Shared Assets
:๐ Multi-Assignment - ChiliCal, Handoff, Concierge -
Help ArticleEnables scheduling meetings that require participants from multiple teams or pools rather than just one. Chili Piper will cross-check availability across the selected distributions and ensure the right combination of users is booked. There will be no more manual back-and-forth to get the โright mixโ on a call. There will also be fewer reschedules, tighter handoffs, and cleaner CRM ownership updates.
Example
A qualified lead asks for a technical demo. Chili Piper books an AE from one pool and an SE from another at a time that works for both, and writes both assignees to CRM.
Admin Center
:๐ SFDC User Provisioning
- Help ArticleAutomate adding, updating, and removing Chili Piper users from Salesforce. Assign licenses, workspaces, teams, and distribution weights with scheduled or on-demand runs. Keeps seats tidy and accurate as people get hired, promoted, or leave. Saves admin time and prevents overpaying for unused licenses.
Example
If a user gets a promotion and moves from the SDR to the AE team, have provisioning automations remove them from the SDR team, add them to the AE team, and set their weight to a lower value during onboarding.
Handoff
:๐ New Columns available in Handoff Router List
This information is extremely helpful when managing multiple routers, as it enables admins to understand who made which changes and when.
- Last Published (date)
- Last Published By (User)
- Created (date)
- Created By (user)
Chat
:๐ Chat AI -
Help ArticlesChat AI is an intelligent website assistant that engages visitors, answers questions, and books qualified meetings automatically. It works 24/7 to turn existing traffic into pipeline without needing human reps or manual chatbot flows. By connecting to your CRM and learning your content, it delivers faster conversions, cleaner data, and measurable revenue impact.
๐ Track Chat Engagement URLs outside the app
Two new fields, page targeted URL and page responded URL, can sync to your MAP or Salesforce. Attribute chat engagement to specific pages and optimize where chat appears. All admins need to do is map these fields in Data Fields.
Example
You learn that most โrespondedโ events happen on pricing. You increase chat coverage there and tighten triggers on low-intent pages.
Two new Data Fields are available:
- Page Targeted URL โ the page where Chat was first triggered (appeared)
- Page Responded URL โ the page where the visitor first replied to the welcome message
Form Concierge
:๐ Search logs with prospect emails
Find the exact router runs tied to a specific email, then jump to the right log. Faster troubleshooting and audit trails when a rep asks why this lead was routed this way.
- Enter email
- We will find the routers triggered by this prospect
- Click on a router and enter the email again to find the log
๐ New Columns available in Concierge Router List
This information is extremely helpful when managing multiple routers, as it enables admins to understand who made which changes and when.
- Last Published (date)
- Last Published By (User)
- Created (date)
- Created By (user)
๐ Show who is next in line in the Distribution History
Now available in Meeting Distirbutions > Distribution history, you can see who is up next for a meeting. This is important for admins to understand who is up next and, if they were not selected, why and who did not select them.
Example
An AE wonders why they were skipped. You open Distribution History, see the order, and explain the selection logic.
