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General Management

Ideas to Improve Chili Piper

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20 results found

  1. Be able to remove a rep's edit access to working hours.

    1 vote

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  2. Now that Admins can create Custom Schedules for users, it would be fantastic if we could create Custom Schedules and assign them to multiple people/groups at once. Perhaps make the Custom Schedule reside at the Workspace level?

    7 votes

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  3. Global Admin control of all individual users features. Including customization of "my meeting" settings, advanced settings, meeting buffering, expiring reschedule links, switching off my meetings, adjusting reminders, etc.

    59 votes

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    Idea  ·  9 comments  ·  Admin Powers  ·  Admin →
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  4. Ability to add in holidays within the Inbound Routers or even within the queues or workspaces. What I mean by this is a way to mark specific days as 100% no one can book. In the DE screenshot below, I can say everyone is OOO per Distribution Team on specific Days. It would be awesome to be able to do this in Chili Piper too. Then it would not matter if someone forgot to set their calendar for the holiday. https://share.getcloudapp.com/o0uZxBy4

    43 votes

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    Idea  ·  6 comments  ·  Admin Powers  ·  Admin →
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  5. 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 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  6. Create permission role for managers so they can view the settings and queue distribution, but can't edit it. They would see who is next in the rota and how the meetings are distributed.

    40 votes

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    Planned  ·  3 comments  ·  Admin Powers  ·  Admin →
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  7. 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 votes

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  8. Add ability to add Admin notes to changes being made

    25 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  9. We'd like to have a Chili option that'd prevent meetings from going into rep's calendars for testing purposes in Prod.

    Something like:
    nobooking: boolean,

    2 votes

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  10. Would be helpful if admins could build and edit a custom schedule for a user.

    14 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  11. 10 votes

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    Idea  ·  4 comments  ·  Admin Powers  ·  Admin →
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  12. Our reps will often toggle the timezones visible when they book a meeting for a client and only 6 of them are relevant to our company. It would be great to allow admins to restrict the list of available timezones on booking links to simplify the options available.

    9 votes

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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  13. I would love to see the current availability of a meeting link, so I can see how long the delay is before a potential customer can speak with a rep is.

    2 votes

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    1 comment  ·  Admin Powers  ·  Admin →
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  14. Credit (for Round robin) users that aren't part of the same workspace, not using the collaboration manual system.

    1 vote

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    0 comments  ·  Admin Powers  ·  Admin →
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  15. Forrester would like the ability to quickly see a list of Assignees w/in a queues and their next availability to support identifying who doesn't have sufficient time available. Would prefer to take into account the meeting type as well to account for varying restrictions by date or by minimum or maximum scheduling settings.

    6 votes

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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  16. 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 votes

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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  17. Ability to see all support tickets in one centralized place

    1 vote

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  18. It would be lovely to not have to train reps on how to set their default calendar view in Instant Booker, and instead set it for them. In this case, our workflows are such that our team always needs to be seeing their own calendar by default and it's causing friction when the view is at the Team calendar level.

    2 votes

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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  19. I think it's great that users are able to create personal pages; however, if we add company-wide meeting types, we have to be able to find these Personal Pages and potentially mass-update them with new Bookings.

    1 vote

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    0 comments  ·  Admin Powers  ·  Admin →
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  20. Allow admins to create and lock a standard welcome message for all users within a particular group or workspace. Creates a branding feel for users who want to use this instead of a personal pages link.

    1 vote

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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