Who can use this feature?
This article guides users in setting up their Webex Integration in Chili Piper's Demand Conversion Platform.
Webex is a video conferencing and collaboration platform that enables users to conduct virtual meetings with features like screen sharing, chat, and integration with other tools. Webex aims to facilitate remote communication and teamwork, making it popular for businesses and educational institutions.
This integration is done on the individual user level. Each one of your Chili Piper users can connect their Webex account to Chili Piper in their user settings.
Table of Contents
- Integrating Webex in Chili Piper
- Updating Meeting Templates and Reminders
- What happens if a meeting is canceled, rescheduled, or reassigned?
Integrating Webex in Chili Piper
- Head over to MyApp's Integrations page, which should be visible whenever you open MyApp's Home Page. Check this article for more details about this page.
- Click the Connect button on the Webex app:
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You will be prompted to log in to Webex. Use your Webex credentials to log in there.
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Once you have logged in, you will be redirected back to Chili Piper, and it will say connected!
Disconnect
If you need to disconnect, once connected, you will see a "Disconnect" button within Webex's integration:
Updating Meeting Templates and Reminders
Now that you've successfully integrated your Webex account, you can update your Team's Meeting Types and Reminders to include Webex links if you would like to!
Meeting Types
Webex should be an available option within your Meeting Types' Location field, as shown below:
If you would like to replicate the link in your Meeting Type's description, you can use the CP.Meeting.Location dynamic tag to collect the value on the Location field and replicate it over there:
Reminders
Similar to Meeting Types, you would need to use the CP.Meeting.Location dynamic tag to collect the value on the Location field and replicate it on your Reminder's body.
What happens if a meeting is canceled, rescheduled, or reassigned?
If a meeting is canceled, rescheduled, or reassigned, Chili Piper will update the Webex meeting directly to keep your meetings in line.