10 results found
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Ability to Deactivate My Workspace as Org Admin - Prevent users from creating or using personal templates
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 votesYou can now enable or disable if your users are able to create their own personal scheduling links as a Chilical admin using user controls - more details here
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Ability to Edit Picklists on Forms in Chili Piper
When using Chili Piper router links or queue links, Chili Piper utilizes the forms built in Chili Piper, which reference the CRM fields that the form is mapped to. Many of those forms have picklists. Currently, there are no way to edit those picklists in-app. There are situations in which editing those picklists in-app would prove valuable. For example, with an outbound campaign, it could be useful to edit a "Country" picklist to only include the relevant countries to which the campaign is targeted.
So the ask is simply the ability to edit the picklists for CRM-referenced fields in forms…
2 votesThis is available in the Demand Conversion Platform through Data Fields. You are able to edit the picklist values.
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Admin Control of Custom Schedules
Would be helpful if admins could build and edit a custom schedule for a user.
14 votesAdmins can no create, edit, and view their user's Availability schedules from the User Table! More details HERE
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Permission-based queue access
We have a lot of queues set up, but not everyone needs access to all the queues. Most people only book a few queues and seeing ALL of them at once makes things a little more complicated than they should be. I'd like it if only the queues a rep needs to book in were visible.
5 votesWhen booking in the Demand conversion platform you will only see the routes that your user should be booking in.
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Admin ability to view users meetings when using personal templates
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 votesAvailable in Meeting Activity dashboard on the Demand Conversion Platform
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Prevent customers from rescheduling for specific meeting types
For a specific meeting, we would like the ability to prevent the customer from rescheduling the call - only have the ability to self-cancel if needed.
1 voteThis can be accomplished by not including rescheduling links in specific meeting types where you do not want customers to have this option.
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Lock Workspaces to certain Users
We have two different orgs using the same CP and SFDC Instance, each with their own workspaces and SFDC visibility. We'd like the ability to permanently assign workspaces for users in each org so that there is no crossover of workspaces.
2 votesIn the demand conversion platform, you can add certain teams to workspaces and that is the workspace they can have access to.
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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 votesThis is available in the Usertable in the Demand Conversion Platform
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Bulk turn off personal reminders
Some teams use reminders from outside systems. Being able to bulk turn off personal reminders rather than to have to turn it off on an individual basis would be a lot more time-efficient.
1 voteReminders are connected to meeting types with ChiliCal User controls you are able to turn off user ability to create personal meeting types and thus reminders.
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Workflow to Add Managers as Optional
I would love to make it an automatic process that managers, or other contacts, are added as optional to any demos they book.
1 voteAvailable in the Demand conversion platform. You can add outside users as optional to the meeting.
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