117 results found
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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 -
Mobile App
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.
6 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 -
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.
2 votes -
Hubspot calendar view
When you open up instant booker in Hubspot - it is too small and not able to be physically moved.
2 votes -
Assignee Availability List
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.
7 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 -
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 -
Warning sign to adjust logic when a rule is removed
If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.
3 votes -
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 -
Including UTMs on the event directly inside the webhook sent to Zapier
Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.
2 votes -
Timezone selection doesn't include (daylight/no daylight savings)
Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.
2 votes -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
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 -
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.
2 votes -
Unsubscribe Option for Emails
Provide ability to place unsubscribe button on all externally sent emails from the platform to comply with legal requirements
2 votes -
Notifications if Concierge isn't working
Ensure that admins immediately know if their Concierge instance isn't working properly.
1 vote -
An open API with a /meetings endpoint where we can extract one object per meeting of interest
An open API with a /meetings endpoint where we can extract one object per meeting of interest
In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.
2 votes
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