47 results found
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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.
4 votes -
Share info as to why Designated Assignee wasn't chosen (Handoff Logs)
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.
4 votes -
Gong Engage - Manage Event creation in Salesforce
For customers using Gong Engage with Salesforce, we need a solution that allows Chili Piper (CP) custom fields to be sent to Salesforce even when Gong Engage creates the event, without generating duplicates. This would let CP enrich Salesforce events while Gong handles event creation.
Currently, customers must choose between letting Gong Engage create the event—losing CP data—or having CP create it, which can be uncomfortable. Gong creates events for all external calls, while CP only creates events for meetings booked through it. Often, some teams use CP and others do not, but all teams use Gong. Disabling Gong’s event…
3 votes -
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 -
Public Endpoint for tenant to retrieve all booking information
Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.
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 -
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 -
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 -
2 votes
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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 -
Filter out test submissions
This customer conducts extensive testing, and without the ability to mark items as test submissions, it impacts their reporting and numbers. They're looking for a way to "easily exclude things"
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
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