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Ideas to Improve Chili Piper

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  1. Add more fields to Active User - Such as License activate, License deactivate, user created (by &date), last modified (by & date)

    1 vote

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  2. Legacy CP fills in dynamic tags in the Preview to get a better sense of what the prospect will see, but Fire shows the dynamic tags in Preview without populating those values. It would be great for Fire to adopt this feature.

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  3. Allow the ability to see which opportunities compose the meetings scheduled/cancelled within distributions. If an admin wants to see which 3 meetings cancelled within a distribution for an AE, for instance, it requires a manual search.

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  4. I'd like to have the ability to update a user email address when someone has an email change.

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  5. Provide the ability for reps to use our Chat product via MS Teams with prospects.

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  6. Allow sending of a reminder email on-demand in cases where meetings are adjusted offline.

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  7. Currently Concierge and Handoff can only create Events after a meeting is booked, but some people use Tasks instead of Events. It would be very useful to have a Task creation node in the routers, both for when meetings are booked or not booked.

    1 vote

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  8. We'd like to have a User Control toggle that gives us the ability to force-enable "Availability for All" for all users in the workspace and prevents them from disabling it, as it's critical to our sherry-picking efforts.

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  9. Show the actual team member that doesn't have the specific license for the distribution, not just take me to the Manage License, and then I need to search through all users to find the one that is missing that license.

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  10. The reminder emails that chili piper sends to guests, as well as the initial meeting invite email that chili piper sends when the guest books their demo, can those emails be mapped over to salesforce so we can see a history of them on the Lead/Contact record?

    Our reps work in salesforce and gong and being able to confirm whether those emails have been sent, and whether they were opened, in the place they are usually working would be great.

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  11. Option to "add all users in list" to workspace(s) when doing new user creation. Same condition for license assignment. Currently requires clicking of each user, selecting workspace, then clicking out. Same can be said for licensing. Would be more efficient to add all users and then toggle "add to workspace" for all users in the list.

    1 vote

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  12. For clients that are using multiple products, it'd be helpful to have an admin log so we can see all the products that prospect has touched. ie if the prospect booked a meeting through Concierge, then was assigned or had an update via Distro, then the meeting was handed off from one rep to another - there is no singular view that'll show that history.

    1 vote

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  13. In the old platform, agents (non-admin users) had access to the "Dashboard" section, which allowed them to view their upcoming and past events.

    In the new Fire platform, the equivalent functionality appears to be the "Meeting Activity" report. However, this report is restricted to Admin-only access.

    It would be very helpful if regular users could also view their own meeting activity within this report, to maintain visibility and autonomy over their scheduling history, similar to what was available in the previous platform.

    1 vote

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  14. They have a meeting type across 3 workspaces and want to apply the 'Prospect Booking Limit' and have that change made across all of these meeting types and workspaces

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  15. from the user table, under bulk actions, give the ability to add users to a team.

    1 vote

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  16. Now with Fire, we no longer have the concept of Default Booker. That impacted notifications for meetings booked that don't go through Handoff or Concierge.
    I'd love to have the option back to get notified of all meetings booked through the Booking Links from a Workspace.

    1 vote

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  17. When viewing the Team screen we are able to see if a Team Members calendar is disconnected. It would be helpful if we could also notify them directly from the team screen, like we can from the user table. Currently we have to exit/new tab the user table to do this.

    1 vote

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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. 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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  20. To align with company's internal data policies

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