53 results found
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Ability to Delete test "completed bookings" from Logs
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 -
Allow Admins to pull reports on unique form submissions
In addition to pulling reports on all submissions, it would be extremely useful if Admins had the ability to also pull reports on strictly unique form submissions similar to Google Analytics (even if someone fills out the same form with the same/different email it only counts as 1 submission).
When conducting internal audits of our lead flow between systems we're looking at unique submissions across each system and there are cases in Chili Piper where a website visitor may submit the same form multiple times and we're unable to determine which ones are unique.
4 votes -
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 -
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 -
Tracking Users in-app
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 -
Meeting Activity: Ability to view past and upcoming meetings in one view
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 -
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.
3 votes -
Data on attends
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.
3 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.
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 -
Public Endpoint for tenant to retrieve all booking information
Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.
3 votes -
Bounced meeting invites not cancelling the meeting
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 -
Data around Wait Time when Form is Completed with Concierge
The ability for customers for customers monitor what the avg. wait time is from form-fill to first availability displayed would be a huge value-add.
Customers can use the minimum scheduling notice, but based on historical calendar availability, it would be very valuable to understand when is the first available time. Was it 1, 2, 3, 4 days from current day, for example?
The fear is that prospects might get discouraged and go elsewhere if the first available meeting is 5 days from then. We're tracking the average time from submission to when they ultimately schedule a call, but not what's…
2 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
2 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
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 -
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.
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 -
Error notification to admin
It would be great to have the option to trigger a notification when an error occurs in Distro.
2 votes -
Share info as to why Designated Assignee wasn't chosen
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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