45 results found
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Account for Vacation within an Ownership Path
A setting that automatically sends owned accounts to a different qualified rep, when the account owner is on vacation.
52 votes -
Warning alert to super admins on sudden / dramatic decrease in form routing
Dramatic decrease in Chili Concierge volume should send warning to super admins that something may be wrong - otherwise, if you don't hear from your reps or look in reports regularly you could miss tons of opps if say, a website change was made, or an integration was deployed on your site that you didn't realize would affect Concierge, or some other random event. Would be superior if the "dramatic" criteria could be set by the customer - such as if we see X percent decrease in x amount of time, or if we go 1 hour with no leads…
12 votes -
Algorithm Reset Intervals
ability to choose from a range of intervals in which the Round-Robin algorithm resets itself from the Workspace Settings ie., 1 week, 1, 3, & 6 month intervals. This is for quarterly and semi-annual reporting purposes on their end.
10 votes -
Mark Lead as Disqualified
Similar to the No Show Button. Allow assignees to tag meetings as "Disqualified" for meetings our reps have that do not meet our criteria for an opportunity and credit them back a meeting. This would be extremely helpful for our users to give feedback to marketing and SDRs and eliminate us having to create an opportunity in Salesforce just to simply closed/lost it immediately. Would also allow us to see which meetings are "Good", no showed, cancelled, and "disqualified"
9 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 -
'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 -
Add Details to Email Notifications to Assignees
It would be so helpful if we could see the kind of record Chili Piper is routing in the notification emails, maybe by including the name of the router responsible. We are using Chili Piper for a few different use cases, so being able to differentiate would be so helpful.
8 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 -
Merit-Based Lead Distribution
Customer's would like to be able to route leads based on merit. Essentially rewarding better reps for performance.
Quota Attainment Pure performance against targets. Did you hit your number?
Efficiency Metrics Close rates by deal type, sales cycle length, and conversion rates at each stage. How effectively do you convert opportunities?
Quality Performance AI-powered analysis of pitch quality, demo effectiveness, and overall sales execution. How good are you at the craft of selling?
These scores combine to create a dynamic ranking system that determines pipeline allocation for the following month.
6 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
6 votes -
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…
6 votes -
Distro for Hubspot
Use Distro for Hubspot
6 votes -
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.
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.
5 votes -
Native enrichment
Ability to enrich at the time of form fill natively within Chili Piper. Meaning customers don't need to have a separate relationship with a data enrichment vendor and can instead do it natively in Chili Piper.
4 votes -
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.
4 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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AI Generated Flows
The addition of an AI agent that can intake a prose style description of routing pathways and outcomes and translate that into a router framework. Ideally across all routing products.
3 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 -
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
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