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  1. 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

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    Idea  ·  0 comments  ·  Fairness  ·  Admin →
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  2. 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

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    Idea  ·  2 comments  ·  Dashboard  ·  Admin →
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  3. It would be extremely helpful to see true attend rates for meetings. Chili Piper has access to calendar info so I wonder if there is a way to manipulate data to determine if users truly show up for a meeting or not. This would be EXTREMELY useful to showing accurate attend/no show rates.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  4. Combining the no-show and cancellation fields in SF to reduce the number of custom fields a customer needs to install.

    4 votes

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    1 comment  ·  Exports  ·  Admin →
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  5. When testing concierge, users make test submissions that sometimes are actually booked meetings. Currently, you can only delete test meetings that are not booked by adding "?debug=true" as per this article https://help.chilipiper.com/hc/en-us/articles/360053800073-How-do-I-remove-a-prospect-from-Prospect-History-

    4 votes

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    0 comments  ·  General  ·  Admin →
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  6. Want ability to see in-app stats on monthly active users org wide, per workspace, as well as meetings booked per workspace, user and org.

    4 votes

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  7. Right now, you need to switch to either tab in order to view a particular meeting. It would be nice to just select the date range and see upcoming and past meetings in one list without having to toggle between tabs

    3 votes

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    1 comment  ·  Dashboard  ·  Admin →
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  8. A view to see the sum/total meeting and or record distribution for each rep across all the active distributions.

    3 votes

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    0 comments  ·  Fairness  ·  Admin →
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  9. 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

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    0 comments  ·  CRM Router  ·  Admin →
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  10. Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.

    3 votes

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    0 comments  ·  Exports  ·  Admin →
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  11. 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).

    3 votes

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    Idea  ·  0 comments  ·  Fairness  ·  Admin →
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  12. When we go on Concierge router logs we can filter by Statuses - Assignees and Sources -
    We need to be able to filter the "Error" ones

    Today 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

    2 votes

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    0 comments  ·  Logs  ·  Admin →
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  13. 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

    2 votes

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    1 comment  ·  Dashboard  ·  Admin →
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  14. 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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    0 comments  ·  General  ·  Admin →
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  15. 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.

    2 votes

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    0 comments  ·  General  ·  Admin →
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  16. Data and reporting on the most scheduled or most popular times to schedule with Chili Piper

    2 votes

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    0 comments  ·  Form Router  ·  Admin →
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  17. It would be great to have the option to trigger a notification when an error occurs in Distro.

    2 votes

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    0 comments  ·  CRM Router  ·  Admin →
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  18. 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.

    2 votes

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  19. 2 votes

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  20. 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

    2 votes

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    1 comment  ·  Audit Logs  ·  Admin →
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