Bold Agent Kit vs Qualified
two ways to answer a site visitor.

Bold Agent Kit vs Qualified compares two AI agents that answer your website visitors and book meetings, built for very different buyers. Qualified sells Piper the AI SDR Agent to B2B marketing teams, built natively on the Salesforce Platform, with live chat, voice and video on the site, email follow-up, and a plan customised after a demo. Bold Agent Kit is one agent on your website chat, email, texts, phone line and eleven DM platforms, which you set up yourself for $25 a month.

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Every channel wired into one agent and out to the tools behind it: email, SMS, phone, Instagram, Messenger, WhatsApp, Telegram, LINE, Slack, Discord, X, Reddit, Bluesky, website chat, campaign sequences and follow-ups on one side; HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Google Calendar, Microsoft 365, Calendly, HubSpot Meetings, Zoho Bookings, Acuity Scheduling, Cal.com, Square Appointments, Stripe, Shopify, WooCommerce, Wix and Squarespace on the other.

Both answer the visitor. Qualified adds voice and video on the page

Qualified's Piper meets visitors on your website over live chat, voice or video, and can deliver a first-call sales presentation on the page. It enriches known visitors with data from your go-to-market systems, such as the HubSpot cookie or your Salesforce records, qualifies them against your criteria, and only lets them book a meeting once the qualification questions are answered. Qualified's PiperX FAQ says it works in 16 or more languages.

Bold Agent Kit's widget is text chat. One line of script puts it on your site in your colour, with your image and a greeting you wrote, and the agent answers from your knowledge base: your documents, your Q&A pairs, your prices and hours, and the pages of your own site it may link to. It asks for an email address when the conversation is worth keeping, which ties the visit to everything that follows, and it can offer real open slots and book one inside the chat. There is no voice or video on the page; the spoken conversations happen on your phone line.

A website chat conversation in the Inbox: the visitor asks how much it is, the agent answers with the price and a link, the visitor's story is drawn across the top, and a reply box lets a person take the thread over.

Email follow-up, or a sequence across channels

Piper Email follows up inbound leads in the inbox. Qualified describes instant follow-up with high-intent leads, nurture for warm leads with curated offers, and replies to buyers with no downtime. Its HubSpot page describes one-to-one emails to event registrants and attendees before and after the event, and Piper waiting on the website for the buyer who clicks through from a HubSpot email campaign.

Bold Agent Kit follows up on every channel the lead gave you. A visitor who chatted and left an email address can be put on a sequence: an email on day 0 from your own mailbox, a text on day 2 on your own number, a call placed by the agent on day 5, each step with its own delay and send condition, and the whole thing stopped the moment they reply, book or opt out on any channel. A visit trigger follows up a known person who comes back to a page you named, after a delay you set, on the channel they last used.

An agent's Email tab with three mailboxes connected, each showing a Good 90 health score, warm-up day and inbox placement, SPF, DKIM and DMARC checks, and an Active toggle.

The enquiries that never reach the website

Qualified describes Piper as working across the website and the email inbox, with your reps talking to Piper and receiving alerts in Slack. Its PiperX FAQ says Piper's voice works directly on your site, and that IVR integration is not supported yet. The focus is the buyer who has arrived on your website or is reading your email.

Bold Agent Kit's agent also answers the channels outside the browser. On your own Twilio number it answers the phone and places calls, hearing and speaking in real time. Texts run on your own account with one of nine carriers. Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X are each connected with your own app credentials and answered by the same agent from the same knowledge base. A question on Instagram gets the same answer as the same question in your website chat, because it is the same agent.

The agent's Social tab: Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit and X as a grid of platform cards, each connected with your own app credentials.

Both book the meeting. They report in different places

Piper Meetings schedules sales meetings during live chat, from website forms and buttons, and from the email inbox, with conversation, email and meeting routing to the right seller. Every Qualified plan includes Qualified reporting and analytics and Salesforce reporting and analytics, which suits a team that runs its pipeline reviews in Salesforce.

Bold Agent Kit books into Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square or HubSpot Meetings. It is given the slots that are genuinely free, offers a few, and writes in the one the visitor picks, checked against what it offered. Its own dashboard counts people, not chats: how many the agent reached, how many replied, visited your site and converted, and the value won against a goal with a dollar figure, with the channel each person started on and the one they converted on.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

How Bold Agent Kit and Qualified compare, and who each is built for

Qualified and Bold Agent Kit both put an AI on your website that answers visitors and books meetings, so they get compared. They are built for very different buyers. Qualified sells Piper the AI SDR Agent to B2B marketing teams to generate inbound pipeline: Piper talks to visitors on the website by live chat, voice or video, follows up inbound leads by email, serves personalised marketing offers and schedules sales meetings, with reps working alongside it in Slack. It is built natively on the Salesforce Platform, and its plans are customised for each customer after a demo.

Bold Agent Kit is built for businesses and agencies that want one agent on every channel a customer can reach them on, which they set up themselves, at a published price. The website chat is one of fifteen channels: the same agent answers email, texts, phone calls and eleven DM platforms, and runs follow-up sequences for the people who went quiet. It books into eight calendars, connects to HubSpot, GoHighLevel and field-service CRMs such as Jobber and ServiceTitan, and costs $25 a month or $200 a year for the account, with the AI on your own key and texts and calls on your own carrier, both billed to you at cost.

The practical differences follow from that. Qualified goes further on the website: voice and video on the page, a first-call presentation, account segmentation with waterfall enrichment, routing across a sales team, and the enterprise controls a large website needs, such as single sign-on, multiple websites and brands, and custom cookie and data retention policies. Its PiperX FAQ describes Piper as designed to accelerate the inbound motion across the website and email, and says Salesforce CRM is required, with HubSpot supported as a marketing automation platform. Bold Agent Kit covers more channels, with less depth on the website itself, and it does not integrate with Salesforce.

So the question is less which one is better than which kind of business you are. A B2B company with a Salesforce org, a marketing team and a high-traffic website is who Qualified is built for. A business that wants the website visitor, the Instagram DM, the missed call and the unanswered quote all worked by one agent, on HubSpot or GoHighLevel or Jobber or no CRM at all, at a price it can start on today, is who Bold Agent Kit is built for. Everything said about Qualified on this page comes from its own website and documentation, checked on 11 September 2026.

A published price$25 a month or $200 a year, with a 7-day free trial. Qualified builds a customised plan after a demo.
Every channel, not only the siteWebsite chat plus email, texts, phone calls and eleven DM platforms, from one agent.
The phone line answeredThe agent answers and places calls on your own Twilio number, speaking in real time.
Outbound in the same agentEmail, text and call sequences for the leads who went quiet, stopped by a reply or an opt-out.
Your CRM, if you have oneHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, five stores and eight calendars. No Salesforce.
Your own AI keySixteen providers, billed to you at cost by the provider. Nothing metered or marked up.

Where Qualified is more than some businesses need

Qualified is built for B2B marketing teams on Salesforce with busy websites, and it says so plainly. Four things lead other businesses to compare it with something else.

01

It is built around Salesforce

Qualified says it is built natively on the Salesforce Platform. Its plans include Salesforce reporting and analytics, and Salesforce sandbox support on Enterprise, and its PiperX FAQ says Salesforce CRM is required, with HubSpot supported as the marketing automation platform. For a company already on Salesforce that is the point. For a business whose customer records live somewhere else, it is the first question to answer.

02

The price is a conversation

Qualified does not publish prices. Its pricing page lists Premier, Enterprise and Ultimate plans and says it will build a plan customised to your pipeline needs, and the route in is a demo. Its PiperX FAQ adds that some features, such as multi-modal voice and video, come as a separate SKU. That is normal for enterprise software, and hard for a small team that wants to know the cost before the first call.

03

The website and the inbox are the channels

Qualified describes Piper as working across the website and email, with reps collaborating in Slack, and its FAQ says Piper's voice works directly on your site, with IVR integration not supported yet. The enquiries that arrive by phone, by text or by Instagram DM are outside that scope, and so is a text or a call to the lead who filled in the form and then went quiet.

04

It is sized for an enterprise website

The features that separate Qualified's tiers, enterprise-grade APIs, custom cookie and data retention policies, multiple production instances, high-volume websites and high-volume contact databases, are built for large B2B organisations. A local business, a clinic or an agency running ten small clients is buying something different: one agent per business, answering every channel, that the owner can set up and change.

One agent on the website, and on every other channel

Bold Agent Kit is built for the business that wants every enquiry answered, wherever it arrives, by one agent it set up itself.

01 / Answers

The visitor, the DM and the phone

A genuine incoming message on any channel the agent is switched on for is answered in seconds from that agent's knowledge base: the website chat, eleven DM platforms, texts, the email to sales@ and the phone line. It only says what you told it to say, and every reply is stored alongside the material it was generated from, so you can read back exactly why it said what it said.

02 / Follows up

By email, text and call, until they answer

The visitor who left an email address and went quiet can be put on a sequence across email, text and a call placed by the agent, on the days and inside the hours you set. A reply, a booking or an opt-out on any channel ends it on every channel, and the campaign shows its whole plan on a review screen before anything sends.

03 / Books

A real slot, in the calendar you already use

Connect one of eight calendars and the agent is given the slots that are genuinely free. It offers a few, the visitor picks one, the pick is checked against what was offered and written in, and the booking and notes go back to the contact in a connected CRM such as HubSpot, GoHighLevel or Jobber. It cannot invent a time or double-book you.

The website is one channel of fifteen

Every conversation the agent is having arrives in one inbox: website chats, texts, call recordings and transcripts, emails and DMs from eleven platforms, in one list, newest first, each row tagged with the channel it came in on. The visitor who chatted on Tuesday, sent an Instagram DM on Wednesday and rang on Thursday is one contact, because the cookie, the social account id and the phone number were merged into one record, and the agent read the whole history before it answered the call.

That is the main difference in scope. Qualified goes deep on the website and the inbox for a B2B marketing team, with voice and video on the page and routing across a sales team. Bold Agent Kit goes wide, putting one agent on every channel a customer might use, so nothing arrives somewhere nobody is watching. Reply in any thread yourself and the agent stands down on it; hand it back when you are finished and it picks up where you left it.

The Inbox as one list: web chat, texts and calls together, a call marked no answer, a completed call that booked a roof inspection, texts confirming a Thursday appointment and asking the price, each row tagged with the channel it arrived on.

What a business gets from the wider agent

Each of these answers one of the points above, and each one runs without anybody remembering to do it.

Coverage

Every channel answered

The chat, the DM, the text, the email and the call, answered by the same agent, from the same knowledge base, in the same voice, at any hour.

Speed

Seconds, at any hour

An enquiry at 11pm on Instagram is answered at 11pm, on the channel it arrived on, from your material. No queue and no working hours.

Persistence

The follow-up after the chat

The visitor who left an email and went quiet gets the email, the text and the call you scheduled, until they reply, book or opt out.

Price

Known before the first call

$25 a month or $200 a year, with a 7-day free trial. No demo to book before you can see the number, and no seat tiers.

And the funnel follows the visitor past the chat

Qualified includes its own reporting and Salesforce reporting on every plan. In Bold Agent Kit, every chat, message, call, page view, booking and sale is recorded against a person and reported as a funnel per agent and across all agents, in the dashboard itself, whether or not you run a CRM.

The Bold Agent Kit dashboard: 157 people reached, 89 replied, 59 visited the site, 9 converted and $4,050 of value won over the last 30 days, with a breakdown by channel and by agent, and recent journeys underneath.

The funnel counts people rather than conversations: how many the agent reached, how many replied, how many went on to visit your website, and how many converted, with the total value won and the median time from first contact to the sale. Set a goal with a dollar value, either a page rule or a manual "won", and the agent on your website reports what it earned, not only how many chats it had.

Below the funnel, a channel table shows where each person first made contact and which channel they were on when they converted, so you learn whether the website visitors book in the chat, on the phone a day later, or after the day 2 text. A pages table shows what known visitors read before they bought. One row per person shows the whole history in order, months apart and across channels. And a visit trigger, which needs the one-line snippet on your site, closes the loop: when a known visitor returns to a page you named, the agent tells you or follows up after a delay you set.

A funnel of people, not chatsReached, replied, visited your site, converted, and the total value won.
Time to convertThe median time from first contact to the sale, so you know how long to keep following up.
Which channel closed itWhere each person first made contact, and the channel they were on when they booked.
The pages that precede a saleWhat the visitors you already know read before they converted.
One row per personEvery chat, DM, call, email, visit and booking for that contact, in order.
Triggers on a return visitThey come back to the pricing page, and the agent follows up on the channel they last used.
Journey view

Every event for one person

Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.

A journey row for one contact: their address, then every email reply in order along a single line, with earlier events folded up behind a +5.
Visit triggers

Follow up on a return visit

Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.

A saved visit trigger: when a lead visits /thank-you, email me after 20 minutes, once per 7 days, with a fired count and an on switch.

Bold Agent Kit vs Qualified, side by side

Each row is a job an AI on your website and behind it needs to do. The middle column is how Qualified does it, or sells it, as its own website and documentation describe at the time of writing; the right-hand column is Bold Agent Kit.

The jobQualifiedBold Agent Kit
Talking to website visitorsPiper talks to visitors by live chat, voice or video, and can give a first-call presentation on the pageA text chat widget from one line of script, answering from your knowledge base
Following up inbound leadsPiper Email follows up and nurtures inbound leads in the inboxEmail, text and call steps in one sequence, from your own mailbox and number
The channels coveredThe website and email, with reps working alongside Piper in SlackEmail, texts, phone calls, website chat and eleven DM platforms
The phoneVoice runs directly on your site; its FAQ says IVR integration is not supported yetAnswers and places calls on your own Twilio number, in real time
Booking the meetingPiper Meetings books after qualification, from live chat, forms and the inbox, with routing to the right sellerOffers real open slots from eight calendars and writes the pick in
The CRM it is built aroundBuilt natively on the Salesforce Platform; its PiperX FAQ says Salesforce CRM is requiredHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber and five stores. No Salesforce
How it is pricedPremier, Enterprise and Ultimate plans, customised after a demo. No prices published$25 a month or $200 a year for the account, with a 7-day free trial
Several brands or sitesMultiple websites and brands on Enterprise; multiple agent profiles and production instances on UltimateUnlimited agents, one per brand or client, with client logins scoped to one agent

Qualified is built for B2B marketing teams on Salesforce: deep website conversations with voice and video, enrichment and intent data, routing across a sales team, and enterprise controls, on a plan customised after a demo. Bold Agent Kit is built for businesses and agencies that want one agent on every channel, set up by themselves, at a published $25 a month or $200 a year with a 7-day free trial, plus AI and carrier usage at cost. Qualified's details were checked on its own website and documentation on 11 September 2026 and may have changed since.

We checked Qualified’s public website on 11 September 2026 for this comparison. Plans and features change, so check qualified.com for the current detail. Qualified is a trademark of its owner, and Bold Agent Kit is not affiliated with or endorsed by it.

Which one fits your business

Three situations people are usually in when they compare the two. The honest answer is different in each.

A business that took Qualified for its website and finds that many of its enquiries arrive by phone, text or DM, or that is moving its customer records off Salesforce. Rebuild the answers Piper gave from your own material, put the widget on the site with one line of script, bring the open leads across as a CSV or a HubSpot segment, and add the channels outside the website and the inbox.

A business that has looked at AI SDRs for its website and wants to start this week, without a sales call and without a Salesforce org. Start the 7-day free trial, build one agent from your own material, put the widget on the site, and add the other channels one at a time as you see how it answers. Nothing is answered on a channel until you switch that channel on.

A B2B company with a Salesforce org, a marketing team and a website with serious traffic, which wants voice and video conversations on the page, enrichment and intent data, routing across an SDR team, and enterprise controls such as single sign-on and multiple brands. That is what Qualified is built for. Bold Agent Kit does not integrate with Salesforce or hold voice and video conversations on your website, so for that buyer Qualified is the better choice.

It books your calendar, updates your CRM and knows what they bought

Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.

Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.

It books the slot itselfReal open times offered, and only a slot it actually offered can be booked.
Eighteen toolsHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify and more.
It reads the customer firstWhat they bought, what is still open and what they are worth, before it replies.
Pull a segment into a listTake past customers straight out of the CRM and run a campaign at them.
Every action loggedBookings, cancellations and notes all recorded against that contact.

Eighteen CRMs, calendars and stores

  • HubSpot
  • GoHighLevel
  • Housecall Pro
  • ServiceTitan
  • Jobber
  • Google Calendar
  • Microsoft 365
  • Calendly
  • HubSpot Meetings
  • Zoho Bookings
  • Acuity
  • Cal.com
  • Square
  • Stripe
  • Shopify
  • WooCommerce
  • Wix
  • Squarespace

Powered by your own keys

Each agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.

Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.

Your key, sixteen providersOpenAI, Anthropic, Gemini, xAI, Mistral, DeepSeek, Groq, OpenRouter and more.
Or a model you hostOllama, vLLM, or any other OpenAI-compatible endpoint of your own.
The fast model on callsIt switches automatically, because a phone call cannot wait for a sentence.
No metering from usNo markup, no credit packs, no per-message billing. A busy month costs no more.
Keys stored encryptedYour credentials are yours; we never send them anywhere but your provider.

Sixteen model providers, on your own key

  • OpenAI
  • Anthropic
  • Gemini
  • xAI
  • Mistral
  • DeepSeek
  • GLM
  • Kimi
  • Qwen
  • MiniMax
  • Groq
  • Together
  • Fireworks
  • OpenRouter
  • Ollama
  • Any OpenAI API

None of it matters if the email lands in spam

A new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.

Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.

Warm-up on a rampOpted-in mailboxes send each other ordinary mail, starting at five a day.
A health score out of 100SPF, DKIM and DMARC, seven days of real sends, and where the mail is landing.
A failing address rests itselfCross the bounce or spam threshold and it leaves campaign rotation on its own.
One-click unsubscribeHonoured automatically, including on messages already sitting in the queue.
Caps you cannot overshootOne reply per thread, a daily cap per sender, hourly caps per channel.

Moving from Qualified, one channel at a time

Three steps. Auto-reply is a separate switch per channel, so the agent answers nothing until you switch a channel on, and you can start with the website alone.

Rebuild what Piper knew as a knowledge base

Name the agent, choose a model and paste your own API key; sixteen providers are supported, and the usage is billed to you by the provider. Then give it what Piper was answering from: your sales deck and product sheets as documents, your answers to the questions visitors ask as Q&A pairs, your prices, hours and lead times as data points, and the pages of your own site it may link to, which it reads, stores and links verbatim.

Write the instructions last: how it should talk, how it should qualify, which offer it may make, whether it should always ask for the meeting, and the exact situations in which it should stop and fetch you. A request for a custom quote, a complaint and a visitor who asks for a person by name are the usual three.

Model16 providers, on your own key
Documentssales deck, product sheets, PDF or Word
Q&A pairsyour answers to what visitors ask
Data pointsprices, hours, lead times
Your pagesread, stored, linked verbatim
Instructionstone, qualifying, when to hand over

Put the widget on, then connect the other channels

Put the one-line chat snippet on your site in place of the old widget, in your colour, with your image and greeting. Connect the calendar the agent books into, and the CRM it reads before it answers, so it knows who it is talking to and writes bookings and notes back to the contact.

Then add what sits outside the website: the mailbox your leads write to, a number with one of nine SMS carriers, Twilio if the agent should answer and place calls, and your social accounts on your own app credentials. Bring the open leads across as a CSV, or pull a segment from a connected HubSpot.

Websiteone line of script, in your colour
CalendarGoogle, Microsoft 365, Calendly and five more
CRMHubSpot, GoHighLevel, Jobber and more
Mailboxapp password, or SMTP + IMAP
Numberone of nine SMS carriers; Twilio for calls
Socialeleven platforms, your own app credentials

Switch the channels on one at a time

Switch auto-reply on for website chat first, and read the conversations in the inbox for a day. Then switch on the other channels as you are happy with the answers. Calls have separate switches for answering and dialling, so the agent can pick up the phone without ever placing a call.

For the visitors who left an email address and went quiet, build a short sequence across email, text and call. It is created as a draft, shows its whole plan on the review screen, and sends nothing until you press Start. A reply, a booking or an opt-out on any channel ends it on every channel.

Auto-replya separate switch per channel
Callsanswering and dialling switched separately
Capsone reply per thread, daily and hourly limits
Hand overthe conversations you named come to you
Draft firsta campaign sends nothing until started
Stop rulesreply, booking or opt-out

One account, unlimited agents

One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.

Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.

One agent per clientUnlimited agents on one account, and nothing crosses between them.
They see one agent, not your accountTheir own login, onto the conversations, numbers and analytics you gave them.
Deny by defaultNo settings, no API keys, no billing, no sight of your other clients.
Reporting they can readThat agent has its own funnel, so the client sees what it actually produced.
$50 a year per referralOr $5 a month on the monthly plan — on every payment, for the life of the account, not just the first.

One plan. Everything in it. Monthly or yearly.

No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.

Agents
How manyUnlimited — one per business, brand or job
Shared brainThe same identity, instructions and knowledge on every channel
Knowledge baseDocuments, Q&A pairs, data points and pages of your own site
IsolationOne agent's content is never used to reply for another
Client seatsInvite a client into one agent, with their own login
Channels
EmailAs many mailboxes per agent as you connect, rotated by campaigns
Text messagesNine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend
Phone callsAnswering and dialling, with recordings and transcripts
TranscriptionGoogle, or Deepgram nova-3 on your own key
VoicesGoogle, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account
Voice cloningRecord a voice in the browser and clone it on your ElevenLabs or Fish Audio key
Website chatA widget on your site with your colour, image and greeting
Social DMsMessenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X
Inbox
One listEvery channel's conversations together, newest first, tagged by channel
FiltersBy channel, by mailbox or number, or by agent
TakeoverReply yourself and the agent stands down on that thread
Hand backReturn the thread to the agent when you are done
Campaigns
Multichannel sequencesEmail, text and call steps in one campaign, each with its own timing
Send conditionsSend a step only if they opened, did not open, clicked or did not click
ScheduleThe days, hours and time zone anything may be sent
Stop rulesA reply, a booking or an opt-out on any channel ends the sequence
PacingPer-mailbox and per-number hourly limits, pausable and resumable
Review before startThe full plan is shown; a campaign sends nothing until you start it
TemplatesEmail, text and call scripts, saved once and reused
Analytics
FunnelReached, replied, visited, converted, plus value won and time to convert
By channelWhere each person started, and the channel they converted on
PagesWhich pages known people read, and how many of them converted
JourneysOne row per person: every message, visit, call and booking in order
GoalsA page rule or a manual "won", each with a dollar value
TriggersA known person returns to a page — notify you, or send a follow-up
Open and click trackingRecorded per campaign and added to that person's history
Integrations
CalendarsGoogle, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings
CRMs and commerceHubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace
BookingReal open slots offered, and only an offered slot can be booked
CRM importImport a segment of customers into a contact list
Deliverability and compliance
Mailbox warm-upRamped sending across the network, with spam rescue and replies
Health scoreSPF, DKIM, DMARC, bounce rate and inbox placement, with reasons
Auto-restA failing address is removed from rotation automatically
UnsubscribesOne click, honoured automatically, including on queued mail
Reply limitsOne reply per thread, per-sender daily and per-channel hourly caps
FilteringBounces, out-of-office and no-reply addresses ignored
List building
Contact extractionEmails, phone numbers and social profiles, on any site. Unlimited.
Deep scanFollows the pages of a domain most likely to carry contact details
Domain queueLoad a CSV of sites and work through them one at a time
Contacts and listsUnlimited, by email or phone, with CSV import and export
AI
Your own keySixteen providers, including any OpenAI-compatible endpoint you host
What we charge for AINothing — no markup, no metering, no credit packs
On callsUses your provider's fastest model automatically
Account
PlatformsChrome side panel and web dashboard on one login
Members' forumSix boards, visible only once you are signed in
Referral program$50 a year per referral ($5 a month), recurring for the life of the account
Supportsupport@boldagents.co
$25/ month
$200/ year

Billed monthly. No add-ons, no seat tiers. Cancel anytime.

$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.

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Before you sign up

Is Bold Agent Kit better than Qualified?

For a B2B company with a Salesforce org, a marketing team and a busy website, Qualified does more on the website than Bold Agent Kit: voice and video conversations, a first-call presentation, enrichment and intent data, routing across an SDR team, and enterprise controls. For a business or agency that wants one agent answering the website, email, texts, the phone line and social DMs, following up by email, text and call, on HubSpot, GoHighLevel, a field-service CRM or no CRM, with a price it can read before signing up, Bold Agent Kit fits better. The answer depends on which of those you are.

What is the difference between Bold Agent Kit and Qualified?

Qualified sells Piper the AI SDR Agent to B2B marketing teams: Piper talks to website visitors by chat, voice or video, follows up inbound leads by email, serves marketing offers and books sales meetings, with reps working alongside it in Slack. It is built natively on the Salesforce Platform and priced as a customised plan after a demo. Bold Agent Kit is one agent you set up yourself that answers website chat, email, texts, phone calls and eleven DM platforms, runs follow-up sequences, and books into eight calendars. It connects to HubSpot and small-business CRMs, not Salesforce, and costs $25 a month.

How does Qualified pricing compare with Bold Agent Kit?

Qualified does not publish prices. Its pricing page lists three plans, Premier, Enterprise and Ultimate, and says it will build a plan customised to your pipeline needs, with a demo as the route in. Its PiperX FAQ adds that some features, such as multi-modal voice and video, come as a separate SKU. So there is no figure to compare, and we will not guess at one. Bold Agent Kit is $25 a month or $200 a year for the account, with a 7-day free trial, unlimited agents and every channel. Your AI provider and carrier bill you directly for usage, at cost.

How do I move from Qualified to Bold Agent Kit?

Gather the material Piper answered from, your sales decks, product pages and answers to common questions, and load it into a Bold Agent Kit agent as documents, Q&A pairs, data points and the pages of your own site it may link to. Put the chat widget on your site with one line of script in place of the old one. Bring your open leads across as a CSV, or pull a segment from a connected HubSpot, and connect a calendar so the agent can book. Then add email, a number and your social accounts. There is no automatic importer; it is a CSV and your own material.

When is Qualified the better choice?

When you are a B2B company on Salesforce with a marketing team and a website that carries real traffic. If you want voice and video conversations on the page, a first-call presentation, waterfall enrichment and third-party intent signals, routing of conversations and meetings across an SDR team, and enterprise controls such as single sign-on, custom data retention and multiple brands, Qualified is built for exactly that, and Bold Agent Kit does not offer those. If Salesforce is your system of record, Qualified's native build on the Salesforce Platform is a strong reason on its own.

Does Bold Agent Kit offer voice and video on the website like Qualified?

No. The Bold Agent Kit website widget is text chat. It answers from your knowledge base, asks for an email address when the conversation is worth keeping, and can book a meeting inside the chat, but it does not hold voice or video conversations on the page or present slides. Voice is on the phone: the agent answers and places calls on your own Twilio number, speaking in real time on your provider's fastest model, with the recording and transcript in your inbox. If face-to-face conversations on your website are what you want, Qualified offers them.

Does Bold Agent Kit work with Salesforce?

No. Bold Agent Kit connects to HubSpot, GoHighLevel, Housecall Pro, ServiceTitan and Jobber as CRMs; Stripe, Shopify, WooCommerce, Wix and Squarespace as stores; and Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square and HubSpot Meetings as calendars. There is no Salesforce integration. Qualified is built natively on the Salesforce Platform, and its PiperX FAQ says Salesforce CRM is required, so if Salesforce is where your customer records live, that is a strong reason to choose Qualified.

Can the agent follow up a visitor after they leave the website?

Yes, if the visitor left a way to reach them. The widget asks for an email address when the conversation is worth keeping, and that ties the visit to one contact. You can put that contact on a sequence across email, text and a call placed by the agent, which stops the moment they reply, book or opt out on any channel. With the one-line snippet on your site, a visit trigger also fires when a known person returns to a page you named, and the agent follows up after a delay you set, on the channel they last used.

Other comparisons

How Bold Agent Kit compares with the other tools people shortlist for the same job.

Answer the visitor, and everyone else.

Start the 7-day free trial, put the widget on your site with one line of script, and switch on the channels your customers actually use. The agent answers in seconds, books real slots, follows up the ones who went quiet, and the price is $25 a month for all of it.

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