33 results found
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Button to Concierge Logs in the invite
Have a button in the current notification, that is sent when a prospect is routed via Concierge, as of now, there is only a link to the meeting and Salesforce.
1 vote -
Show version history and live version in routers
There needs to be a way to see what the live version of the router is and what the draft looks like similar to how in Zapier you can compare a live version vs a draft version. This is helpful in building potential staged changes to review before setting (publishing) them live.
1 vote -
AI Generated Rules
The ability to enter a prompt and have rules built by AI
1 vote -
Template for Slack notifications
Customers can add a Slack notification at the end of every assignment/path, and oftentimes, the message at the end of the path is the same. If someone has a flow with 25 paths, that's 25 places they need to update the Slack message any time they want to make a change.
In LeanData, you could point a your routing back to 1 Slack node (which had it's own problems), but that meant you only had to update it once.
The ideal state would be: I define one template for demo request, and I can apply it the same way that…
1 vote -
Interface to add new fields for enrichment within Enrichment Provider.
For integrated enrichment and form shortening in CP we only display certain fields from the enrichment provider out of the box. If a customer wants to add other fields from their provider to use, we should allow that to be handled within the enrichment interface.
1 vote -
Ability to Test Distro Before Publish
Ability to Test before Publish. LeanData allows us to enter a test data and “run” through the journey to see which path it will take so we can do testing before we publish the update to real live environment. I know that we can spin up copies of Chilli Piper journeys and test it on our lower-level environments, but this is not as easy as being able to do it all inside a single tool
1 vote -
Copy groups of nodes across routers
When building multiple routers, ideally we'd be able to copy certain groups of paths/nodes from 1 router, to reuse across other routers.
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 -
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 -
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 -
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 -
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 -
PTO management and booking when PTO ends
Currently, when a rep who is in a queue has their calendar blocked off for PTO Chilipiper marks them as OFF and they are not selected in queues until their calendar block ends. For example, if I'm on PTO this week with my calendar blocked for all day events and someone is trying to book a meeting for next week, I won't be next in queue and am marked OFF, even though my calendar is empty the following week. This feature needs to be smarter and recognize that I'm bookable next week, even if my calendar is blocked today.
1 vote
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