Getting Started
- Getting Started for Admins 🌶️
- Chili Vocab / Glossary
- Onboarding Checklist
- Common help questions and how to resolve them
- Admin Center Overview
- User Management
Salesforce Configuration
- Salesforce Integration Overview
- Salesforce OAuth 2.O Integration
- Chili Piper Data flow
- Set up Salesforce Actions
- Chili Piper and Existing Routing Tools
- Common Salesforce API Error Codes
HubSpot CRM Configuration
User Management
- Add users to Chili Piper
- How to activate and deactivate users
- How to request additional licenses
- Remove a user from all Queues
- What does a user requesting access mean?
- Managing when your Chili Piper Admin leaves the company
Queues
- Introduction to Queues
- Queue setup checklist
- Set up your Handoff Router
- Create a Queue for Concierge
- Routing Rules for Concierge
- Route Debugging (Why did this route?)
Meeting Templates
- Single-Use Booking Links
- Multiple Meeting Locations
- Expire Reschedule Link
- Create and Duplicate Meeting Types
- Relate Meeting to SFDC Opportunity
- Relate Meeting to CRM Objects (Case, Opportunity, Campaign)
Chili Piper Form
Booking Links (Advanced)
Round Robin
Meeting Management
- Limit the number of meetings a Prospect can schedule per a certain time frame
- Limit the number of meetings an Assignee can get per Meeting Type
- Specify Available Hours for Specific Meeting Types
- Multiple Meeting Types within a Queue
- Language Settings
- Adjust settings for users who mainly book meetings for themselves
Multiple Workspaces
Events Workspace
Email Reminders
SMS Reminders
Meeting Series
Zapier Integration
Slack Integration
Intercom App Integration
Outreach Integration
- Insert Suggested Times in Outreach
- Adding a Booking Link to your Outreach Email Signature
- How to Automate Sequences for No Shows
- Setup One-click Booking from Outreach Sequences
- Ending an Outreach Sequence Once a Meeting is Scheduled
- Automating Outreach Follow Up After a Meeting is Scheduled
SalesLoft Integration
Other Integrations
- Typeform Integration
- One-click Booking from Apollo.io Sequences
- Install the Chili Piper app for O365 as a Microsoft Admin
- Conversica
- Integration with GoToMeeting to create meetings dynamically
- Integration with WebEx to create meetings dynamically