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
  • Optional - Add Meeting Write-Back Fields
  • Request Client-Side API Access for Your Fields
  • Set Up BookIt AI Goal
    • Step 1 - Create AI Goal
    • Step 2 - Reset Meeting Fields (Required If Using Meeting Write-Back)
    • Step 3 - Add AI Branch
    • Step 4 - Collect All Data Needed For BookIt Routing
    • Step 5 - Add BookIt Trigger Event
    • Step 6 - Add Visitor Guidance and other steps as needed
  • Connect BookIt AI Goal to Your AI SDR
    • Multi-modal AI SDR Experiences
      • Step 1 - Add a Messenger Button (Optional)
      • Step 2 - Mention Your BookIt AI Goal in Guides
    • Legacy AI SDR 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.

Optional - Add Meeting Write-Back Fields

BookIt can write meeting details back to Qualified after a prospect interacts with the scheduler. This lets your AI SDR and your reporting know whether a meeting was booked and who it was booked with. If you'd like to use this, create the two visitor fields below.

Navigate to App Settings > Fields > + Add Field and create each of the following fields:

Meeting Booked

• Name: LeanData BookIt Meeting Booked
• API Name: leandata_bookit_meeting_booked
• Type: checkbox

Meeting Host

• Name: LeanData BookIt Meeting Host
• API Name: leandata_bookit_meeting_host
• Type: text

How BookIt Updates These Fields

When the prospect...	Meeting Booked	Meeting Host
Completes a booking	true	Main host's name
Closes the scheduler without booking	false	Not changed
Closes the browser tab, leaves the page, or is never shown a scheduler	Not changed	Not changed

• Qualified checkbox fields are either true or blank. An unchecked Meeting Booked field is stored as blank, not false, so check for true or blank wherever you reference it.
• Meeting Host only includes the main host. For meetings with multiple hosts, additional hosts are not included.

 

 

Request Client-Side API Access for Your Fields

By default, Qualified disables the Send via client side API setting on every field in your account. Until this setting is enabled, Qualified will not pass field data to BookIt, even if your field mapping is configured correctly.

 

When submitting your ticket, be sure to include:

• The exact API Name of each field you need enabled (not just the display name). You can find the API Name of each field in italics below the display name. See screenshot below.
• A note that you're enabling these fields for a client-side API integration-  this is the specific setting Qualified support will need to toggle.

Feel free to copy the message below and paste it directly into your support ticket. Just fill in the field list with the API Names you need enabled before sending.

Hi Qualified Support,

We'd like to request that the "Send via client side API" setting be enabled on the following fields in our account, so they can be passed to our client-side integration:

• leandata_bookit_log_id
• leandata_bookit_meeting_booked
• leandata_bookit_meeting_host
• [Field API Name]
• [Field API Name]

Please confirm once this has been enabled. Thank you!

We recommend submitting this request as early as possible, since Qualified's support turnaround time can vary. You won't be able to fully test your BookIt routing until this setting is enabled on all required fields.

 

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 - Reset Meeting Fields (Required If Using Meeting Write-Back)

If you added the Meeting Write-Back Fields, reset them every time this Goal runs so they only reflect the prospect's current booking attempt. If you didn't add these fields, skip to Step 3.

At the very top of your Goal, before any other steps, click the + sign and add two Set visitor field steps:

• Set LeanData BookIt Meeting Host to an empty space (leave the value empty).
• Set LeanData BookIt Meeting Booked to false. Qualified will store this as blank.

 

 

Step 3 - Add AI Branch

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

 

Step 4 - 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 5 - 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 6 - 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.

 

 

Connect BookIt AI Goal to Your AI SDR

Now that your BookIt AI Goal is set up, you'll need to tell your AI SDR when to run it. Follow the steps for the type of AI SDR Experience your Qualified account uses.

 

Multi-modal AI SDR Experiences

If your Experience uses the Start Multi-modal AI SDR step, your AI SDR decides when to run a Goal based on the instructions in its Conversations guide.

Step 1 - Add a Messenger Button (Optional)

If you'd like prospects to have a persistent button they can click to book a meeting, add a messenger button to your Experience.

• Navigate to Experiences > Automatic > Your Desired Experience
• Click on the Start Multi-modal AI SDR step
• Under Buttons, click + Add a messenger button and enter a Button label. This is what your prospects will see.

 

Step 2 - Mention Your BookIt AI Goal in Guides

Navigate to AI > Agent Studio > Guides > Conversations

In the Conversation design and style box, add instructions that describe when your AI SDR should run your BookIt AI Goal. Type @ and select your BookIt AI Goal from the dropdown.

You can trigger the Goal based on what the visitor says, when they click the button you added in Step 1, or both. For example:

If a visitor asks to book a meeting, talk to sales, or see a demo, run the @Request a Demo - BookIt Popup goal.

If the visitor clicks the "Book a Demo" button, run the @Request a Demo - BookIt Popup goal.

Replace @Request a Demo - BookIt Popup with the name of the AI Goal you created in Step 1 - Create AI Goal, and replace Book a Demo with your button label.

When you're done, click Publish so your AI SDR picks up the updated instructions.

For more detail on writing Guides, see Qualified's Configuring Guides in Agent Studio.

 

Legacy AI SDR Experiences

If your Experience uses the legacy Start AI SDR step, add your BookIt AI Goal as a button instead. 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',{
        autoSubmit: true,
        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.