10 results found
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Preview Options
Ability to Test before Publish. LeanData allows us to enter a test data and “run” through the journey to see which path it will take so we can do testing before we publish the update to real live environment. I know that we can spin up copies of Chilli Piper journeys and test it on our lower-level environments, but this is not as easy as being able to do it all inside a single tool
Per node reporting. LeanData allows us to see how many prospects we had come through each individual node. This really helps us with reporting and…1 vote -
Create Salesforce Tasks from Concierge & Handoff
Currently Concierge and Handoff can only create Events after a meeting is booked, but some people use Tasks instead of Events. It would be very useful to have a Task creation node in the routers, both for when meetings are booked or not booked.
1 vote -
Force Show Availability For All
We'd like to have a User Control toggle that gives us the ability to force-enable "Availability for All" for all users in the workspace and prevents them from disabling it, as it's critical to our sherry-picking efforts.
1 vote -
Only show contacts reps have access to in scheduler
They have restricted access to certain contacts based on territories and others things to reps. They only want reps to see the contacts that they have access to in SF when suggested emails start coming up.
2 votes -
Admin ability to edit a meeting time zone
If there is a third party booking a meeting and the wrong time zone is selected, you need to cancel the meeting and rebook. There should be a feature where if the incorrect time zone is selected, you are able to edit instead of rebooking. If the original host is not available, it moves to someone else or doesn't allow you to rebook.
2 votes -
change default workspace
Ability to change the default workspace for each user. Currently the default workspace is visible to all users, but we want certain groups of users to have a different default workspace than others. Ex: We want the sales team's default workspace to be the Sales Workspace and the CS team's default workspace to be the CS team.
Our rep when building out Chili Piper initially made our default workspace "sales" but now everyone in the org, even if they aren't in sales, has to be a part of the "Sales" workspace since it's the company default. And it's impossible to…
1 vote -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
14 votes -
Allow reassign Meetings booked with a Personal Link
Chili Piper only allows to reassign a meeting when it's part of a Queue, but sometimes we need to reassign meetings booked through Personal Links and we need to do that manually in G-Calendar and Salesforce. Ideally we would like to have the option to reassign meeting to all meetings booked through Chili Piper
6 votes -
Ability to duplicate workspace
It would be nice to have the option to duplicate a workspace to make easier to iterate and in instances where a similar setup is required.
For example, we are in the process of creating workspaces for our EMEA and US sales teams. They have almost exactly the same setup in terms of meeting types and queues but we have to build the second one from the ground up again because we can't duplicate the space.
6 votes -
Archive functionality
Ability to archive queues, templates, etc without fulling deleting to clean up workspaces.
18 votes
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