62 results found
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Routing based on Pipeline
Agicap wants to be able to route with concierge using the pipeline of diff reps
1 vote -
Auto-resetting Meeting Limit
When setting a meeting limit, the current functionality is that it will take folks out of the routing until the time resets. As an automated feature, it would be nice for the meeting limit to reset back once everyone has reached the initial meeting count. For example, once the entire team reaches 3 meetings, it would reset the meeting count or bump the number up to 6 meetings.
1 vote -
Enable routing based on User Object
There are data values from the User Object that would be helpful to use in routing rules. Things such as % attainment to pipeline, close rate, no show rate, etc, are all values that can be tracked in Salesforce. It would be fantastic to then have a way to turn those user insights into routing criteria when building rules.
4 votes -
Declarative (code) flow descriptions
It would be very helpful—and in some cases game-changing—to provide a way to describe routing flows using code instead of the web UI. For complex flows with many routing rules and distributions (e.g., 10 sales teams in various regions or countries, speaking various languages), it's very inconvenient to maintain such a flow consisting of dozens of routing nodes.
1 vote -
Fallback mechanism for Chat
Have a fallback mechanism similar to what we have for Distro
2 votes -
[Handoff] Be able to control the availability increments
[Handoff] I have set my availability increments to 5 minutes for a meeting type but i am still only able to book in 15 minute increments when using Handoff
1 vote -
Send to Router (Distro)
Ability to trigger a Distro router from another Distro router
7 votes -
Add more than one Team to a Distribution.
Allowing to combine several teams in a distribution will ensure the necessary coverage when the teams are small.
2 votes -
Ability to duplicate routing paths in the Handoff Router
I'd like to have the same ability as the Concierge router to duplicate existing paths
5 votes -
Add Option to choose Slack Channel In SLA node
In the SLA node you can only choose to send the assignee a slack or email. It would be helpful to send the notification to a slack channel instead.
5 votes -
Convert Lead and relate the Contact to a non-matched Account
We're looking at switching to a Contacts-only model in SFDC and want to convert leads in one of two ways:
- If there's a matched account, you convert the record under that account.
- If there's no match, it's still converted but under a specified placeholder account instead.
We do not want to create a new Account if there's no match.
2 votes -
Add a Description field/column to Router metadata
Simple request for 1 new field/column in the Router metadata so that we can add Description/Notes that are not feasible to capture in the Router Name alone
3 votes -
Speed to lead tracker
Being able to identify how long it took a rep to reach out to prospects. We can track if they hit the SLA or not, but can't say it took 10,15,20 minutes etc. Having a way to track this on the lead and also show the average per rep.
3 votes -
ctrl find in a router
Can you add the option to ctrl + find on a Chili Piper Fire router page so that we can easily find routing rules and their "Display Calendar?". We have individual routers with 100+ routing rules, and we want to easily find a rule and its display calendar.
1 vote -
Include form values in redirect URL as part of the URL instead of as Query Parameters
I'm trying to redirect to landing pages based off the locale of a user so they get redirected to a page translated to the correct language. The locale is typically part of the URL and not a Query parameter. It would massively reduce the complexity of our routing if we could simply specify a spot in the URL to place a value from the submitted form.
For example: https://ourwebsite.com/<locale_code_here>/thank-you
1 vote -
Tables - Sorting
Anywhere a table is displayed in Fire, I would like the ability to sort by a column.
My first priority would be Assets since they are where changes happen most often:
- Teams
- Distributions
- Rules70 votes -
Can we removed Meeting Type that does not have schedule link from Handoff Router
Can we removed Meeting Type that does not have schedule link from Handoff Router
1 vote -
QA/UAT Environment Setup for Concierge Routers Testing
We currently have 20+ advanced concierge/routers and need a dedicated QA/UAT environment to test them under the same conditions as in the production workspace.
Issue:
• The application does not support copying between workspaces, requiring us to rebuild everything manually, which is inefficient and time-consuming.Request:
• Enable a QA/UAT environment where concierge routers can be tested exactly as they function in production.
• Provide a solution to copy configurations between workspaces to streamline testing and deployment.3 votes -
Send a notification when the CRM actions are stuck in pending status
Send a notification to the Admin whenever the CRM actions of a Concierge record is stuck in pending for more than X minutes.
3 votes -
Automated Team Management via CSV or API Integration
Enable team members and routing updates via CSV upload or API integration,
8 votes
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