Qualified Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

What do you need help with?

• a) Piper AI SDR setup — configuring conversations, email, meetings, or offers
• b) Routing & alerts — making sure the right rep gets the right visitor
• c) Signals — understanding buyer intent data and account prioritization
• d) Salesforce integration — sync, field mapping, managed package
• e) Chat widget — installation, branding, proactive triggers
• f) Analytics & reporting — measuring pipeline impact, Reporting API
• g) Migration — moving from Drift, Intercom, or another chat tool
• h) Something else