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  1. 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

    22 votes

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    Idea  ·  2 comments  ·  General  ·  Admin →
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  2. When leads come inbound and don't book a meeting, Chili Piper assigns them to my sales team. I would love to see a report, similar to "Calibration Reports" that shows me the # of leads distributed per rep as well as a link to those leads so I can audit to make sure my reps are following up accordingly.

    14 votes

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    Idea  ·  0 comments  ·  Fairness  ·  Admin →
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  3. Seeking the ability to export the Distribution Reports to Excel for additional analysis.

    19 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  4. 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.

    3 votes

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  5. When we select a range for start-date and end-date in Reports, we display one less day for each - for example selected range 02 - 09 displays report for 01 - 08. This is confusing for users who may be wondering about data accuracy.

    4 votes

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  6. 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.

    6 votes

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    Idea  ·  1 comment  ·  Fairness  ·  Admin →
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  7. Ever since adding Chilipiper in-app, we get a ton of "non-connected Prospects" that show up under prospect history, and it is making that entire feature a lot less usable. We want to see all connected meetings there.

    1 vote

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  8. When we export reports from Chilipiper, the Submission date column is formatted as "01.11.2019", meaning Nov 11, 2019.It would be much more convenient for it to come formatted as "11/1/2019" as is standard and more easily readable by applications.

    4 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  9. It would be helpful for auditing and troubleshooting to be able to see what date and time a meeting was booked for in the Queue History. Currently we can only see when a meeting was booked and with whom.

    3 votes

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    Idea  ·  0 comments  ·  Routing  ·  Admin →
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  10. Add a status column to indicate when a prospect has cancelled a call or when they are a no show

    23 votes

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  11. 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

    4 votes

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  12. Currently, if you download booking data as a csv, the Presented Options just say "Calendar", instead of "Calendar" and "Live Video", for example

    1 vote

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    Idea  ·  0 comments  ·  Exports  ·  Admin →
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  13. The queue history currently only show the assignee name, company's name, booker name and who is next in queue. We would like to the exact details of the booked session (date and time, and name of the prospect) can this also be shown on the queue's history. Or perhaps a listing of the upcoming bookings something like an individual's dashboard.

    1 vote

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  14. A prospect that books a meeting and enters a fake / incorrect email won't receive the meeting information therefore won't show up. Once a meeting invite bounces, this should in turn mark the meeting as cancelled and not count against the fairness of meetings distribution (if using round robin).

    2 votes

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  15. Similar to the No Show Button. Allow assignees to tag meetings as "Disqualified" for meetings our reps have that do not meet our criteria for an opportunity and credit them back a meeting. This would be extremely helpful for our users to give feedback to marketing and SDRs and eliminate us having to create an opportunity in Salesforce just to simply closed/lost it immediately. Would also allow us to see which meetings are "Good", no showed, cancelled, and "disqualified"

    5 votes

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  16. Allow admins to view a report showing working hours for all users in a workspace, rather than having to view each user individually.

    3 votes

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  17. Ability to list the URL(s) where router code lives within router to help tracking

    4 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  18. The current User UI shows the license type, default workspace, and other workspace that a user is included in - which is a very good view. BUT, if you export it, the reports looks so complex - the license type is not there, the workspaces are presented as columns. To be able to export it as is (like the UI) would be great

    5 votes

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    Idea  ·  0 comments  ·  Exports  ·  Admin →
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  19. If you filter License = Hot in User tab and export the data, it will still export everyone. The filter should be tied to the export.

    3 votes

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    Idea  ·  0 comments  ·  Exports  ·  Admin →
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  20. In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.

    3 votes

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