Getting Started
Queues
- Introduction to Queues
- Queue setup checklist
- Create a Queue for Concierge
- Routing Rules for Concierge
- Prioritizing Routing Based on Ownership
- Route Leads to the Existing Lead Owner
Meeting Templates
- Expire Reschedule Link
- Create and Edit Meeting Types
- Relate Meeting to SFDC Opportunity
- Relate Meeting to SFDC Case & Opportunity
- Dynamic Tags for Templates and Reminders
- Meeting Type Examples
Chili Piper Form
Booking Links (Advanced)
Email Reminders
SMS Reminders
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
User Management
- What does a user requesting access mean?
- Hiding Reports from Users
- Managing when your Chili Piper Admin leaves the company
- Add users to Chili Piper
- How to activate and deactivate users
- How to request additional licenses
Salesforce Configuration
- Assigning Lead/Contact Ownership from Creation of an Event
- Pass hidden field values through Chili Piper to Salesforce
- Rescheduling Meetings Through Salesforce
- Salesforce Fields
- Salesforce OAuth 2.O Integration
- Routing Rules based on Custom Objects
Meeting Series
Multiple Workspaces
Zapier Integration
Intercom App Integration
SalesLoft 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
Other Integrations
- Conversica
- Integration with GoToMeeting to create meetings dynamically
- Integration with WebEx to create meetings dynamically
- How to set up the Slack Integration
- How does Chili Piper work with your existing inbound tech stack?
- Slack Integration Overview