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64 results found

  1. Data and reporting on the most scheduled or most popular times to schedule with Chili Piper

    2 votes

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    0 comments  ·  Form Router  ·  Admin →
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  2. It would be super helpful to have 'Booked By', 'Account' and 'Guest Name' in the CSV when downloading a Dashboard report for better analysis.

    4 votes

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    2 comments  ·  Dashboard  ·  Admin →
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  3. It would be useful to be able to see a top-level view of routes, for example, how many records were assigned to each team and route, ideally with a timeframe selector. This would help view team distribution ensuring one team is not being overloaded compared to others.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
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  4. Once a meeting is cancelled, there is no visibility to the meeting in Chili Piper. It is only visible in the Prospect History as having been booked. It would be helpful to have a report of cancelled meetings, similar to the one that exists for booked/active meetings (including the option to open up the meeting, see when it was cancelled, and what reminders were sent prior to cancellation).

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  5. When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.

    17 votes

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    0 comments  ·  Form Router  ·  Admin →
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  6. Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.

    2 votes

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    0 comments  ·  Exports  ·  Admin →
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  7. If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard. If someone books with the guest form and Chili Piper was unable to create the record in CRM, we have no way to track down the email address used and manually create the record in CRM. (We would have far greater errors if we had Chili Piper set to create the contacts all of the time; there are reasons we cannot do this.)

    1 vote

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    0 comments  ·  General  ·  Admin →
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  8. Add a filter to see "TOMORROW" meetings, not just all "upcoming" ALSO add the ability to set date range to just one day (same start and end)

    11 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  9. In the Distribution Report, it's not clear which meetings were booked
    Manually, Booked through Chili Piper by your users, Booked through Chili Piper by through a booking link, Cancelled events or Skipped turns. I only get an overall view and it would be nice to have a dot next to each calendar meeting to indicate how it was booked.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  10. Allow end-users, not admins, to use the Reassign feature in the Dashboard.

    Currently, only admins or workspace admins can use this Reassign feature. This poses an extra step that will be more streamlined if the end-users can Reassign their own meetings.

    13 votes

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    3 comments  ·  Dashboard  ·  Admin →
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  11. Pull together a calendar to show all the booked meetings via chilipiper (and sortable by assignee) in the Prospect History report. Would help understand where leads are booking, and which ones have come and passed

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  12. It would be extremely helpful to see true attend rates for meetings. Chili Piper has access to calendar info so I wonder if there is a way to manipulate data to determine if users truly show up for a meeting or not. This would be EXTREMELY useful to showing accurate attend/no show rates.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  13. It would be useful to be able to subscribe to the in-app reports - ex: subscribe to receive reports on analytics of concierge on a daily, weekly, monthly basis etc....This way admins get a time based recap on the metrics they care about measuring for their team - all sent to them in an overall recap via email

    22 votes

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    Idea  ·  2 comments  ·  General  ·  Admin →
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  14. Add a status column to indicate when a prospect has cancelled a call or when they are a no show

    23 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  15. I need a way to know if I'm up next in the queue, and someone ignores this and books on my colleague who is in the queue, but not up next. Basically, a way to tell if people are ignoring the round-robin assignments and just booking on a personally preferred person.

    1 vote

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    0 comments  ·  Fairness  ·  Admin →
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  16. As an admin, I need the ability to quickly search for a single user's events, so I can quickly find their Chili Piper events.

    [Workspace] >> Dashboard >> Add Filter >> Value (make Value searchable)

    Need to be able to search for a specific value instead of scrolling through lots and lots of usernames.

    3 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  17. Seeking the ability to export the Distribution Reports to Excel for additional analysis.

    19 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  18. It would be great to have the option to trigger a notification when an error occurs in Distro.

    1 vote

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    0 comments  ·  CRM Router  ·  Admin →
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  19. It would be useful to have more visibility on how much time / flexibility is being offered when people use a queue link or Concierge.

    For example, are prospects seeing only a couple of slots when they click, or are there many slots available? Is time offered only a few days out, or is there always something available at our minimum lead time?

    I will use this data to work with the team to make sure we have enough staff on this function so that we are offering more than ample times for prospects to book with us.

    I think…

    5 votes

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    2 comments  ·  General  ·  Admin →
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  20. Combining the no-show and cancellation fields in SF to reduce the number of custom fields a customer needs to install.

    2 votes

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    0 comments  ·  Exports  ·  Admin →
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