63 results found
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Automated Team Management via CSV or API Integration
Enable team members and routing updates via CSV upload or API integration,
8 votes -
Job feature within Distro
Would love to replenish accounts for an AE/SDR who has less than 150 accounts. (e.g. if an SDR has <150 account in "working", then we route them more accounts"
1 vote -
Names for groups in rules
When you have several branches of logic, it's hard to know what each group is used for. Helpful to be able to name the group so it's easier to update later. For example, Group 1 name could be US Territory.
2 votes -
Customizable Internal Email Notification
Allow the internal email being sent to the new lead owner. This will allow for the email to include various fields the internal teams want to know without having to click into the record and dig around.
Example:
Subject:
New {!routed lead.leadsource} lead! {!routed lead.company}
Message:
Lead Link: https://seesaw.my.salesforce.com/{!routed lead.leadidcaseinsensitive_c}of Students (Opportunity): {!routed lead.opportunityofstudents__c}
Total Enrollment: {!routed lead.numseesawstudentstotalc}
Name: {!routed lead.name}
Role: {!routed lead.rolec}
Organization: {!routed lead.company}
District Account ID: {!routed lead.districtaccountr.accountidcase_insensitivec}
District Account Name:{!routed lead.districtaccount_r.name}5 votes -
Capping for Concierge
It would be great if Chili Piper can find another team or user when an assignee has reach a certain level of meeting booked.
Cap the assignee and distribute the other meetings to one other person or a team of users.
1 vote -
Don't require Redirect on unsuccessful booking in Fire Concierge
In Fire Concierge, remove the requirement for a redirect on unsuccessful bookings. Instead, allow users to remain on the same page with a message or guidance on how to complete their booking.
Since we are using this in-app, this would enhance user experience by minimizing disruption, enabling users to easily retry without navigating away from the booking page.
This change will streamline the booking process, reduce user frustration, and improve the overall flow, ensuring a smoother and more intuitive interaction when issues arise during the booking attempt.
1 vote -
1 vote
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3 votes
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Export Logs - Distro
Add export logs functionality to run the analysis per the routed lead.
2 votes -
When reassigning do not notify prospect
When reassigning a meeting, don't send out a cancellation notification to the prospect. only change the meeting owner to the new assignee - this way it doesn't effect the prospect
8 votes -
Set fallback actions for when integrations disconnect
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 -
Distro/Form Concierge - Path Branching
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…
5 votes -
'Text me now' option when brought to Booking Page
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 -
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 -
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.
7 votes -
Distro for Hubspot
Use Distro for Hubspot
4 votes -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
14 votes -
Ability to read a time stamp in Salesforce
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 -
Ability to automatically load balance meetings between reps POST BOOKING (and automatically reassign meetings)
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 -
Query Salesforce based on Account Record
Be able to query Salesforce based on Account Record Type when looking at ownership rules. For large companies with multiple account types only looking at 5 accounts isn't enough and the value will Chili Piper decreases over time as more accounts are added.
1 vote
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