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Julian connects to Chili Piper through Ampersand, a managed integration provider that brokers third-party connections securely. Once connected, Julian can read availability, follow your configured routing logic, and book meetings during live calls.

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How authentication works

You authorize Chili Piper once from the Julian app at the organization level:
During that flow, provide a Chili Piper API key created by a Chili Piper super admin. Ampersand stores the credential securely and scopes it to your organization.

Credential handling

Julian does not store your raw Chili Piper API key. Requests are made server-to-server through Ampersand’s proxy.

Access control

The connection can be updated or revoked from the same settings screen. Rotating the key in Chili Piper also cuts off access.

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Create the Chili Piper API key

You must be a super admin in your Chili Piper instance to generate API keys.
  1. Go to your Chili Piper credentials page:
  2. Generate a new API key.
  3. Enable the permissions listed below.
  4. Paste the key into the Julian Chili Piper connection flow.

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Required permissions

Grant the required permissions first, then add the permissions for the scheduling mode your team will use. Workspace — read, User — read, and Meeting — read are required for every setup. Julian uses them to load workspaces and bookers during configuration, and to display booked meetings after a call. Concierge — schedule covers every Concierge endpoint Julian calls (both routing and booking) and is required for Concierge mode. Concierge — read is also required: Julian stores your router’s stable ID and looks up its current address at call time, so bookings keep working even if the router is later renamed in Chili Piper. Choose the smallest set that covers your intended scheduling mode. Select Full access when your team will use multiple modes or wants to avoid updating the API key as it adopts additional Chili Piper capabilities.

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Scheduling modes

Julian supports three Chili Piper scheduling modes, selected per agent in the Chili Piper tool configuration. The Julian-side names map to Chili Piper products as follows: Mode selection is deterministic: an agent configured for one mode always books through that mode, and Julian never falls back from one mode to another mid-call.

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Simple ChiliCal

Julian books through one of your ChiliCal scheduling links (round-robin, group, admin, or ownership links). The caller’s email is only used to send the invite; Chili Piper does not look the caller up in your CRM. The meeting host is decided by the link itself, for example round-robin across the team. Requirements:
  • A scheduling link exists in your Chili Piper dashboard.
  • The API key includes the Scheduling Links: schedule permission.
Choose this mode when any qualified rep can take the meeting and routing does not depend on CRM data.

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CRM Dependent

Julian books through a Chili Piper Handoff router. When Julian requests availability, Chili Piper looks up the caller’s email in your connected CRM (HubSpot or Salesforce) and evaluates your routing rules against that record, so meetings can go to the account owner, the right territory rep, and so on. Two behaviors to be aware of, both by design:
  • The caller must exist as a contact in your CRM. If Chili Piper finds no match, the booking fails with an error rather than silently booking through a scheduling link, so the slots shown and the meeting booked always come from the same routing decision.
  • Assignment always goes through a Chili Piper distribution (queues and rules), never direct user assignment.
Requirements:
  • Your CRM is connected to Chili Piper.
  • A Handoff router is configured in your Chili Piper dashboard.
  • A distribution with assignees is configured.
  • The workspace ID and booker ID from your Chili Piper dashboard are set in the Julian tool configuration.
Choose this mode when who gets the meeting depends on CRM ownership, territory, or other record-level routing rules.

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Concierge

Julian books through a single Chili Piper Concierge router. Concierge resolves routing and availability directly from the form Julian submits — the caller does not need to already exist in your CRM, and there is no scheduling link to pre-configure. The router’s own rules (evaluated against the submitted form) decide who the meeting goes to. Concierge books during live phone calls. Requirements:
  • A Concierge router is configured in your Chili Piper dashboard and selected in the Julian tool configuration. You can type the router ID in directly, or pick it from a list.
  • The API key includes both Concierge — schedule and Concierge — read. Julian looks your router up at call time, so read is required even if you type the ID in by hand.
Julian also sends every request with a trigger value — Chili Piper’s label for where the form submission originated. It defaults to Third-Party Form, which works for most setups; the Julian tool configuration lets you change it to In-App Button, Router Link, or Chili Form if your router’s rules key off that value. Choose this mode when your routing logic already lives in a Chili Piper Concierge router — the kind normally triggered by a website form — and you want calls routed the same way, without requiring a CRM match or a pre-built scheduling link.

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Chili Piper APIs used by each mode

All three modes call Chili Piper’s Edge API (base URL https://fire.chilipiper.com/api/fire-edge/v1/org) server-to-server through Ampersand’s proxy. Each mode is a two-step flow: an init or route call returns available slots, then a schedule call books the selected slot. Simple ChiliCal (Scheduling Links endpoints): The routeId returned by the init call is reused at booking time, so the round-robin assignment made when slots were shown is the rep who actually gets booked. CRM Dependent (Handoff endpoints): The Handoff init call is where the CRM lookup happens: the response includes the matched CRM contact along with the router, path, and assignee that Chili Piper selected. A missing CRM match is what produces the booking error described above. Concierge (Concierge endpoints): The route call is where routing happens: it returns available slots together with a single-use routeId that expires a short time later. The schedule call books using that routeId, so it does not need the guest’s email or timezone again — the route call already captured them. All three modes also use a few discovery endpoints (GET /workspace, GET /workspace/users, GET /user/read/{userId}) that power the Julian configuration screens; these are not part of the live booking flow. Concierge additionally uses POST /concierge/routers/concierge/list to populate the optional router picker described above, requiring Concierge — read.

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What happens during a call

When a caller reaches a point where a meeting should be booked, Julian uses Chili Piper in real time. The exact endpoints depend on the scheduling mode above, but the shape of the flow is the same:
  1. Julian selects the appropriate workspace based on conversation context, such as Support, SMB, Mid-Market, or Enterprise. This segmentation is configurable and can also use known input values, such as CSV or lead attributes.
  2. Julian fetches live availability for the selected workspace.
  3. Julian follows the routing rules configured in Chili Piper, such as round-robin, distributions, or ownership rules.
  4. Julian books the caller into the resulting slot and host.
In short:

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Setup questions

Before going live, your 11x contact may ask for a few details about your Chili Piper setup:
  • How do you currently handle scheduling in Chili Piper?
  • Is your CRM connected to Chili Piper?
  • Do you manage all routing rules and CRM updates within Chili Piper, or do you run custom automations on top of it?
  • Which Chili Piper workspaces are relevant for your Julian use case?
  • Do you use Simple ChiliCal and handle routing afterward, or does Chili Piper handle routing end-to-end (CRM Dependent)?
  • What type of ChiliCal links do you use (round-robin, group, admin, ownership)?
  • Do you route through a Chili Piper Concierge router today?
These answers help 11x configure the correct call-time routing and segmentation for your team.