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How can we improve Chili Piper?

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7 results found

  1. Automated Team Management via CSV or API Integration

    Enable team members and routing updates via CSV upload or API integration,

    8 votes

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    1 comment  ·  Assets (Rules, Teams)  ·  Admin →
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  2. Routing based on Pipeline

    Agicap wants to be able to route with concierge using the pipeline of diff reps

    1 vote

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    0 comments  ·  Assets (Rules, Teams)  ·  Admin →
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  3. 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

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    0 comments  ·  Assets (Rules, Teams)  ·  Admin →
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  4. 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

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    1 comment  ·  Assets (Rules, Teams)  ·  Admin →
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  5. Ability to read a time stamp in Salesforce

    Ability to read a time stamp in salesforce. For example 8:00 needs to be routed to an EST rep while 17:00 should be routed to PST rep

    1 vote

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  6. 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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    Idea  ·  0 comments  ·  Assets (Rules, Teams)  ·  Admin →
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  7. Allow rep's to have availability specific to a team

    It would be helpful to add a rep to a specific team when someone is on vacation and have their availability be specified for that team rather than universally, so they are only booked when the person they're covering is on vacation and not taking away other potential bookings from that person when they're back

    1 vote

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