Changelog

Follow up on the latest improvements andย updates.

RSS

Shared Assets
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๐Ÿš€ Updated Reassignment Flow -
Help Article
Admins can now reassign meetings more efficiently through a simple Scheduler pop-up. This gives admins full flexibility and control over how meetings are Reassigned, whether they need to follow strict distribution logic or reroute using Handoff logic. It reduces manual steps and helps maintain clean routing even post-booking.
Example use case:
An admin sees that an AE is on vacation. They open a meeting from the calendar, hit โ€œReassign,โ€ and either choose the next rep in line (per distribution rules) or rerun the Handoff logic to find the right fallback based on routing paths and ownership rules.
๐Ÿš€ Update Salesforce reassign buttons to always use the Scheduler -
Help Article
Salesforce event object buttons used for reassigning now open the ChiliCal Scheduler directly. Workspace Managers and Admins get a side panel view with appropriate permissions. It unifies the reassignment experience and ensures that all permission checks and distribution logic are respected, while giving visibility into the meetingโ€™s context.
Example use case:
An SDR manager needs to reassign a meeting originally booked by a now-departed teammate. From the Salesforce event record, they click โ€œReassignโ€ and are immediately directed to the scheduler to select a new assignee without leaving their workflow.
๐Ÿš€ New Available Updates on the Confirmation screen in Branding & Language
The confirmation screen now clearly displays:
  • Who you are meeting with
  • Time
  • Guests
  • A reschedule button
  • Booking details
It enhances transparency for the booker and the prospect, reducing confusion and support requests while improving the professional appearance of the booking flow.
Example use case:
A customer books a demo and immediately sees all relevant details in one place. If they need to reschedule, they can do it instantly from this screen without searching for the confirmation email.
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๐Ÿš€ Show API names in Rules (SFDC and HubSpot)
Admins can now toggle on โ€œShow API Namesโ€ when editing Rules (outside of Routers) to see the underlying field API names, including custom relationships like Chili Piperโ€™s LeadtoSQL_rc. This makes it significantly easier to distinguish between similarly labeled fields, especially in complex CRM setups. Itโ€™s a fast, low-friction way to avoid misconfigurations and troubleshoot faster.
Example use case:
An admin is building a rule to route based on a custom field called "Region." There are two fields with similar names, but by toggling API names on, they identify the correct one and avoid breaking their routing logic.
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Distro
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๐Ÿš€ Additional fields in Create Opportunity and Task nodes
Admins can now configure more fields when using the "Create Opportunity" or "Create Task" nodes in Distro. Previously, these nodes were limited to a fixed set of 4โ€“6 fields. Teams can now ensure required fields (like Opportunity Stage, Custom Task Type, etc.) are properly populated from the routing flow itself, avoiding manual Salesforce edits or failed task creation.
Example use case:
A sales org needs every task created from a routing event to include a โ€œDue Dateโ€ and โ€œCampaign ID.โ€ Now, these can be added directly to the node, eliminating the need for follow-up by the rep or admin.
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Form Concierge
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๐Ÿš€ Enrichment For Form Shortening -
Help Article
Form Enrichment for Form Shortening lets Chili Piper automatically fill in form fields using data from providers like LeadIQ, Apollo, and ZoomInfo. When a visitor submits a form, Chili Piper uses their email domain and other details to pull enriched data (such as company size, industry, or location) and map it to your CRM fields. This means you can remove those questions from your form, making it shorter and faster to complete, without losing important qualification data.
Example Use Case
A form asks only for Name, Email, and one key question, while enrichment supplies company size, industry, and job title from ZoomInfoโ€”delivering fully qualified leads without adding form friction.
ChiliCal
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๐Ÿš€ Improve Buffer Handling over busy slots
When buffer times block a slot (and your workspace doesnโ€™t allow scheduling over busy times), users now see clear feedback either on hover (if buffer display is enabled) or with a detailed error message. Reduces frustration and booking confusion. Users now understand why a slot is unavailable, whether itโ€™s due to the meeting or just the buffer overlapping.
Example use case:
A prospect sees an open time, but canโ€™t book. Previously, the system gave a generic error. Now, it explains โ€œMeeting Buffer overlaps with a busy slot,โ€ helping the user choose a better time without needing help.
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Shared Assets
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๐Ÿš€ Changing a Team in a Published Distribution
You can now swap out the team in a live Distribution without rebuilding it from scratch. This makes it easier to respond to org changes while keeping your routing logic intact. Once you update and re-publish, your stats will reset for a fresh start.
Example Use Case:
Imagine youโ€™re running a territory split and the West Coast team becomes its region. Now, instead of duplicating and recreating every Distribution, RevOps can update the team and move on.*
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๐Ÿš€ Update Ownership on Cases and Opportunities (Concierge + Handoff)
Teams can now automatically transfer ownership of Salesforce Opportunities or Cases during the routing process. This helps keep CRM ownership aligned when meetings are handed off or routed to another team member.
Example Use Case:
If a team is routing a meeting to someone, and they want to ensure that if there is an opportunity that the team member routed, the Opportunity is also the owner of the opportunity
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ChiliCal
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๐Ÿš€ Single-use RR and Group links
You can now generate one-time-use links for Round Robin and Group meetings. This prevents overbooking, forwarding, or misuse. Perfect for high-stakes or limited-invite meetings.
Example Use Case:
Your sales director is hosting VIP executive calls. Instead of sending a reusable link that could be shared, they use a one-time link to keep the invite controlled and exclusive.
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๐Ÿš€ Schedule another meeting without closing the Scheduler
Book back-to-back meetings without leaving the confirmation screen. Itโ€™s a smoother experience for representatives or users who need to schedule multiple touchpoints at once.
Example Use Case:
An SDR is booking a discovery call and a follow-up demo call for a prospect. Now, they can set up both meetings in one flow without having to start over, making it more efficient and increasing the likelihood of success.
Chat
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๐Ÿš€ Chat Logs -
Help Article
A full, filterable, step-by-step view of every Chat Journey interaction โ€” see what happened, what didnโ€™t, and why. You can trace the visitorโ€™s path, view CRM updates, track Salesforce actions, and understand where logic may have broken.
๐Ÿง  Flow View: Visual map of the entire user journey
๐Ÿชต Execution Logs: Every detail is captured step-by-step
๐Ÿ”Ž Search & Filter: Quickly find any session
โœ… Debug-friendly: Instantly see what worked and what didnโ€™t
Example Use Case:
Letโ€™s say your sales team notices a dip in meetings following the pricing page update. Now you can go into the logs, search for those sessions, and quickly see if routing failed, a rep didnโ€™t join, or a booking node errored out.
๐Ÿš€ Microsoft Teams Notifications -
Help Article
You can now send Teams messages directly from Chat Journeys by connecting to Zapier. Whether you're alerting a specific rep or posting to a shared channel, it's a seamless way to turn intent into instant action.
Example Use Case:
Your AE team wants to be notified when a qualified lead clicks "Talk to Sales" in Chat. With this setup, they'll get a Teams ping the moment it happens, complete with lead details so they can respond faster and win the deal.
Distro
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๐Ÿš€ Slack & Email Notification Nodes
You can now send notifications to assignees, specific users, or Slack channels when a record is routed. This works with or without an Assign & Update Ownership node. The default message will let people know when a record has been assigned or routed, and you can write a custom message if you prefer. (Variables to personalize messages are coming soon.)
Use case: A sales manager wants to be notified every time a VIP lead is routed. Now, they can get a Slack ping without needing to be the assignee.
Do not forget to disable the default notifications in the 'Assign & Update Ownership' node if selecting the Assignee in either of the new nodes!
๐Ÿš€ Distro Logs Update โ€“ New 'No Match to Entry Rule' Status
We added a new status in Distro logs to help you better understand routing outcomes. If a record doesnโ€™t meet the entry rule (even though it passed the trigger), it will now show as โ€œNo Match to Entry Rule.โ€ This makes it easier to tell why something didnโ€™t route.
We've also updated the copy in the Search box to indicate you can search by Email (in addition to name or SFDC ID) and 'Entry Conditions' in the individual routing logs now says 'Entry Rule' โ†’ both in an effort to be accurate and consistent across the product.
Use case: A lead didnโ€™t route, and support checks the logs. Instead of guessing, they immediately see it didnโ€™t meet the entry rule...not a system error.
Concierge
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๐Ÿš€ Meeting Activity Page Counter
Youโ€™ll now see the number of results update as you filter through the Meeting Activity page. It's a small change, but it makes it easier to get a quick count without needing to export.
Use case: A team lead filters by rep and date to see how many meetings were booked this week and gets the count instantly.
CleanShot 2025-06-03 at 10
๐Ÿš€ Add the Booker to a Concierge Meeting
You can now automatically include the booker in a meeting by using the ?by= parameter in your Concierge link. This adds them to the calendar invite and ensures they get credit.
Use case: An SDR sends a scheduling link that includes their name in the URL. When the prospect books, the SDR is added to the invite without anyone needing to follow up manually.
ChiliCal
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๐Ÿš€ Accessibility Updates in the Scheduler
Weโ€™ve made the scheduler easier to navigate visually. Time blocks now have a clear border, and selected times appear darker, making the experience smoother and more accessible.
Zight Recording 2025-06-16 at 04
๐Ÿš€ Updated Confirmation Screen when scheduling in the Scheduler
The confirmation screen after booking a time has been refreshed with a cleaner layout and clearer info.
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Admin Center
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๐Ÿš€ Automated Notifications via Email & Slack for Integration Breaks
If user-level integration (calendar and video conferencing) was EVER previously connected and has become broken:
  • The user will receive an email & a Slack letting them know the integration is no longer connected + a link to reconnect if they want
If a CRM was EVER previously connected and has become broken:
  • All users with the role admin will receive an email & a Slack message letting them know the integration is no longer connected + link to reconnect for the related functionality to work
Example use case: If a user gets disconnected from Zoom, their Zoom details will not populate. Now, the user will be notified immediately so they can resolve the connection issue and continue booking.
๐Ÿš€ CSV Export from User Management Table Additions
1. First login: The date will show as the first time they login again since the feature was released for any existing user.
2. Last login
3. Personal details: phone number, Job Title, Conference Details, Location
Distro
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๐Ÿš€ Option to Disable default Slack and Email notifications to Assignees -
Help Article
Admins can now disable the default Slack and/or Email notifications to assignees in the Assign and Update Ownership node. Admins will be able to apply the setting to all or just the currently selected node in a given router.
Example use case: Some admins want to disable notifications entirely due to the sheer volume or how they prioritise leads i.e. some reps will work a list of leads in SFDC and don't require another distraction.
๐Ÿš€ Assign During Working Hours Enhancement
Previously, the โ€œAssign During Working Hoursโ€ setting in the Assign & Update Ownership node was an all-or-nothing option. It either applied to every node across the router or none at all. It can now be applied on a per-path basis.
Example use case: Prioritize leads matched to owned accounts by assigning them immediately, even outside working hours. In contrast, less urgent leads can continue to be assigned during the reps' set schedules.
๐Ÿš€ Bulk Retry for Errored records in Logs
Admins can now select multiple errored records in the logs and retry in bulk. Previously, they would have had to open each record individually and click 'Re-Route this record' over and over.
Example use case: If you encounter an error that affects a large number of routes, you can now quickly mass-retry multiple routes instead of retrying them one by one, which can be very time-consuming.
Concierge
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๐Ÿš€ Preset the phone's form field to the USA country code
The phone field's country code will be present to the US area code. This will save time for most, as they won't have to select the code every time.
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๐Ÿš€ Update the 'not booked' Slack notification
The new copy provides more details about the prospect's name, company name, and router name, giving users more information on their non-bookings.
New Copy:
[Prospect name] from [Company name] has filled out a form but didnโ€™t book a meeting and was assigned to you through [Concierge Router name]. + See in CRM
๐Ÿš€ Timeout for Contact Options node
If the contact options are displayed but the prospect takes no action, there is a timeout of this section. Similar to no action on selecting a time.
Screenshot 2025-06-10 at 11
ChiliCal
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๐Ÿš€ Passing Smart Parameters in Data Fields -
Help Article
You can now use Smart Parameters available in Data Fields to pass information through your form URL.
Example use case: you are sending a scheduling link via email, and the product you are looking for is always going to be the same - this is a campaign focused on Distro, for example. You can add the product field as a smart parameter to the URL so this information is stored.
๐Ÿš€ Bulk User Controls Actions
Previously, the first page was selected when making bulk updates now:
1. The counter will show all users in the workspace
2. When you select all users, all will be selected
Handoff
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๐Ÿš€ Handoff Reassignment Flow -
Help Article
Updated reassignment flow for HANDOFF Meetings through the Scheduler:
When you click reassign in the calendar, MyApp, Meeting Activity, or Salesforce on a Handoff meeting, we will load the Scheduler
  • it will run the Handoff router, picking the correct path and respecting distribution settings and levels
You will also be able to reschedule the meeting at the same time and change meeting details
You will NOT be able to change the workspace and meeting type of the meeting
Distro
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๐Ÿš€ CRM Matching Nodes
The purpose of CRM Matching Nodes is to make it easier to specify and visualize when matching takes place in Flow Builder. It also improves the experience in Distro Logs, where we show the matched Object ID and a link to it in SFDC, i.e., the matched account via L2A.
The new CRM Matching Nodes can be placed after the trigger, entry rule, or Duplicate match rules. This makes it clearer for admins what is happening with matching in the flow builder. Currently, matching happens in the rules themselves in combination with the matching hub.
For example, you can add a CRM Matching node, select the Lead to Account matching in the Matching list, and then enable it as true. You can then combine your rules in combination with the match to add more control and ensure that the owner is in a specific team (designated in the rules)
How to convert an existing matching routing rule to a new CRM Matching node.
๐Ÿš€ Toggle to Enable or Disable Prospect2Lead and Prospect2Contact matchings
Zight Recording 2025-04-28 at 11
๐Ÿš€ Meeting Type Descriptions on Personal Pages
This allows you to also add more details to the meeting you add to your Personal Pages
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Handoff
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๐Ÿš€ Updated 'Not Booked' Slack Notification
[Prospect name] from [Company name] has filled out a form but didnโ€™t book a meeting and were assigned to you through [Concierge Router name].
'View in CRM button'
Chat
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๐Ÿš€ Count Down Timer When Rep Joins
Reps can now see how long they have to respond to a Chat in their inbox. If there is a timer in the Wait for Rep Node, Chat reps can now see how much time they have to respond visually.
This visually provides urgency to ensure they respond so the chat stays in their name.
ChiliCal
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๐Ÿš€ Copy link Button Updates in Personal Meeting Types
From the Meeting Types view, there is the copy link button
MeetingTypes-CopyLink (1)
Inside the Meeting Type an easy-to-find copy link option
InsideMTCopy (1)
๐Ÿš€ Support objectId in Chilical and Handoff custom links for Salesforce custom buttons
This allows you to select which object the event created will relate to when using custom buttons
๐Ÿš€ Collapsing of picklist options in guest forms
When the picklist has many values, make it collapsable instead of running down all the options in the entire preview
HiddenGuestForm (1)
๐Ÿš€ Improved Teams view in ChiliCal User Controls
This matches how we have teams in the user table - it is not easier to read when previously it would cut off the names
TeamsUserControls (1)
๐Ÿš€ Addition of the Country code dropdown when adding the phone number Data field to form
Ensures we have the correct number and makes it easier for customers or prospects using the form to add in their number
CountryCode (1)
Chat
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๐Ÿš€ Support dynamic tags in Slack notifications -
Help Article
You can now customize your Slack notifications with Dynamic tags. To set this up:
1. Add a slack node to your journey
2. Interest Dynamic tag
3. See how the message will look on the preview
๐Ÿš€ Create a Task Node -
Help Article
This Node creates a Salesforce Task for your team. Salesforce Tasks are essentially just a to-do list inside Salesforce. Teams use them as reminders to follow up with Leads, send proposals, or close deals.
The most helpful part about a Task in Salesforce is that it's related to a particular record. Instead of flipping between a to-do list app and hub-of-all-things Salesforce, everything is right in one place, and it's clear which Leads, customers, or Accounts each task is meant for.
Common uses include creating and assigning Tasks to team members if a visitor fails to schedule a meeting or connect for live chat.
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๐Ÿš€ Create a Task Node + Transcript -
Help Article
This node operates the same as the above Create Task Node, with the addition of the Live Chat Transcript. Once the conversation ends, the transcript and conversation details will be saved and written in the description.
Once the Rep joins, this node can only be once on the Rep Joined path after the Route for Live Chat node and can only be assigned to the Live Chat Assignee. Live Chat transcript will be saved once the conversation ends. The transcript and conversation details will be written in the description.
createtasktranscript
๐Ÿš€ Custom Triggers -
Help Article
Journeys are triggered based on selection according to their order and the conditions set in the Trigger node. Custom Triggers allow teams to override this proactive behavior by providing an option to trigger a specific Journey in reaction to a button or link click. To access Custom Triggers, Go to Bot Settings > Custom Triggers tab.
1. Hit Create New Custom Trigger
2. A Trigger will open, then you hit โ€˜Editโ€™ to add the details (itโ€™s not live until you activate it)
3. Find and copy the Element ID you want to use
  • Right-click the element on the webpage and select Inspect
  • In the developer tools panel, find the id="..." in the highlighted code
  • Double-click the ID, then press Cmd/Ctrl + C to copy it
CustomTriggerSetup (1)
๐Ÿš€ Live Chat Round Robin - Reroute if No Response -
Help Article
When using the Round Robin feature specifically, we treat assignments like we would for scheduling. If we assign the conversation through Distribution:
1. We select the next user and assign it to them
2. If that user is Online โ†’ Wait for them to join the conversation โ†’ If they donโ€™t join โ†’ proceed to not available options
3. If that user is Offline โ†’ proceed to not available options
If that selected user is Offline or does not join the conversation, the probability of connecting the visitor to live chat is much lower.
Thus, we have created a new โ€˜Waterfallโ€™ option in Live Chatโ€™s Route to Node.
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Admin Center
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๐Ÿš€ Invite All in the Active Users Table
Invite all allows you to invite users to Chili Piper who have not logged in or finished onboarding. When notified, they will be sent an email to log in to Chili Piper.
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ChiliCal
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๐Ÿš€ Extend availability increments to Personal Meeting Types
Match the availability increments to match Team Meeting Types - giving users more options!
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๐Ÿš€ Descriptions of Meeting Types in Multiple Meeting Type Links Scheduling links
In your 1/1 scheduling links, you have multiple Meeting Type options available. You can now add descriptions to your Meeting types so bookers of the link have more details about the meeting.
To edit this, go to the meeting type> advanced settings > additional description.
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๐Ÿš€ Availability Schedules - Specify Days
In My App > Availability Schedules > Default Schedule, users can customize their schedules for specific days. This is useful when you have your normal weekly schedule but want a different schedule for a certain time period.
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Inย My App > Availability Schedules > Custom Schedule,ย There are new Advanced Settings, including Date Restriction and making the schedule exclusive.
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For example, if a user is planning a two-week trip to another time zone, they can add a specific date to ensure their availability is accurate. This can also be used during events or conferences, where users will have different meeting schedules.
๐Ÿš€ New to Fire: Google Unknown Sender Policy Updates
Matching what we have in legacy, which is for @gmail.com prospects. Sometimes, because of Google's unknown sender policy, the invite is not shown. We have added the option on the confirmation screen to confirm that you saw the meeting or ask for another meeting to be sent.
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๐Ÿš€ New to Fire: Don't Invite external guests toggle in the Scheduler
This allows you to book a meeting without anyone from outside the organization being invited. This is often used if you want to use a meeting as a placeholder or reminder of a task.
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๐Ÿš€ Create Event Under in CRM Actions
This lets you decouple a Salesforce Event from a Lead or Contact. This setting is on by default. To create Events unrelated to a record, please toggle it off in CRM actions > Create Under Lead / Contact.
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Handoff
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๐Ÿš€ Meeting Types: Assignee vs Host vs Booker location option
The ability to select Host, Assignee, or Bookerโ€™s link in the Meeting Type > Meeting Location. This choice is available for Zoom, Gong, RingCentral, Go To Meeting, Microsoft Teams, Webex, Conference Details, and In-Person Meeting.
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๐Ÿš€ Handoff Meetings in Distribution Reporting
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๐Ÿš€ Show Booker in the Distribution History
These details are available in Distribution reporting. Select Distribution > Distribution History. This information is helpful for admins who want to review reporting and understand the full booking process.
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Chat
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๐Ÿš€ Language Localization in Chat Widget
In Admin Center > Branding & Language > Select Chat from the screens menu to see default language copy & adjust.
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In Journeys > Use Audience Targeting to create a condition for a Journey with the Browser Language you wish to create a Journey for
  • The Journey, meeting type, and reminder copy will need to be set by the admin
  • The Data Fields, scheduling, and other chat screens will be auto-translated according to what is set in Step 1
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๐Ÿš€ New Option in Field Update node - Update to a Custom Relative Date
You can now set relative dates for the Update Field node in Chat (this will also apply to Tasks). It works the same as in all other products for Date type fields.
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Form Concierge
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๐Ÿš€ New to Fire: Support Hubspot contact ID on ?id= Parameter
We now support a contact ID and email when adding ?id= to your scheduling link.
๐Ÿš€ Concierge Live Auto Dial
Instead of adding the Display Contact Options node, just add the Call Rep node right after the routing rule. We will initiate the call right after the prospect is qualified without giving them a choice of a Live Call or Scheduling a Meeting.
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Shared Assets
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๐Ÿš€ Matching Hub: Optimized Results in Lead-to-Account Matching
If you have a massive Salesforce database with 100 million or more accounts, finding the right account will take a lot of time because of the number of records. This new optimized toggle uses a different technology to perform the query. Instead of SQL (Salesforce query language), it uses SOSL, which works better for large databases. This option is not activated by default, but it will help if you are experiencing a high delay.
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๐Ÿš€ Rules: New Rule Operators - Ends with and Ends with any of
New operators are available when building out your rules. Ends with or ends with any of will check what the value is ending in.ย 
For example, this can be used to filter out specific emails. You only want emails ending in .com or .fr, or you want to exclude emails ending in @gmail.com.
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๐Ÿš€ Matching Hub: Person to Lead/Contact
When prospects fill out a Form, they are considered as a Person. But this Person might exist as a Lead or as a Contact in SFDC, and this menu will help you to filter and tie-break to match the Person to the right existing Lead / Contact
For example, if you only want someone coming inbound to match certain types of leadsโ€”for example, if you have multiple leads for a single prospectโ€”you can set up rules here to match the most recently created Lead.
๐Ÿš€ Meeting Activity: CRM Event ID added to Meeting Activity Export
When you export the meeting activity dashboard, we have now added the CRM ID to this export.
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ChiliCal
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๐Ÿš€ Multiple Meeting Types on 1 to 1 Scheduling links
Add multiple meeting types to your scheduling links. This allows you to have a scheduling link that links to many types of meetings, such as a 15-minute working session, a 30-minute demo, or an hour-long consultation.
Zight Recording 2025-02-27 at 11
Form Concierge
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๐Ÿš€ Concierge Logs Triggered time + seconds
The router triggered at in Concierge Logs now displays the seconds of when the concierge router was triggered. This is helpful for more exact information on when a prospect triggered Concierge.
Zight 2025-02-27 at 1
Admin Center
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๐Ÿš€ Demand Conversion Platform Approved in Hubspot Market Place -
Market Place Listing here
We can only have one listing in Hubspot, so Legacy has been removed, and we just have our new DCP listing!
Zight Recording 2025-02-19 at 08
ChiliCal
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๐Ÿš€ Link to CRM record in Slack and Email notifications
Zight 2025-02-19 at 8
Zight 2025-02-19 at 8
๐Ÿš€ Improved Search in Scheduler
Show the first results of the characters typed at the beginning of the word instead of all accounts with those characters.
Zight Recording 2025-02-19 at 08
๐Ÿš€ Hide the fields We Already Know in Forms
We combine the current experience of Meeting Created in and Always Invite into one.
When adding a participant, the user can pick "booker" or "Assignee"
  • In group links there is no Booker/assignee
We create the meeting in the Hostโ€™s calendar.
  • The host can be changed through the ellipsis next to the required toggle. Only the booker or the assignee can be hosts.
If the Booker/attendee is set to be optional, their availability is NOT displayed in the scheduler when booking the meeting. So if the booker is optional, when booking the meeting they do not see their own calendar.
Handoff
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๐Ÿš€ Host Booking Limit in Scheduler
Show Bookers when someone they are booking a meeting for has hit the lost booking limit. This way, they know they should not be receiving any more meetings.
Zight 2025-02-19 at 8
Form Concierge
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๐Ÿš€ Slack Notifications for Concierge Live
Get notified via Slack when you get a call from Concierge Live.
mceclip0
๐Ÿš€ Auto-parsing UTMs from the Concierge URL
We now parse standard UTM parameters from the URL. There is no need to use hidden fields on your router or web forms. To update the CRM, make sure the standard UTM Data Field is mapped to the CRM field. The first instance of capturing a UTM value is the original. Once populated, we only write to Recent. Recent can be overwritten, but the Original cannot.
๐Ÿš€ Distribution Setting New Home
Zight 2025-02-19 at 8
Chat
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๐Ÿš€ Search for a Node in Journey
Using Command + f you can search for the node you are looking for in your Chat Journey
Distro
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๐Ÿš€ Variables
Instead of updating fields with static values, you can update them with variables or information that can change based on the trigger object.
For example, you have set up lead-to-account matching, and you want to add the name of the account the lead matched to on the lead as a variable. To do this you add the field update node in your router, instead of just making a static update like a written word you have the option to add a triggered object variable - depending on your trigger you can use the information from the trigger (lead in this example) and reuse it. Then, in this example, you can add the matched account ID (which is variable, not static) as an update to that field.
Other examples:
Let's say you want to send an Email or a Slack Notification and you want to use some variables to create the body of the message.Something like:
Hey {Distro.Assignee},
You just received a Lead: {Lead.First Name} {Lead.Last Name} working for {lead.company}.Matched Account: {Lead.MatchedAccount.Name}
Segment: {Lead.Segment}...Another use case would be to use variables with information coming from the Router itself:
  • Name of the Routing Rule
  • Name of the Router
  • Assigned on..
  • Assigned to..
  • Received during working hours..
  • Meeting not Booked through Concierge...
Admin Center
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๐Ÿš€ Dedicated SAML SSO integration card for MS Entra ID (aka/formerly known as Azure AD) -
Help Article
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ChiliCal
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๐Ÿš€ 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.
Zight Recording 2025-01-31 at 01
๐Ÿš€ 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.
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๐Ÿš€ 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.
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๐Ÿš€ 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.
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๐Ÿš€ Availability for all Calendar Colors more Distinct
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๐Ÿš€ Hubspot - Activity Assigned to Assnigee or Booker
It passes the email of the booker or the assignee to the โ€œActivity Assigned toโ€ 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.
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Handoff
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๐Ÿš€ 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.
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Form Concierge
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๐Ÿš€ 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.
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๐Ÿš€ 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.
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