87 results found
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Switch from 'insert availability' to 'book a meeting' in same UI
We would like to be able to utilize the extension to pull in the attendee names from an email then use that information to directly book a meeting. It would be beneficial to switch back and forth from the ability to insert availability to book a meeting as needed in the same workflow.
5 votes -
Prevent bookers from changing the meeting type but can still change the Description in ChiliCal
It would be useful for customers like Convoso to prevent their bookers (SDR's) from changing the meeting type when handing off into a queue using Instant Booker. They still want their SDR's to be able to edit the description (already an existing setting), but they have automations that trigger off of the CPMeetingType field in Salesforce and these get messed up if an SDR changes the meeting type. This new feature could be added to the Extension tab for example.
5 votes -
default area code
It would be great to be able to set a default country code for a mobile number on the booking form. All my customers are based in the UK, but the area code defaults to the US. It leaves a lot of room for human error and is an extra unnecessary click!
4 votes -
Tentative Outlook prioritization
I'd like to mark calendar blocks in outlook as tentative for heads down work (a MS viva best practice... and generally a good action). This way internal colleagues know I'm working and can try to accommodate
BUT... I'd like external clients (who I prioritize) to be able to book over my tentative blooks (obviously still not booking over 'booked' blocks) through chillipiper
I wish Chilipiper could show tentative as available.... and in a perfect world, show them as a secondary choice after the primary options.
4 votes -
Allow users to book meetings for reps that are set as OFF on Instant Booker
Currently, it's not possible to book meetings for someone that has a day off the next day (or more days) due to the Booking Span if the queue is Round Robin with the make it strict option enabled, would be good if we had an option to not block the calendar of the rep for when the person is back.
Example - I'm off tomorrow and IB shows me as OFF, and with the make it strict, it will not consider me as next in queue, so bookers are not able to assign meetings to me for next week.
4 votes -
Choose to share description on calendar booking page
I would like to show the description of my meeting type on the calendar booking page for concierge without having them to choose between meetings.
Use case - someone thinks they are booking a demo but it is an intro call & I want to call that out on the screen they are booking.
3 votes -
Create a way to differentiate busy/free events in ChiliCal
Right now ChiliCal displays events that are set as busy or free but we cannot differentiate it in the UI. It would be good to have a flag for free events for example to make it visible for the end user.
3 votes -
Disable multi-use links for end-users
Ability to have end-users to only be able to use single-use links. Could be a user control in ChiliCal
3 votes -
Block calendar within chilipiper without blocking personal calendar
I'd like to block a date within chilipiper and NOT my personal calendar. At the moment, I have days that need to be blocked after a certain number of customer appointments and I need to leave my personal calendar open to allow time for internal meetings.
current process is to create a custom calendar per day to block it off but it is not user friendly. It would be better to have a calendar in chilipiper to block off there and not affect my personal calendar. 10to8 has this option.3 votes -
Make the timezone change dropdown arrow more prominent
Prospects didn't realise they could change to their own timezone -- can we make this button clearer?
3 votes -
Book through Outreach Everywhere inside of Salesforce
Enable reps to use the Chrome extension overlay on Outreach Everywhere inside of Salesforce.
3 votesOur support team is working with Outreach to understand if this is possible
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Chrome Extension & Suggested Times support for Zendesk
It would be useful for us and customers to be able to use the chrome extension to insert Suggested Times when replying to customers via Zendesk.
3 votes -
Single Day Scheduling view
It would be great to be able to see a single day view when trying to book with multiple reps. This can make it easier to work with reps who have jam packed schedules.
3 votes -
Meeting Time Dynamic Field to stamp based on timezone selected for Meeting instead of Assignee Timezone
I was made aware that the Meeting Time Dynamic text is not reliable and seems to stamp based on Assignee's timezone. This causes confusion with some of our prospects when using this as they may be based in a timezone but the assignee to the meeting is based in another and they miss that and no show to meetings.
It would be nice if this would just stamp based on the timezone selected for when the meeting is scheduled
2 votes -
Add the option for additional questions AFTER someone has scheduled a meeting
Many customers want to reduce friction at the point of scheduling by only asking for essential info (like name and email) in the initial Concierge form. After the meeting is booked, they’d like to display a second form with optional or nice-to-have questions (e.g. product of interest, challenges, use case, attribution etc.) to further qualify the lead. Ideally, the responses from this post-booking form would be automatically pushed into Salesforce (or other connected systems) to enrich the lead.
This flow would help increase conversion rates while still enabling downstream teams to get the data they need to prepare for the…
2 votes -
Restrict number of days shown on calendar
The quicker someone books a meeting the better chances of that meeting turning to revenue. That becomes more complicated with a customer's booking span. Specifcially, if a booking span is 3 weeks, the logic goes that the further out that meeting is booked, the better chances it doesn't close. That said, it's still important to get those prospects on teh calendar.
What we want here is the best of both worlds. The ability to have the CP calendar only show the next two days, for example (none from the past), to drive customers into booking quickly, but then give them…
2 votes -
'manual email introduction' feature in Handoff
JD wanted a 'manual email introduction' feature in Chili Piper that would:
Assign a prospect to the appropriate Account Executive (AE)
Send an email introduction to the AE and give them credit for a meeting just like if a meeting was booked
Allow the AE to take over the conversation with the prospect, even if a meeting is not immediately booked
2 votes -
Always show 3 full days availability even if no times are available
Problem :
We want prospects to book maximum 3 days in advance. But calendars are full, Chili Piper won't show any availability.We need Chili Piper to Open 3 more days if calendars are full. Or One more if one day get all booked.
We are checking 6 RR links one by one to make sure we add manually more days when it gets all booked - which is very time consuming.
2 votes -
Chilical Extension in Salesforce Classic
At this moment the ChiliCal extension is only displayed under the Lead/Contact page on the lightning version of Salesforce but not in the Classic UI. We would like to have the ability to use the extension on the Classic UI as well.
2 votes -
Blind Round Robin - Show availability for all
Right now when using a blind round robin with handoff, it will ONLY show a single user.
There is no way to use the feature "show availability for all".
The blind round robin works well to prevent users from cherry picking, but part of the value-add is seeing all availability for those receiving meetings.
If we can update a feature so that when selecting "blind round robin" we can also view availability for all, that will be the ideal state
2 votes
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