No independent community tutorial has been found for Chili Piper Chat AI yet.
Summarized from the vendor’s own tutorial · July 2026
What you need
Access
Paid only
Runs on
Web app
You’ll need
Salesforce account (for routing rules)
Website to embed the chat widget
Skill level
Some setup — keys, settings, or a connected account
Summarized from the vendor’s own tutorial · July 2026
Highlights
Drawn from the vendor’s own tutorial — no independent walkthrough was available.
Visual journey builderBuild chat flows with trigger conditions controlling where/when the widget appears (specific pages, scroll %, audience rules).
Salesforce-based lead routingRoutes chatting visitors to their existing Salesforce record owner, or to a fallback rule (e.g. by company size) if no owner exists.
Live chat to meeting handoffIf a rep is unavailable or doesn't respond, the chat automatically offers the visitor a meeting booking option.
Branded, embeddable widgetCustomize logo, background and action colors, then deploy to a live site by copying a deployment code snippet.
Unified rep inboxReps see all chat conversations plus visitor behavior data, and can book meetings via the built-in scheduler without leaving the inbox.
Summarized from the vendor’s own tutorial · July 2026
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