111 results found
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Reorder columns in tables across Chili Piper
The ability to drag and reorder columns in tables. Specifically, one customer needs it in the Meeting Activities page (they want the 'Booker' field to be further on the left because right now they have to scroll to see it).
Their workaround is to download a CSV, open in Excel, then sort and reorder. Ideally, we'd keep them in the app as much as possible, and this seems like a simple way to do so.
1 vote -
Error notifications
Proactive alerts to admins when there are errors, similar to how Salesforce handles it. "I have an email alert set up for a bunch of errors. We have some subscribed reports, things like, and send to your email every morning at 8am and I know immediately I check and say, okay, there's one here, here's what happened. I need to audit that"
2 votes -
Allow changing of meeting data which failed to sync
Today, if for any reason, a meeting is set up where a validation fail is failing the sync in SFDC, there is no way to have the record synced from Chili Piper to SFDC and it is left hanging and unsynced.
The only way to unblock this situation is to change/disable the validation in Salesforce which is sometimes impossible.
The request is to allow the ability to update the record which is due to be synced to valid values and be able to then resync the record.
1 vote -
Concierge Live logs in Fire
Need to add ALL logs that were available for Concierge Live in Legacy to Fire. The lack of this logging is causing an inability to understand or troubleshoot issues and call routing in Fire, post migration.
10 votes -
Option to remove "invite additional guests"
Option to remove "invite additional guests" from scheduling link form
1 vote -
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 -
Chat bot color customization
Deeper UI adjustments like adding or customizing borders on action buttons, adding or removing color gradients on the chat bot, and having more stylistic control over the chat bot appearance.
1 vote -
Internal note only visible for call host
When people booked a call, I want our call host have record ID from salesforce in the invite so the call host can know which contact they will chat with.
1 vote -
Team Control for Rules
For Handoff Routers, we need to have control for which teams see each rule similar to scheduling links.
It doesn't work to have this in the Rule for a filter as they are being used across our Inbound Router as well and duplicating rules is not a good option.2 votes -
Availability Settings for Handoff Booker
Our handoff booker needs to be able to book over 2 weeks out, even though our meeting type only allows being set for 2 weeks out for the primary guest. We need to make it so primary guests are limited to 2 weeks, but our team needs to have more flexibility in the time to book.
Is it possible to have an Availability setting for the booker for handoff separate from the one for the primary guest.Primary Guest Language:
Availability Range
Set the latest date a Primary Guest can schedule in my calendar.2 votes -
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.
2 votes -
Bulk update user slugs
I'd like to have the ability to adjust the slug for all users while doing a bulk update
1 vote -
Fill in dynamic tags in the Preview
Legacy CP fills in dynamic tags in the Preview to get a better sense of what the prospect will see, but Fire shows the dynamic tags in Preview without populating those values. It would be great for Fire to adopt this feature.
1 vote -
Allow reporting within Distributions
Allow the ability to see which opportunities compose the meetings scheduled/cancelled within distributions. If an admin wants to see which 3 meetings cancelled within a distribution for an AE, for instance, it requires a manual search.
2 votes -
Ability to update user email address
I'd like to have the ability to update a user email address when someone has an email change.
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 -
Show the actual team member license missing
Show the actual team member that doesn't have the specific license for the distribution, not just take me to the Manage License, and then I need to search through all users to find the one that is missing that license.
2 votes -
Allow for manually deleting/removing meetings from the system
As we've gone live with Chili Piper and have booked a lot of test meetings, I'd like to be able to delete those meetings out of the system altogether. This way we can be sure these test meetings aren't skewing the distribution of legit meetings across our AEs unevenly.
5 votes -
Bulk Add Users to Workspace and Licensing during New User Adds
Option to "add all users in list" to workspace(s) when doing new user creation. Same condition for license assignment. Currently requires clicking of each user, selecting workspace, then clicking out. Same can be said for licensing. Would be more efficient to add all users and then toggle "add to workspace" for all users in the list.
1 vote
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