109 results found
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Send a notification when the CRM actions are stuck in pending status
Send a notification to the Admin whenever the CRM actions of a Concierge record is stuck in pending for more than X minutes.
3 votes -
Ability to edit the label "Route your prospects through Chili Piper" message when sharing the link
When using the my personal page link (in LinkedIn for example), the preview contains some ad copy for Chili Piper.
I'm wondering if we can tone down the use of the word "prospects" in that preview since some of the contacts we make are soft approaches where we don't want to appear immediately sales-y. (Personally, I wouldn't click on a schedule link that was about prospecting if I wasn't in sales).
Instead of "route your prospects through Chili Piper" can we just do "Route your meetings through Chili Piper"?
2 votes -
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 -
Move Chili Cal User Controls to User Table
Having the Chili Cal User Controls in a separate area (per workspace) from the user table is burdensome for admin. Specifically the Links section of the User controls. These should be moved to the User Table, so a new user can be fully set up from one screen.
At a minimum there should be a workspace setting that sets the default for all users added to the workspace (Currently defaults to enabled)
2 votes -
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 -
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 -
Outreach integration for Concierge
Ability to add a user to a cadence directly from concierge setup in the Chili Piper App
5 votes -
Allow for meetings booked through the chili piper link to be a designated color for easy viewing on what meetings are booked externally
For people who get a lot of meetings, color categorization helps a lot with organization. For example, instead of having inbound meetings from clients and internal meetings (just with the company you work at) be the same color, allow users to pick a specific color/label for the meetings booked through the chili piper link
2 votes -
Add a place to upload files to use in the concierge. Using CSS background images with files on different servers is now causing COEP errors.
SPecifically on the concierge screen, where a user can select between phone call and book meeting. My company would like to customize that to use special color and images, but the only way to do that is with CSS, more specifically background images, and those are now (as of last/early this week) erroring out due to COEP errors:
Failed to load resource: net::ERRBLOCKEDBY_RESPONSE.NotSameOriginAfterDefaultedToSameOriginByCoep
Cross-Origin Embedder Policy (COEP): COEP is a more recent security policy that further restricts how a document can be embedded in other contexts. It's designed to prevent certain types of attacks, especially those that leverage…
1 vote -
Ability to edit or add new guest(s) to a Concierge booked meeting in the Dashboard
Guests often misspell their email address and we need to update it
4 votes -
Lock Scroll Bar on Bottom of the Screen when trying to scroll to the right in Reports
Can you please lock the scroll bar on the bottom of the screen for the reports section.
Currently if I want to scroll to the right to see more columns, I have to scroll to the bottom of the page, scroll right, scroll up, and then continue to look.
I typically lose the information I need on the left to go back and check I am looking at the right thing, it's not very user friendly.
1 vote -
Reorder columns in the user table
Ability to drag and drop the order of the columns in the user table
4 votes -
Internal Notifications For Meetings Booked
When a prospect self-schedules a meeting (for example, they book a time for a demo via the website), only the meeting guest and assignee are notified with a meeting confirmation. We need to be able to give others on our team this same level of "instant" visibility that someone booked a meeting.
We don't need this for every meeting type, but we do need to be able to cc or notify others internally that a demo was booked with X salesperson. Receiving an instant notification via email (just like the meeting confirmation email for the meeting guest and assignee) would…
6 votes -
Bulk download Scheduling links to CSV
need ability to bulk download scheduling links in csv file for users for purpose of uploading in mass to various tools such as salesloft, gong engage, salesforce, etc.
2 votes -
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 -
2 votes
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Role-based permissions / template
Want the ability to add preexisting user settings for new members during onboarding quickly. That could be by coping another user's settings or specifying settings, saving it as a role, and then I can assign a user that role. That way they are added to the right workspaces, queues, settings, etc.
2 votes
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