34 results found
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Block certain emails/domains/IPs/names/titles
Having an option to have a reject list and block emails/domains/IPs/names/titles or any non-custom field criteria from submitting requests.
25 votesWe are now offering our Spam Checker to Concierge customers, starting October 10th, and it will remain available until the end of 2025. Check out all the details in our help article - Form Submission Spam Checker
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Manually sync an event that failed to create
The ability to see if an event failed to create and manually resync it.
9 votesYou now have the ability to see CRM logs in Meeting Activity and in Myapp. If you go to a meeting in Myapp or Meeting activity and click CRM actions (screenshot attached). This includes:
- Auto Retries for ChiliCal meetings when 3rd party creates a record and we are waiting for the Lead or Contact to be created to create the Event (same cadence as in Concierge)
- Manual retries for the case above and for errors, like not enough permissions
- The CRM logs tab will list all the actions taken and attempted in the CRM: Update/Create records, Create Event, Update Fields, etc. (from bottom to top)
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See usage of Chrome extension at admin level
I want to be able to be able to easily track usage of the Chrome extension in Chili Piper.
3 votesYou can now track if your users have downloaded the Chili Piper Chrome extension in the User table. Screenshot attached!
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View meetings booked by a specific user
Better visualization in the back end to be able to see all concierge meetings booked with a specific rep. Right now when you filter in the reports tab within a workspace and search for the assignee
1 voteThis is available in Demand Conversion Platform's Meetings Activity. Gif attached.
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Improved reporting for Distro
It would be useful to be able to see a top-level view of routes, for example, how many records were assigned to each team and route, ideally with a timeframe selector. This would help view team distribution ensuring one team is not being overloaded compared to others.
1 voteThese improvements have been made in Router reporting! - Details here.
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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 voteYou can filter our Meeting Activity Dashboard by canceled and see any reminders that were sent or not. Check out more details on the Meeting Activity Dashboard here.
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Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votesConcierge logs shows you how a prospect was routed and why they may have been disqualified!
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Exporting with All Fields
Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.
3 votesYou can now export concierge logs (new and improved prospect history in Concierge fire) and it includes all fields - More details here.
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If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard
If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard. If someone books with the guest form and Chili Piper was unable to create the record in CRM, we have no way to track down the email address used and manually create the record in CRM. (We would have far greater errors if we had Chili Piper set to create the contacts all of the time; there are reasons we cannot do this.)
1 voteYou can see the email address in Meeting Activity!
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Add a filter to see "TOMORROW" meetings, not just all "upcoming"
Add a filter to see "TOMORROW" meetings, not just all "upcoming" ALSO add the ability to set date range to just one day (same start and end)
11 votesYou can now filter by one day in the Meetings Activity dashboard. Just select the calendar and set the range to one day. Gif here.
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End users to use the Reassign function in the Dashboard
Allow end-users, not admins, to use the Reassign feature in the Dashboard.
Currently, only admins or workspace admins can use this Reassign feature. This poses an extra step that will be more streamlined if the end-users can Reassign their own meetings.
15 votesThis is now possible on the Fire platform for end users via the ChiliCal home screen.
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Add Tags on Distribution Report to Identify How Meetings Were Booked
In the Distribution Report, it's not clear which meetings were booked
Manually, Booked through Chili Piper by your users, Booked through Chili Piper by through a booking link, Cancelled events or Skipped turns. I only get an overall view and it would be nice to have a dot next to each calendar meeting to indicate how it was booked.1 voteAvailable in the Demand Conversion's Meeting Activities!
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Error notification to admin
It would be great to have the option to trigger a notification when an error occurs in Distro.
2 votesReleased in June 2025, All Fire admins mapped to SFDC users receive error emails currently - the option to control who/what/when will follow.
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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.
4 votesWe now have a search in Demand Conversion Platform's Meetings Activity! Check out the filters and sources section.
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Canceled and no-show reporting
Add a status column to indicate when a prospect has cancelled a call or when they are a no show
24 votesThis is available in the Meeting Activity Dashboard through the Status Filter! More details here
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Export Distribution Reports
Seeking the ability to export the Distribution Reports to Excel for additional analysis.
20 votesYou can export the Meeting Activity Dashboard in Fire, which gives you all the details on the Meetings happening in your Workspace. There are more details on the Dashboard here.
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API for data reporting
Please offer an API to allow us to export the data from the reports page to external data warehouses. While we can get the calls scheduled from the Salesforce events, there's a ton of other visibility from the reports around queues used, lack of availability for reps, etc. that we can't pull into our existing reporting tools.
17 votesThis is possible on the Fire platform.
EDGE API support article: https://help.chilipiper.com/hc/en-us/articles/35576029581971-Edge-API-References
Documentation: https://fire.chilipiper.com/api/fire-edge/public/org/docs/index.html
Swagger: https://fire.chilipiper.com/api/fire-edge/public/org/docs/swagger/#/
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Reminders Log
It would be great to be able to view a list of reminders that have been sent as well as a list of queued reminders available to the admins. This would greatly improve troubleshooting when the Sales reps claim that reminders are not being generated. Also, when offboarding a rep this could help us see what is currently going out and to whom.
13 votesIn ChiliCal you are able to see reminders that have been sent and are upcoming.
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Report on meeting distribution for those who don't book via Concierge
When leads come inbound and don't book a meeting, Chili Piper assigns them to my sales team. I would love to see a report, similar to "Calibration Reports" that shows me the # of leads distributed per rep as well as a link to those leads so I can audit to make sure my reps are following up accordingly.
14 votesConcierge Fire logs allow's you to filter based on meetings not booked and see who they were assigned to - also linking you to the record in your CRM!
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filter reports to disqualified - no rules match
Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
This would make audits so much easier.4 votesConcierge Fire logs allow you to filter based on Disqualified status! Check out the article linked and the screenshot attached.
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