tools

Concierge

Concierge qualifies, routes, and schedules inbound leads from web forms, apps, marketplaces, email campaigns, and events.

In inglese

Chili Piper Concierge connects to existing forms and other lead sources. It qualifies submissions, applies routing rules, assigns the right salesperson or team, and shows a calendar so prospects can book immediately.

Marketing and sales teams use it for inbound lead conversion, round-robin assignment, enrichment, spam filtering, reminders, and meeting analytics. Pricing is packaged under Chili Piper's Routing & Scheduling plan; additional seats and AI credits may cost extra.

Features

Qualifies leads using form data and CRM fields
Routes leads by geography, company size, industry, ownership, or custom rules
Schedules meetings immediately after form submission
Supports multi round-robin assignment
Enriches lead records through providers such as ZoomInfo, Clay, Lusha, LeadIQ, and Apollo
Includes spam checking for form submissions
Sends automated reminders by text or email
Provides dashboards for meetings, no-shows, cancellations, and event creation

Use cases

Convert website demo requests into booked sales meetings
Route marketplace and third-party listing leads to the right salesperson
Offer meeting booking inside a product or customer application
Schedule meetings from marketing email campaigns
Book meetings before and during events
Let gift recipients schedule sales meetings after redeeming an offer

Pros

Cons

Latest updates

2026-09-24 🧮 Assignment Tables: your territory map, now a table Chili Piper routes from
Assignment Tables let Distro use one table for territory and segment routing instead of separate paths.
2026-09-23 🔗 LinkedIn Lead Gen Forms now pass every field
LinkedIn Lead Gen Forms now pass every field to Chili Piper.
2026-09-22 📅 Past and upcoming meetings in one view
The Meetings report shows past and upcoming meetings together in one date range.
2026-09-03 🎲 Randomize tie-breaks in your Distributions
2026-09-02 ☎️ Book from the Nooks Dialer
Reps can book a meeting or hand off a prospect through the Nooks Dialer.

Capabilities

Automations — “Includes re-engagement automations.” source
AI agents — “Access to Spam Checker and Meeting Prep Agents.” source
Connects your apps — “Messaging: Slack and Microsoft Teams” source
Single sign-on — “SSO/SAML.” source
Admin controls — “User provisioning and admin controls.” source

Security

SOC 2 Type II — “SOC 2 Type 2, ISO 27001, GDPR and CCPA compliant” source
SOC 2 — “SOC 2 Type 2, ISO 27001, GDPR and CCPA compliant” source
ISO 27001 — “Certified information security management across our systems and processes.” source
GDPR — “We have taken the necessary measures to be GDPR compliant.” source
Not: Data kept in the EU — “Chili Piper servers are currently hosted in multiple Google Cloud servers across the United States.” source

Pricing

Starting price: $12/user/mo
Prices checked: 2026-09-25

Routing & Scheduling

$1,250 /Month
$15,000 / year

Instantly qualify, route and schedule leads from any web form.
Automated chat journeys that qualify and route visitors.
Inbound lead distribution and round-robin assignment.
Route and assign any Salesforce object.
Funnel analytics.
SSO/SAML.

Experiences

$3,500 /Month
$42,000 / year

AI that qualifies, routes, and converts visitors 24/7.
Live calling from forms and handoffs, no waiting.
Account identification and ABM targeting based on account signals in Chat.
User provisioning and admin controls.
Access to new agents as they ship.

ChiliCal standalone

$12 / user / month

Full ChiliCal feature set.
CRM, calendar & messaging integrations.
Easy upgrade path to Routing & Scheduling or Experiences.
No AI credits included.
No orchestration or routing.

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