water or stretch.
7. Click Save.

As you get started with Qualified, we recommend keeping the defaults as-is for Minimum meeting notice (30 minutes) and Buffer between meetings (5 minutes). With a wide-open calendar, it’s easier to book more prospect meetings.

7. Enable Notifications

Qualified enables you to speak with buyers at the most opportune time: when you’re top of mind and they’re already on your website. Turn on in-app notifications so you’re alerted immediately when a visitor is routed to you.

Choose Default Sound

To enable sound alerts:

1. Click the Settings icon
2. Click Notifications
3. Select a Default Notification Sound from the drop-down menu.
4. (Optional) Click the Desktop icons and Mobile icons to control where alerts are sent per visitor stream. (The Waiting for Rep stream cannot be deactivated.)
   
   
5. Click Save in the top-right corner.

TIP! Select a unique Notification Sound per visitor stream to customize your personal app alert preferences. (These preferences don’t change alerts your Qualified admin created for Slack or Microsoft Teams.)

Enable Browser Notifications and Microphone Access

In Chrome and other browsers, click the Lock icon in the URL bar to confirm Notifications are enabled, as well as Microphone for Voice & Video calls.

8. Download Our Desktop & Mobile Apps

Download Qualified Mobile from the Apple App Store or Google Play store to never miss a visitor. With our app, receive visitor push notifications, chat on the go, and more. 

Finally, install the Qualified desktop app:

1. Download the most recent version for Mac OS (164MB) or Windows (119 MB).
2. Click Sign In from the desktop app while still logged in to Qualified in your browser.
3. Click Authorize on the confirmation page that opens in your default browser.

For more noticeable visitor alerts, add the Qualified app to your desktop dock.

9. Learn More 🚀

And that's it—you're all set in Qualified!

Level up your live chat skills to engage VIP visitors as soon as they’re on your website. Complete our Qualified Sales Rep certification, watch the 1-2 Punch Masterclass, and check out University articles for more impactful visitor conversations and, ultimately, close more sales.

Meetings Only User

This guide is for new Meetings Only users. If you’re joining for Chat User or via SSO or are a new Rep or Admin, click the Rep, Admin, & SSO Login tab above. ⬆️

Set up your new Qualified account in under ten minutes. Before a meeting can be booked with you, follow these steps:

1. Create your account
2. Connect your calendar
3. Fill out your profile
4. Add Your Meeting Details
5. Connect to Salesforce
6. Configure Meeting Settings

Questions? Email or click the Qualified messenger below to chat with our technical support team.

1. Create Your Account

First, create your new Qualified account. Find the email from invite@qualified.com and click Join Now. Your username will be your email. Enter a password and click Set password.

If you’re an Admin or joined via SSO, click the Rep, Admin, & SSO tab above. ⬆️

2. Connect Your Calendar

To link your calendar with Qualified:

3. Complete Your Profile

Share who you are and then click the → button.

Personal Profile

Upload a profile photo and complete all fields. When you chat with website visitors, they’ll see:

• Profile picture (JPG or PNG)
• First name
• Last name
• Job title

TIP! Visitors are more likely to engage when they know you’re not a bot. Add your photo to appear more approachable and show personality with the Job Title field.

4. Add Your Meeting Details

Connect with Zoom or Teams to automatically generate a unique meeting link for each meeting book via Qualified. If you do not have access to Zoom or Teams, you can enter your own meeting details such as a static personal meeting link and/or phone number that all meeting attendees will use to join. 

After a meeting is booked via Qualified, a confirmation email is sent to the visitor with your unique details:

To find and copy your personal meeting link for Google Meet:

If you don’t add a personal meeting link, attendees will not receive any meeting link in the automated calendar invite. Adding any other type of link, like a meeting scheduler, will cause a disjointed visitor experience. 

5. Connect to Salesforce

Next, connect to Salesforce so Qualified can update records automatically:

1. Click Connect to Salesforce to get started.
   
   
   
2. Enter your Salesforce login details or connect via your company’s SSO process.
   • Note: If your team has a custom Salesforce domain, click Use Custom Domain and then Continue:
     
     
3. Click Log In and follow the verification prompts.
4. Click Done, and you’ll be logged into your new Qualified account.

6. Configure Meeting Settings

Qualified meetings automatically schedules and sends calendar invites for prospect meetings. To fine-tune your calendar and meeting preferences:

1. Click the Settings icon
   
   
2. Click Profile.
3. Select Your local time zone,  so Qualified schedules meetings at the correct time.
4. (Optional) Enter your Phone number, including any extension, so Qualified can forward visitor calls to your preferred phone. (If your team uses Qualified voice and video, this field is not present.)
5. Click Save.
6. Click Calendar to adjust these settings:
   • Set your availability: The weekly time period that Qualified is allowed to schedule events, such as weekdays between 8:00 am-4:00 pm.
   • Minimum meeting notice: The amount of time between when a website visitor requests a meeting and the first schedule opening offered. If a visitor is shown the meeting booker at 1:00 pm and the Minimum meeting notice is 30 minutes, for example, the next available meeting offered will be 1:30 pm.
   • Buffer between meetings: The minimum time you want between back-to-back meetings. Grant yourself time for a quick break between calls to grab water or stretch.
7. Click Save.

As you get started with Qualified, we recommend keeping the defaults as-is for Minimum meeting notice (30 minutes) and Buffer between meetings (5 minutes). With a wide-open calendar, it’s easier to book more prospect meetings

And that's it—you're all set in Qualified!

Rep, Admin, & SSO Login

Set up your new Qualified account in under ten minutes. Before jumping into live chat, complete these steps:

1. Fill out your profile
2. Configure meeting settings
3. Connect to Salesforce
4. Enable notifications
5. Download our desktop and mobile apps
6. Learn more

Questions? Email or click the Qualified messenger below to chat with our technical support team.

1. Complete Your Profile

First, create your new Qualified account. Find the email from invite@qualified.com and click Join Now or open the Qualified app from your SSO provider to log in.

Once logged in to your new account, click the Settings icon in the bottom-left corner. Share who you are by completing all fields and then click Save:

When you chat with website visitors, they’ll see:

• Profile Picture (JPG or PNG)
• First Name
• Last Name
• Job Title

TIP! Visitors are more likely to engage when they know you’re not a bot. Add your photo to appear more approachable and show personality with the Job Title field. Rather than your actual title, try “Give me a 😂 for a joke!” or “Human here.”

These other profile settings are essential for Qualified to work properly but are not visible to visitors:

• Phone number: Enter your work phone number, including any extension, so Qualified can forward visitor calls to your preferred phone. (If your team uses Qualified voice and video, this field is not present.)
• Your Local Time Zone: Select your time zone so Qualified books meetings at the correct time.

2. Configure Meeting Settings

Qualified’s meeting booker takes the hassle out of scheduling prospect meetings. Fine-tune your calendar and meeting settings so Qualified automatically schedules and sends calendar invites.

Connect Your Calendar

To connect your calendar, go to Settings → Calendar:

Then link your calendar with Qualified:

Add Your Personal Meeting Invite Link

Connect with Zoom or Teams to automatically generate a unique meeting link for each meeting book via Qualified. If you do not have access to Zoom or Teams, you can enter your own meeting details such as a static personal meeting link and/or phone number that all meeting attendees will use to join. 

After a meeting is booked via Qualified, a confirmation email is sent to the visitor with your unique details:

Customize Your Calendar Settings

Adjust these schedule and meeting time preferences from Settings → Calendar:

• Set your availability: The weekly time period that Qualified is allowed to schedule events, such as weekdays between 8:00 am-4:00 pm.
• Minimum meeting notice: The amount of time between when a website visitor requests a meeting and the first schedule opening offered. If a visitor is shown the meeting booker at 1:00 pm and the Minimum meeting notice is 30 minutes, for example, the next available meeting offered will be 1:30 pm.
• Buffer between meetings: The minimum time you want between back-to-back meetings. Grant yourself time for a quick break between calls to grab water or stretch.

As you get started with Qualified, we recommend keeping the defaults as-is for Minimum meeting notice (30 minutes) and Buffer between meetings (5 minutes). With a wide-open calendar, it’s easier to book more prospect meetings.

Qualified will schedule meetings based on your account’s time zone. Make sure it’s accurate from Settings → Profile → Your Local Time Zone.

3. Connect to Salesforce

Next, connect to Salesforce so Qualified can update records automatically. Here’s how:

1. Click the Settings icon.
2. From the left panel, click Connection below Salesforce:
   
3. Click Connect to Salesforce.
4. (Optional) If your team has a custom Salesforce domain, click Use Custom Domain and then Continue:
   
5. Enter your Salesforce login details or connect via your company’s SSO process.
6. Click Log In and follow the verification prompts.

4. Enable Notifications

Qualified enables you to speak with buyers at the most opportune time: when you’re top of mind and they’re already on your website. Turn on in-app notifications so you’re alerted immediately when a visitor is routed to you.

Choose Default Sound

To enable sound alerts:

1. Click the Settings icon.
2. Click Notifications.
3. Select a Default Notification Sound from the drop-down menu.
4. (Optional) Click the Desktop icons and Mobile icons to control where alerts are sent per visitor stream. (The Waiting for Rep stream cannot be deactivated.)
   
5. Click Save in the top-right corner.

TIP! Select a unique Notification Sound per visitor stream to customize your personal app alert preferences. (These preferences don’t change alerts your Qualified admin created for Slack or Microsoft Teams.)

Enable Browser Notifications and Microphone Access

In Chrome and other browsers, click the Lock icon in the URL bar to confirm Notifications are enabled, as well as Microphone for Voice & Video calls.

5. Download Our Desktop & Mobile Apps

Download Qualified Mobile from the Apple App Store or Google Play store to never miss a visitor. With our app, receive visitor push notifications, chat on the go, and more. 

Finally, install the Qualified desktop app:

1. Download the most recent version for Mac OS (163MB) or Windows (119 MB).
2. Click Sign In from the desktop app while still logged in to Qualified in your browser.
3. Click Authorize on the confirmation page that opens in your default browser.

For more noticeable visitor alerts, add the Qualified app to your desktop dock.

6. Learn More 🚀

And that's it—you're all set in Qualified!

Level up your live chat skills to engage VIP visitors as soon as they’re on your website. Complete our Qualified Sales Rep certification, watch the 1-2 Punch Masterclass, and check out University articles for more impactful visitor conversations and, ultimately, close more sales.