10 results found
-
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.
23 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
-
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)
-
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.
-
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!
-
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
-
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.
-
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/#/
-
Show report for the exact selected dates
When we select a range for start-date and end-date in Reports, we display one less day for each - for example selected range 02 - 09 displays report for 01 - 08. This is confusing for users who may be wondering about data accuracy.
4 votesThis is solved in Meeting Activity Dashboard. More details here.
-
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 votesThis is available in the Meeting Activity Dashboard! More details here.
-
Prospect History - Filter to Connected Only
Ever since adding Chilipiper in-app, we get a ton of "non-connected Prospects" that show up under prospect history, and it is making that entire feature a lot less usable. We want to see all connected meetings there.
1 voteIn Concierge Fire Logs you can now filter based on - Meeting Scheduled, Disqualified, Meeting Not Scheduled, Scheduling Meeting.
- Don't see your idea?