138 results found
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Map the meeting invite emails and the meeting reminder emails over to salesforce
The reminder emails that chili piper sends to guests, as well as the initial meeting invite email that chili piper sends when the guest books their demo, can those emails be mapped over to salesforce so we can see a history of them on the Lead/Contact record?
Our reps work in salesforce and gong and being able to confirm whether those emails have been sent, and whether they were opened, in the place they are usually working would be great.
1 vote -
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 -
audit log to see all history for prospect
For clients that are using multiple products, it'd be helpful to have an admin log so we can see all the products that prospect has touched. ie if the prospect booked a meeting through Concierge, then was assigned or had an update via Distro, then the meeting was handed off from one rep to another - there is no singular view that'll show that history.
1 vote -
Allow Non-Admin Users to Access "Meeting Activity" Report in the Fire Platform
In the old platform, agents (non-admin users) had access to the "Dashboard" section, which allowed them to view their upcoming and past events.
In the new Fire platform, the equivalent functionality appears to be the "Meeting Activity" report. However, this report is restricted to Admin-only access.
It would be very helpful if regular users could also view their own meeting activity within this report, to maintain visibility and autonomy over their scheduling history, similar to what was available in the previous platform.
1 vote -
Provide the country code as a separate value from the Phone Data Field dropdown
When using a Data Field that requests a phone number, the UI presents a drop-down menu for selecting the country.
The country information could be provided separately or mapped within the Data Field, allowing me to directly determine the country without asking for the Country Name in a drop-down.
1 vote -
Bulk edit Meeting Types across workspaces
They have a meeting type across 3 workspaces and want to apply the 'Prospect Booking Limit' and have that change made across all of these meeting types and workspaces
1 vote -
Bulk update teams
from the user table, under bulk actions, give the ability to add users to a team.
1 vote -
Event logs for Chili Cal
Concierge has a separate page for Logs where you can view meetings, and have the option to Retry Salesforce actions there on-demand. It'll be helpful if Chili Cal has the same page
1 vote -
Add Notification back to all meetings booked via Workspace Booking Links.
Now with Fire, we no longer have the concept of Default Booker. That impacted notifications for meetings booked that don't go through Handoff or Concierge.
I'd love to have the option back to get notified of all meetings booked through the Booking Links from a Workspace.1 vote -
Add Notify for calendar disconnect to Team screen
When viewing the Team screen we are able to see if a Team Members calendar is disconnected. It would be helpful if we could also notify them directly from the team screen, like we can from the user table. Currently we have to exit/new tab the user table to do this.
1 vote -
Reorder Meeting Types in ChiliCal
It would be useful to reorder the meeting types listed in the ChiliCal Scheduler. Today I believe it lists them in the order created and there is no way to reorder them.
1 vote -
Ability for users to disqualify meeting invitations from predefined domains in personal links
Give the ability for users to disqualify meeting invitations from pre-defined domains by users for their links. This is currently supported in concierge, it would be interesting to have a similar setting for personal links.
1 vote -
Set data deletion policy
To align with company's internal data policies
1 vote -
Make it easier to make a distribution
There are a lot of clicks to make a distribution, and when making a lot of them, it becomes tedious. Speeding this up would be great, especially since we are choosing the same general settings with each Distribution.
1 vote -
Having the new assignee name be a part of the title for rescheduled meetings
When rescheduling a meeting it no longer uses the Assignee name in the title, even if there's a dynamic tag. It just says "meeting with"
1 vote -
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 -
Limit selection area in the Salesforce Actions settings page.
When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.
1 vote -
1 vote
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Guided end-user onboarding
I want the ability to generate a singe link for any given User, which has a walkthrough of all steps needed to comply with a company's standardized set of techs would be key, as I could then select my Organization's required techs, and then for any new user, simply send them a link which walks them through set up on their time.
1 vote -
Ignore case with smart booking params
Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.
1 vote
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