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  1. Text me now. The form currently has 3 options: "Call me now", "Start a video call", or "Schedule a meeting". We personally will not use "Start a video call". A preferred option for us and for our prospects is "Text me now" rather than a video call. So the client is in control of their experience by requesting to be called, texted or schedule appointment. We will upgrade our account from Concierge to Concierge Live w/ calling and texting if this feature becomes available. I'm sure I'm not the only one requesting it and that could benefit from it.

    8 votes

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    2 comments  ·  Form Router  ·  Admin →
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  2. There is a situation in our org where the sales persons work extra hours/weekend currently with the round robin routing they will have to wait for others to catchup weightage that's no bounty for the extra effort for the sales people.

    Is there a way to build a system that only consider round robin for the office working hours and extra hour/weekend meetings aren't counted?

    2 votes

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    0 comments  ·  Fairness  ·  Admin →
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  3. The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links

    7 votes

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    3 comments  ·  CRM Router  ·  Admin →
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  4. Would love the ability to match a Lead to an Account and not route to the Account owner.
    Being able to write to a field on the Lead object which indicate it's matched to a certain account but hasn't been routed yet.

    3 votes

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  5. Being able to say route here if within 60 days of X date field.

    1 vote

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  6. Use Distro for Hubspot

    2 votes

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    0 comments  ·  CRM Router  ·  Admin →
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  7. Each time the round robin is reset, it starts over again from the top of this list of reps. This leads to reps at the bottom of the list often getting left out, an waiting all month / time period to be reached. It would be more fair if the round robin, even after being reset, would continue with the 'up next' rep in the list rather than bumping back up to the top.

    1 vote

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    0 comments  ·  Fairness  ·  Admin →
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  8. When a prospect is assigned through "Queues for prospects who didn't take action" to a Owner from a queue booking link, all members should be notified about it and not only the Lead/Contact owner. It can give a better visibility to all members of this group queue.

    1 vote

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    0 comments  ·  Form Router  ·  Admin →
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  9. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    81 votes

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    Investigating  ·  5 comments  ·  Algorithms  ·  Admin →
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  10. I spend a lot of my advertising budget on Facebook lead ads, but if I sent them to a Chili Piper page after to book a meeting with my team, they have to fill out the form again. Would be great to be able to enable a prospect to book a meeting after converting from a Facebook lead ad.. ideally directly in Facebook but it could also work on a thank you page I redirect them to... would just need to pass thru the info they already submitted so they don't have to refill a form.

    82 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  11. Ability for clients to set a variable # of days that if lead matches to owner but owner is not available for X number of days, move to route through other queues. This would solve for vacation or extended OOO without manual intervention from Chili Piper POC and prioritizing booking the meeting over waiting for an owner.

    9 votes

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    1 comment  ·  Form Router  ·  Admin →
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  12. Would prefer the option to show ONLY the calendar for the next rep in the queue. Classic round-robin distribution instead of combined availability of all reps in queue. rep1-rep2-rep3-rep4, then back to rep1-rep2-rep3-rep4. If a meeting no-shows or cancels, it is the rep's responsibility to get the meeting back on the calendar themself .

    57 votes

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    Idea  ·  7 comments  ·  Algorithms  ·  Admin →
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  13. Currently we use weights to try to ensure reps are load balanced from a schedule perspective, however, we've found this to be insufficient and end up needing to manually reassign meetings between reps. We'd love for Chili Piper to be able to automatically reassign meetings between a pool of reps as schedules firm up.

    2 votes

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  14. Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.

    36 votes

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    Idea  ·  1 comment  ·  Rules  ·  Admin →
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  15. (currently have to press arrow and adjust up and down 1 by 1)

    1 vote

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    0 comments  ·  Handoff Router  ·  Admin →
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  16. Search all open opportunities for a match to Queue criteria rather than just last modified.

    11 votes

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  17. Dramatic decrease in Chili Concierge volume should send warning to super admins that something may be wrong - otherwise, if you don't hear from your reps or look in reports regularly you could miss tons of opps if say, a website change was made, or an integration was deployed on your site that you didn't realize would affect Concierge, or some other random event. Would be superior if the "dramatic" criteria could be set by the customer - such as if we see X percent decrease in x amount of time, or if we go 1 hour with no leads…

    9 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  18. Ability to read a time stamp in salesforce. For example 8:00 needs to be routed to an EST rep while 17:00 should be routed to PST rep

    1 vote

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  19. Distro being able to mark a field value as blank or clear it. Helpful not to have to build formula fields for this in sfdc. We have existing prospects coming back all of the time. Don't want to build out a formula field.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
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  20. When working with 50+ queues due to large territories or broad teams/larger organizations, updating queues becomes a tedious and time-consuming task. It would be great if you could group queues together, and change a queue setting or add/remove a particular rule from the entire group at a time. Alternatively, you could select from a list of queues which to update, and trigger a mass update without a specific group defined.

    21 votes

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    Investigating  ·  1 comment  ·  Queues  ·  Admin →
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