34 results found
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Manually sync an event that failed to create
The ability to see if an event failed to create and manually resync it.
9 votesYou now have the ability to see CRM logs in Meeting Activity and in Myapp. If you go to a meeting in Myapp or Meeting activity and click CRM actions (screenshot attached). This includes:
- Auto Retries for ChiliCal meetings when 3rd party creates a record and we are waiting for the Lead or Contact to be created to create the Event (same cadence as in Concierge)
- Manual retries for the case above and for errors, like not enough permissions
- The CRM logs tab will list all the actions taken and attempted in the CRM: Update/Create records, Create Event, Update Fields, etc. (from bottom to top)
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Block certain emails/domains/IPs/names/titles
Having an option to have a reject list and block emails/domains/IPs/names/titles or any non-custom field criteria from submitting requests.
23 votesWe are now offering our Spam Checker to Concierge customers, starting October 10th, and it will remain available until the end of 2025. Check out all the details in our help article - Form Submission Spam Checker
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See usage of Chrome extension at admin level
I want to be able to be able to easily track usage of the Chrome extension in Chili Piper.
3 votesYou can now track if your users have downloaded the Chili Piper Chrome extension in the User table. Screenshot attached!
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View meetings booked by a specific user
Better visualization in the back end to be able to see all concierge meetings booked with a specific rep. Right now when you filter in the reports tab within a workspace and search for the assignee
1 voteThis is available in Demand Conversion Platform's Meetings Activity. Gif attached.
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Improved reporting for Distro
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 voteThese improvements have been made in Router reporting! - Details here.
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Show cancelled meetings in reporting
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 voteYou can filter our Meeting Activity Dashboard by canceled and see any reminders that were sent or not. Check out more details on the Meeting Activity Dashboard here.
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If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard
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 voteYou can see the email address in Meeting Activity!
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Exporting with All Fields
Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.
3 votesYou can now export concierge logs (new and improved prospect history in Concierge fire) and it includes all fields - More details here.
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Add Tags on Distribution Report to Identify How Meetings Were Booked
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 voteAvailable in the Demand Conversion's Meeting Activities!
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Error notification to admin
It would be great to have the option to trigger a notification when an error occurs in Distro.
2 votesReleased in June 2025, All Fire admins mapped to SFDC users receive error emails currently - the option to control who/what/when will follow.
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Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votesConcierge logs shows you how a prospect was routed and why they may have been disqualified!
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Add search function to dashboard filters
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.
4 votesWe now have a search in Demand Conversion Platform's Meetings Activity! Check out the filters and sources section.
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Add a filter to see "TOMORROW" meetings, not just all "upcoming"
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 votesYou can now filter by one day in the Meetings Activity dashboard. Just select the calendar and set the range to one day. Gif here.
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filter reports to disqualified - no rules match
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 votesConcierge Fire logs allow you to filter based on Disqualified status! Check out the article linked and the screenshot attached.
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End users to use the Reassign function in the Dashboard
Allow end-users, not admins, to use the Reassign feature in the Dashboard.
Currently, only admins or workspace admins can use this Reassign feature. This poses an extra step that will be more streamlined if the end-users can Reassign their own meetings.
15 votesThis is now possible on the Fire platform for end users via the ChiliCal home screen.
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Queue Results For Unmatched Form Fills
The ability to see the queue matching rules for leads who do not match any queue. When a lead matches a queue, you can click in the reporting section to see which queue it matched with, and which it did not (along with why).
If the lead does not match with a queue, you are not able to see why. This makes troubleshooting incredibly difficult.
2 votesIn Concierge logs you can now see what matched or did not match clearly!
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Remember my previous selection
Remember distro log selections (ie. last 7 days)
2 votesDistro logs now remembers your previous selection!
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Search By Email in Distro Logs
Within the Distro logs, currently for leads and contacts, we can only search by the Salesforce ID, or the name of the record. It would be useful to be able to search by the prospects email address too, as this is one of the most common unique identifiers used.
1 vote -
utm in CSV Export
Allow UTM parameters, and other variables, to be exported as well/included in the CSV export
4 votesUTMs are now included in the Meetings Activity CSV export
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Report on meeting distribution for those who don't book via Concierge
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 votesConcierge Fire logs allow's you to filter based on meetings not booked and see who they were assigned to - also linking you to the record in your CRM!
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