61 results found
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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}4 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…
4 votes -
Distro for Hubspot
Use Distro for Hubspot
4 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.
4 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 -
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 -
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 -
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 -
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
2 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.
2 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.2 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.
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 -
Export Logs - Distro
Add export logs functionality to run the analysis per the routed lead.
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 -
Apply manual calibrations to all distributions in a group
Currently, any manual calibrations made to a queue are not automatically reflected in other queues across a group. An admin must instead add/remove meetings to every queue in a group manually to keep them balanced.
2 votes
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