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Ideas to Improve Chili Piper

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  1. 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

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  2. 2 votes

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  3. 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

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

    2 votes

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  5. Home Depot would like to include an onboarding pdf to meeting types for new customers to review prior to onboarding.

    2 votes

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  6. When you open up instant booker in Hubspot - it is too small and not able to be physically moved.

    2 votes

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  7. It would be useful to have the Router Name pass via a webhook (i.e. the Zapier integration). Currently it is not available.

    Currently available fields: https://help.chilipiper.com/hc/en-us/articles/360053020854

    2 votes

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  8. I would love to see the current availability of a meeting link, so I can see how long the delay is before a potential customer can speak with a rep is.

    2 votes

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    1 comment  ·  Admin Powers  ·  Admin →
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  9. Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.

    2 votes

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    0 comments  ·  Settings  ·  Admin →
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  10. Provide ability to place unsubscribe button on all externally sent emails from the platform to comply with legal requirements

    2 votes

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  11. Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.

    2 votes

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    1 comment  ·  Admin →
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  12. An open API with a /meetings endpoint where we can extract one object per meeting of interest

    In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.

    2 votes

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  13. Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.

    2 votes

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    1 comment  ·  Admin →
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  14. Prospect booking limit screen to change from "Please visit your original confirmation email if you'd like to reschedule your meeting for a different time/.day" to a more relatable text on why they can't book.

    2 votes

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  15. 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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  16. 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.

    2 votes

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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  17. 1 vote

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    0 comments  ·  User Settings  ·  Admin →
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  18. It would be useful to reorder the meeting types listed in the ChiliCal Scheduler. Today I believe it lists them in the order created and there is no way to reorder them.

    1 vote

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  19. We run different Marketing/Sales campaigns in our organization from time to time.
    CP assignee notifications work as a good handoff email from Marketing to the Sales team so we would really like to be able to customise the messaging to add the campaign details in there.

    1 vote

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    0 comments  ·  Notifications  ·  Admin →
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  20. Give the ability for users to disqualify meeting invitations from pre-defined domains by users for their links. This is currently supported in concierge, it would be interesting to have a similar setting for personal links.

    1 vote

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