You've got it easy.
To make Concierge work for your current Chili Piper deployment, you can use the same javascript snippet or API you're currently using. Assuming everything is working fine and set up properly now, we'll change some settings in Chili Piper.
Here's what to do:
- Have your reps who you want taking calls Verify their Phones in their personal settings in Chili Piper.
- Create and configure a new queue for the users you want to receive phone queues.
- Yes, you can repurpose your existing queue, but it may make sense to run a different Round, Robin, for Phone calls with a shorter meeting length as compared to scheduled meetings.
- Relate a Meeting Template to your new queue.
- Note that the time you specify in the Meeting Template will be the time we block for a phone call to mark them as away, so they don't get another call. We will update the call when it's over, but we recommend setting the length to 15 minutes.
- Toggle on your Phone Queues in your Inbound Concierge.
- Configure your settings in "Messages and UI Customization"
- Or use our default settings and update as you see fit.
We recommend testing a few times before deploying to production, but that's it!