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125 results found

  1. Provide a change log for assets that describes what changed, when, and who changed it.

    8 votes

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    1 comment  ·  Misc  ·  Admin →
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  2. 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

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  3. 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.

    7 votes

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    Idea  ·  3 comments  ·  Misc  ·  Admin →
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  4. 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

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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  5. 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.

    6 votes

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  6. I would like to be able to translate the From Name on Reminder emails to create a better experience for Spanish speakers, and ultimately users speaking other languages as well.

    Context: I'm working on creating Meeting Types and a Queue translated to Spanish as we'll soon launch a Spanish speaking arm of our Sales Team. I've got all of the calendar invite and reminder invite subjects/contents translated to Spanish, but I learned today that the "From" name listed on reminder emails displays as Reminder and that this isn't currently able to be translated to Spanish (or other languages). This may…

    6 votes

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

    5 votes

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  8. 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

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  9. 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

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    0 comments  ·  Workspaces  ·  Admin →
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  10. Folders for various queues to keep the space clean. Ability to archive queues into a folder. etc.

    5 votes

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    1 comment  ·  Misc  ·  Admin →
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  11. The metadata related to the infrastructure for assets and routers should be saved in case something goes wrong, gets accidentally deleted, etc.

    A data repository to pull from would be great.

    4 votes

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  12. Ability to drag and drop the order of the columns in the user table

    4 votes

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  13. We have some reps who want meetings only booked on the hour while others prefer 15 minute booking windows. In our global templates we have to choose one or the other – it'd be great if reps could have their own settings that we could set the global template to inherit.

    4 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  14. There are additional custom fields I'd like to be able to add to a Booker/Assignee profile to that I can better personalize meeting reminders and meeting templates. For example, a link to a video they've created, a link to their about me page, their team name, etc.

    4 votes

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    Idea  ·  0 comments  ·  User Settings  ·  Admin →
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  15. I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.

    4 votes

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    Idea  ·  0 comments  ·  Users/Licenses  ·  Admin →
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  16. Adding the ability to transfer all configurations from Sandbox to Production. This way customers don't need to recreate everything again, which could speed up the onboarding process.

    4 votes

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    Idea  ·  0 comments  ·  Sandbox  ·  Admin →
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  17. In the admin mockup for the booker in the Branding and language section, out logo looks fine. But in the actual booker sent out by our employees, the logo is squished.

    Chili Piper's logo upload tool, unlike most other, does not have suggest image sizes and does not block you if your logo does not fit.

    When looking at the HTLM of the booker, it appears that our logo has a rendered size of 200 × 56 px and rendered aspect ratio of 25∶7.

    It would have been good to know this before we had multiple prospects and employees point…

    3 votes

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  18. Add "See in CRM" button within My App. This would allow the Assignee to quickly view the account ahead of the meeting, rather than having to include the SFDC link or account id in the Guest facing meeting invite.

    3 votes

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  19. Some customers have coaching or advisor type sessions and they thought it would be valuable to collect CC info before the call. This helps ensure clients show up and their time is not wasted.

    3 votes

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    1 comment  ·  Settings  ·  Admin →
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  20. 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

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