87 results found
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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 -
Lock Scroll Bar on Bottom of the Screen when trying to scroll to the right in Reports
Can you please lock the scroll bar on the bottom of the screen for the reports section.
Currently if I want to scroll to the right to see more columns, I have to scroll to the bottom of the page, scroll right, scroll up, and then continue to look.
I typically lose the information I need on the left to go back and check I am looking at the right thing, it's not very user friendly.
1 vote -
Add booking instructions as a subtext
Every time I send available times in an email, I'd have to let them know that all they have to do is click directly on one of the orange boxes.
It'd be great if this piece instruction was embedded as a subtext(similar to "view full Calendar Link")
1 vote -
Ability to suggest / recommend timeslots
Visually distinguish dates/timeslots that we suggest / recommend to the customer
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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Assign different colors for paths
When SDRs are scheduling meetings for AEs through CP Instant Booker, it would be beneficial to visually differentiate meetings for different products by color. This would help us balance AEs' calendars when booking meetings for various products.
1 vote -
Guest Attended Toggle - Change to checkbox/dropdown
The guest attended button (that tracks no shows) does track completed calls if you toggle off and then on again. But, that's not clear in documentation and since the button is automatically toggled to attended, you would assume that the meeting status has been tracked as completed already. Since the button basically does 3 things (scheduled, no show, completed), it would be more helpful to have an option that supports that. A checkbox, dropdown, etc. We desperately need the completed status for accurate reporting, right now all of our completed calls are stuck in scheduled.
2 votes -
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 -
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
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