Admin Center:
🚀 Phone Number in MyApp and Admin View - Help Article
The phone number fields is now available for end users to add and update
ChiliCal:
🚀 Expose In-Person Meetings in dynamic Tags - Help Article
Expose In-Person Meeting field
🚀 Personal CRM Actions - Help Article
We now have personal CRm actions available for ChiliCal User controls. This allows admins to control what changes are made in their CRM for personal meeting types.
🚀 Do not send reminders for guests who declined the meeting
If a guest declines the meeting, we should not send them a reminder. if it’s not a primary guest, that guest is removed from the cc list.
🚀 Canceled and No show tag in Meeting Activity Dashboard
Understand what has happened with a meeting and the ability to filter meetings based on these statuses
🚀 Override Host Schedule Details in Team Meeting Types
More options added with overriding default schedules - you can set a date range and timezone
🚀 Do not consider OOO events or events without participants in priority scheduling settings
🚀 Prospect booking limit
More options added for prospect booking limit
🚀 Advanced Settings in Meeting Type Design Change
All settings switched to an on/off toggle, Except for meeting type availability
🚀 Meeting Types with fixed schedules are not shown as available in Custom Availability
If an admin has set up a fixed schedule in a meeting type it cannot be added to a custom schedule by an end user. This prevents a meeting type from having two different availabilities causing errors and confusion.
🚀 Hover over Events to see full details
When in the scheduler, if the event name is too long you can hover over it for 2 seconds to see the full title. This allows you to make sure you see the full title of a meeting title to make sure you understand where you are booking.
🚀 Round Robin Links in ChiliCal Scheduler - Help Article & Video Overview
Send link Directly in Scheduler:
Open the scheduler, select the Round Robin link you would like to use - if there is multiple meeting types select which one you will use, then select the time on the calendar and you can schedule!
Suggested times:
When they suggest times/insert a link, they don't need to pick the meeting type. If they don't, the link will contain all meeting types available and the guest will pick one.
🚀 Team Links in Scheduler
You can access your team scheduling links in the scheduler and book using them. Select who the host is going to be then you can pick through their links. This keeps a consistent booking experience depending on each team's book requirements.
Handoff:
🚀 Duplicate Path in Flow Builder
Chat:
🚀 Remove username data from the scheduling screen
This will increase team privacy so it will now show their company logo only on the booking screen sent in Chat
🚀 Booking flow timeout Notifications
When there is one minute left before the 'not scheduled' time
Once the Booking step “expires”
🚀 Restart Widget Button
After the visitor clicks on the welcome message button and the widget opens then next node is executed, display the ‘start over’ arrow at the top. This allows you to begin again if you make an incorrect selection or want to see the other options again while in the chat experience.
Form Concierge:
🚀 Copy Data Fields from Webform to Router Link
Once you have mapped your Webform data fields if you enable the router link option in the trigger, it will automatically map those data fields to this section
🚀 Link meetings booked from Concierge Logs to the Meeting activity
Access the meeting that is booked from logs, linking you directly to the meeting in the meeting activity dashboard
🚀 Add default CRM mapping for Company Name in Data Fields
Company names in CRM are standard fields so we now map it by default to Lead.Company & to Account.Name. This will save time when mapping these fields.
🚀 Add default CRM mapping for Company Name in Data Fields
Have time stamps of when actions were taken in your CRM
🚀 Updated data we send to customer Chili Piper fields in Salesforce
When customers have these fields we update the data that is sent - full details below
Queue_Name_CP__c
Send Team name if algorithm is Ownership.
Send Distribution name if algorithm is RR distribution
Send Individual name if algorithm is Individual
Rule_Name_CP__c
Note: this field is new
Send matched rule name
If matched to catchall - send Catchall
Booking_Source_CP__c
Note: this field is new
Send Concierge if meeting is booked through a Concierge router
Router_Name_CP__c
Send Concierge router name
🚀 Rename Salesforce Record to CRM record in Column Router Logs
🚀 Add Typeform option in Form Type
🚀 Put the cursor in the search bar when adding a data field
After the user clicks “Select” in the trigger options “Webform” and “Router Link” to add a data field, put the cursor in the search bar so that they can start searching right away.
🚀 Update Booking_status_CP__c on Disqualifed and Catch-all paths
We are now updating Booking_status_CP__c with Not Booked on calendar-less paths including catchall. Customers can use this for automation and reporting.
🚀 Meetings Rescheduled card and column in Distribution Reporting
Now you can track rescheduled in distribution reporting
🚀 Add Case and Opportunity options to Update Field node
You are able to update fields on the Case and Opportunity. For example, a customer may want to update a field on the case (support team could work in cases) to let the support team know that a meeting was booked through Concierge.
Distro:
🚀 Grouping Distributions - Help Article
Grouping allows you to take multiple distributions together, so if a meeting happens in one, it will also calibrate the other distributions. For example, if an admin sets up 2 distributions where rep A is a part of both. Admin groups the 2 distributions. If rep A gets a meeting through distribution 1, their level will be adjusted in distribution 2 as if they got a meeting through this distribution.
🚀 Record Retry
Allows you to re-run a route. Useful for when an error may have occurred during routing.
🚀 Match to Opportunity and Match to Case - Help Article
After setting up lead-to-account matching you can now leverage lead or contact matching to opportunities and cases. Matching settings are set up in Matching > Match to opportunity > Match to case then set up your rules. Full details in the help article linked.
🚀 Show banner when a name is missing in Custom Matching creation flow
🚀 Assign & Update Ownership Default value
Pre-populate Owner ID in the assign and update action. It was found that 81% of our customers use this action so it was added to save some time and it can always be deleted.
🚀 Add Trigger Object & Trigger Type to Distro Logs
Currently, these are available in the distro router table so also adding them to logs to easily find the right router you are looking for
🚀 Custom Matching - Help Article
You can now route to an Account Team Member or an Opportunity Team Member. (OR any 1-to-many relationships between Objects). This feature has been highly requested by our Enterprise customers and is now available across all products!