Product Updates - November 15th, 2024

Admin Center:

🚀 SAML SSO - Support Article

We support Okta as an Identity Provider (IdP) AND we’re an approved app on their marketplace. It can also be enforced for all users meaning when this setting is on/enforced all users will have to log in via their IDP (ex: okta)

 

🚀 All reminders from 'Reminder', not 'Chili Piper'

This is how reminders were sent in Legacy so changing this to match

 

🚀 New to Fire: Ring Central Integration - Support Article

This integration is available in My App and as a global integration and can also be added as a meeting location in Meeting Types.

 

 🚀 New to Fire: WebEx Integration - Support Article

This integration is available in My App and as a global integration and can also be added as a meeting location in Meeting Types.

 

🚀 New to Fire: GoToMeeting Integration - Support Article

This integration is available in My App and as a global integration and can also be added as a meeting location in Meeting Types.

 

ChiliCal:

🚀 New to Fire: Guest Not Invited

When a guest should not be added to a calendar invite, this setting is under advanced settings in the meeting type

 

🚀 Update Design for Dynamic tags in Reminders

The data fields and tags used in reminders need to be information collected in the guest form. The below design lets admins just select from the guest form fields to prevent any mistakes

 

 

🚀 Add an asterisk to required fields in Guest Form  the preview

When a field is marked as required, we now show in the preview with a star to let admins know that there is a difference between these fields.

 

🚀 Meetings Activity: Allow admins to pick multiple assignees/bookers at once

Check boxes available so you are able to select more than one option and assignees and bookers are listed in alphabetical order

 

 

🚀 Hidden Fields - Support Article

They work the same as in Legacy, users can make it hidden and pass pre-filled values in it. Questions do not support hidden fields.

 

🚀 New in Fire: Group booking links - Support Article

You can now create group booking links! Available in Scheduling Links. Group booking links allow you to take multiple individuals' availability into consideration.

 

🚀 Smart Parameters 

The following smart parameters are supported in ChiliCal links

• accountId: The SFDC ID of an Account. Creates a Contact under the account passed to us. 
• caseId: The SFDC ID of the Case that the meeting should be related to. Also determines which case to route in rule execution (aka tiebreaking).
• opportunityId: The SFDC ID of the Opportunity that the meeting should be related to. Also determines which opportunity to route in rule execution (aka tiebreaking). 
• objectId: The SFDC ID of a Custom Object that the meeting should be related to. Also determines which custom object to route in rule execution (aka tiebreaking). 

🚀 Round Robin Links Next Up and Next Assignee Visual

Ability to see who was the assignee and who is next up from within the ChiliCal Scheduler

 

 

🚀 Link Type Drop Down Menu

 

Handoff:

🚀 Allow ability to pick someone else when ownership rule is matched in Handoff - Support Article

In Handoff when you are in the Display calendar Node for an Ownership path the admin has the option to allow the booker to pick someone who is not the owner. This setting is off by default and will need to be enabled by admins who would like to use it.

 

🚀 Allow Booker to Pick Any Team Member - Support Article

Allow reps to assign meetings in the Extension Scheduler to any specific Team Member. This setting controls if the user can pick anyone else or if they need to pick who is next in the distribution. If the setting is disabled they are able to use the availability for all and blindly choose.

 

 

Form Concierge:

🚀 Ability to Export Concierge Logs - Support Article

You now can export concierge logs! Open logs for a router, and export it by clicking the button at the top right. For now, it downloads as CSV right away. It will also take into the account filters applied on the UI. For example, I apply the timeframe of this week, the export should only include this week’s data.

 

🚀 New to Fire: Ignore Contacts Option

If this toggle is enabled:

• If a Contact exists in Salesforce, it will be ignored, and we will create a new Lead
• The event should be related to this new Lead rather than the existing Contact
• If a Lead exists in Salesforce, we update this Lead rather than create a new one.
• If the prospect is a converted Lead, we will create a new Lead
• If several Leads exist in the CRM, we will relate to the most recently created Lead. This behavior happens only when duplicates are found.

 

🚀 New to Fire: Smart Parameters - Support Article

You can now use the following smart parameters

• accountId
• meetingTypeId
• caseId
• opportunityId
• campaignId & status
• objectId
• crm id with ?id= is now working too! (used to be only email) ‼️

🚀 New to Fire: JS Options - Support Article

The following smart parameters are available in JS

• accountId
• caseId
• opportunityId
• campaignId & status
• objectId
• domElement
• event

🚀 New to Fire: Callback Methods - Support Article

These are used when a customer wants to run custom code after some action happened

• onRouting calls the function after leads submission while routing is in progress
• onDisqualified calls the function after the lead is disqualified. Similar to onError but more specified.

 

🚀 Un-named Router is now "Untittle Router"

This is to become uniform with all products in the Demand Conversion Platform

 

🚀 Relative Date in Update Field Node

Relative Date is available for date fields in the Update Field node. This allows for more flexibility and options when using date fields in the update field node. The below options are now available:

• Today. Stamps the date when the prospect was routed

• Custom.

  • Has options of ‘Last’ and ‘Next’ which is Today - N days or Today + N days respectively.

  • Has options of Days, Weeks, Months, Quarters, Years

• Specific date. No changes to existing implementation

• Set null value as a toggle. “Set empty value to your field in CRM”

 

 

 

🚀 Invite Additional Guests on Router Links

You can also invite additional guests through REST API and JS API with the option attendees and passing the list of emails separated by a comma

 

 

🚀 New to Fire: Gravity Form Options

Gravity form option has code variations "Without redirect page" and "With redirect page" in-app. This gives you the option (same as legacy) to load concierge on the form page or a thank you page. 

 

Chat:

🚀 Navigate back to Welcome Node

The navigate back to node now supports the welcome node. This is helpful for when someone wants to restart the experience back to the welcome node at some point in the Chat journey.

 

🚀 Support line breaks in send a message node

When a line break is added via enter/return in the message node, display this both in the Journey preview and consistently present the message this way in the widget 

 

🚀 Enable Auto Fill For Chat Data Fields

When a journey contains data fields we can now detect them for auto-fill purposes with data they previously entered in other websites.

 

🚀 Display form when some visitor info is missing in Widget

If the visitor is missing any data the form associated with the Scheduling Link used to book a meeting through Chat, we now display the form to capture the missing data

🚀 Avatar Update

When the conversation is transitioned to Live Chat, we preserve the bot avatar and then update the avatar to the assigned user once they join the conversation in both the header and messages

 

Distro:

 

 🚀 Outreach & Distro - Support Article

When you have a Trigger on Lead or Contact, you can now add the record automatically to a Sequence!

 

 🚀 SalesLoft & Distro - Support Article

When you have a Trigger on Lead or Contact, you can now add the record automatically to a Sequence!

 

 

🚀 Related Lead Match - Support Article

You can now match an incoming Lead to a Related lead! (Lead with the same Domain extension existing). Available in all products! To use this you will create an ownership rule with the lead object and the related lead option is in team. The page in matching is coming soon!

 

 

🚀 Router Version History
You can now track changes with our new version history feature. You can visualize a previous version and restore it!

 

 

🚀 Update Trigger with Multiple Fields

One router can now trigger off of multiple fields. The fields and rules can be grouped together and use AND OR conditions the same as our rules section.