125 results found
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Option to Not Book for Dev Testing
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 -
Reply to Reminder Emails
We would like to enable a reply feature to reminder emails to the account owner for client replies.
2 votes -
Ability to override where a booking was made for without changing the owner
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 -
Nested Drop downs in meeting type lists within personal page configuration
When adding multiple meeting types to your personal page, the list of Meeting Types across workspaces gets very long and difficult to manage. Being able to use a dropdown to view meeting types by workspace rather than in one long list would be an improvement.
2 votes -
Allow reassign Meetings booked with a Personal Link
Chili Piper only allows to reassign a meeting when it's part of a Queue, but sometimes we need to reassign meetings booked through Personal Links and we need to do that manually in G-Calendar and Salesforce. Ideally we would like to have the option to reassign meeting to all meetings booked through Chili Piper
5 votes -
Ability to decide if events are automatically marked as no-showed rather than showed
SDR's are commissioned for attended meetings. They are desintivized to mark as a no-show, and it would be better for the Podium team if they could chance a setting where all meetings were assumed no-show until marked, which prompts the team to properly mark meetings! More below -
8 votes -
Redirect from legacy booking link to new booking link
When a domain name is changed , have the old booking link related to that domain redirect to the new booking link
25 votes -
Bring back the licensed (de)activated by & date fields!
Once upon a time, admins could see when a license was activated or deactivated and by who. As a group's number of super admins increases with more users, having this audit trail is helpful for the head admin when troubleshooting, maintaining, etc.
3 votes -
license allocation by team
Toast purchases large quantities of licenses frequently (Currently upwards of 1,200) acquiring and new seats and onboarding at a monthly basis, but each team that uses Chili Piper has a different budget and are purchasing quantities for themselves separately. When new seats are loaded in the app, there's no way to see "sales has 10 licenses, account mangaement has 20, Customer Success has 30" and they find it difficult to manage and track how many each team can utilize. Would be beneficial in enterprise space to allocate for each team and watch and track the totals
10 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 -
SMS response emails from Chili Piper to include name and/or company name in subject line + what action
Update SMS response operational emails from Chili Piper to include name and/or company name in subject line + what action. Teams don't identify their guests/attendees by phone number and may have multiple meetings with the guest - it all adds in extra lookup steps. Adding in company name or guests' name + meeting type to the email notification that Chili Piper sends will notify them of the client and meeting more efficiently. Instead of ""New Message from [number]"" > ""[Action] message from [Name at Company, Number] for [Meeting Type]""
2 votes -
2 votes
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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 -
Prospect has ability to set one of multiple assignees as optional to view more available timeslots
Forresters team has multiple assignees that meet with clients. They would live to give the client the opportunity to mark one of multiple assignees as optional with the goal of viewing more availability.
2 votes -
Individual setting for 12/24H clock
The ability to set on the individual level between AM/PM or 24H clock.
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 -
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 -
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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