106 results found
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Edit Meeting Buffer Settings including Name, behavior for users
Allow editing of Meeting Buffers for Meeting Types. It would be nice to allow more editing for Meeting Buffers such as being able to name the meeting buffers or adding a description and even allowing for individual settings for meeting buffer behavior since some reps might not want them
46 votes -
Required Fields for Booker when Scheduling ("Edit Fields")
Sometimes there are pieces of information that admins want to require the Booker to fill out before scheduling a call. This is to ensure the calendar invites have the necessary information and the Booker has done their needed homework. This would be information that wouldn't/couldn't be pulled from Salesforce using a normal dynamic tag.
9 votes -
Insert Suggested Times from the Gong Anywhere Extension
You can use the Gong Anywhere extension to write emails wherever you are at in your browser. Being able to insert Chili Piper Suggested Times into these emails in the Gong extension would be very useful, especially since it seems like you can access integrations within that email popup.
6 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 -
ChiliCal Meeting Type Sharing in Scheduler
Please make it so we can share meeting types with teams the same way we share Schedule Links.
Can we prevent end users from seeing all workspace meeting types in ChiliCal?
This is critical so that we don't have to be restrictive in our meeting types we create and ensure each team is using the correct meeting types.5 votes -
Simplify Date Dynamic tag
When you're adding a dynamic tag of the meeting time- It is very long in the Subject line. If it could be simplified to ( Date (XX-XX-XX), time (12:30 pm et)
1 vote -
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 -
Ability to send reminders and notifications based on time after sending calendar invite
Allow the ability to send reminders and notifications to guests if they have not accepted a meeting invite.
For example, after a meeting invite is sent, if the guest has not accepted within a set period of time i.e. a couple of days, send a reminder email.
1 vote -
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 -
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 -
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 -
Booker Slack Notifications
The Chili Bot Slack app should also notify the Booker when a meeting is scheduled, rescheduled or canceled. This is critical for both the Booker & Host to be on the same page about meetings scheduled with Chili Piper so our customers have a seamless experience with our company.
1 vote -
Ability to track opens/clicks on meeting reminders
Currently, there is no analytics on the meeting reminders being sent and how the prospect is interacting with them. It is helpful to be able to audit if they are delivered, opened (or going to spam) etc. We often get feedback from prospects that they never received the reminder, there is no way for us to discern if this is an actual issue with the invite or if it is a issue on their end.
It would be extremely helpful to be able to see the activity on the reminders and the message that went out / what time.
4 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 -
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 -
Relocate "Welcome/Instructional" message on booking page
Relocate "Welcome/Instructional" message on booking page to a lower section, or allow end users (calendar owners) to determine where the message is displayed (top, left, right, or under main content).
User concerned with clients overlooking instructions at top page when booking appointment and missing important details.
1 vote -
Visibility of Calendar Events on a user level.
Right now we do have the option to select whether Bookers can view event titles on Assignees' calendars, or only see 'Busy' for blocked times under https://buildertrend.chilipiper.com/fire/admin/integrations/preferences and this is a global setting. It would be nice to have the same kind of feature in a user level since larger orgs might need a different configuration depending on teams and individuals.
1 vote -
Sync Timezone from CRM
Hi
I was just made aware that ChiliCal can do suggested Timezones when booking a meeting but it's based on the customer info being in Clearbit. It seems like there should be a way to do so using timezone in our CRM. We keep track of Timezone based on the address information we have in our CRM so it seems like we should be able to map that to the timezones in ChiliCal?
2 votes -
Additional Fields when creating a Contact Creation through ChiliCal
When creating a record in Chili-Cal it would be beneficial to have options to have more fields than just email, first name, last name.
1 vote -
Attio CRM integration
Attio is a AI native CRM and younger companies are exploring this tool as they move away from Salesforce https://attio.com/
1 vote
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