60 results found
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Remove calibration impact of removed users
Remove the calibration-effect of a user if they're removed from the queue
2 votes -
Ability to an Exclusion List of Email Domains to Automatically Disqualify a Domain
In cases where competitors come inbound and attempt to waste our time this can be a nice to have feature that eliminates any possibility of a person on an excluded email domain from being able to schedule a meeting with your sales reps via Concierge - it would be a simple list of email domains that can be manually added or imported via CSV
4 votes -
Allow non-admins to view the distributions
Our reps would love to know when they are 'next' in the rota, and assume the rota is 'unfair' because the round robin calculation happens behind closed doors from their perspective.I'm sending them screenshots but would rather give them a window into the relevant queues.
5 votes -
Assign Regions via CSV
When creating your territory queues, it would easier to just load a CSV with the countries, states, cities each Account Executive owns.
5 votes -
Add additional questions after routing with Concierge but before booking
Want to reduce friction by only asking for a couple criteria up front and then immediately showing the available times. After selecting a time, want to show additional questions BEFORE submitting. Basically the same flow as the standalone booking links, but with Concierge as well.
4 votes -
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 -
Rules Validation
Be able to either test either an existing or new lead contact in SFDC against your routing criteria and display a visual of what criteria that lead does or does not meet.
4 votes -
Assign team members to Routes within a distribution
I'd like to create a meeting queue, say, "Home Tour". This queue routes to different salespeople based on the user's location which we pass to Chili Piper. I'd like to be able to assign different team members to each location all within the queue.Something like the screenshot attached. This would be much cleaner for us than having to create 10+ queues for each market we are in and then add rules within each queue. As we expand, it's going to become a nightmare to look at and understand.
4 votes -
Salesforce Queue
There is no way to identify if a SF record is owned by a queue. None of the drop down options allow for recognizing a record owned by a queue in SF when building out queue rules.
1 vote -
Allow for Distribution based on Busy/free availability of selected user
Allow for Distribution based on availability in Distro
Research says a lead has the highest intent within 7 seconds. Therefore, if Chili can be distributed within 7 seconds, it should be able to be distributed to only available reps.
Specifically, if the user is in a meeting at the time of routing route to someone else.
3 votesWe can route based on rep availability if they are out of the office and set fallback teams or users. But not yet the ability to do this based on specific meetings. IE if the rep is in a meeting during time of routing they will still be routed the lead at this time.
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Recognize invalid id= parameter in router
Right now if you provide an invalid value for the id query string parameter, the prospect books and fills out a form. But CP uses the bad id value to do the Salesforce lookup and an API error is generated. Would like CP to recognize this case and create the lead/contact instead
3 votes -
Add hide_x=true option to Marketing.js
When implementing Chili Piper across different pages, we would like to have the option to hide the X for some popups (e.g. when embedded in a DOM element), and not for others. Currently, this is only achievable using the REST API or with CSS for the entire workspace. It would be very useful to have a JS option for the JS API to hide the X.
3 votes -
Ability to bulk deactivate & reactive users
We have a process that requires that SDRs be removed completely from routers when they are on PTO. They can not receive new leads even within their calendar availably when they are out on PTO. Because of this process, It would be great if we could remove and re-add users in bulk vs. having to go into each queue and do so manually.
2 votes -
Account Ownership Recognition within "Queues For Prospects Who Don't Take Action" when Lead Creation is Disabled
In a scenario where lead creation is turned off, when a prospect matches L2A during initial routing, but then doesn't select a meeting time, they're routed via Queues for Prospects Who Dont Take Action. QFPWDTA does not account for Ownership queues if they are net-new and lead creation is disabled. It would be great if we could create some kind of key from the initial routing that holds true when QFPWDTA takes place, allowing for L2A at that time.
1 vote -
PTO management and booking when PTO ends
Currently, when a rep who is in a queue has their calendar blocked off for PTO Chilipiper marks them as OFF and they are not selected in queues until their calendar block ends. For example, if I'm on PTO this week with my calendar blocked for all day events and someone is trying to book a meeting for next week, I won't be next in queue and am marked OFF, even though my calendar is empty the following week. This feature needs to be smarter and recognize that I'm bookable next week, even if my calendar is blocked today.
1 vote -
Split/Alternating Leads
Currently we share a queue between 2 teams. We do not have geographic regions. All leads are directed to the same queue. We would like to distribute leads on an individual basis while keeping the leads between the two teams even. Best case would be a counter to distribute leads from the website between the two queues.
1 vote -
Test Emails and Inputs to determine what queue would get routed
Would love it if there was a way to test what queue would be triggered by entering some fake email and form input data in to CP just to make sure we have routing correct without having to do fake form submits on our website.
1 vote -
Ability to block Assignees from being booked for certain period of time
We would like to allow our new AEs to be booked for meeting from certain date on, let’s say on 10th for example. (after they finish the onboarding program). What we do now, we add new AEs to queues on 10th in the morning. However, in this case they will have just a very few (if any) meetings on their first days/first week. We would like them to be already properly booked when they start. It would be great if there would be a way that we add these AEs to queues already today, but they will only be available…
1 vote -
Allow rep's to have availability specific to a team
It would be helpful to add a rep to a specific team when someone is on vacation and have their availability be specified for that team rather than universally, so they are only booked when the person they're covering is on vacation and not taking away other potential bookings from that person when they're back
1 vote -
Queue records during the weekend
Add a new setting to queue records coming outside of working hours.
Like every record coming outside of 9 to 5 or during the week-end are queued.
The distribution re-start at 9 am on the next business day.
This idea is not related to the SLA feature.0 votes
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