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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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.

    2 votes

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    0 comments  ·  Logs  ·  Admin →
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  15. 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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  16. My very next meeting is the most important meeting. Everything else should be re-ordered so it is on top.

    Currently the display order for meetings in the Dashboard is by date, with the latest meeting at the top. This is not helpful because I have to scroll down and find today's date to see which meetings I have today. The past meetings should be in a separate list at the bottom. The upcomming meetings should be displayed in chronological order: soonest to most distant in the future.

    1 vote

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  17. 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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  18. Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
    This would make audits so much easier.

    4 votes

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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…

    7 votes

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    2 comments  ·  General  ·  Admin →
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  20. Ability to include the source of the Event on the SF Event Object out-of-the-box so that the same Router can be used in multiple places.

    1 vote

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