Admin Center:
🚀 Dedicated SAML SSO integration card for MS Entra ID (aka/formerly known as Azure AD) - Help Article
ChiliCal:
🚀 Save 'Availability for All' Last Use Data
If a user just used availability for all, we will store that information, and the next time they use it, it will open up automatically.
For example, some users book only with Availability for all; in this case, we will default to this state instead of asking them to remember to turn it back on. This helps reduce human error. So, if admins want end-users to use the feature, once they toggle it on, we will keep it on whenever it is available.
🚀 Round Robin Ownership and Group Links are available in the Add Campaign section
Now, the admin can also add meetings booked in all scheduling types to Campaigns
For example, you can use a Round-Robin process for your entire product team to collect feedback on a new feature. If a customer books a meeting, we want to track them in a campaign and send them a gift. You can use the add-to-campaign feature for this.
🚀 Look up all CRM users when Adding Guests to a Meeting in the Scheduler
When booking a meeting in the Chilical Scheduler and you need to add another participant to the meeting, Chili Piper now looks through your CRM to help you find your participant.
This ensures you are booking with the right person and saves the booker time looking for the participant's email.
🚀 Assignee Tag Falls Back to Host
If you are using the assignee name tag in your meeting type and that information is blank, we will fall back on the meeting host's name, so there is always a name in the Meeting Type. This reduces any blanks in 'customers' Meeting Types.
For example, the meeting title should include "Meeting with [Assignee]." If, for some reason, we don't have Aaron as the assignee, we will fall back on Aaron and fill in a name in the title instead of showing nothing.
🚀 Availability for all Calendar Colors more Distinct
🚀 Hubspot - Activity Assigned to Assnigee or Booker
It passes the email of the booker or the assignee to the “Activity Assigned to” field inside the engagement created in Hubspot for the meeting that was booked. This changes who hosts the engagement inside the activity tab
- if booker is selected and there is a booker = booker
- If booker is selected and there is not a booker = host
- If host selected = host
This setting exists:
- CRM actions section in ChiliCal CRM Actions
- Inside the create engagement node in the flow builder for Handoff and Concierge - Concierge Router
For example, some companies rely on this to know how many meetings a Booker booked, which is tied to their compensation.
Handoff:
🚀 Hover over the Path name for Handoff paths to Show the Full Name
If the name of your path is super long and gets cut off, this hover allows you to see the full name and details.
This is useful if you are naming your paths in specific ways that you need your Users to be able to see and read the full title.
Form Concierge:
🚀 Do not show the "Call me now" button if no one is available in the Call Rep Node's Distribution
If no one is available for a call in the Live Call distribution, prospects will not see the option for a Live Call.
This prevents wasted time trying to connect and allows for a faster booking experience for the prospect.
🚀 Prevent Prospects from Being Routed Twice
When a prospect submits a form twice, it is routed twice, causing conflicting assignments in the CRM. If we detect a duplicate submission, i.e., the same email triggers Concierge a second time while another submission from the email is currently in progress, we will cancel the previous submission. No CRM actions or assignments will happen on the original routing. The newest submission will be processed.
This is important to prevent confusion and multiple assignments of the same prospect.