20 results found
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Ability to delete a user from Chili Piper directly
I would love to be able to delete users from Chili Piper without having to delete them from user reports in Salesforce. My reasoning behind this would be that not every admin in Chili Piper is also a Salesforce admin, so it would empower CP admins to be able to remove a user when turnover happens instead of having to reach out to multiple people to accomplish this task.
2 votesYou can remove users from the Demand Conversion Platform's User table. more details here.
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Ability to Deactivate My Workspace as Org Admin - Prevent users from creating or using personal templates
We've created standardized Meeting Types with approved customer correspondence in our Hot Workspaces, but users are still accidentally sending out their personal meeting type links instead which is creating a poor customer experience and affecting our data consistency. We can have them deactivate it themselves but it would be helpful to prevent these hiccups by having more control as an admin to disable these for everyone during user setup in the first place.
41 votesYou can now enable or disable if your users are able to create their own personal scheduling links as a Chilical admin using user controls - more details here
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Ability to override where a booking was made for without changing the owner
Within CP it’s relatively easy for us to reassign a meeting to a new owner in the same queue, or to a new owner in a new queue. However, we can’t reassign a meeting to the same owner in a new queue (even if the rep is in both queues).
This means when a rep books via the wrong queue, we either have to reassign the meeting to a new owner (which isn’t the best customer experience) or manually recalibrate multiple queues. We then also need to update the event data in our CRM to ensure our reporting is accurate
5 votesYou can now Reassign the meeting to another team and Distribution even to the same rep. More details on the new Reassignment flow here.
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Order New Licenses Through Admin Center
Not that I don't love getting in touch with you guys, but it'd be a lot easier if we could buy licenses by clicking "Buy Licenses."
27 votes -
Ability to Edit Picklists on Forms in Chili Piper
When using Chili Piper router links or queue links, Chili Piper utilizes the forms built in Chili Piper, which reference the CRM fields that the form is mapped to. Many of those forms have picklists. Currently, there are no way to edit those picklists in-app. There are situations in which editing those picklists in-app would prove valuable. For example, with an outbound campaign, it could be useful to edit a "Country" picklist to only include the relevant countries to which the campaign is targeted.
So the ask is simply the ability to edit the picklists for CRM-referenced fields in forms…
2 votesThis is available in the Demand Conversion Platform through Data Fields. You are able to edit the picklist values.
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Admin Control of Custom Schedules
Would be helpful if admins could build and edit a custom schedule for a user.
14 votesAdmins can no create, edit, and view their user's Availability schedules from the User Table! More details HERE
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Group users by function for easy queue member mgmt
I'd like for AEs to be a group, SDRs to be a group, etc. So that I can manage all the different queues and their membership more easily.
15 votesNow available with our teams functionality in our Demand Conversion Platform - https://help.chilipiper.com/hc/en-us/articles/13947287157011-Managing-Teams
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Assign reps to queues at the rep level
If I have 1 AE who needs to be assigned to 4 different queues I have to select queue 1, add the AE. Select queue 2, add the AE. Select queue 3, add the AE. It would be easier if I could go into the AE's profile and add queue 1, queue 2, queue 3, etc.
8 votesResolved through teams in our Demand Conversion Platform
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Bulk remove users from teams
I am working on updating one of my larger Chili Piper queues. While doing this I have to remove everyone in it and it is quite time consuming. I am wondering if there was a way to mass move everyone in the queue at once. It would be nice to have a button or slide bar at the top that says “Remove everyone?” that you could toggle and it could still give you the warning, but it would be MUCH easier that going one by one. Another idea would be to have a check box by each name that you…
7 votesThis is available in teams. Gif attached!
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Ability to license in bulk
Need ability to distribute licenses to a large group at once rather than individually add license type (handoff, concierge) to each user and to bulk assign their proper workspaces
7 votesWe just released some exciting updates to the Admin Center User table that include the ability to assign licenses to multiple users at once!
For more info, see here: https://cp.canny.io/changelog/admin-center-user-table-improvements
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Permission-based queue access
We have a lot of queues set up, but not everyone needs access to all the queues. Most people only book a few queues and seeing ALL of them at once makes things a little more complicated than they should be. I'd like it if only the queues a rep needs to book in were visible.
5 votesWhen booking in the Demand conversion platform you will only see the routes that your user should be booking in.
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Admin ability to view users meetings when using personal templates
Would like ability to view (and possibly reassign) a users meetings that were booked through a personal built template and not a part of a workspace meeting templates. Reason being, an employee was unexpectedly out due to a tornado and had 6 meetings where they used personal templates, booked over two days and no way to get online to adjust or cancel these. Would love for admin to be able to view this info so they can use reschedule link or even just view attendees and be able to email them, etc.
5 votesAvailable in Meeting Activity dashboard on the Demand Conversion Platform
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Prevent customers from rescheduling for specific meeting types
For a specific meeting, we would like the ability to prevent the customer from rescheduling the call - only have the ability to self-cancel if needed.
1 voteThis can be accomplished by not including rescheduling links in specific meeting types where you do not want customers to have this option.
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Sort by admin status
Ability to filter user table by admin status or sort by admin status
2 votesYou can now filter by user role or admin v. not admin status. This is available in the Demand Conversion Platform.
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Lock Workspaces to certain Users
We have two different orgs using the same CP and SFDC Instance, each with their own workspaces and SFDC visibility. We'd like the ability to permanently assign workspaces for users in each org so that there is no crossover of workspaces.
2 votesIn the demand conversion platform, you can add certain teams to workspaces and that is the workspace they can have access to.
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All User settings that Admin can do could be reachable from one place
In case if conference details, title, and availability/working hours are all set by CP admins for the whole team, the admin has to:1. enter Admin Panel - Users, where admin can set title, number, conference details,...2. enter Workspaces - Users (under Workspace Settings) and then enter specific user in order to set their availability.This makes the setup for admins time-consuming. I recommend that all settings that Admin is able to do for users, would be reachable from a single screen - from Admin Panel - Users.
2 votesThis is available in the Usertable in the Demand Conversion Platform
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Display SF User Name in addition to FN/LN & Email in User List
Often times, particularly for admins, there are multiple Users in SF with the same email address, but with different user names. Displaying SF user name in addition to Email & FN/LN would be helpful
1 vote -
Bulk turn off personal reminders
Some teams use reminders from outside systems. Being able to bulk turn off personal reminders rather than to have to turn it off on an individual basis would be a lot more time-efficient.
1 voteReminders are connected to meeting types with ChiliCal User controls you are able to turn off user ability to create personal meeting types and thus reminders.
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Workflow to Add Managers as Optional
I would love to make it an automatic process that managers, or other contacts, are added as optional to any demos they book.
1 voteAvailable in the Demand conversion platform. You can add outside users as optional to the meeting.
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Modifying Selecting Users
In the user table table in the admin view, when attempting to modify selected users, if there are any filters apply, the filters do not hold for modifying users.
For example, if the user table shows a total of 200 users (as pulled in from their oauth connection) but they only have 20 concierge users, I would filter to only view those 20 concierge users, and click the box to select those 20 years.
However, instead of selecting only the filtered 20 users, so I can make modifications to license type, workspaces, etc, it actually selects all 200 users.
This…
0 votesNow available in the Demand Conversion Platform Usertable
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