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68 results found

  1. Option to, instead, have reminders come from the assignee or booker

    139 votes

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    Investigating  ·  16 comments  ·  Reminders  ·  Admin →
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  2. Currently with Chili Piper we are only able to use the solution for the front end of longer lifecycles with our prospects and customers. Our more complicated deals where we need more data (i.e. how many meetings do we need to close a deal, renew a customer etc) have to be booked outside of Chili Piper given the product that doesn't support recurring meetings. Garnering adoption with a new tool is never easy but given that my AEs can only use the tool some of the time makes that all that more impossible.

    75 votes

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    Idea  ·  13 comments  ·  Meeting Types  ·  Admin →
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  3. In addition to reminder emails BEFORE a meeting, ability to create email templates leveraging dynamic tags to go out AFTER a meeting is completed. For example, a thank-you email which includes attachments, or whitepapers, etc.

    40 votes

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    Idea  ·  2 comments  ·  Reminders  ·  Admin →
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  4. allow reps to create their own group meeting links including with those people not in their workspace to allow cross-team collaboration.

    30 votes

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    Idea  ·  3 comments  ·  Booking Pages  ·  Admin →
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  5. It would be great to be able to set a limit for the number of times someone could reschedule a call prior to the call being held. We have seen a few scenarios where someone will reschedule the call MANY times (11 for example). At that point, we believe that candidate is not serious about holding a call and we'd rather they end up with a screen that says to contact us to find a time that works.

    24 votes

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    Idea  ·  2 comments  ·  Meeting Types  ·  Admin →
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  6. We have multiple Workspaces but use similar Meeting Types across Workspaces so we would like the ability to clone these items across Workspaces.

    19 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  7. Adding the ability to add images to our reminders & change the domain to which they are sent from could help companies with brand consistency. Also, customers could add video thumbnails to introduce themselves or further educate the prospect / invitee

    19 votes

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    Idea  ·  3 comments  ·  Reminders  ·  Admin →
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  8. Would be ideal if we could assign templates to buffers associated with CP bookings. In instances where the buffer is used for work tied to the CP invite immediately before/after the booked call, it would easily provide the individual(s) affected direction on what needs to be done.

    15 votes

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    Idea  ·  0 comments  ·  Meeting Types  ·  Admin →
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  9. Having the ability to add Meeting Types created in Workspace to the multiple meeting types on booking link within My Workspace.

    Currently, the team will need to clone/recreate the meeting type within Personal Workspace just to be able to add it into a multiple meeting type link. To increase adoption, not having the user create this will be very helpful.

    12 votes

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  10. 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

    12 votes

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    Planned  ·  3 comments  ·  Booking Pages  ·  Admin →
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  11. Users should be able to control the direction of SMS Replies by allowing them to set the SMS Reminder recipient/sender in the Reminders settings of a workspace

    11 votes

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    0 comments  ·  Reminders  ·  Admin →
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  12. Want to test reminder emails to see how it will look when it's actually sent out. Would help to know how it looks as an example

    9 votes

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    Idea  ·  1 comment  ·  Reminders  ·  Admin →
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  13. Allowing individuals booking meetings to apply meeting buffers to other internal guest's calendars (Solutions Consultant use case)

    9 votes

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    Idea  ·  2 comments  ·  Meeting Types  ·  Admin →
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  14. Currently you can only make individual meeting type links 'single-use'. I'd like the ability to offer a single-use link that has multiple options attached e.g. 15 mins, 30 mins, 45 mins meeting types.

    8 votes

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  15. Have the ability to send different reminders for prospects that DID accept the invite (i.e. "can't wait for our call!") and a different one for prospects that DIDN'T (i.e. "can you please let us know if you're coming?").

    Right now you can only send to either everyone, or to prospects who didn't confirm - meaning the suggestion above is not possible.

    7 votes

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    1 comment  ·  Reminders  ·  Admin →
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  16. Option for each user to choose what notifications they want to receive by email. The booker especially doesn't need to receive all of these emails.

    7 votes

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    0 comments  ·  Reminders  ·  Admin →
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  17. We are based in the UK but anyone in the world can book a demo with us, which means that UK hours appear even when it can be the middle of the night for people in the USA, India or Australia/New Zealand.

    I would like the option to not display any times outside of the demo booker's working hours (nothing before 7am and nothing after 7pm) so they don't see random 1AM, 2AM, 3AM etc. times. It currently provides a very negative experience.

    7 votes

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  18. When we have a new client, we have a 48-hour delay before the customer can actually schedule their kickoff meeting. This allows the consultant enough time to review the project and schedule time internally for a handoff meeting. It doesn't appear the 2 Day buffer excludes weekends. The issue we're running into is that if a customer is assigned Friday afternoon and receives the link, they can schedule a call as soon as Monday, not giving us enough time to review and have the internal handoff.

    7 votes

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    Idea  ·  2 comments  ·  Meeting Types  ·  Admin →
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  19. If a dynamic field is empty, have the ability to provide default/fallback text instead.

    7 votes

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    Idea  ·  0 comments  ·  Meeting Types  ·  Admin →
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  20. Setting to automatically include the matching dynamic conference details tag (if existing) from the corresponding Meeting Type description to the associated Reminders to reduce room for error and manual steps needed to include proper meeting conference details!

    7 votes

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    Idea  ·  0 comments  ·  Reminders  ·  Admin →
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