32 results found
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Distro - ability for Prospect to select "backup" assignee if not available
Give client ability to decide if they want to take a second assignee's availability into account when scheduling or just schedule with the primary assignee. This could be extremely helpful if an Prospect hits an Ownership queue but their assignee is OOO or on extended leave, we could allow a option to "view more availability" and the Chili Tenant could choose backup assignees or an alternative queue to route to. Potentially this could be applied to the scenario if we allowed customers to enable Strict RR in concierge but then "select additional availability" and route to new queue
11 votesThis has been released for Distro - more details here! You can continue to track this idea still for other Demand Conversion Platform Products here -https://suggest.chilipiper.com/forums/943972/suggestions/45229801
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Distribution - Capping
Cap # of records being assigned to a specific rep.
3 votesYou now have the option to cap the amount of records your users or teams can receive and setup Fallback owners!
More details here - https://help.chilipiper.com/hc/en-us/articles/29630951532947-Distro-Capping-and-Fallback-Owner-Features
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1 vote
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Ability to control lead creation settings for personal meetings
Give settings on Personal Meeting types to create / not create lead. No option to turn off lead creation on personal meetings
6 votesThis is now available in User Controls with ChiliCal. See full details here!
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Manually send reminder
Allow a rep to send a manual reminder. There are times where it may be necessary to manually be able to send a reminder to specific clients to specify meeting details. having to go in and set up a specific time to send is more of a hassle than being able to simply click 'Send' on a reminder.
2 votesYou have the option to manually send a reminder in ChiliCal Home for any meetings booked using ChiliCal in the Demand Conversion Platform.
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2 votes
Now have the ability to customize your booking pages with branding
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Update Time dynamic tag
The Time dynamic tag has rather odd formatting as [day of week], [month and date] | @ [time and timezone]. As is, it appears as an error in our system.
The "|" combined with the "@" is rather redundant and I believe the best way of handling it would be as "[day of week], [month and date] at [time and timezone]" instead.
1 voteThe time tag has been updated - please see the screenshot attached.
It is using the following format: Day, Date, Time, Timezone
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4 votes
Improvements were made to form concierge speed in the new demand conversion platform
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Pull custom SF fields into Meeting types and Reminders
Allow admins to specify which Salesforce fields are available to be added to Meeting types and reminders
1 voteYou can now create Data fields which map to your CRM fields and they can be pulled into reminders
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Add country/area code to CP ES_LA forms
Problem Statement: LATAM Sales Partner Managers often find a roadblock when calling all the different Latin American countries, our CP form doesn't signal the need to add the country area code or country they are based off.Impact: When the partner fills the CP form with a different email and/or the page doesn't have an info about the location they are based, agents are left only with small hints which localization the partner is, therefore, making it difficult to troubleshoot the country area code.Reach: Sales Partner Managers in LATAM Spanish speciallyRequirements: Any chance the country name or area code could be…
1 voteThis can be solved by using Chili Data Fields on your CP forms.
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Branding on personal links
Similar to adjusting branding colors on Suggested Times, it will be nice to be able to adjust branding on Personal booking links. This provides all links to have company branding, instead of Chili Piper branding.
19 votes -
More options for Minimum scheduling notice
Minimum scheduling notice has only one setting of the number of hours in advance. We had our SDR meeting set at 2 hours notice, which works fine when it's working hours in Pacific Time, but not great when they get a meeting booked in the middle of the night for first thing in the morning based on their personal working hours.It would be great to have an option to set a "Working Hours Minimum Notice" and a "Non Working Hours Minimum Notice".For the time being, I've changed the Min Notice from 2hrs to 6hrs, which will reduce the # of…
51 votesSolved in ChiliCal - you have the option to customize the minutes, hours, days, or weeks.
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Fix drop-down form fields (match styling of other text fields)
When a prospect clicks a booking link from our email signature, they are prompted to fill out a few forms fields. If they attempt to submit without filling in the required text fields, they turn red and display an error message.However, drop-down fields act differently and are a bit visually confusing. For one, they have a check-mark graphic next to it before any value is entered, and if I try submitting without filling it out I don't get an error message or red styling like I do for other fields.Requested solutions:1) Add error message and red styling if left blank…
1 voteSolved with ChiliCal Guest forms
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Extended Maximum Interval
The maximum that an event can be scheduled is 9 weeks in advance. We routinely need to schedule meeting 6 months in advance. Can this be extended?
2 votesThis is now extended in our meeting types on the Demand conversion platform. You can customize the number of weeks.
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Add Full Name options to Forms
The Default form has Full Name as an option. Should be allowed for other forms too.
3 votesFull Name can be added as a Data Field in the Demand Conversion Platform!
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Ability to set type of data input in forms
Ability to set data type restrictions for inputs on a form, which will make the mapping to salesforce more successful. (i.e. number only, text, date, etc)
2 votesData fields are now available in Guest forms on the Demand Conversion platform! These are restricted to the field type you select.
https://help.chilipiper.com/hc/en-us/articles/27607845025555-Setting-up-Data-Fields
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Create a CP Link for availability of more than one person
I'm very frequently having to coordinate calls with clients including more than one person internally. As a CSM, I work with a specific AM all the time and we'd LOVE to have one link to share our combined availability. Once we both need to be on a call, ChiliPiper doesn't really work for our needs.
2 votesAvailable in Handoff Fire on the Demand conversion platform!
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Add the ability to ask questions when customers book you
I used to use Calendly and hands down the feature I miss the most is being able to ask the person booking the meeting questions about what they want to discuss. It helps me be that much more prepared for the meeting and honestly if my leadership asked me which tool I want to use, I would say I like Calendly better than ChiliPiper specifically for this reason.
15 votesThis can be done with forms connected to your meeting type!
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Introduction Page
Option to show an introduction page to prospects, so that the person booking have an idea what they are booking. E.g. attached screenshot
1 voteThe Personal Page was designed with this in mind so we enable users to add their personal bio for prospects/customers to understand more about who they are booking with
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Ability to customize text on form landing page
It'd be super helpful to have the ability to edit and add text above the form fields for our inbound router landing page form. Giving end users more context on the landing page than just the fields.
1 voteAvailable in the new branding section under custom CSS on the Demand Conversion Platform
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