Upgrading to the Demand Conversion Platform? We got you!
Our team will aid you in getting set up on our new Platform! This article will give you all the details of what is available in our new platform upgrade.
Flow View for all products
Full visibility and customization into your product setup and routing with our new flow view. Available with Distro, Concierge, Chat, and Handoff.
Reusable assets = less manual work for you
Save time by creating Meeting Types, Rules, Teams, and Distributions and reusing them across all of your Chili Piper products in a Workspace.
Dynamic Rule Builder
Much easier to use, see, and group your routing Rules in the Demand Conversion Platform. Rules are separated into ownership- and Non-ownership-based rules.
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.
One Workspace for all of your products
Your marketing team likely has configurations different from those of your prospecting team. Use Workspaces to keep their assets and settings separate.
New User Roles
Designate someone as a Workspace Manager and don't worry, they only have access to view and edit the Workspaces and/or Teams that you assign them to.
Data Fields
With data fields, you can capture visitor data, use it across Chili Piper, and sync to external systems. The introduction of Data Fields also allows you to route based on just the form submission.
When including your Data Fields in your Router or Guest Form you can now customize the language they are written in.
Quarterly Distribution settings
Determine when Chili Piper should reset your fairness Distribution algorithm.
Prospect to Account Matching on domain + tiebreakers and more filters
Use Chili Piper’s out-of-the-box Lead to Account matching algorithm, or customize it with your own filter and tiebreak criteria.
In addition to the default Chili Piper algorithm, we can also leverage Salesforce Duplicate Rules to find more potential candidates for Lead-to-Account Matching.
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.
Round Robin, your way
Strict Round Robin lets you route in sequential order, while Flexible Round Robin shows combined availability.
Easy to Customize Branding & Language
In Fire, admins can set the Branding & Language for the entire account or have it vary at the Workspace level. You can even decide whether or not you want end-users to be able to update the colors.
Language settings are now customizable for every part of your prospect's scheduling experience.
You can also use our default styling settings or custom CSS — your brand, your way.
No lead left behind
Make sure 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.
Spicy New Look
The product dashboard for end-users is centered around their calendar.
Fair meeting/Lead Distribution across multiple products
In Fire, you can relate a Distribution to multiple different routing flows and products. If you have a Handoff router, a Concierge web form, and Chili Chat — you can maintain fair meeting distribution across all three.
Making sign-in easy with SAML SSO
Easily integrate Chili Piper with your single sign-on tool for secure and simple login for your users.
Meeting Activity
Breakdown of Meetings Activity across your Chili Piper products. View upcoming and past meetings, filter off of Meeting Type, Assignee, Booker, status, date, or product.
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