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  1. Chili Piper
  2. Concierge
  3. Queues

Queues

  • Introduction to Queues
  • Queue setup checklist
  • Multiple Meeting Types within a Queue
  • Create a Queue for Concierge
  • Routing Rules for Concierge
  • Prioritizing Routing Based on Ownership
  • Route Leads to the Existing Lead Owner
  • How do I prioritize routing based on region?
  • Matching to Account records in Salesforce
  • Role of the Default Booker
  • Flexible vs Strict Round Robin
  • Show next person in queue vs availability for all
  • Invite the booker to the meeting automatically
  • Reschedule a meeting back into a queue
  • Group Meetings
  • Setting Up Hot Handoffs
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