Contents

• Overview and Things to Note
• Qualified Dashboard Setup
  • Create Required Visitor Field in Qualified
    • Step 1 - Add Field
    • Step 2 - Connect Source Field
    • Step 3 - Add SFDC/MAP Field Mapping
  • Set Up BookIt AI Goal
    • Step 1 - Create AI Goal
    • Step 2 - Add AI Branch
    • Step 3 - Collect All Data Needed For BookIt Routing
    • Step 4 - Add BookIt Trigger Event
    • Step 5 - Add Visitor Guidance and other steps as needed
  • Add BookIt AI Goal to Your Experiences
• Add the BookIt Script to Your Website
• Configure Your Trigger Node
• Summary

 

Overview and Things to Note

• This guide will configure a calendar to display as a pop-up on a page after an AI SDR interaction with Qualified.
• Before starting, make sure you have the following prerequisites:
  • An active LeanData BookIt for Forms subscription.
  • Access to a Qualified account with admin permissions.
  • A Salesforce Org with a live (or test) BookIt for Forms router graph.
  • Your 18-Digit SFDC Org ID.

 

Qualified Dashboard Setup

Create Required Visitor Field in Qualified

We'll need to create a visitor field to capture the BookIt Log ID for each prospect's meeting inquiry.

Step 1 - Add Field

Navigate to App Settings > Fields > + Add Field

Set the following:

• Name: LeanData BookIt Log ID
• API Name: leandata_bookit_log_id
• Type: text
• Hide field: checked

 

 

Step 2 - Connect Source Field

Now we need to connect this Qualified LeanData BookIt Log ID field with your MAP or SalesForce BookIt Log ID field.

Scroll down to Sources and click + to add your sources and select the correct Log ID field in your source.

Make sure to Keep the blank value.

 

Step 3 - Add SFDC/MAP Field Mapping

We'll need Qualified to push the BookIt Log ID to your MAP or SFDC (depending on your integration).

Navigate to the Integrations drop down and select your integration's mapping.

If you are directly integrating to SalesForce, you must add the field mapping to both Lead Mapping and Contact Mapping.

• Add your BookIt Log ID Field from your integration in the left column.
• Then select the LeanData BookIt Log ID Qualified field we've just created in the middle column.
• Leave the Default value blank.

 

Set Up BookIt AI Goal

Step 1 - Create AI Goal

First, we'll create an AI Goal in which your AI SDR will collect the lead data needed to route, then trigger BookIt's calendar popup.

Navigate to AI > Agent Studio > Goals > Create a Goal

• Feel free to name this goal. We recommend including "BookIt Popup" for easy recognition.
• Toggle this goal on.

 

Step 2 - Add AI Branch

Then click on the + sign and add an AI Branch.

 

Step 3 - Collect All Data Needed For BookIt Routing

This step is where you'll configure your AI to ask for lead information you need for BookIt's routing.

 

Step 4 - Add BookIt Trigger Event

Click the + sign under Match and add a Track Event. Then name the event Trigger BookIt.

This step configures Qualified to pass the lead information to the BookIt script on your page and trigger BookIt's routing and calendar.

 

Step 5 - Add Visitor Guidance and other steps as needed

Your BookIt AI Goal is fully set up!

This is an optional step, but we highly recommend adding a Visitor guidance step so your prospects are aware of next steps. For example:

"Inform the visitor that you're checking for available meeting times and they might see a scheduler pop up. If there are no meeting times available, our team will be in touch with them as soon as possible."

Feel free to add other steps such as slack notifications and updating fields as needed.

 

 

Add BookIt AI Goal to Your Experiences

These next steps will guide you through adding a button to your chatbot that will start the BookIt Popup AI Goal we've just created. Please work with your Qualified CSM to also enable any rules you'd like your AI SDR to run this AI Goal.

• Navigate to Experiences > Automatic > Your Desired Experience
• Click on the Start AI SDR step
• Check your BookIt AI Goal and add a button. Provide a name - this is what your prospects will see.

 

 

Add the BookIt Script to Your Website

If Qualified is enabled site-wide, add this BookIt script to the <head> of your site template so it loads on every page. If Qualified only renders on specific pages, add it to the <head> of just those pages.

Within the snippet, you will need to update the placeholder values (highlighted in yellow) in the LDBookItV2.initialize() function.

Replace the placeholders with your values:

• <Org ID> — Your 18-digit Salesforce Org ID. This should match the org where your live BookIt router graph resides (or the sandbox you’re testing in).
• <Trigger Node Name> — The name of the trigger node in your BookIt router graph. Use something descriptive like Qualified - Demo Request.

 

<script>
  (function(w,d){var u='https://cdn.leandata.com/js-snippet/ld-book-v2.js';function i(){
      LDBookItV2.initialize('<Org ID>', '<Trigger Node Name>','leandata_bookit_log_id',{
        loadingText:'Loading Scheduling Experience...',
        namespace:'LDBookItChat',
        qualifiedEventName:'Trigger BookIt'
      });
      LDBookItChat.setChatProvider('qualified')}

    if(w.LDBookItV2)return i();var e=d.querySelector('script[src="'+u+'"]'); if(e)return e.addEventListener('load',i);var s=d.createElement('script'),f=d.getElementsByTagName('script')[0];s.src=u;s.addEventListener('load',i);f.parentNode.insertBefore(s,f)})(window,document);
</script>

 

 

Configure Your Trigger Node

Open your LeanData BookIt for Forms graph and add a new Chatbot Prospect Trigger Node.

Set Your Trigger Node Name

Double-click on the Trigger Node to open the editor. Update the Node Name to match the <Trigger Node Name> you defined earlier in your embed script.

 

Add Your Field Mappings

To find your Qualified API field names, log into Qualified in a separate tab and navigate to App Settings > Fields.

The API name of each field will be in italics. Please add all fields needed for routing to your Trigger Node. Don't forget to also map the BookIt Log ID field.

 

 

Configure the Rest of Your Routing Graph

Now that your trigger node and API field mappings are in place, you can continue building and customizing your routing logic.

 

 

Summary

This guide covered how to configure BookIt for Forms to display a calendar as a pop-up on a page using Qualified AI SDR. You set up the required visitor fields in Qualified, configured an AI Goal to collect lead data and trigger BookIt's calendar popup, added the BookIt script to your website, and created a trigger node in your router graph.

For questions or additional assistance, please contact LeanData Support.