Admin, Security & Governance

Preventing bookings on company holidays currently depends on each user manually blocking their calendar. Anyone who forgets or is newly onboarded leaves their calendar open on days no one should be booked. Allow admins to define a list of org-level holidays that automatically block availability across all users, routers, and distributions, regardless of individual calendar settings, AND are taken into consideration for CRM routing.

There is no view-only permission level in Chili Piper. Giving a sales leader access to metrics requires granting them settings permissions they shouldn't have, creating an unnecessary security risk. Chili Piper should support a view-only access level that allows leaders to see reporting and metrics without the ability to change any settings or configuration. Read-only access for reporting consumers is a standard enterprise permission requirement. Without it, organizations are forced to either over-permission leaders or deny them visibility into data they need to manage their teams.

Permission levels are too broad. Granting a sales manager the ability to edit team groups also gives them access to unrelated settings they shouldn't have visibility into. Admins should be able to assign more granular permissions to specific roles, such as allowing a sales manager to edit team groups without granting broader admin access. Overly broad permission levels force a choice between too much access or no access. Granular permissions let organizations align access to actual job responsibilities without creating security risks.

Just like you can write UTM Parameters values back to custom contact/lead fields - there should be an ability to do the same for the event that created in Salesforce and the ability to write back to CUSTOM event/activity fields in Salesforce.

Reminder emails are configured per booking link or Meeting Type with no central view to see, manage, or audit all reminders at once. Admins who want to review what reminders exist, identify duplicates, or standardize messaging across the team have to open each booking link individually. There is also no way to create reusable reminder templates that can be applied across multiple Meeting Types, which leads to inconsistency and repeated configuration work. Chili Piper should provide a dedicated admin area to view, search, edit, and manage all reminder emails in one place. Admins should be able to create named reminder templates, reuse them across Meeting Types, and enforce consistent reminder standards across their team. Managing reminders one booking link at a time does not scale. As reminder configurations grow in number and complexity, the lack of a centralized view leads to duplicates, outdated content, and inconsistent guest communications that are impossible to audit or fix efficiently.

Need the ability to track modifications to Meeting Types - including who changed what and when

The customer requests the ability for admins to impersonate users to view their setup, enhancing support and troubleshooting capabilities.

Customers are requesting the ability to use custom subdomains for DNS verification instead of being limited to root domains. This feature would enable smoother transitions and support existing processes tied to other subdomains, enhancing operational flexibility.

The customer requests an API endpoint for automated data deletion to replace the current manual process handled by the support team. This feature is considered an industry best practice and is critical for the customer's compliance with data subject rights, particularly the 'Right to Erasure'. The API would reduce administrative overhead and potential delays, ensuring timely and auditable compliance.

Implement a notification system that alerts both admins and workspace users when a representative's calendar is disconnected, enhancing awareness and prompt action.