41 results found
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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 -
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 -
Data on popular scheduling times
Data and reporting on the most scheduled or most popular times to schedule with Chili Piper
2 votes -
More detail in logs on Rules' failure or success with CRM owners
When diagnosing CRM ownership rules, the logs often just say Account Ownership: Not Matched in the Concierge logs. I'd love more detail here-- did it find an account in the CRM that was likely? If so, was the user not in ChiliPiper? Or was the account in the CRM and the owner there but the rule was written poorly? I need a little more detail on matching CP Person to SFDC Account to be able to diagnose what's going on internally. I have seen the little triangle but on failures it rarely gives further detail.
1 vote -
Distro Per node reporting
LeanData allows us to see how many prospects we had come through each individual node. This really helps us with reporting and troubleshooting (see screenshot below).
1 vote -
Track traffic on scheduling links
The ability to see things like who viewed/opened the scheduling link and when.
1 vote -
Be able to track who clicked a booking link but didn't booked
I'd like to be able to track who clicked a booking link but didn't booked
1 vote -
Configuration Change Audit Logs with API Access
Audit logs that track all configuration changes made by admins and workspace managers in Chili Piper.
Details:
Track who made changes, when, and what was modified (routers, forms, integrations, permissions, etc.)
Include before/after values for changes
Provide API endpoint to pull audit logs for compliance and SIEM integrationWhy:
- We have too many admin/workspace managers and Troubleshoot configuration issues is troublesome and impossible to track. Someone changed a concierge router logic recently creating a huge impact to a company event.
- Meet enterprise compliance requirements (SOC 2, etc).
- Security and change tracking.
- Align with our AI automation/transformation…1 vote -
audit log to see all history for prospect
For clients that are using multiple products, it'd be helpful to have an admin log so we can see all the products that prospect has touched. ie if the prospect booked a meeting through Concierge, then was assigned or had an update via Distro, then the meeting was handed off from one rep to another - there is no singular view that'll show that history.
1 vote -
Allow Non-Admin Users to Access "Meeting Activity" Report in the Fire Platform
In the old platform, agents (non-admin users) had access to the "Dashboard" section, which allowed them to view their upcoming and past events.
In the new Fire platform, the equivalent functionality appears to be the "Meeting Activity" report. However, this report is restricted to Admin-only access.
It would be very helpful if regular users could also view their own meeting activity within this report, to maintain visibility and autonomy over their scheduling history, similar to what was available in the previous platform.
1 vote -
Export Rules in a CSV report
The ability to export the name, status, last published date, and last modified date of your rules in Chilipiper into a csv file.
1 vote -
Select Meeting Types (after booking) for Meetings not booked with Chili Piper
Saw this capability with outreach, and thought having the same with ChiliPiper would be good. When you go to schedule a meeting on your calendar, or have a meeting put on your calendar by a customer/partner who DID NOT book with CP, there should be a way to easily note what type of meeting it is.
The idea would be to have a drop down in the calendar invite which allows users to pick the meeting type. This will help RevOps teams better audit what meetings reps are taking.
1 vote -
Allow reporting on IP submitting form
It would be ideal and save time for both the admins and the support team if instead of needing to reach out each time to figure out the IP of the user that submitted a form, it would be logged.
1 vote
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