Concierge Fire Benefits - What's New in Concierge

Upgrading from Concierge Legacy? We got you!

All your meeting Routers will automatically redirect to Fire. Even if Concierge is operating in more places than you remember, nothing will break. This article will give you all the details of what is available in your Concierge upgrade to the Demand Conversion Platform.

What is new for Admins of Concierge

Concierge Flow View

Full visibility into how prospects are routed. Now, you can also create/update records right after triggering WHILE performing routing/booking the meeting.

The most advanced Lead-to-Account matching yet

Full visibility into how prospects are routed. Now, you can also create/update records right after triggering WHILE performing routing/booking the meeting. Check out all our custom matching available in the Matching tab under Settings.

Advanced routing made simple

Route on CRM data or form values, or a combination of both.

Simplified Trigger Options

Decide how and where you will be using Concierge with our 3 toggle on and off trigger options. Trigger on a webform submission, in app button click, or a Router link is clicked.

Concierge Live in Contact Options

Easily add our Concierge Live add-on with the new contact Options node. If your prospect wants to talk to someone now, you can enable a Live Call with the correct team member available. If no one is available, let your prospects book a meeting for later instead.

CRM actions, the way you want

Update and create records only when it’s necessary. Plus, more CRM actions than ever before.

Scheduling with multiple attendees

Invite additional participants and automatically factor in their availability.

Notify Additional users

Add anyone who should be notified when a meeting is booked, for example, a manager.

Multiple Meeting Types Available to Select

Allow your prospects to select the type of meeting they would like to schedule by adding in different meeting types options.

No Lead left behind

Ensure every Lead is accounted for, even if they don't match your Routing Rules. Our automatic Catch-All feature ensures that nothing falls through the cracks.

Finally—no more complaints about unfair Lead Distribution.

Distribute meetings evenly across multiple different Routers or even products. Same as in legacy, cancelations and no-shows are automatically credited back to reps — and you set up different weighting depending on your needs.

Customizable Redirects

Redirect Prospects to a specific URL after they schedule a meeting.

Map your Form automatically

Enter your Form's URL, and we will do the rest. Chili Piper will automatically map your form fields to what's in your CRM — all you have to do is double-check.

The answer to: “Why wasn’t I routed that Lead?”

With Chili Piper Fire, you can see exactly why a meeting was (or was not) routed to a certain rep with more indepth Logs then ever before.

Round Robin, your way

Strict Round Robin lets you route in sequential order, while Flexible Round Robin shows combined availability.

Implementing Concierge is as easy as copy-paste

Concierge is a simple javascript that you can plug into your website.

Customizable Assignment when the meeting is not booked

Decide when something should be assigned if scheduling did not take place and use your Distributions.