10 results found
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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 -
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 -
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 -
'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 -
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 -
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 -
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 -
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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