8 results found
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Ability to see "Execution Data" when viewing a log record in Distro
When reviewing logs for a router, you can select a record to see the path it took within the router, along with the associated data that the router looked for. However, if you access the same router and preview the flow, you'll gain deeper insights into what Distro identified and the specifics of the record. This helps you understand the data that influenced the path taken by the record.
For instance, the logs do not indicate which account a record matched, making it difficult to determine if adjustments are needed in your flow. Therefore, it is essential to provide administrators…1 vote -
More detail in logs on Rules' failure or success with CRM owners
When diagnosing CRM ownership rules, the logs often just say Account Ownership: Not Matched in the Concierge logs. I'd love more detail here-- did it find an account in the CRM that was likely? If so, was the user not in ChiliPiper? Or was the account in the CRM and the owner there but the rule was written poorly? I need a little more detail on matching CP Person to SFDC Account to be able to diagnose what's going on internally. I have seen the little triangle but on failures it rarely gives further detail.
1 vote -
Configuration Change Audit Logs with API Access
Audit logs that track all configuration changes made by admins and workspace managers in Chili Piper.
Details:
Track who made changes, when, and what was modified (routers, forms, integrations, permissions, etc.)
Include before/after values for changes
Provide API endpoint to pull audit logs for compliance and SIEM integrationWhy:
- We have too many admin/workspace managers and Troubleshoot configuration issues is troublesome and impossible to track. Someone changed a concierge router logic recently creating a huge impact to a company event.
- Meet enterprise compliance requirements (SOC 2, etc).
- Security and change tracking.
- Align with our AI automation/transformation…1 vote -
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
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 -
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 -
Share info as to why Designated Assignee wasn't chosen (Handoff Logs)
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 -
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
3 votes
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