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General Management

Ideas to Improve Chili Piper

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53 results found

  1. Make tool wcag compliant so that it can be used by large corporations who have a responsibility to maintain accessible tech.

    3 votes

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    Idea  ·  1 comment  ·  Settings  ·  Admin →
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  2. When booking a meeting in Chili Piper, the calendar invite automatically shows a person accepted. Having this function prevents users to know if someone really accepted a meeting or not and how is CP to know when to send a specific reminder to someone when they did not accept. We would like this feature turned off for google meet calendar invites.

    7 votes

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    Idea  ·  1 comment  ·  Settings  ·  Admin →
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  3. It would reduce confusion if both the attendee and assignee timezones were both available on the "New Event" email from chilipiper. One of my coworkers thought that they had an event booked well outside of their hours set in ChiliPiper.

    3 votes

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    Idea  ·  0 comments  ·  Notifications  ·  Admin →
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  4. When at Workspace > Inbound Routers, people keep creating new routers because it is not visually clear that the text at the top of the page is a list of clickable link to edit any of the existing routers.

    2 votes

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  5. 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.

    57 votes

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    Idea  ·  9 comments  ·  Admin Powers  ·  Admin →
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  6. It would be amazing if we could manually rearrange queues in our queue lists. We have instances where a queue may qualify for more than 1 queue and it would allow us to mitigate user error if we could make one of our queues show up earlier in the list so it defaults to one during certain instances.

    26 votes

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    Idea  ·  3 comments  ·  UX Improvements  ·  Admin →
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  7. Option to hide assets (particularly meeting types) on a per user basis even if they should be able to see everything else in the workspace. Main use case that surfaced this is ability to test meeting types' copy, subject lines, etc. and preventing reps outside of the pilot scope to accidentally use and muddy the data. Increasingly harder when you have a large sales team and no amount of training/enablement would prevent it from happening entirely.

    2 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  8. Id like for there to be customizable host booking limits (by user) within a specific meeting type. From a capacity management perspective this would reduce friction between meeting types and queues

    13 votes

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    Idea  ·  4 comments  ·  User Settings  ·  Admin →
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  9. An operational email to the workspace admin(s), preferably customizable on per-admin basis since not all admins are operations admins, when a meeting has failed to sync to Salesforce after *# of tries (open to whatever number based on the retry cadence), much like when a meeting failed to be created in the user's calendar.

    10 votes

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    Idea  ·  1 comment  ·  Error Notifications  ·  Admin →
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  10. Throw an error or a 'WARNING, this won't work' message when a customer tries to save a setting that won't actually work. One example being when trying to save a Lead routing rule with the AND logic to an account, as this is impossible. I'm sure there are are many more and we could work as a team to collaborate on where these may occur and a warning sign is relevant!

    10 votes

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  11. 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.

    37 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  12. 10 votes

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    Idea  ·  4 comments  ·  Admin Powers  ·  Admin →
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  13. Dates are currently shown in the American format, MM/DD/YYYY.This is not used universally, so I would like to have the option to choose the formatting to avoid confusions around booking dates.Options available should be:MM/DD/YYYYDD/MM/YYYYYYYY/MM/DD

    2 votes

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  14. 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

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    Idea  ·  1 comment  ·  Misc  ·  Admin →
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  15. Would be helpful if admins could build and edit a custom schedule for a user.

    14 votes

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    Idea  ·  2 comments  ·  Admin Powers  ·  Admin →
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  16. When the prospect invite is turned off, remove the "You will receive a meeting invite shortly" language from the booking success screen to avoid setting incorrect expectations with the booker.

    1 vote

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  17. Ability to filter user table by admin status or sort by admin status

    2 votes

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    Idea  ·  0 comments  ·  Users/Licenses  ·  Admin →
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  18. 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.

    4 votes

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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  19. Some of our account managers like to set the minimum scheduling notice to 1 day so that they have time to prepare for their meetings with our customers, but others don't mind having it set to the day of. This feature was available when we used Outreach to book meetings.

    1 vote

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  20. It's frustrating that we have to give a user full administrative rights to view reports. If someone only needs reporting, they don't need the ability to every aspect of the product.

    2 votes

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    Idea  ·  0 comments  ·  Users/Licenses  ·  Admin →
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