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Ideas to Improve Chili Piper

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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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    0 comments  ·  User Settings  ·  Admin →
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  15. To align with company's internal data policies

    1 vote

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  16. There are a lot of clicks to make a distribution, and when making a lot of them, it becomes tedious. Speeding this up would be great, especially since we are choosing the same general settings with each Distribution.

    1 vote

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  17. When rescheduling a meeting it no longer uses the Assignee name in the title, even if there's a dynamic tag. It just says "meeting with"

    1 vote

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    0 comments  ·  Notifications  ·  Admin →
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  18. Ability to change the default workspace for each user. Currently the default workspace is visible to all users, but we want certain groups of users to have a different default workspace than others. Ex: We want the sales team's default workspace to be the Sales Workspace and the CS team's default workspace to be the CS team.

    Our rep when building out Chili Piper initially made our default workspace "sales" but now everyone in the org, even if they aren't in sales, has to be a part of the "Sales" workspace since it's the company default. And it's impossible to…

    1 vote

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    0 comments  ·  Workspaces  ·  Admin →
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  19. When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  20. 1 vote

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