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How can we improve Chili Piper?

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6 results found

  1. 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" ones

    Today 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

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    0 comments  ·  Logs & Auditing  ·  Admin →
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  2. audit log to see all history for prospect

    For clients that are using multiple products, it'd be helpful to have an admin log so we can see all the products that prospect has touched. ie if the prospect booked a meeting through Concierge, then was assigned or had an update via Distro, then the meeting was handed off from one rep to another - there is no singular view that'll show that history.

    1 vote

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  3. 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

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  4. Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else

    At the moment, if you go to your dashboard in "my workspace" you can see only the meetings that are assigned to you.

    It is very common that bookers book for other people and they want to track those meetings they booked in the dashboard. It would be helpful to have those meetings you booked (but are not assigned to you) in the dashboard so you can track.

    3 votes

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    1 comment  ·  Logs & Auditing  ·  Admin →
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  5. Share info as to why Designated Assignee wasn't chosen

    There are a lot of reasons why a Designated Assignee wasn't chosen in a Handoff use case and being able to pull reporting on this will help increase utilization of licenses.

    4 votes

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    1 comment  ·  Logs & Auditing  ·  Admin →
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  6. A way to see in SF the fields related to Concierge Live calls.

    For Concierge Live Phone Calls, a way to see in SalesForce/CRM the fields related to the call. Such as which rep was called, which did not pick up etc, the wait time, the actual length of the call etc

    2 votes

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