118 results found
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Prospect Booking Limit Reached should NOT Count as Not Booked
The way it stands now, if a prospect tries to book within the Booking Limit time set, an error is displayed saying that they've already booked and should use the reschedule link.
However, this also comes through as a meeting status of "Not Booked."
I suggest that this scenario should not count as any form of meeting and be essentially disqualified from routing.
1 vote -
Credit RR between different workspaces
Credit (for Round robin) users that aren't part of the same workspace, not using the collaboration manual system.
1 vote -
Handling race conditions in SF
If SF fails to update for whatever reason, it'd be great to have a notification to the impacted assignee to manually update the record, or create a way for Super Admins to export these errors en masse.
1 vote -
CRM-less Dynamic Tags and Suggested Times
Support prospect-based dynamic tags in a CRM-free Suggested Times workflow with Form set to "always"
1 vote -
Format logo placement based on size
Today, when uploading a logo under Admin Center → Org details, it's possible to include a logo that will be squished when live.
It'd be great to have this fool-proofed so that whatever size ratio of the uploaded logo is maintained where-ever it's placed
1 vote -
Make Round Robin reset override per distribution
Currently the ability to reset Round Robin Fairness calculation resides in the Workspace settings. It would be fantastic if you could set an override on individual queues to make the reset happen more frequently, or less.
1 vote -
See all support tickets
Ability to see all support tickets in one centralized place
1 vote -
Reassignment - Sort list of reps based on priority
When you are in the dashboard, go to an event, if you click reassign in any queue, the list of reps isn't sorted by priority, so you don't know who the next rep in the queue is available at that timeslot.
Thanks
1 vote -
Ability To View/Manage Personal Pages
I think it's great that users are able to create personal pages; however, if we add company-wide meeting types, we have to be able to find these Personal Pages and potentially mass-update them with new Bookings.
1 vote -
Notifications if Concierge isn't working
Ensure that admins immediately know if their Concierge instance isn't working properly.
1 vote -
Ability for admins to manage hours, calendar events, and integrations for all users
I would like an admin to be able to create calendar events for individuals, change their available hours, create integrations for them, etc. Why? If a single admin can create an org-wide template for each AE's account, and cookie-cutter copy and paste that to each AE as the admin sees fit, then we would not have the need for a n AE to configure their own account and possibly introduce inconsistencies/errors in config
1 vote -
SPAM management inside Chili Piper
Ability to manage SPAM users/bookings inside Chili Piper
1 vote -
Customize Meeting Buffer Color on Google Calendar
Users should be able to change the color of the "Meeting Buffer" event once it's created in Google Calendar. Currently, the only way of doing this is manually changing the color on Google's end and by default, it's colored as "Graphite".
How it works:
Create an additional parameter for the meeting buffer settings where you can set the color to a different one. Once the buffer is created on Google then the color is automatically changed based on the settings.1 vote -
Provide booking/calendar prior to form fill for Catch-All queues
'I think as a customer it would making it more clear that they are booking an appointment v.s. just going through some sort of spam lead capture.
In the solar industry, lead originators are a big thing and customers know that if they fill out a form, most of their information gets sold off to other companies.
We want to show them that they are really booking an appointment, and the data capture is after they select a time.'
1 vote -
Book first available slot before later slots
Stop booking middle of the day which wastes other available slots.
1 vote -
Correct success screen when prospect invite is turned off
When the prospect invite is turned off, remove the "You will receive a meeting invite shortly" language from the booking success screen to avoid setting incorrect expectations with the booker.
1 vote -
Allow users to set the minimum scheduling notice on the user level vs meeting type level
Some of our account managers like to set the minimum scheduling notice to 1 day so that they have time to prepare for their meetings with our customers, but others don't mind having it set to the day of. This feature was available when we used Outreach to book meetings.
1 vote -
Standardize Welcome Message
Allow admins to create and lock a standard welcome message for all users within a particular group or workspace. Creates a branding feel for users who want to use this instead of a personal pages link.
1 vote
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