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General Management

Ideas to Improve Chili Piper

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  1. I have lots and lots of queues and templates in my Chili Piper workspace. Searching for the right queue or template can take a while and I always CTRL + F and then search. Would be awesome if I had a way to sort, based on name, active/inactive, type, or # of Assignees in the queue for usability purposes.

    67 votes

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    Idea  ·  2 comments  ·  Workspaces  ·  Admin →
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  2. Global Admin control of all individual users features. Including customization of "my meeting" settings, advanced settings, meeting buffering, expiring reschedule links, switching off my meetings, adjusting reminders, etc.

    59 votes

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    Idea  ·  9 comments  ·  Admin Powers  ·  Admin →
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  3. It would be great if people that use multiple calendar types had the ability to limit the total number of meetings scheduled across each of those instead of just at the individual meeting type level

    52 votes

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    Idea  ·  4 comments  ·  User Settings  ·  Admin →
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  4. Ability to add in holidays within the Inbound Routers or even within the queues or workspaces. What I mean by this is a way to mark specific days as 100% no one can book. In the DE screenshot below, I can say everyone is OOO per Distribution Team on specific Days. It would be awesome to be able to do this in Chili Piper too. Then it would not matter if someone forgot to set their calendar for the holiday. https://share.getcloudapp.com/o0uZxBy4

    43 votes

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    Idea  ·  6 comments  ·  Admin Powers  ·  Admin →
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  5. We've created standardized Meeting Types with approved customer correspondence in our Hot Workspaces, but users are still accidentally sending out their personal meeting type links instead which is creating a poor customer experience and affecting our data consistency. We can have them deactivate it themselves but it would be helpful to prevent these hiccups by having more control as an admin to disable these for everyone during user setup in the first place.

    41 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  6. Allowing individual users to determine the length of meeting buffer they need, if any at all, on their personal settings in tandem with their working hours. This would be helpful for admins to manage the requests from sales reps facing LA/NYC traffic versus Omaha traffic and not be the bottleneck by putting the onus on them to dictate their buffer time needs.

    42 votes

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    Idea  ·  1 comment  ·  User Settings  ·  Admin →
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  7. The confirmation e-mails sent to the Assignee and the Booker should be branded with our logo.

    37 votes

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    Idea  ·  2 comments  ·  Notifications  ·  Admin →
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  8. It would be amazing if we could manually rearrange queues in our queue lists. We have instances where a queue may qualify for more than 1 queue and it would allow us to mitigate user error if we could make one of our queues show up earlier in the list so it defaults to one during certain instances.

    26 votes

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    Idea  ·  3 comments  ·  UX Improvements  ·  Admin →
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  9. Add ability to add Admin notes to changes being made

    25 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  10. Ability to archive queues, templates, etc without fulling deleting to clean up workspaces.

    16 votes

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    Idea  ·  1 comment  ·  Workspaces  ·  Admin →
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  11. Id like for there to be customizable host booking limits (by user) within a specific meeting type. From a capacity management perspective this would reduce friction between meeting types and queues

    13 votes

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    Idea  ·  4 comments  ·  User Settings  ·  Admin →
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  12. Would be helpful if admins could build and edit a custom schedule for a user.

    14 votes

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    Idea  ·  3 comments  ·  Admin Powers  ·  Admin →
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  13. 10 votes

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    Idea  ·  4 comments  ·  Admin Powers  ·  Admin →
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  14. An operational email to the workspace admin(s), preferably customizable on per-admin basis since not all admins are operations admins, when a meeting has failed to sync to Salesforce after *# of tries (open to whatever number based on the retry cadence), much like when a meeting failed to be created in the user's calendar.

    10 votes

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    Idea  ·  1 comment  ·  Error Notifications  ·  Admin →
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  15. Our reps will often toggle the timezones visible when they book a meeting for a client and only 6 of them are relevant to our company. It would be great to allow admins to restrict the list of available timezones on booking links to simplify the options available.

    9 votes

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    Idea  ·  1 comment  ·  Admin Powers  ·  Admin →
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  16. Throw an error or a 'WARNING, this won't work' message when a customer tries to save a setting that won't actually work. One example being when trying to save a Lead routing rule with the AND logic to an account, as this is impossible. I'm sure there are are many more and we could work as a team to collaborate on where these may occur and a warning sign is relevant!

    10 votes

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    Idea  ·  0 comments  ·  UX Improvements  ·  Admin →
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  17. When booking a meeting in Chili Piper, the calendar invite automatically shows a person accepted. Having this function prevents users to know if someone really accepted a meeting or not and how is CP to know when to send a specific reminder to someone when they did not accept. We would like this feature turned off for google meet calendar invites.

    7 votes

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    Idea  ·  1 comment  ·  Settings  ·  Admin →
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  18. We have a large number of reps who are in the field and rely on their phones for all prospect communications, calendar bookings, etc. It would be helpful if there was a mobile optimized app/version of the Instant Booker that would allow them to easily book meetings on their calendar via Chili Piper similar to how they are using the gcal app today. This is a blocker for full adoption of Chili Piper within our organization.

    5 votes

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    Idea  ·  1 comment  ·  Misc  ·  Admin →
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  19. Forrester would like the ability to quickly see a list of Assignees w/in a queues and their next availability to support identifying who doesn't have sufficient time available. Would prefer to take into account the meeting type as well to account for varying restrictions by date or by minimum or maximum scheduling settings.

    6 votes

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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  20. Would like ability to view (and possibly reassign) a users meetings that were booked through a personal built template and not a part of a workspace meeting templates. Reason being, an employee was unexpectedly out due to a tornado and had 6 meetings where they used personal templates, booked over two days and no way to get online to adjust or cancel these. Would love for admin to be able to view this info so they can use reschedule link or even just view attendees and be able to email them, etc.

    5 votes

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    Idea  ·  0 comments  ·  Admin Powers  ·  Admin →
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