47 results found
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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.
3 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 -
Data on popular scheduling times
Data and reporting on the most scheduled or most popular times to schedule with Chili Piper
2 votes -
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 -
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.
7 votes -
Create a Calendar view in Meeting Activity
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 -
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.
4 votes -
Combine No Show and Cancel SF fields
Combining the no-show and cancellation fields in SF to reduce the number of custom fields a customer needs to install.
4 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 -
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…
16 votes -
Include custom Event source in payload
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 -
Report for Average time between form submission and meeting time
It would be useful to have a report that shows the average time per router, between a form submission and the selected meeting time, for any given date range.
3 votes -
2 votes
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Allow Admins to pull reports on unique form submissions
In addition to pulling reports on all submissions, it would be extremely useful if Admins had the ability to also pull reports on strictly unique form submissions similar to Google Analytics (even if someone fills out the same form with the same/different email it only counts as 1 submission).
When conducting internal audits of our lead flow between systems we're looking at unique submissions across each system and there are cases in Chili Piper where a website visitor may submit the same form multiple times and we're unable to determine which ones are unique.
5 votes -
Public Endpoint for tenant to retrieve all booking information
Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.
3 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 -
Allow Admins to subscribe to In-App Reports that can be emailed to them on a defined time interval
It would be useful to be able to subscribe to the in-app reports - ex: subscribe to receive reports on analytics of concierge on a daily, weekly, monthly basis etc....This way admins get a time based recap on the metrics they care about measuring for their team - all sent to them in an overall recap via email
23 votes -
Change the way "Prospect didn't book a meeting" notification creates the "See Prospect in Salesforce" button
The "See Prospect in Salesforce" button gets the prospect information only when the Salesforce option "Chili Piper creates lead in Salesforce real time".Change the behavior to make the button also works when the lead is created externally (via HubSpot for instance) before the notification is sent out.
5 votes -
Ability to export distirbution users including weights
Managers will request exports of the weighting of queues. Now that the Active assignees is in a confined box, I cannot take a full screenshot. It would be nice for me to be able to export the Active Assignees from each queue. For example, in the ESB queue there are 23 Assignees, and some have different weighting. I have to go through it slowly to see who is weighted differently to tell their manager, it is taking forever.
8 votes -
Error Log
Give admin ability to see event not synced to Salesforce(if contact is not in Salesforce) and ability to manually sync after contact is created
9 votes
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