140 results found
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Admin notifications when a meeting fails to sync to Salesforce
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 -
Show overview of all Meeting Types and the Queues they're connected to
This would allow us to make sure we're only maintaining the Meeting Types that are in use without having to click into each one, try to delete it, and then hit an error.
1 vote -
SMS response emails from Chili Piper to include name and/or company name in subject line + what action
Update SMS response operational emails from Chili Piper to include name and/or company name in subject line + what action. Teams don't identify their guests/attendees by phone number and may have multiple meetings with the guest - it all adds in extra lookup steps. Adding in company name or guests' name + meeting type to the email notification that Chili Piper sends will notify them of the client and meeting more efficiently. Instead of ""New Message from [number]"" > ""[Action] message from [Name at Company, Number] for [Meeting Type]""
2 votes -
2 votes
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Ability to include attachment to meeting type
Home Depot would like to include an onboarding pdf to meeting types for new customers to review prior to onboarding.
3 votes -
Allow Admin to Set Available Timezones
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 -
Warning sign when making an incorrect setting choice
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 -
Prospect has ability to set one of multiple assignees as optional to view more available timeslots
Forresters team has multiple assignees that meet with clients. They would live to give the client the opportunity to mark one of multiple assignees as optional with the goal of viewing more availability.
2 votes -
Individual setting for 12/24H clock
The ability to set on the individual level between AM/PM or 24H clock.
2 votes -
Router creation details
Please have Inbound Router Details
- Date created
- Notes
- URL or location where embedded
- Created by4 votes -
Ability to organize queues into folders
Folders for various queues to keep the space clean. Ability to archive queues into a folder. etc.
3 votes -
Option to show deactivated users
IDC is using IB to have CSMs book on behalf of analysts. Analysts were at one point in time in SDFC, but no longer are.
They are then manually provisioned a licenses via an invite link, but then the user table refreshes > sees that one of the analysts was in SFDC at one point in time > then removes them from the user table because they are technically "deactivated" in SFDC. Allowing admins to choose whether or not they can show deactivated users would prevent this issue.
1 vote -
Assign reps to queues at the rep level
If I have 1 AE who needs to be assigned to 4 different queues I have to select queue 1, add the AE. Select queue 2, add the AE. Select queue 3, add the AE. It would be easier if I could go into the AE's profile and add queue 1, queue 2, queue 3, etc.
8 votes -
Google Meeting acceptance
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 -
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 -
Hubspot calendar view
When you open up instant booker in Hubspot - it is too small and not able to be physically moved.
2 votes -
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 -
Logic to prevent Distro from routing leads that booked via Concierge
If a client is using both Concierge and Distro, and using Distro to route leads, it'd be great if there was logic built into Distro to prevent prospects who booked from being rerouted. This would be instead of having to configure Distro to have an additional record evaluation of not running if booking status = not booked (or meeting type is blank).
5 votes -
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 -
Pass Router Name via Webhook
It would be useful to have the Router Name pass via a webhook (i.e. the Zapier integration). Currently it is not available.
Currently available fields: https://help.chilipiper.com/hc/en-us/articles/360053020854
2 votes
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