Admin Center
:๐ 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.
ChiliCal
:๐ Extend availability increments to Personal Meeting Types
Match the availability increments to match Team Meeting Types - giving users more options!
๐ 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.
๐ 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.
Inย My App > Availability Schedules > Custom Schedule,ย There are new Advanced Settings, including Date Restriction and making the schedule exclusive.
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.
๐ 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.
๐ 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.
๐ 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.
Handoff
:๐ Meeting Types: Assignee vs Host vs Booker location option
The ability to select Host, Assignee, or Bookerโs 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.
๐ Handoff Meetings in Distribution Reporting
๐ 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.
Chat
:๐ Language Localization in Chat Widget
In Admin Center > Branding & Language > Select Chat from the screens menu to see default language copy & adjust.
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
๐ 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.
Form Concierge
:๐ 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.
๐ 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.
Shared Assets
:๐ 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.
๐ 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.
๐ 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 leadsโfor example, if you have multiple leads for a single prospectโyou can set up rules here to match the most recently created Lead.
๐ 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.
