120 results found
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Restore deleted assets and routers at a later date
The metadata related to the infrastructure for assets and routers should be saved in case something goes wrong, gets accidentally deleted, etc.
A data repository to pull from would be great.
4 votes -
Blind Round Robin for Handoff
A customer of ours would prefer that when SDRs use handoff that all assignees are not listed in strict round robins. The reason being is that SDRs have been "gaming" the system. If they see that one of their fave AEs is not up next in the round robin, given they have such high volume, they'll simply wait an hour or so, then check back again to see if their AE is up and then proceed to book the meeting.
This problem could be mitigated greatly by simply providing the option to make Handoff Round Robins blind to the person…
6 votes -
Default view in User table to only active users
In Chili Piper, it currently shows all CRM users in the overview and it needs additional filtering to see the actual users. Instead, it should default to only show Active users and can be filtered to show Inactive too if people need.
There are scenarios where companies have hundreds of 'Users' in the table because of the CRM sync, but only a handful actually are active Chili Piper users. It makes the table confusing, and difficult to manage.
12 votes -
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 -
Link to Account in My App
Add "See in CRM" button within My App. This would allow the Assignee to quickly view the account ahead of the meeting, rather than having to include the SFDC link or account id in the Guest facing meeting invite.
1 vote -
Sign in from mobile
Ability for reps to log in/integrate via mobile.
2 votes -
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 -
More filters in the user table
Users are requesting addition filters in the user table, including: by who does & doesn't have a license, by Default workspace set, by recently added.
5 votes -
Capability to customise the email notification going out to the assignees
We run different Marketing/Sales campaigns in our organization from time to time.
CP assignee notifications work as a good handoff email from Marketing to the Sales team so we would really like to be able to customise the messaging to add the campaign details in there.1 vote -
2 votes
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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 -
Reorder columns in the user table
Ability to drag and drop the order of the columns in the user table
3 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 -
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 -
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 -
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
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