54 results found
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Re-order meeting list in the Dashboard to show soonest meetings first
My very next meeting is the most important meeting. Everything else should be re-ordered so it is on top.
Currently the display order for meetings in the Dashboard is by date, with the latest meeting at the top. This is not helpful because I have to scroll down and find today's date to see which meetings I have today. The past meetings should be in a separate list at the bottom. The upcomming meetings should be displayed in chronological order: soonest to most distant in the future.
1 vote -
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.
5 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
6 votes -
Allow fairness algorithm to be set on the distribution 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.
5 votes -
Public Endpoint for tenant to retrieve all booking information
Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.
3 votes -
2 votes
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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.
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 -
Include custom Event source in payload
Ability to include the source of the Event on the SF Event Object out-of-the-box so that the same Router can be used in multiple places.
1 vote -
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 -
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 -
Include Presented Options breakdown in report downloads
Currently, if you download booking data as a csv, the Presented Options just say "Calendar", instead of "Calendar" and "Live Video", for example
1 vote -
Track route matching
Kim from Avalara has suspicions that some of her reps are not being honest and are changing the queue that comes up when Instant Booker loads in order to stack leads to different reps.She has requested some kind of ability to track which queue the prospect routed to first either in logging or as a custom field so that she can report on whether the queue was changed by the rep.Another point that came up in conversation was the ability to set a "Strict workspace" ie: disallow the reps the ability from choosing another queue from the dropdown even if…
1 vote -
More adjustability for vacation calibration
Ability to set the percentage for vacation calibration. For example that rep won't get the same amount of meetings after she/he is back from vacation like the other reps, but maybe 50% of them. So of colleagues have 10 meetings, the rep after vacation will get 5 extra to catch up a bit.
1 vote
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