53 results found
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Prevent Assignee's from getting Meeting Buffers
A setting to be able to turn off Assignee's & Internal Guests from getting the meeting buffers would be great.
We only need them to for the Booker's to prepare, and its clogging up Assignee's calendars.2 votes -
Only show contacts reps have access to in scheduler
They have restricted access to certain contacts based on territories and others things to reps. They only want reps to see the contacts that they have access to in SF when suggested emails start coming up.
2 votes -
Admin ability to edit a meeting time zone
If there is a third party booking a meeting and the wrong time zone is selected, you need to cancel the meeting and rebook. There should be a feature where if the incorrect time zone is selected, you are able to edit instead of rebooking. If the original host is not available, it moves to someone else or doesn't allow you to rebook.
2 votes -
data consistency with rescheduling
When rescheduling an event, all personalized data for the call is erased and the call data goes back to it's standard messaging. I would love for rescheduling through Chili Piper to not overwrite what has been manually added or changed on the event through Google Calendar.
1 vote -
Invite Additional Attendees from CRM in Search Function
I’d love the ability to search for existing contacts in our CRM directly within the Chili Piper ‘Invite a Guest’ field. This would eliminate the need to type out the full email or switch to my email client to copy and paste, streamlining the invitation process.
2 votes -
Share Group Link to a user(s) vs workspace/team
Group Link: Use case is a SDR wants to provide a booking link that looks at the SDR and their AE's calendar for open slots.
1) Allow users to create Group Links vs just admins or build into the role permissions
2) Allow to share the Group Link to an individual user or users. Right now it has to be shared to the Workspace or a Team. In the use case above, the Group Link is shared to the entire SDR team. The entire SDR team now sees all the Group Link booking links when they only need their own.…1 vote -
Reaching host booking limit is not used when showing meeting availability.
Reaching host booking limit is not used when showing meeting availability. So often, Chili PIper will show a meeting as available. Prospect then clicks on meeting to book and then gets a page back saying that it is "unavailable". It's a bad user experience. Some users might click on the "Find another time" button while others might not due to being unaware of the button or through frustration.
We also want to keep the limit at 10 to have balance on focus and don't want to move to unlimited bookings as we don't want AEs spending a lot of time…
2 votes -
CP hosted page to select a type of meeting (support, commercial, etc) followed by who to book with (or RR) on the next page.
We'd like to extend the use of CP to our CS/Growth teams but only if we can give customers one landing page (instead of multiple links) that has all of the different call types available to them and then the option to choose who they book with or a round-robin if they don't mind. Similar to personal pages but for the entire post-sales teams.
1 vote -
1 vote
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1 vote
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Dynamic Variables for Event Names + Reminder Email Subject Lines
Add dynamic variables to event name (ie booking person's company + my company as the event name) + allow dynamic variables in subject lines.
This will make it more consistent and allow for better calendar invite names(to fit standard call name format) and the reminder emails will reflect the calendar invite names
1 vote -
Listed organizer on confirmed meetings
When using the Reassign function(SDR holds handoff, AE holds IB) - remove SDR as organizer of calendar event & make AE organizer of both calendar event and zoom link so that the SDR does not appear on the confirmed meeting.
2 votes -
SMS Confirmations
Currently when a meeting is scheduled there is only a confirmation sent via email to the customer. It would be very useful to also be able to send an SMS confirmation with the time of the meeting right after booking, especially for clients booking in-person meetings.
2 votes -
Not cancel meetings when the calendar event is moved to archives in Outlook
New feature in Outlook archives calendar events older than a year. This does not delete the calendar events but moves it to a different calendar called Archives. With our ChiliPiper integration, this auto marks the events in Salesforce to be Cancelled and Not Held which is untrue and messes with our historical data.
1 vote -
Unique Reminder Cadence Only Sent For Attendees That Don't RSVP
Currently Chilipiper supports sending unique reminders to attendees if they do not RSVP for their scheduled meeting, but it does not include branching logic that ensures the attendees will only recieve one type of reminder. As a result, if an attendee does not RSVP for their meeting, they can receive the general reminder messages AND reminder messages unique to those that don't RSVP. There would be benefit to providing branching logic to allow users to control that.
1 vote -
Identify meetings rejected from prospects
When a CP event is being sent, this is automatically accepted in the reps calendar and the prospects.
If the prospects later on rejects the meeting, there is no way to recognize this one as a canceled event unless the rep deletes the meeting from the calendar
For data consistency, it would be nice to be able to recognize these meetings (prospect reject = True)
1 vote -
Users Weighted within Meeting Types
Meeting types have the users weighted where you can have multiple queues which will allow for all departments to use the queue. This way your demo won't be assigned to an SDR and your qualification call won't be assigned to an AE
1 vote -
Prevent meeting bookings outside Working Hours by Route in Handoff
It would be nice to toggle on/off on a queue by queue basis for these handoff routers that funnel to queues. Some teams are hoping for more control of their teams' schedules.
2 votes -
Prospect auto accepts rescheduled meetings
Currently when prospects reschedule a meeting, the meeting is not accepted automatically unlike when they first book. This causes friction and confusion for the prospect and they often miss meetings or wonder when a meeting will be.
2 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
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