140 results found
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Ability to remove reps from queues when certain conditions are met
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.
2 votes -
All User settings that Admin can do could be reachable from one place
In case if conference details, title, and availability/working hours are all set by CP admins for the whole team, the admin has to:1. enter Admin Panel - Users, where admin can set title, number, conference details,...2. enter Workspaces - Users (under Workspace Settings) and then enter specific user in order to set their availability.This makes the setup for admins time-consuming. I recommend that all settings that Admin is able to do for users, would be reachable from a single screen - from Admin Panel - Users.
2 votes -
Ability to transfer configurations from Sandbox to Production
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.
2 votes -
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 -
A save button instead of auto-saving
We've had several cases where someone accidentally changes a ruleset or something within a router, or worse, they change it without realizing it.
A save button would prevent this and give users more confidence when editing queues or routers. I assume this would also help give historical data regarding what was changed, when, and by whom, which would also be of great value.
1 vote -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
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 -
Update Related Records
Ability to update records linked together through a Parent - Children relationship in Salesforce. For example, a Opportunity is routed but you would also like the account owner updated.
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 -
Create a limitation in the UI to not allow customers to have two different HubSpot fields with the same name.
Right now when a HubSpot field is created, the label associated to this field can be changed in HubSpot but the API name will be forever the same (you cannot change it in HS). If a customer creates two fields with the same name in HubSpot, in our Chili Piper form the dropdown will display both fields with the same name and it's impossible to know through the UI which one is the desired one. It can also cause a conflict in the backend when we don't actually know which one of them we should try to match with the…
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
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
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