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Ideas to Improve Chili Piper

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  1. 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

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    0 comments  ·  Notifications  ·  Admin →
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  2. 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

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    0 comments  ·  User Settings  ·  Admin →
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  3. 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

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  4. Ability for reps to log in/integrate via mobile.

    2 votes

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  5. To align with company's internal data policies

    1 vote

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  6. 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

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  7. 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

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  8. Ability to add a user to a cadence directly from concierge setup in the Chili Piper App

    5 votes

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  9. 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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    0 comments  ·  Workspaces  ·  Admin →
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  10. 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

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  11. When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  12. 2 votes

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    1 comment  ·  Admin →
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  13. 1 vote

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  14. 2 votes

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  15. I want the ability to generate a singe link for any given User, which has a walkthrough of all steps needed to comply with a company's standardized set of techs would be key, as I could then select my Organization's required techs, and then for any new user, simply send them a link which walks them through set up on their time.

    1 vote

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    0 comments  ·  Misc  ·  Admin →
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  16. Ability to drag and drop the order of the columns in the user table

    3 votes

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  17. 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

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  18. 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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  19. Not being able to create queues via a file upload has become increasingly frustrating. We have roughly 80 queues/territories for our sales team and having to copy and paste zip codes is super manual and leaves room for error. 40 of these territories are Round Robin so when a rep leaves or starts having to manually go in and adjust each one manually is unnecessarily time consuming

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  20. 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

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