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Conversion & Scheduling
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  • Admin, Security & Governance

  • Conversion & Scheduling

  • Pipeline, Reporting & Impact

  • Platform, Integrations & Extensibility

  • Routing & Orchestration

  • Website & Buyer Experience

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Conversion & Scheduling

Share ideas for improving how buyers discover, book, and manage meetings. This includes booking flow UX, Meeting Type configuration, availability and calendar settings, scheduling links, reminders and notifications, and anything that affects the end-to-end experience from form submission to confirmed meeting.
1 unified router across Concierge, Distro, and Chat
The customer suggests a unified router system to manage rules across concierge, distro, and chat, reducing duplication and simplifying management. This feature is not currently available and will be discussed with the product team.
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Usability / UX
Reassigning multiple meetings at once
Currently it is only possible to reassign one meeting at a time as an admin. It would be useful to reassign multiple meetings at once. For example, when one rep is leaving the company their existing meetings need to be reassigned to other reps. Having the ability to reassign all of their meetings at once would be very helpful for offboarding.
1
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Usability / UX
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