This setting allows a meeting booked within a queue to be rescheduled among the users in that queue. If you're familiar with reassignment and rescheduling, it's a bit like a combination of the two functionalities.
How to enable this setting:
- The setting lives within a queue under Meeting Settings in Queue settings
- This setting is unchecked by default. When left unchecked, Chili Piper will only allow the meeting to be rescheduled with the original Assignee of the meeting.
How it works
Once a meeting is booked into a queue, then you can either access the {!Meeting.RescheduleURL} if you have it in your related Meeting Template or create a custom link within the event in Salesforce.
Once the URL is loaded, the availability will display every user's availability within that queue.
Chili Piper will prioritize the availability of the original Assignee, so if that Assignee is available at the time the prospect selects, the meeting will be rescheduled with that original Assignee, and the normal reschedule flow is executed.
- If a time is selected in which the original Assignee is not available, Chili Piper:
- Delete the original calendar invite from the original Assignee
- Immediately send a net new invite to the customer on behalf of the new Assignee (same flow as reassignment)
- Update the Salesforce Event’s “Assigned To” user
- The Salesforce event will be updated with the new date/time and new Assignee. Not deleted and recreated.
- An email notification will be sent to both the old Assignee & new Assignee, letting them know the meeting has been reassigned.
- The Queue history will reflect that the meeting has been reassigned
- The meeting will be credited back to the original Assignee, and a credit will be applied to the new Assignee within the Queue's Round Robin