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Ideas to Improve Chili Piper

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133 results found

  1. 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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  2. 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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  3. 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

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  4. The ability to set on the individual level between AM/PM or 24H clock.

    3 votes

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  5. If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.

    3 votes

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  6. 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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  7. It would be lovely to not have to train reps on how to set their default calendar view in Instant Booker, and instead set it for them. In this case, our workflows are such that our team always needs to be seeing their own calendar by default and it's causing friction when the view is at the Team calendar level.

    3 votes

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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  8. Currently, the vacation recognition causes many issues and inconsistently recognizes vacation. Allow for an option to only recognize an all-day OOO event type to qualify as vacation - not just "busy" events all day. Show which events are triggering the vacation setting - sometimes we can't tell.

    2 votes

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  9. Allow pause settings for a user to happen at a universal level and not only on each individual router. Ideally, we could say, "John Doe" needs to be paused and we could do that in one place across all routers and not manage each individual one and pause him in several places.

    2 votes

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  10. If multiple reminders are set for a meeting and the customer replies to an earlier one via email, it would be useful to cancel the remaining reminders to avoid spamming the customer.

    2 votes

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  11. Reassigning a meeting via the Outlook add in is currently not supported. A rep must go to ChiliCal to reassign or an Admin can do so from the admin dashboard. Adding the ability to reassign from the calendar invite itself in Outlook would be feature parity with the functionality with Gcal users.

    2 votes

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  12. We've had an issue with bots coming through our form and setting meetings.

    Is it possible to add Captcha to our scheduling links to help block this spam?

    2 votes

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    1 comment  ·  Misc  ·  Admin →
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  13. When companies have multiple business units using Chili Piper, they may a designated number of licences per team. A cap on the number of users for specific teams will help clear governance of licences and will avoid teams 'stealing' licences from another team.

    For instance, if ACME (UK) pays for 100 licences however, only 80 are assigned to them. They want to ensure that the remaining 20 does not get assigned to another team. Placing a cap on the other global teams would ensure that they won't be able to dip into UK's unused licences.

    2 votes

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  14. Proactive notification when reps' calendars are full and an inbound website meeting cannot be scheduled within X number of days. We have a large volume of inbounds coming to our site, especially during holiday periods, and often times prospects have to book a meeting more than 7 days out. We want to get pro-actively notified that this is occurring and set the number of days for notification. This will enable us to update our routing or put more reps in the queue. Currently we are flying blind and have to wait for feedback from prospects.

    2 votes

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  15. I’m running into ongoing issues with calendar booking reminder emails—especially since the new ChiliCal Firebase updates. Some of the reminders are pulling incorrect or outdated meeting links, and managing them has become increasingly difficult. On my personal links, I also have duplicate reminder that I cannot seem to remove.

    Right now, I have to open each individual booking link just to view or edit the associated reminders, and there’s no centralized place to view everything I’ve created. I’d love to request the following:

    A dedicated area to manage all reminder emails I've set up—ideally organized in a searchable, editable list.

    2 votes

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  16. For meeting types availability - if an admin is adjusting the availability range for a meeting type, is there a way we could add in the ability to only allow meetings of that specific type for that date range for a specified group of users?

    It appears the ability to limit meetings to a specific meeting type is only available for individual custom schedules. But the ability to do this on a single meeting type as an admin would save a lot of time.

    This setup is very common for in-person events. Thanks!

    2 votes

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    0 comments  ·  Misc  ·  Admin →
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  17. It would be great if people that use multiple calendar types had the ability to limit the total number of meetings scheduled across each of those instead of just at the individual meeting type level

    2 votes

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  18. Currently the Chili Piper Integration only allows for booking meetings from Contacts in the side panel within Hubspot. Being able to book meetings from Deals in Hubspot with the Contacts associated with the Deal would be a great additional feature.

    2 votes

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  19. Having the Chili Cal User Controls in a separate area (per workspace) from the user table is burdensome for admin. Specifically the Links section of the User controls. These should be moved to the User Table, so a new user can be fully set up from one screen.

    At a minimum there should be a workspace setting that sets the default for all users added to the workspace (Currently defaults to enabled)

    2 votes

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  20. Calendly has a feature where you can suggest times to customers in link for, but the link will only show those suggested times and not any other availability. In Chili Piper currently, you can suggest specific times via email and remove the "View Full Calendar" link by hand, but if they select a time that is no longer available they will be able to see the rep's full calendar and select a new time.

    2 votes

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