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Book meetings intelligently & seamlessly in video presentations.

Enable B2B customers to book meetings intelligently with the right team member and directly from their personalized video presentations. is an automation and personalization platform to drive growth and revenue from your existing customers using Digital Customer Success Managers and Account Representatives. 

Generate, distribute, and explain data-driven presentations to all your customer personas using Digital Representatives that tie customer insights to actionable recommendations and practical advice to drive adoption, retention, renewals, revenue expansion, and referrals.

Configure the - Chilli Piper recommendation to enable your B2B customers to book meetings with the right Customer Success Managers, Account Managers, Executives, or any customer-facing team member directly and seamlessly within personalized Cast Presentations.

Bring pre-sales routing intelligence to post-sales

Just as leads are automatically routed to the right sales representative based on the prospect profile, size, and region, intelligently route customers to the right customer-facing professional in video presentations, ensuring customers achieve their goals faster.

Use customer profile and relationship health to route customers to the right team member.

Help your customers book meetings with the best customer-facing team member based on customer persona, user profile, user roles and responsibilities, customer segmentation, customer maturity, customer lifecycle stage, customer relationship health, cohort, SLAs, and other relevant factors.

Book meetings seamlessly within video presentations.

Your customers can book meetings with the right customer-facing team member, including Customer Success Managers, Account Managers, onboarding or implementation experts, and even executives from their personalized data-driven and bot-explained Cast presentations.

How it works

Let's use segmentation and benchmarking to recommend an upsell to qualified customers:

  • Create a new Cast project: drag a slide in the workflow, and select Narrations from the slide menu.
  • Add a custom narration: "Customers your size typically use benchmarking and personalization to drive sales. Would you like to talk to Nicolas, your account manager, to learn how you could benefit from these two features?"
  • Click on the Narration "Recommend" button and add a Chili Piper recommendation.
  • Use Cast contact fields, liquid snippets, or data-driven fields to personalize the heading, content, person to book meeting with, and more.
  • Assign the recommendation to the narration.
  • Create a new campaign and deliver the presentation over email, text, or in-app.

The digital presenter will explain the presentation to the customer and recommend they book a meeting over Chili Piper. When customers click on the Chili Piper recommendation, they can book a meeting directly within the Cast video presentation.

Learn more about the and Chili Piper integration, and read the full documentation here.

Frequently asked questions

How does Chili Piper pricing work?

How do I cancel my Chili Piper subscription or trial?

How secure is Chili Piper?

The G2 + Chili Piper integration
is available to:
Form Concierge customers and G2 accounts on a paid plan

3 reasons

why you should get Form Concierge
on your G2 Profile:
Make G2 a revenue channel
60 million people check out software on G2 every year. That includes you and your competitors.
Connect prospects to sales reps in seconds
Your prospects can put time on your reps’ calendars, immediately after requesting a demo.
See value from day 1
Not only is implementation fast and easy, it will also have an immediate impact — watch your booked meeting rate increase immediately after launch.
See how it works
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Connect your Chili Piper account to your G2 Profile
Add a book a demo button to your G2 profile
Automatically schedule meetings and collect qualified leads

See how it works with Chili Piper

Get a demo today
What Form Concierge users are saying

Right after we implemented Chili Piper we saw a 50% lift in inbound meetings booked. We now see 5x as many meetings as we did before starting with Chili Piper and our revenue is around 300% - even with half the size of the sales team.

300% increase in revenue

Krishan Patel

VP of Growth @ Apollo

We were able to increase revenue by 10-15% just by optimizing our inbound process. Our approach really paid off because we optimized what we were already doing rather than going out and spending more money.

15% increase in revenue

Inwoo Song

Director of Growth  @ Workato

We've taken that whole 7-8 step demo scheduling process and turned it into a 2-3 step process. 70% of those that come in that are raising their hand are scheduling - that's a huge win for us.

70% conversion rate

TJ Nokleby

Director of Marketing @ Grow

With Chili Piper, we reduced our SDR meeting no show rate by over 50%, and increased our SQL rate by 33%.

50% increase in revenue

Zvi Storch

Acquisition Marketing Manager
@ LawGeex


Frequently asked questions

Am I eligible to use the G2 + Chili Piper integration?

Can I see how the integration works?

Can I track all data through my CRM?

Ready to light a fire under your SaaS?

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