30 results found
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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.
10 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 -
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.
6 votes -
Gong Engage - Manage Event creation in Salesforce
For customers using Gong Engage with Salesforce, we need a solution that allows Chili Piper (CP) custom fields to be sent to Salesforce even when Gong Engage creates the event, without generating duplicates. This would let CP enrich Salesforce events while Gong handles event creation.
Currently, customers must choose between letting Gong Engage create the event—losing CP data—or having CP create it, which can be uncomfortable. Gong creates events for all external calls, while CP only creates events for meetings booked through it. Often, some teams use CP and others do not, but all teams use Gong. Disabling Gong’s event…
5 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 -
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 -
Add Timezone to Meeting Details/Admin Panel
We've had a couple instances where we have users report that our clients are booked in incorrect timezones. For instance; It should be 2pm Eastern time, but it shows 1pm Eastern time because the incorrect Eastern Timezone was selected (the one that does not observe Daylight Savings) but we have no way of confirming it. Please add this as a field we can see when looking at the event in Dashboard/Admin Panel.
5 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 -
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"
3 votes -
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.
3 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
3 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 -
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 -
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 -
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 -
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 -
Track traffic on scheduling links
The ability to see things like who viewed/opened the scheduling link and when.
2 votes -
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 -
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
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