45 results found
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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 out test submissions
This customer conducts extensive testing, and without the ability to mark items as test submissions, it impacts their reporting and numbers. They're looking for a way to "easily exclude things"
1 vote -
Report for reminder deliverability
We'd like to have a way to report reminder deliverability to make sure the reminders are being delivered to prospects
2 votes -
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 -
status not equal to = X in Meeting Activity filtering table
can we have a feature request put in here to allow for
status not equal to = X
1 vote -
Allow Non-Admin Users to Access "Meeting Activity" Report in the Fire Platform
In the old platform, agents (non-admin users) had access to the "Dashboard" section, which allowed them to view their upcoming and past events.
In the new Fire platform, the equivalent functionality appears to be the "Meeting Activity" report. However, this report is restricted to Admin-only access.
It would be very helpful if regular users could also view their own meeting activity within this report, to maintain visibility and autonomy over their scheduling history, similar to what was available in the previous platform.
1 vote -
Export Rules in a CSV report
The ability to export the name, status, last published date, and last modified date of your rules in Chilipiper into a csv file.
1 vote -
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.
2 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!
5 votes -
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 -
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
5 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 -
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
3 votes -
Microsoft teams notification
Notification from Concierge and Distro in MS Teams.
8 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 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.
5 votes -
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.
4 votes -
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 -
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 -
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.
7 votes
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