Product Updates - September 2nd, 2024

Admin Center:

🚀 Multi Product Purchases In App

We now support the ability for admins to purchase more than one product at the SAME time in app. You can purchase the license from the billing and user management tabs in the Admin Center.

 

🚀 Logos Ratios in Branding

When a user uploads an image with an aspect ratio that's not 1:1 in the Admin Center Branding the image will always respect the aspect ratio

 

ChiliCal:

🚀 Outlook Add-in Launch 

ChiliCal now supports the Outlook add-in. Support articles below to help you get it set up!

Support Articles:

• ChiliCal’s Co-Pilot Outlook Add-In
• Installing ChiliCal Co-Pilot Add-In for O365 as a Microsoft Admin
• Installing ChiliCal Co-Pilot Outlook Add-In as an End-User

 

🚀 Search Meeting Activity by Email

You can now search based on the primary guest when looking for specific meetings in the meeting activity dashboard. For example, I know there was a meeting with this prospect's email then I can find it based on the email.

🚀 Implement preview for checkbox and radio buttons in Meeting Type -> Guest form

You can see what these field types look like in the left-side display before adding them to be live

 

🚀 Team Meeting Types in Availability Schedules

Team Meeting Types are now available when you set up your availability schedule. For them to show for your users, make sure to share the meeting type as an active scheduling link with the correct users or team.

🚀 Busy Slots

Can be found in Chilical > User Controls > Booker Permissions -- When enabled, Bookers can book over busy slots of their colleagues when using the Scheduler to book meetings. They cannot suggest times over busy slots at any point.

 

🚀 User Availability

Can be found in Chilical > User Controls > Booker Permissions -- When enabled, bookers can book over their colleagues' non-working hours and bookers can suggest times over their colleagues' non-working hours.

 

🚀 Booker Edit Permissions

Available in the Meeting Type > Advanced Settings

• This setting relates to the ability for Bookers to change information about the meeting when they are booking for themselves or on behalf of someone else
• This can be done both in Team meeting types and Personal Meeting types
• When this is toggled OFF, we don’t allow any kind of editing in the meeting type (location, title, reminders, etc) from the Scheduler and soon also from Home 

 

🚀 Suggested Times as Meeting Source in Meeting Activity

Handoff:

 

🚀 Trigger UX Changes

1. Under “Learn more” include this link Creating a Handoff Router in Demand Conversion Platform
2. Remove the header - “Build handoff logic to put routing conditions in place between your Team”

 

Chat:

🚀 A new targeting property for Device Type is now available including: Mobile, Tablet, and Desktop.

Specify the device type in your chat trigger for even more in-depth targeting of the users visiting the website

🚀 Guest Session Resets

If a visitor has been inactive for >30 minutes (which is the standard session definition according to GA) they will see a message to restart the Chat and be selected for the same Journey, it essentially acts like a restart

🚀 Targeting via Site Session Count

A new Default Data Field (Person) has been added that can be used in Audience Targeting based on Site Session Count which is the number of times they've been to the website, common use cases are:

• ChiliData.SiteSessionCount = 0 -> Implies new visitor
• ChiliData.SiteSessionCount >1 -> Implies returning visitor (can use 'welcome back' messaging)
• ChiliData.SiteSessionCount > (any high number) -> Implies high intent visitor, can be used to hyper-target and personalize greeting

 

🚀 Targeting via KNOWN vs UKNOWN

It can be used in combination with the above like this:

• ChiliData.Email = null -> visitor is unknown through Chat (has never provided their email)
• ChiliData.Email != null -> visitor is known through Chat (has previously provided their email / engaged with the bot)  -> can be used to branch in the Journey using a Routing Rule to skip capturing email

🚀 Audience Targeting using Salesforce conditions for Returning visitors

 

🚀 Show when the conversation is assigned to someone else

Currently, when the conversation is not assigned to the logged-in user OR unassigned, it is unavailable for chat. to improve this experience in these conditions we’ll show a banner in the reply window

 

🚀 Widget Edits

• Display the send button in the widget

• Display Company Name when interacting with the bot

• Name of rep assigned in header

• Status once rep joins

Form Concierge:

 

🚀 Allow The Update Ownership Node to be added on Ownership Paths

On ownership paths you can now update ownership when previously this was not available - an example use case is that you can route based on ownership but then later update ownership to someone else.

 

🚀 Link to Mapping Settings in Update/Create record node

Admins can now view data fields from the Update/Create record field when all data fields in the enabled trigger options are mapped to at least one CRM field

 

🚀 Campaign option in the Create Event node

Admin can select Campaign and Campaign name in the related field in the create event node

🚀 View logs live as the user is scheduling

This allows you to actively see as the routing is happening

🚀 Add users as individual assignees before they are invited to the account

You still need to add them but you don't have to send an invite and have them accept it. This is great for onboarding customers and getting them set up before users log in to Chili Piper.

 

Distro:

🚀 Update Actions in Explicit Mode

Update Field + Update Ownership are now in Explicit Mode. This means the Trigger on Lead and an Update on another object is officially over!

 

🚀 Lead to Opportunity / Lead to Case

You can now have access to "Matched Opportunity" and "Matched Case" in the rule builder to Route to an existing Opportunity Owner or Case Owner (Default Behavior: Most recent Opportunity / Most recent Case. This will come soon in matching settings

 

🚀 Merging Records

You can now merge identical objects (Lead to Lead or Contact to Contact) seamlessly! When duplicate records are found Distro will now merge these records and help customers keep their CRM up to date.

 

🚀 Duplicate Match & Merged Records in logs

 If a record (Lead / Contact) matches a Duplicate and is merged, we'll highlight it in our Logs!

 

🚀 Create Multiple tasks on the same Path

 You can now have multiple tasks on the same path. This is useful for teams who like to create separate tasks for each action they would like their team to make.