104 results found
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Outreach integration for Concierge
Ability to add a user to a cadence directly from concierge setup in the Chili Piper App
5 votes -
Bulk download Scheduling links to CSV
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 -
1 vote
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2 votes
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Reorder columns in the user table
Ability to drag and drop the order of the columns in the user table
4 votes -
Role-based permissions / template
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 -
Ability to edit or add new guest(s) to a Concierge booked meeting in the Dashboard
Guests often misspell their email address and we need to update it
4 votes -
Select Multiple Users for Admin Notifications
Right now, only certain users using concierge receive error notifications. The default booker and the create by user on a router.
It would be a huge value-add to be able to select multiple users to receive these error notifications, esepcially if say, someone were to leave the office so as not to create a silo.
2 votes -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
2 votes -
Internal Notifications For Meetings Booked
When a prospect self-schedules a meeting (for example, they book a time for a demo via the website), only the meeting guest and assignee are notified with a meeting confirmation. We need to be able to give others on our team this same level of "instant" visibility that someone booked a meeting.
We don't need this for every meeting type, but we do need to be able to cc or notify others internally that a demo was booked with X salesperson. Receiving an instant notification via email (just like the meeting confirmation email for the meeting guest and assignee) would…
6 votes -
Refine phone field build with multiple contact options
When using multiple contact options, only have one field asking for Phone number and to have that number mapped and updated in SF.
1 vote -
Change the " Click here to book meeting" text to the language that has been chosen on Instant Booker
When we open Instant Booker from the extension itself, even if we select a language that is not English, the text " Click here to book meeting" is always generated in English, so this feature request is to translate this when we have a different language.
8 votes -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
14 votes -
Custom Schedule Assignment to groups
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 -
Account-wide Branding Including Personal Pages
I'd like to be able to apply our corporate branding to all external interfaces, including Personal Pages and Personal Booking Links, not just inside a particular workspace. Currently we have to keep reminding our users to never send out their personal booking links because of the visual disconnect from our corporate branding.
3 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 -
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
6 votes -
Ability to duplicate workspace
It would be nice to have the option to duplicate a workspace to make easier to iterate and in instances where a similar setup is required.
For example, we are in the process of creating workspaces for our EMEA and US sales teams. They have almost exactly the same setup in terms of meeting types and queues but we have to build the second one from the ground up again because we can't duplicate the space.
6 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.
4 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
13 votes
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