Migrate from Qualified to Knock AI

This guide helps you migrate your existing Qualified setup to Knock AI while preserving your routing, qualification, scheduling, CRM integrations, and reporting.

Most customers complete the migration in a few hours.

What changes when moving from Qualified?

Qualified is designed around website chat.

Knock AI is designed around keeping buyer momentum alive throughout the entire buying journey.

Instead of focusing on conversations that begin and end on your website, Knock AI helps you build persistent buyer relationships across every touchpoint.

What's different?

Qualified	Knock AI
Conversations start on your website.	Buyers can start a conversation from your website, LinkedIn, documentation, emails, events, QR codes, G2, YouTube, and more.
Buyers chat inside the website widget.	Conversations continue in the buyer's preferred messaging app, including Slack, WhatsApp, LinkedIn, Telegram, and more.
Website behavior is the primary signal.	Buying intent is automatically detected from website, product, docs and off-site engagement.
Forms require additional enrichment and follow-up.	Every lead, including form submissions, automatically enriched, qualified, and can trigger AI-powered outreach in real time.
Outreach is managed separately from chat.	Email, LinkedIn, and messaging outreach can be automated based on buyer stage, intent, or workflow.
AI follows predefined chatbot flows.	AI Agents adapt naturally to your company's knowledge, tone of voice, and continuously improve as your knowledge evolves.

You also get personalized ABM cards and scheduling tool for events, webinars and email outbound.

What you'll configure in Knock AI

Instead of configuring website chat experiences, you'll configure:

AI Agents
Routing Rules
Buyer Segments
Workflow Automation
Buyer Touchpoints
CRM Routing
Meeting Scheduling

Many Qualified Playbooks become unnecessary because Knock AI automatically adapts conversations based on buyer intent, CRM data, company context, and conversation history.

The goal isn't to recreate your Qualified setup. It's to simplify it while creating stronger buyer relationships and keeping buying momentum high throughout the sales cycle.

Before you start

Before starting the migration, review your existing Qualified configuration. You'll use this information to recreate or improve your workflows in Knock AI.

Review in Qualified	How it maps to Knock AI
Chat Routing	Recreate routing using Knock AI Routing Rules, AI intent, CRM owner, touchpoints, buyer segment, company attributes, and contact data.
Piper AI	Use Piper as a starting point. Knock AI supports broader AI capabilities, including richer qualification, workflow automation, human handoff, and multi-channel conversations. Your Knock AI onboarding manager will help redesign your Buying Agent instead of recreating Piper one-to-one.
Knowledge Base	Import documentation into Knock AI Knowledge.
Calendar Connections	Connect calendars using organization-wide calendar integration or invite reps to connect their calendars in bulk through Slack.
CRM Integrations	Reconnect Salesforce, HubSpot, and Marketo. Existing CRM records remain unchanged.
Qualification Questions	Review which questions should remain. Knock AI automatically enriches many company and contact attributes, reducing unnecessary buyer questions.
Meeting Routing	Recreate round robin, CRM owner, territory, or team-based scheduling.
Reports	Identify the KPIs and dashboards you want to continue tracking. Knock ai data later allow you to also create customer reports.

Migration overview

Qualified	Knock AI
Website Chat	Knock AI Buttons & Touchpoints
Piper AI	Knock AI Buying Agent
Playbooks	AI Workflows
Visitor Routing	Routing Rules
Meeting Scheduler	Knock AI Scheduling
Salesforce Owner Routing	CRM Owner Routing
Knowledge Base	Knock AI Knowledge
Visitor Signals	Identity Graph + Buying Intent
Forms	Post-Form AI Workflow
Live Chat	Persistent Messaging Conversations
Conversations	Buyer Relationship Timeline

Step 1. Install Knock AI

Install the Knock AI script on your website.

You can run Knock AI alongside Qualified while validating your configuration before removing Qualified.

Step 2. Connect Slack

Install the Knock AI Slack app.

Buyer conversations are delivered directly into Slack where your team already works.

Unlike website chat, conversations continue after buyers leave your website through their preferred messaging channel.

Step 3. Connect your CRM

Connect Salesforce, HubSpot, or Marketo.

Configure:

Contact creation and enrichment
Company creation and enrichment
Conversation sync
Meeting sync
Buying intent sync
CRM owner routing

Knock AI never overwrites existing CRM data unless configured to do so.

Step 4. Import your AI Knowledge

Upload the content your Buying Agent should use.

Recommended sources:

Website
Product documentation
Help Center
API documentation
PDFs
Case studies
YouTube videos
Audio recordings

The Buying Agent automatically answers using this knowledge instead of relying on scripted chatbot flows.

Step 5. Configure your Buying Agent

Replace your Piper configuration with a Knock AI Buying Agent.

Configure:

Instructions
Tone of voice
Guardrails
Qualification behavior
Human handoff
Next actions
Escalation rules

Your Knock AI onboarding manager will help optimize the setup for your sales process.

Step 6. Recreate your routing

Qualified routing logic can be recreated using Knock AI Routing Rules.

In addition to traditional routing, Knock AI supports:

Buying intent
Use case
CRM owner from cross platforms
Opportunity stage
Customer status
Role, Seniority, Function, Time in position.
Company info
Advanced company info: Tech stack, Funding, Team size
Geography
Engagement score
Touchpoint
Campaign attribution

Step 7. Define workflows for each buyer segment

Qualified Playbooks become AI-powered workflows.

Configure what should happen for each trigger or audience. Examples:

Trigger or segment	Knock AI workflow
Self-service visitor	Route to product sign-up
Form submission	Enrich → Qualify → AI Outreach
Enterprise account	Buying Agent → AE Meeting booking
Existing customer	Support workflow
Partnership inquiry	Partnership workflow
Career inquiry	Hiring workflow

Step 8. Configure meeting scheduling

Connect calendars organization-wide or allow reps to connect individually.

Configure:

Round robin
CRM owner scheduling
Team scheduling
Out-of-office handling
Slack monitoring channels

Meeting invitations automatically include buyer intent, conversation context, and qualification details.

Step 9. Validate your migration

Before removing Qualified, verify your Knock AI flows works as expected using Knock simulation tools:

AI Agent simulation

☐ Buying Agent responds correctly

☐ Qualification works as expected

☐ Correct workflow is triggered

Routing Simulation

☐ Buyers reach the correct rep

☐ Slack notifications are delivered

☐ CRM owner routing works

CRM Sandbox

☐ Contacts are created

☐ Companies are created

☐ Conversations sync

☐ Meetings sync

Scheduling SImulation

☐ Calendar availability is correct

☐ Round robin works

☐ Owner routing works

Go live

☐ Remove the Qualified script

☐ Publish Knock AI Buttons

☐ Monitor conversations from the Knock AI dashboard

Things you no longer need

Many Qualified configurations exist because website chat requires page-specific logic and decision trees.

With Knock AI, you typically no longer need:

Complex chatbot decision trees
Multiple Playbooks for different pages
Long qualification forms
Separate enrichment workflows
Separate outreach automation
Rep onboarding into a new communication tool

Instead, the Buying Agent adapts automatically using buyer intent, company context, CRM data, conversation history, and AI workflows.