32 results found
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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 -
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 -
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 -
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.
5 votesAlly Hardesty responded
We 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 -
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 -
3 votes
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Export Logs - Distro
Add export logs functionality to run the analysis per the routed lead.
3 votes -
Ability to manage Rules in a table and have them sync to Chili (maybe via API)
Rather than creating and managing Rules in Chili, the request is to be able to manage them externally in a table, such as Google Sheets, and then have a way to call and update them in Chili Piper.
2 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 -
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 -
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"
2 votes -
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 -
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 -
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 -
Sales Level Agreements across the platform
We did a demo of distro and my biggest takeaway was the SLA actions tool. We've been working on that in our org separately and the tool accomplishes a couple of things that would be useful on their own or tied to concierge as well. The time dependent actions can be really difficult to set up inside a CRM on its own and that would really simplify that process. Also being able to schedule slack reminders would be a huge benefit for everything we currently use.
2 votes
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