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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. Currently, the Distro Trigger can only monitor 1 field for "When a specific field is updated." Having the ability to monitor multiple fields would be a big lift for us. We have a Primary Field, which we are using, but being able to monitor multiple fields would be a very nice to have.

    Through the Entry Rules, we can make sure only the right Leads/Contacts are routed, but with only a single Trigger field, it makes it difficult to capture the right Leads/Contacts.

    Ideally it would be similar to the Field Update interface where you can add multiple fields to…

    3 votes

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    1 comment  ·  CRM Router  ·  Admin →
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  3. It would be fantastic to build out more customization in routers rather than always having to go in a straight line by rules. More complex routing options like A) branching (based off a single rule or if/then criteria) would make the organization and rule building within routers much easier to follow (and educate others on).

    Also, that ability to have rules trigger or route after another rule would be helpful. So basically first it checks for something like A) market segment and then B) checks territory. You could then build the secondary logic under the first branch to better understand…

    2 votes

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    0 comments  ·  CRM Router  ·  Admin →
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  4. We use ownership rules heavily and our rules match against opportunities and their owners. Opportunities in our Salesforce instance can have different owners. Because Chili Piper randomly selects an opportunity to match against currently, this leads to inconsistency in terms of how the ownership rule is applied, which undermines the effectiveness of the rule. Please provide the ability to control the sort order in which opportunities are pulled back (or provide a sane default - always use the most recent opportunity based on the criteria) so that this rule can be relied upon.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  5. I wish when the status changed, there was a way to get an alert or automate a downstream change. If someone's calendar connection breaks, for example, we need to remove them from the cue. Right now, we just have to go into the user list and check everyone periodically.

    1 vote

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    0 comments  ·  Admin →
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  6. Weighting in Salesforce and Chili Piper differ because in Salesforce it's based on meetings held whereas in Chili Piper it's based on meetings booked. To make it easier to have the two match, there should be a way in Chili Piper to mark a held meeting as unqualified and credit the user back a meeting. Currently we can credit back no shows - but not unqualified held meetings.

    1 vote

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    0 comments  ·  Fairness  ·  Admin →
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  7. Use Distro for Hubspot

    4 votes

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    0 comments  ·  CRM Router  ·  Admin →
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  8. 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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  9. 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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  10. Add a button at the top of a Distro router that takes you directly to the linked Logs, next to 'Preview Flow'. You can do practically everything from within Flow Builder now except navigate directly to the Logs.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
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  11. 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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  12. Being able to say route here if within 60 days of X date field.

    1 vote

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  13. Ability to set the hours distribution (in our case, contacts) should run. For example, a contact is picked up by CP at 6pm local time, we want the distributor to only route that contact the following day during working hours. This is so that we can track SLAs accurately in Salesforce, as we do not expect our reps to be working at 6pm. Putting a busy block on one's calendar works for the weekend but not after hours on working days.

    1 vote

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    Investigating  ·  0 comments  ·  CRM Router  ·  Admin →
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  14. 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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  15. 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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  16. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    84 votes

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    Investigating  ·  5 comments  ·  Algorithms  ·  Admin →
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  17. 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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  18. 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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  19. 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 .

    58 votes

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    Idea  ·  7 comments  ·  Algorithms  ·  Admin →
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  20. 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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