118 results found
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Guided end-user onboarding
I want the ability to generate a singe link for any given User, which has a walkthrough of all steps needed to comply with a company's standardized set of techs would be key, as I could then select my Organization's required techs, and then for any new user, simply send them a link which walks them through set up on their time.
1 vote -
Create and update queue/rule/team via file upload
Not being able to create queues via a file upload has become increasingly frustrating. We have roughly 80 queues/territories for our sales team and having to copy and paste zip codes is super manual and leaves room for error. 40 of these territories are Round Robin so when a rep leaves or starts having to manually go in and adjust each one manually is unnecessarily time consuming
1 vote -
Don't prompt to log in if already logged in
Every time a rep goes to the log in page, even if already logged in in another tab, they are prompted to log in again. It'd be nice for CP to read whether the user is already credentialed and then move them straight to their home page.
1 vote -
Ignore case with smart booking params
Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.
1 vote -
Label Group Rules in Distro
Client would like the ability to label the groupings within the Rules when building in Distro.
1 vote -
Select All User in Distro Team
Would like the ability to select all users in a list when adding users to a team for Distro.
1 vote -
The possibility to filter by Accounts in the meetings dashboard
At this moment it is not possible to filter the meetings in the dashboard by Accounts and having this possibility would help our customers to achieve their report goals and to track the necessary information related to each account individually.
1 vote -
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 -
Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else
At the moment, if you go to your dashboard in "my workspace" you can see only the meetings that are assigned to you.
It is very common that bookers book for other people and they want to track those meetings they booked in the dashboard. It would be helpful to have those meetings you booked (but are not assigned to you) in the dashboard so you can track.
1 vote -
Collecting CC info before a meeting
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.
1 vote -
send notification if a rep has 0 availability the current week
Chili Piper is set it and forget it, but sometimes when new reps join they are in a queue but getting a lot less meetings than the others. When the admin is aware of that, he can train them on how to maintain a good calendar hygiene. I also prevents loosing prospects when a queue is made by one only prospect.
1 vote -
Prevent instant booking outside of working hours
prevent users from booking meetings outside of working hours in instant booker
1 vote -
Email notification if calendar invite not delivered to prospect
It is helpful to know if the prospect that booked a meeting does not receive the calendar invite email. Could this information either be made available within the dashboard or prospect reports or via an email notification to the assignee and admin?
1 vote -
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.
1 vote -
Don't send Did Not Book notifications to contact owner when submission is disqualified
We only use Chili Piper for inbound sales inquiries, but our form accommodates support requests. These are disqualified in our Meeting Queues, but if the contact is owned in Salesforce our AEs are getting notified, which is causing confusion. We want to be able to send Did Not Book notifications only when the contact chose not to book, not when they are disqualified.
1 vote -
Allow Shared Activities setting from CP
Currently, the "Add additional guests to the scheduled Event in Salesforce (Salesforce will create a child meeting for each guest)" only adds events for internal users, not necessarily creating child events on the external guest timeline.
WS would like to be able to set that each guest on an invitation has a child event created on their record from within CP.
1 vote -
Add aria-label description to ChiliCal scheduler close icon button
There is a Critical Accessibility conformance issue with the Chili Piper scheduler modal where the Close ("X") button does not have an accessible name. See WCAG 2.1 Success Criterion 4.1.2.
Adding an
aria-label="Close"(or some other descriptive text) should resolve this issue.Element selector: <button display="inline-block" text-decoration="none" type="button" cursor="pointer" data-test-id="ModalCloseButton" data-chili-css="ModalCloseButton" class="sc-duSInm sc-jrrXlR eVmrDv itsiPJ">
1 vote -
Allow admins to hide availability for all
Preference would be to allow admins to choose if they'd like to hide or enable "availability for all" for handoff.
It allows admins to ensure that users are scheduling for the next up, instead of overriding.
1 vote -
Nested Drop downs in meeting type lists within personal page configuration
When adding multiple meeting types to your personal page, the list of Meeting Types across workspaces gets very long and difficult to manage. Being able to use a dropdown to view meeting types by workspace rather than in one long list would be an improvement.
1 vote -
Option to show deactivated users
IDC is using IB to have CSMs book on behalf of analysts. Analysts were at one point in time in SDFC, but no longer are.
They are then manually provisioned a licenses via an invite link, but then the user table refreshes > sees that one of the analysts was in SFDC at one point in time > then removes them from the user table because they are technically "deactivated" in SFDC. Allowing admins to choose whether or not they can show deactivated users would prevent this issue.
1 vote
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