120 results found
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Ability to include attachment to meeting type
Home Depot would like to include an onboarding pdf to meeting types for new customers to review prior to onboarding.
2 votes -
Hubspot calendar view
When you open up instant booker in Hubspot - it is too small and not able to be physically moved.
2 votes -
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 votes -
Assignee Availability List
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.
7 votes -
Prospect Booking Limit Reached should NOT Count as Not Booked
The way it stands now, if a prospect tries to book within the Booking Limit time set, an error is displayed saying that they've already booked and should use the reschedule link.
However, this also comes through as a meeting status of "Not Booked."
I suggest that this scenario should not count as any form of meeting and be essentially disqualified from routing.
1 vote -
Credit RR between different workspaces
Credit (for Round robin) users that aren't part of the same workspace, not using the collaboration manual system.
1 vote -
Pass Router Name via Webhook
It would be useful to have the Router Name pass via a webhook (i.e. the Zapier integration). Currently it is not available.
Currently available fields: https://help.chilipiper.com/hc/en-us/articles/360053020854
2 votes -
Warning sign to adjust logic when a queue rule is removed
If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.
3 votes -
Handling race conditions in SF
If SF fails to update for whatever reason, it'd be great to have a notification to the impacted assignee to manually update the record, or create a way for Super Admins to export these errors en masse.
1 vote -
Including UTMs on the event directly inside the webhook sent to Zapier
Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.
2 votes -
Mobile App for use in the field
We have a large number of reps who are in the field and rely on their phones for all prospect communications, calendar bookings, etc. It would be helpful if there was a mobile optimized app/version of the Instant Booker that would allow them to easily book meetings on their calendar via Chili Piper similar to how they are using the gcal app today. This is a blocker for full adoption of Chili Piper within our organization.
5 votes -
Timezone selection doesn't include (daylight/no daylight savings)
Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.
2 votes -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
CRM-less Dynamic Tags and Suggested Times
Support prospect-based dynamic tags in a CRM-free Suggested Times workflow with Form set to "always"
1 vote -
Format logo placement based on size
Today, when uploading a logo under Admin Center → Org details, it's possible to include a logo that will be squished when live.
It'd be great to have this fool-proofed so that whatever size ratio of the uploaded logo is maintained where-ever it's placed
1 vote -
Randomize Monthly Assignee Order when Round Robin Resets
Randomize the order of assignees when the round robin resets every month (currently it resets and follow the list)
3 votes -
Unsubscribe Option for Emails
Provide ability to place unsubscribe button on all externally sent emails from the platform to comply with legal requirements
2 votes -
Notifications if Concierge isn't working
Ensure that admins immediately know if their Concierge instance isn't working properly.
1 vote -
An open API with a /meetings endpoint where we can extract one object per meeting of interest
An open API with a /meetings endpoint where we can extract one object per meeting of interest
In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.
2 votes -
Make Round Robin reset override per distribution
Currently the ability to reset Round Robin Fairness calculation resides in the Workspace settings. It would be fantastic if you could set an override on individual queues to make the reset happen more frequently, or less.
1 vote
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