October 1st, 2024 Releases

The phone number fields is now available for end users to add and update

Expose In-Person Meeting field

We now have personal CRm actions available for ChiliCal User controls. This allows admins to control what changes are made in their CRM for personal meeting types.

If a guest declines the meeting, we should not send them a reminder. if it’s not a primary guest, that guest is removed from the cc list.

Understand what has happened with a meeting and the ability to filter meetings based on these statuses

More options added with overriding default schedules - you can set a date range and timezone 

More options added for prospect booking limit

All settings switched to an on/off toggle, Except for meeting type availability

If an admin has set up a fixed schedule in a meeting type it cannot be added to a custom schedule by an end user. This prevents a meeting type from having two different availabilities causing errors and confusion.

When in the scheduler, if the event name is too long you can hover over it for 2 seconds to see the full title. This allows you to make sure you see the full title of a meeting title to make sure you understand where you are booking.

Send link Directly in Scheduler:

Open the scheduler, select the Round Robin link you would like to use - if there is multiple meeting types select which one you will use, then select the time on the calendar and you can schedule!

Suggested times:

When they suggest times/insert a link, they don't need to pick the meeting type. If they don't, the link will contain all meeting types available and the guest will pick one.

You can access your team scheduling links in the scheduler and book using them. Select who the host is going to be then you can pick through their links. This keeps a consistent booking experience depending on each team's book requirements.

This will increase team privacy so it will now show their company logo only on the booking screen sent in Chat

When there is one minute left before the 'not scheduled' time

Once the Booking step “expires”

After the visitor clicks on the welcome message button and the widget opens then next node is executed, display the ‘start over’ arrow at the top. This allows you to begin again if you make an incorrect selection or want to see the other options again while in the chat experience.

Once you have mapped your Webform data fields if you enable the router link option in the trigger, it will automatically map those data fields to this section

Access the meeting that is booked from logs, linking you directly to the meeting in the meeting activity dashboard

Company names in CRM are standard fields so we now map it by default to Lead.Company & to Account.Name. This will save time when mapping these fields.

Have time stamps of when actions were taken in  your CRM

When customers have these fields we update the data that is sent - full details below

After the user clicks “Select” in the trigger options “Webform” and “Router Link” to add a data field, put the cursor in the search bar so that they can start searching right away.

We are now updating Booking_status_CP__c with Not Booked on calendar-less paths including catchall. Customers can use this for automation and reporting.

Now you can track rescheduled in distribution reporting

You are able to update fields on the Case and Opportunity. For example, a customer may want to update a field on the case (the support team could work in cases) to let the support team know that a meeting was booked through Concierge.

Grouping allows you to take multiple distributions together, so if a meeting happens in one, it will also calibrate the other distributions. For example, if an admin sets up 2 distributions where rep A is a part of both. Admin groups the 2 distributions. If rep A gets a meeting through distribution 1, their level will be adjusted in distribution 2 as if they got a meeting through this distribution.

Allows you to re-run a route. Useful for when an error may have occurred during routing.

After setting up lead-to-account matching you can now leverage lead or contact matching to opportunities and cases. Matching settings are set up in Matching > Match to opportunity > Match to case then set up your rules. Full details in the help article linked.

Pre-populate Owner ID  in the assign and update action. It was found that 81% of our customers use this action so it was added to save some time and it can always be deleted.

Currently, these are available in the distro router table so also adding them to logs to easily find the right router you are looking for

You can now route to an Account Team Member or an Opportunity Team Member. (OR any 1-to-many relationships between Objects). This feature has been highly requested by our Enterprise customers and is now available across all products!