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Chili Vocab / Glossary

Serban
  • Updated

Assets and Booking Flows

  • Assignment Ruleset: For Distro product and Queues, a rule or set of rules based on fields from the CRM that determine whether a prospect's values match or not. E.g.: Contact.FirstName = John
  • Handoff Router:  A router used specifically for live transfers of a prospect between assignees (added to queues). E.g.: Passing a prospect from one assignee to another while on the phone.

  • Inbound Router or Form Concierge:  A group of queues evaluated and routed based on values submitted through a form and pre-existing data in Salesforce. For setup info, read here.

  • Instant Booker: This can be accessed in-app or via our Chrome Extension to allow you to book meetings on behalf of others or for yourself. A calendar view of all busy meetings with access to Meeting Types, Queues, and more. For more info, read here.

  • Meeting Type or Template: Preset calendar invites, which automatically imports prospect, booker, assignee, and conference information. For info on creating/editing meeting types, see this article.

  • Personal Booking Link: unique URL each calendar license/user holds, usually in the format of: https://yourorganization.chilipiper.com/book/me/firstname-lastname.
    More info about booking links can be found here.

  • Queue / Meeting Queue:  A group of assignees being assigned meetings according to a set of rules (e.g. round robin, assign based on ownership, territory, or all the above combined). It can be used with either Concierge or Handoff routers. For more info, read here.

  • Queue Booking Link: unique URL for a specific Queue, usually in the format of: https://yourorganization.chilipiper.com/book/queue-name.
    For information on creating and utilizing smart booking links for a queue, read here.

  • Reminder: Pre-Meeting Reminders that are related to Meeting Types or Meeting templates. (Email & SMS). More info here.

End-user Roles

  • Assignee: The user whom the meeting is assigned to or booked with.

  • Booker: The Chili Piper user who books the meeting. Never the prospect. If a prospect books a meeting, we will consider the booker the "Default Booker" user. 

  • Prospect: The external guest whom the meeting is being scheduled with.

Licenses

Note: Licenses and license types are subject to change.

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When viewing the Users table in-app, we refer to a few different license types closely related to the products mentioned above: 

  • Concierge: Enables a user to be listed within an Inbound Router Concierge workflow (i.e.: inbound scheduling queues, see below).

  • Events: Allows a user to be added to an in-person Events workspace.

  • Handoff: Enables a user to book on behalf of teammates and route meetings across teams. Routing will be done based on prospect info within the CRM. 

  • Instant Booker: This allows for team-based booking and booking on behalf of others but without any routing capability. Enables the "Instant Booker" app to book with other reps. This license is included by default with Handoff / Concierge.

Products

  • Concierge: Instant scheduling for web forms. Allows for routing of prospects to the appropriate rep in real-time. More info is below.

  • Distro: Lead routing software that provides automation based on triggered Salesforce events.
  • Instant Booker: Scheduler for Sales / CS teams. A calendar overview that allows you to utilize Chili Piper features when booking a meeting. More info is below.

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