47 results found
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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 -
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.
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 -
Delete test "completed bookings" from prospect history
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-
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 -
Reporting on Working Hours
Allow admins to view a report showing working hours for all users in a workspace, rather than having to view each user individually.
3 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.
3 votes -
Meeting Tracking & Reporting - % booked in each and syncing to CRM
Track which meetings were booked via Instant Booker vs. Concierge/meeting link. Offer Reports to show this data and the % of meetings booked using each method. Offer the ability to sync this data to Salesforce Events.
3 votes -
Data on popular scheduling times
Data and reporting on the most scheduled or most popular times to schedule with Chili Piper
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 -
2 votes
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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.
2 votes -
Public Endpoint for tenant to retrieve all booking information
Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.
2 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
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…1 vote -
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.
1 vote -
Show cancelled meetings in reporting
Once a meeting is cancelled, there is no visibility to the meeting in Chili Piper. It is only visible in the Prospect History as having been booked. It would be helpful to have a report of cancelled meetings, similar to the one that exists for booked/active meetings (including the option to open up the meeting, see when it was cancelled, and what reminders were sent prior to cancellation).
1 vote -
Create a Calendar view in the "prospect history"
Pull together a calendar to show all the booked meetings via chilipiper (and sortable by assignee) in the Prospect History report. Would help understand where leads are booking, and which ones have come and passed
1 vote -
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.
1 vote
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