For Admins

Getting Started

• Getting Started for Admins 🌶️
• Onboarding Checklist
• Admin Center Overview
• Common help questions and how to resolve them
• Update Organization Details
• Update your logo

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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

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HubSpot CRM Configuration

• HubSpot CRM Integration Overview
• HubSpot CRM OAuth 2.0 Integration
• One-click Booking from HubSpot Sequences
• Set up HubSpot CRM Actions
• HubSpot CRM Custom Properties
• HubSpot CRM User Permissions

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

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Queues

• Introduction to Queues
• Queue setup checklist
• Create a Queue for Handoff
• Create a Queue for Concierge
• Routing Rules for Concierge
• Route Debugging (Why did this route?)

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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

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Chili Piper Form

• Add a Form to a Meeting Type
• Having the Country be a picklist value in the Chili Piper form

Round Robin

• Round Robin Reporting
• Change round robin duration
• Round Robin algorithm

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

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Booking Links (Advanced)

• Customize CSS for Booking Links
• Prefilling Chili Piper form via Query String Parameters
• Smart Booking Links
• Create smart links for your webinar

Email Reminders

• [Updated] Reminders
• Reminders

SMS Reminders

• Twilio Integration Overview
• Get Started with SMS Reminders
• Configuring your Twilio account for Chili Piper
• Create an SMS Reminder
• Test your SMS reminders
• Configure SMS Response Settings

Multiple Workspaces

• Workspace Types
• Managing a Workspace

Meeting Series

• Create your first Meeting Series
• Meeting Series Settings and Configuration
• One-Click Link & Meeting Series Overview

Zapier Integration

• Zapier Integration Overview
• Getting Started with Zapier
• Zapier Available Fields - Workspace Type: CRM

Slack Integration

• How to set up the Slack Integration
• Slack Integration Overview
• What notifications are sent via Slack?

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

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SalesLoft Integration

• Automating SalesLoft Follow Up After a Meeting is Scheduled
• One-click Booking from SalesLoft Cadences
• Adding a Booking Link to SalesLoft Email Signature
• How to Automate Cadences for No Shows
• Ending a SalesLoft Cadence Once a Meeting is Scheduled
• Booking from SalesLoft on the Phone

Intercom App Integration

• Installing the Intercom App
• Intercom Integration Overview

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

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