This guide will walk you through the setup process so you can get started quickly and smoothly. Each section includes setup overview videos to help you configure your account quickly.
If you run into any issues, we’re here to help - reach out through any of our support channels!
Table of Contents
Admin Setup
1. Create Your Account ✨
First, let's get you logged in. Please go ahead and log in here to log in.
2. Connect Your CRM and Apps 🔗
An admin needs to connect Chili Piper to a CRM and other apps to enable seamless scheduling, automate lead routing, and ensure meeting data syncs with tools like Salesforce, Outlook, and Google Calendar. These integrations help teams track meetings, update records in real-time, and streamline workflows without manual effort. See the video below for further steps on how to do this:
3. Set Up Your Workspace and Users 👤
A workspace is a way to organize teams, meeting types, and routing rules within the platform. It acts as a container that helps companies manage different groups of users and workflows efficiently.
4. Create Assets for Your Workspace ⚙️
Assets like Meeting Types, Teams, Rules, and Distributions are essential for customizing your workspace. You can also configure these during the Product Setup process. Follow the video below for an overview of your Workspace Assets:
For further reference about each asset, check the following Knowledge Articles:
5. Set Up Your Product 🔥
You’re almost there! Let’s get your product set up. Check out the Product Overviews below to learn how each one is configured and their possible use cases ↓
Concierge Setup
Concierge is used as a lead routing system that automatically directs incoming form submissions to the right team member based on custom rules, improving scheduling and response efficiency. It ensures faster and more accurate connections between leads and the appropriate team members.
Distro Setup
Distro is triggered by events such as a CRM field update or the creation of a new lead, automatically routing the lead to the appropriate sales rep or team based on the routes defined in the Distro router.
Handoff Setup
Handoff is used if reps are scheduling meetings on behalf of other reps. The Handoff Router is where admins build the logic for automatically routing outbound prospects or guests to the right rep. By selecting the rules, distributions, and meeting types we must follow, you can guarantee that whoever is booking the meeting can just pick the best time for it to happen: we handle the rest.
Chat Setup
Chat enables real-time lead routing and scheduling directly from your website. It automatically qualifies and routes leads to the right rep based on predefined rules, allowing instant booking of meetings within the chat conversation.
Need more details?
Check out the Knowledge Base for in-depth articles and setup instructions for each product:
- Concierge Knowledge Base
- Distro Knowledge Base
- Handoff Knowledge Base
- ChiliCal Knowledge Base
- Chat Knowledge Base
End-User Setup
1. Setup Your Account
To get up and running, log in to your account here, connect your calendar and meeting location (Zoom, Teams, etc.), and set up your availability. Then, watch the video below for additional setup guidance and a platform overview. If you are an Admin, please continue below to the Admin Setup section:
2. What is the ChiliCal Co-Pilot extension?
The ChiliCal Co-Pilot Chrome extension streamlines scheduling by allowing users to insert their availability directly into emails with a single click. Also integrating with tools like Outlook and Salesforce, users can open their calendars for high-priority customers, share one-click booking links, and access meeting templates, reducing the time spent on back-and-forth scheduling.
More about our ChiliCal Co-Pilot Extension
ChiliCommand
ChiliCommand is a quick-access feature that lets users insert suggested meeting times into emails using keyboard shortcuts, eliminating the need to open the full extension. By pressing CMD+M, users can instantly share their availability, speeding up the scheduling process and reducing back-and-forth communication. Here's a quick video going over the ChiliCommand's functionality:
8. Next Steps 🚀
Congratulations on getting started! Once you’ve completed the workspace setup and asset creation, you can begin using Chili Piper.
You're ready to launch! 🎉
Need more help?
We’re here to support you along the way—don’t hesitate to contact us with any questions. Here are some options to find us: