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Concierge

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

Concierge

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

      Capabilities

      • Automations — “Send as many automated reminders as you'd like.” 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
      2026-10-24

      Routing & Scheduling

      • $1,250 /Month
      • $15,000 / year
      • $45/seat/mo
      • 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.
      • Concierge Live and Handoff Live: instant calls from forms and handoffs, no waiting.
      • Funnel analytics.

      Experiences

      • $3,500 /Month
      • $42,000 / year
      • $50/seat/mo
      • AI that qualifies, routes, and converts visitors 24/7.
      • 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
      • Minimum 200 seats.
      • Full ChiliCal feature set.
      • CRM, calendar & messaging integrations.
      • Easy upgrade path to Routing & Scheduling or Experiences.
      • No AI credits included.
      • No orchestration or routing.
      Official website