9 results found
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Dynamic Values in Post-Booking Field Updates"
The Issue -
Currently, the "Update Field" action in Concierge routers — which fires after a meeting is booked — only supports static values. There is no way to pass dynamic data (e.g., Salesforce field values or Chili Piper field values) into the field being updated.
The Problem It Solves -
Without dynamic value support, customers who want to write context-aware data to Salesforce fields after booking must build complex branching logic in either Chili Piper routing rules or Salesforce flows to account for every possible variation. This is difficult to maintain and doesn't scale. A specific pain point: customers…
2 votes -
Allow for multiple Custom Meeting Locations
Ability for more than 1 Custom Meeting Location for ChiliCal/Handoff to be preset by the admin on the Meeting Type
2 votes -
Add "See prospect in CRM/calendar" buttons to Concierge Live Slack notifications
Add "See prospect in CRM" and "See calendar event" for Slack notifications from live calls initiated via Concierge Live. This would enable reps to quickly check more details about the prospect while they pick up the call.
2 votes -
Meeting limit applied to the Meeting type not the distribution
We would like to have the ability to limit the number of meeting per meeting type and not associated to the users in a distribution.
3 votes -
Make additional participant a Host
Right now, only the Booker or Assignee can be a Host. Please add the ability to make additional participants a Host.
4 votes -
'manual email introduction' feature in Handoff
JD wanted a 'manual email introduction' feature in Chili Piper that would:
Assign a prospect to the appropriate Account Executive (AE)
Send an email introduction to the AE and give them credit for a meeting just like if a meeting was booked
Allow the AE to take over the conversation with the prospect, even if a meeting is not immediately booked
2 votes -
Enhancement to the "Book Again" Feature to copy Meeting Details
Currently, the "Book Again" feature only adds the people in the meeting to the scheduler but does not copy over the meeting's details, such as the meeting subject.
As a result, the meeting subject defaults to the original meeting type instead of reflecting the details of the meeting being copied. This can cause confusion, especially when the meeting being duplicated has a different subject or meeting type from the default.
It would be helpful if the "Book Again" feature could retain the original meeting details to ensure consistency and avoid the need for manual updates.
5 votes -
Show Google / Teams instead of "Host default"
Currently when the default is selected as Google Meet or Teams, the guest form shows the option as "Use Host Default Scheduling". This isn't clear what that scheduling option is or even what it really signifies.
Instead, it should be more clear either what the default is, or be worded to say something along the lines of "Host will specify conference location" , etc... make it clear what this option is.
2 votes -
Host Booking Limit - 2 additions
I would like to see the option of setting a limit on an hourly basis sometimes people use concierge at events and take 15 minute meetings. They may want only 3 meetings per hour but it's not possible right now.
It would be helpful to have multiple host booking limits.
i.e. on the same link have a per day AND per week limit.
Some customers, for example want their users to have 5 total meetings per week but not 5 meetings in a given day. Right now if you cap at 5 meetings per week, it's possible to get 5…
1 vote
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