Legacy Users
This article is dedicated to users who are still in our Legacy instance.
If you are already in the Demand Conversion Platform instance, check this article instead.
Personal Settings and Integrations are an important piece of your setup, ensuring Chili Piper has the correct view of your calendar and CRM, for example, and also for prospects to know more details about you.
In this article, we will cover each settings within those in more detail:
Table of Contents
Introduction to your Personal Settings
The Personal Settings page can be accessed after clicking on your name at the bottom-left:
On this page, you'll set important information like working hours and time zone. You will also establish your personal integrations with your calendar, CRM, Zoom, and other options we have over there.
This information is essential to ensure that your integrations are working correctly and meetings are getting booked within your working hours, for example.
Personal Details
We'll set some of your personal details on this screen, as the name suggests. Let's check them one by one.
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First Name and Last Name: You can set your first and last names on this one. This is how your colleagues will see your display name while looking for you on the platform.
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Job Title: You can set your job title/role in this field.
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Conference Details: If any of your meeting types use a dynamic tag related to Conference Details, the information will be pulled from this field. You can type anything you want, but a Zoom/Google Meet/Teams link is usually used over there. More details about this tag can be found here.
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Meeting Location: Similar to the Conference Details, if you use a Meeting Location-related tag, the information will also be pulled from this field. More details about this tag can be found here.
- Phone: You can set your phone and verify it on this field.
Your Schedule
This is where we'll set your time zone and working hours to ensure you get meetings booked only within your working hours.
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Timezone: We have two options on this field:
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Sync from my main calendar: once you establish your calendar connection on the Integrations page (we will talk about this page right below), we will pull your timezone from the calendar and sync it. If your calendar is on CST, we should detect and understand this as your time zone. If you update it later, we should also sync it.
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Set manually: You can also manually set a timezone. This is useful for users from one timezone but booking meetings in another. For example, I live in CST but work on PST hours, so I can manually set my hours to PST.
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Sync from my main calendar: once you establish your calendar connection on the Integrations page (we will talk about this page right below), we will pull your timezone from the calendar and sync it. If your calendar is on CST, we should detect and understand this as your time zone. If you update it later, we should also sync it.
- Working Hours: This is where we'll set your working hours to ensure that meetings will not be booked outside them. You can activate or deactivate specific days and set the start/end times accordingly. You can have different start and end times on other days if needed.
Integrations
This page will set your calendar (Google or Office 365), CRM (Salesforce or HubSpot), Zoom, Gong, and many other integrations.
Hitting the Connect button should redirect you to the login screen of each option. If you need to disconnect any of those, you can hit "Disconnect," It will be done in one click.
Photo Update
You can also update or remove your photo by clicking on the icon in the top-left:
This will be the photo shown in your booking links to prospects or other users booking meetings with you.
Please note that our size requirement is minimum of 300W x 300H (Max of 10MB) on PNG/JPEG format.