51 results found
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Block certain emails/domains/IPs/names/titles
Having an option to have a reject list and block emails/domains/IPs/names/titles or any non-custom field criteria from submitting requests.
15 votes -
Microsoft teams notification
Notification from Concierge and Distro in MS Teams.
8 votes -
Update fields on Event Object
Right now, using the JS options, we can write to custom fields on the event object (or activity object really). It would be nice if there was a way to do this with router links as well because some customers would like to write to UTM's on the event object and it's complex to make that happen.
another option would be to update fields directly on the event node in the concierge router and to have the option to either update fields with values from the form or update static fields. It's common to have to set the "type" or…
4 votes -
UTM Values don't appear in Meeting Activity when JS API is used
Right now, UTM's show up in the Meeting Activity Dashboard when added to router links or the form mapping if a form is submitted. If a user wants to use the JS API though and put UTM's in the lead object, the UTM's don't appear in the Meeting Activity Dashboard.
This is confusing and feels inconsistent as admins are given multiple options to use the CP Router but on one of them UTM's don't appear in Meeting Activity. Would appreciate if this was added!
4 votes -
Meeting Activity: Ability to view past and upcoming meetings in one view
Right now, you need to switch to either tab in order to view a particular meeting. It would be nice to just select the date range and see upcoming and past meetings in one list without having to toggle between tabs
3 votes -
Show Created date/Booking date in Meetings Activity
The Meetings Activity page is sorted by scheduled meeting by default. As an admin, it's important to know when a meeting is booked as well, so it's good to have another column for Created date/Booking date and be able to sort it as well. Again, in Meetings Activity page
2 votes -
Reporting on Pipeline Generation
It would be interesting to automatically associated meetings through Chili Piper with pipeline generation and display that within the Chili Piper dashboard. This would help report ROI and give us a look at pipeline coming through Chili Piper.
4 votes -
Data around Wait Time when Form is Completed with Concierge
The ability for customers for customers monitor what the avg. wait time is from form-fill to first availability displayed would be a huge value-add.
Customers can use the minimum scheduling notice, but based on historical calendar availability, it would be very valuable to understand when is the first available time. Was it 1, 2, 3, 4 days from current day, for example?
The fear is that prospects might get discouraged and go elsewhere if the first available meeting is 5 days from then. We're tracking the average time from submission to when they ultimately schedule a call, but not what's…
2 votes -
filter Errors in the logs
When we go on Concierge router logs we can filter by Statuses - Assignees and Sources -
We need to be able to filter the "Error" onesToday even when we download CSV extract from the logs it doesn't show the Errors
As Admins don't receive notifications for failed CRM actions, there's no easy way to find and address those problems when they happen
2 votes -
Visibility into drop-off on the form before showing calendar
Looking for a way to see a funnel that shows how much drop-off is happening on the forms prior to showing the calendar. In-app charts start at "submissions" which I believe is after someone has completed the form.
1 vote -
Select Meeting Types (after booking) for Meetings not booked with Chili Piper
Saw this capability with outreach, and thought having the same with ChiliPiper would be good. When you go to schedule a meeting on your calendar, or have a meeting put on your calendar by a customer/partner who DID NOT book with CP, there should be a way to easily note what type of meeting it is.
The idea would be to have a drop down in the calendar invite which allows users to pick the meeting type. This will help RevOps teams better audit what meetings reps are taking.
1 vote -
Sum/Total distribution for each rep in a single view
A view to see the sum/total meeting and or record distribution for each rep across all the active distributions.
3 votes -
Allow reporting on IP submitting form
It would be ideal and save time for both the admins and the support team if instead of needing to reach out each time to figure out the IP of the user that submitted a form, it would be logged.
1 vote -
Reporting Metric Ideas
Would be great to capture the metrics below for reporting dashboard:
• Attendance rate: The percentage of people invited who actually showed up.
• Participation rate: How actively people joined in during the meeting, like sharing ideas, asking questions, or making comments. Not sure if this can be done.
• Number of meetings: How many meetings happened in a set time. Including trends compared to same time last year.
• Average meeting duration by sales person would be interesting
• Time spent in meetings: Total hours individuals or teams spend in meetings over time.
• Most popular meeting time would…2 votes -
Visibility in skips in Handoff
There's no visibility for managers/admins into if Bookers are consistently skipping Assignees. They want to see the date and time someone was booked, by whom, and who was next in line. Currently to do that it's manually looking at the meeting History and trying to find patterns.
It'd be even better if Chili Piper could proactively alert admins to Assignees consistently being skipped and/or a Booker that is consistently skipping people.
4 votes -
Create a custom report
A way to configure custom reporting so that we could bring in the fields we would like to be able to report on at our fingertips.
2 votes -
Additional Columns for Dashboard CSV Download
It would be super helpful to have 'Booked By', 'Account' and 'Guest Name' in the CSV when downloading a Dashboard report for better analysis.
6 votes -
Data on popular scheduling times
Data and reporting on the most scheduled or most popular times to schedule with Chili Piper
2 votes -
Data on attends
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.
3 votes -
Tracking number of slots available when booking a meeting
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…
12 votes
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