65 results found
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Change Submission date column data format
When we export reports from Chilipiper, the Submission date column is formatted as "01.11.2019", meaning Nov 11, 2019.It would be much more convenient for it to come formatted as "11/1/2019" as is standard and more easily readable by applications.
4 votes -
Error Log
Give admin ability to see event not synced to Salesforce(if contact is not in Salesforce) and ability to manually sync after contact is created
4 votes -
List webpage URL within router
Ability to list the URL(s) where router code lives within router to help tracking
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 -
Allow fairness algorithm to be set on the queue level
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.
4 votes -
Improved History and Distribution for Queues for Prospects Who Didn't Take Action
Currently there is no way in-app to track the distribution of leads via Queues for Prospects Who Didn't Take Action (aka DTA Queues). Additionally, current level and weighting does not apply to DTA Queues. For example, if a customer has 3 reps with weights of 100%, 100%, and 10% then DTA Queues will still distribute the leads evenly instead of following the set weights.
4 votes -
Add search function to dashboard filters
As an admin, I need the ability to quickly search for a single user's events, so I can quickly find their Chili Piper events.
[Workspace] >> Dashboard >> Add Filter >> Value (make Value searchable)
Need to be able to search for a specific value instead of scrolling through lots and lots of usernames.
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 -
utm
Allow UTM parameters, and other variables, to be exported as well/included in the CSV export
3 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.
3 votes -
Show Scheduled Date and Time in Queue History
It would be helpful for auditing and troubleshooting to be able to see what date and time a meeting was booked for in the Queue History. Currently we can only see when a meeting was booked and with whom.
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 -
Export Filtered User Report
If you filter License = Hot in User tab and export the data, it will still export everyone. The filter should be tied to the export.
3 votes -
Improved Prospect History Data
In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.
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 -
Exporting with All Fields
Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.
2 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.
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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