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How can we improve Chili Piper?

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5 results found

  1. Mark held meetings that were unqualified to credit back a rep

    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.

    2 votes

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  2. Do not consider inbound meeting count if booked on a weekend/extra hours in the day

    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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  3. Upon round robin reset - continue in list order rather than move to top

    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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  4. Apply manual calibrations to all distributions in a group

    Currently, any manual calibrations made to a queue are not automatically reflected in other queues across a group. An admin must instead add/remove meetings to every queue in a group manually to keep them balanced.

    2 votes

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  5. Adjust Current Level calibration

    If a queue is built out with weighting, lets say one rep is 5 meetings for everyone elses 1, when calibration "current level" resets to zero, as soon as they take one meeting we bump the other person up next in the queue because the person set to 500% is at .2 level which is higher than zero. Customers (home depot for example) want the reps set to 500 to take 5 meetings before allowing the other rep to take one. we should set calibration up to understand this

    5 votes

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