Use the Chili Piper integration to connect your customers to the right person on your team by booking a meeting in your product when they need to.
Empower your users to ask questions and allow them to launch a scheduling modal to get their answers from your team and route prospects to the desired reps according to pre-defined rules.
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How can I use Chili Piper with Chameleon?
Integrating Chili Piper with Chameleon allows users to book meetings right in your app when they need them, routing prospects to reps based on pre-defined rules. This will positively impact how meetings are being booked and provide users with a better self-service experience:
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Chili Piper's meeting scheduler can be launched inside your Chameleon's product/app; instead of opening a new tab or visiting another page.
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You can prompt users to book a meeting in the right place, at the right time; you can do this at the end of a Chameleon Tour or when a user has (or has not) taken specific actions in the product.
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Connect with your existing user data to show the right meeting options based on who the user is, or connect their activity inside the product to their meeting status.
Integration Setup
To use Chili Piper with Chameleon, visit the Chameleon's Integrations page in the Chameleon's Dashboard, and click "Configure" on the Chili Piper option.
After that, enable the "Chili Piper modals" toggle to launch any Chili Piper scheduler within the Experiences you build with Chameleon, with Chameleon's Additional Actions feature.
Note: You'll need to have Chili Piper installed in Chameleon for this to work.
Below, add your Chili Piper account domain to enable Chili Piper's Concierge Routing. Your domain can be found within your booking links (e.g., https://domain.chilipiper.com/book/me/john-smith) or, if you're an Admin, in the Admin Center:
With Concierge, you can set different assignment Queues, and Chili Piper will pick up who on your team should get a meeting booked based on pre-defined rules.
Open a Chili Piper modal using Chameleon
You can launch Chili Piper's modals from Chameleon buttons or media components, using Chameleon's Additional Actions in your Tours, Tooltips, or Microsurveys, or even use JavaScript Code Items to open modals from Launcher Items.
Open a Chili Piper modal in Experience Steps - Router Name
After you've set up the integration, build your Experience in Chameleon as usual. Select the component you want to launch this, and under "Additional Actions" select Chili Piper.
If you have the Concierge routing configured from the Dashboard, you can use the first input field to add a specific Router. You'll find the Router name in your Chili Piper's Dashboard - select the Concierge option, paste it in the Router name, and you're good to go.
You can also confirm your Router's name within Chili Piper itself by navigating to "Inbound Routers" in the left-side menu, opening the desired Router, and expanding "Embed for your form. Javascript for your Inbound Concierge setting. In the example below, the Router name is "test":
Once the configuration is done, whenever a user clicks your button, a Chili Piper will search to see who on your team should get the meeting booked based on the user reaching out to you. Chili Piper's scheduling modal will show for a seamless user experience with the right person on your team:
Open a Chili Piper modal in Experience Steps - Static URL
You can also use the static URL of a Chili Piper Queue or Router. An open-for-all scheduling modal will trigger from your Chameleon Experience by selecting the "Static URL" option below.
A Queue meeting link will bring up the scheduling modal directed to a group of potential assignees. The round-robin rules won't be executed in this case, as we're directly connecting the prospect to a pre-defined Queue. We'll still use the round-robin to distribute among the Queue assignees, but other Queues won't be evaluated.
As an Admin, you can confirm a Queue's link by navigating to "Meeting Queues" in the left-side menu, opening the desired Queue, and expanding the "Online Booking Link URL" setting.
A Router link is connected with Concierge, and it maps the users connecting with you, updating their properties, and connecting with specific teammates based on the rules you set up. In this case, we'll evaluate all active Queues within the selected Router.
As an Admin, you can confirm a Router's link by navigating to "Inbound Routers" in the left-side menu, opening the desired Router, and expanding the "Embed for your form. Javascript for your Inbound Concierge" setting.
With this option, Chameleon creates an iFrame to display your scheduling modal and does not communicate with the Chili Piper API. In this case, you'll require more diligence in keeping everything up to date in your Chili Piper account.
Open a Chili Piper modal in a Launcher
You can also open a Chili Piper scheduling modal directly from a Launcher Item. To do this, use the "Run JS code" option when selecting your Chameleon's Launcher Item and use the following code script:
ChiliPiper.submit(domain, router-name, options)Replace domain, router, options variables based on your Chili Piper account and any other data you want to include in this API call. For example:
ChiliPiper.submit("domain", "test-router", {
firstname: window.userData.firstName,
lastname: window.userData.lastName,
email: window.userData.email,
})👉 Read more about this in the Chili Piper JS API docs.
To test if this is working, you can first add this script into your browser console (right click > Inspect > Console tab) and hit Enter - if the Chili Piper modal shows, then your script is working. If not, we recommend reviewing the content of your script.
Note: This requires you to have included your Chili Piper JS snippet on your page. If you have not, insert this into the "Embed field" of your Chameleon's Step. Chili Piper's JS snippet can be found by navigating to "Inbound Routers" in the left-side menu, opening the desired Router, and expanding "Embed for your form. Javascript for your Inbound Concierge setting