Chili Piper Integration
Overview
Aimdoc's Chili Piper integration allows you to efficiently qualify and route leads to the appropriate sales representatives, ensuring that high-value prospects are quickly connected with the right team members.
Features
- Lead Routing: Qualify and route leads to the appropriate sales representative using Chili Piper's scheduling integration.
- Intelligent Qualification: The AI agent can qualify leads based on conversation context before initiating the Chili Piper booking flow.
- Round Robin Assignment: Evenly distribute meetings among your sales team based on rules you define.
Setup Instructions
- Connect Chili Piper Account: Access the 'Integrations' section in Aimdoc, select Chili Piper, and authorize the connection.
- Define Routing Rules: Set up rules within Chili Piper to determine how leads are assigned to your sales team.
- Configure Qualification Criteria: Define the criteria that determine when the AI agent should initiate the scheduling process.
Common Questions
How does lead qualification work?
The AI agent qualifies leads based on conversation data and predefined criteria before routing them through Chili Piper, ensuring only quality leads are passed to your sales team.
Can I use territory-based routing?
Yes, Chili Piper's territory routing features are fully supported, allowing leads to be assigned based on geographic or account-based criteria.
Is the conversation history available to sales reps?
Yes, the full conversation between the AI agent and the lead is passed to Chili Piper and made available to the assigned sales representative.
Need Help?
If you encounter any issues with your Chili Piper integration, please contact our support team at support@aimdoc.ai.