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How can we improve Chili Piper?

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50 results found

  1. Canceled and no-show reporting

    Add a status column to indicate when a prospect has cancelled a call or when they are a no show

    24 votes
    Idea  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?

  2. 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

    22 votes
    Idea  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?

  3. Export Distribution Reports

    Seeking the ability to export the Distribution Reports to Excel for additional analysis.

    20 votes
    Idea  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?

  4. 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.

    14 votes
    3 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  5. API for data reporting

    Please offer an API to allow us to export the data from the reports page to external data warehouses. While we can get the calls scheduled from the Salesforce events, there's a ton of other visibility from the reports around queues used, lack of availability for reps, etc. that we can't pull into our existing reporting tools.

    14 votes
    Idea  ·  5 comments  ·  General  ·  Admin →
    How important is this to you?

  6. 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 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  7. Reporting metrics on personal booking links

    Right now the only visibility into usage is through Conversion and distribution reporting. But there are customer who use personal booking links more than queues for their team and we have no visibility into the quantity of meetings booked through personal booking links.

    9 votes
    Idea  ·  4 comments  ·  General  ·  Admin →
    How important is this to you?

  8. 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…

    7 votes
    2 comments  ·  General  ·  Admin →
    How important is this to you?

  9. 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.

    7 votes
    Idea  ·  1 comment  ·  Fairness  ·  Admin →
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  10. Disqualified Tag

    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"

    7 votes
    Idea  ·  1 comment  ·  Fairness  ·  Admin →
    How important is this to you?

  11. Exported User report to be the same as User UI

    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

    6 votes
    Idea  ·  1 comment  ·  Exports  ·  Admin →
    How important is this to you?

  12. Allow passing UTM params to routers

    Currently UTM params can only be passed to direct booking links which greatly undermines their usefulness. Please allow us to pass UTM params through routers and queue links.

    6 votes
    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  13. List webpage URL within router

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

    5 votes
    Idea  ·  0 comments  ·  Form Router  ·  Admin →
    How important is this to you?

  14. Allow fairness algorithm to be set on the distribution level

    Chargebee has a few queues created. Some of which get a lot less traffic than others over a month. The problem is that with the fairness algorithm resetting monthly the same rep ends up receiving the one or two meetings a month this queue receives. The other queues get much more volume and so having the reset happen monthly works.They would very much like to be able to have the fairness algorithm setting on the queue level to handle this.The current workaround is to manually calibrate the low volume queue each month which is a frustrating process for them.

    5 votes
    Idea  ·  0 comments  ·  Fairness  ·  Admin →
    How important is this to you?

  15. 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.

    4 votes
    1 comment  ·  Fairness  ·  Admin →
    How important is this to you?

  16. 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.

    4 votes
    2 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  17. More detailed reporting for concierge live video/phone

    Concierge live video/phone reporting on which reps were called and who did or did not accept a meeting.

    4 votes
    0 comments  ·  Routing  ·  Admin →
    How important is this to you?

  18. utm in CSV Export

    Allow UTM parameters, and other variables, to be exported as well/included in the CSV export

    4 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  19. 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.

    4 votes
    Idea  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

  20. Change Submission date column data format

    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
    Idea  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?
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