The Pinnacle Perspective: Pinnacle AI CRM Updates

Send us Fan Mail In this episode of The Pinnacle Perspective, Pinnacle Ai walks through the new Compliance Notice & Consent settings for the website chat widget. If you need a legal notice in chat, or you need a visitor’s yes before your team sends marketing texts or emails, those can now be handled as separate choices instead of one catch-all setting. Inside Sites, your team can add the notic...

Send us Fan Mail In this episode of The Pinnacle Perspective, we look at what happens when a customer has to bounce between a portal, a course, a community, and an invoice just to get one thing done. Pinnacle Ai has updated the Launchpad Dashboard so customers can see courses in progress, community access, shared files, and common next steps when they sign in. Communities are easier to move throug...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar booking update that helps when the person booking adds someone else to the appointment, like a spouse, property manager, or coworker. Before, guest details were limited, and one wrong email could leave your team stuck when it was time to confirm or reschedule. Pinnacle Ai now lets you choose what guest information to...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who needs booking rules to match the days the team is actually open. Pinnacle Ai now lets clients book, view, and manage appointments from the Client Portal, and the new “Count available days only” setting helps the calendar skip closed days when it calculates date ranges and minimum notice. That...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a checkout snag that can cost you orders: a customer gets a $0 total, then the form still asks for a credit card. That feels wrong to them, whether they’re claiming a free offer, using a discount code, or standing at your front counter near closing time. Pinnacle Ai now lets your team turn off card requirements for $0 orders in...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover appointment booking and management inside the Client Portal. If a customer texts at 8:40pm asking when their appointment is, or calls the front desk to move a time by 30 minutes, your team loses time on simple scheduling tasks. With Pinnacle Ai, clients can now book, view, reschedule, or cancel eligible appointments from the Cl...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover Calendar AI in Pinnacle Ai, built for the owner who needs a booking link but doesn’t want to spend the evening sorting through calendar settings. If a customer is trying to book while you’re still on a job, your calendar needs to show real availability, avoid overlap, and help keep you from getting double-booked. This update le...

Send us Fan Mail In this episode of The Pinnacle Perspective, we look at the new Events section inside Memberships in Pinnacle Ai. If you’ve ever had names in a notebook, payments in another tab, and reminder texts waiting until the front counter slows down, this update puts those moving parts together. Your team can create free events with reservations or paid events with ticket types, pricing, s...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who has too many booking links for the same kind of meeting. Pinnacle Ai now lets you add up to 3 duration options to one Personal, Round Robin, Collective, or Event Calendar. That means a customer can choose a 15-minute check-in or a longer planning call from the same link, while available times...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Issue Badge action in Pinnacle Ai Workflows. If you run courses, you’ve probably seen it happen: someone signs up, gets started, makes progress, then goes quiet before finishing. This update helps your team mark progress at the moment it happens, whether that’s after a section, a lesson, or another milestone you choose....

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Badges Issued trigger in Pinnacle Ai. When someone earns a badge, certification, or training milestone, the work usually isn’t finished. They may need a follow-up email, a review module, a special offer, or a place to ask questions. But if your team is closing the front counter or handling the next customer, that next s...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the rebuilt Communities experience inside the Unified Client Portal and GoKollab. If your course is in one place, the discussion is in another, and your team is trying to clean up a bad post from the front counter at closing time, this update keeps more of that work together. Members can move between courses and discussions wit...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a Community update that helps your team make navigation match the way your people actually talk. If the default tab names don’t fit your classes, updates, resources, or member areas, the page can feel cluttered before anyone finds what they came for. Pinnacle Ai now lets you rename Community tabs, drag them into the right order...

Send us Fan Mail In this episode of The Pinnacle Perspective, we look at a small workflow editing update that can save your team from sending the wrong message. When you’re cleaning up a text at the front counter before closing, it’s easy to miss an old customer name, date, or saved value buried in a sentence. Pinnacle Ai now shows valid custom values as blue chips inside workflow text fields, so...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover Course Announcements in Pinnacle Ai, built for the moment when you send a course update and later hear, “I never saw it.” Instead of relying only on email, your team can post launches, reminders, deadline notices, and lesson updates inside the course area where learners are already working. You choose which course, or courses,...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover an update to the AI Agent action in Pinnacle Ai workflows. When a customer sends a half-complete request, changes the details, or texts while your team is tied up at the front counter near closing, not every workflow should handle that the same way. The AI Agent action now supports models from Anthropic and Google, alongside Op...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a Communities update for owners who use a group to keep customers, members, or clients in the loop. When a video, class, or event gets mentioned, people often have to leave the discussion to watch, check details, or RSVP. Now, Pinnacle Ai can show embedded previews right inside Community posts. Paste a supported YouTube or Loom...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a small update that helps when a customer is standing in front of you and the right QR code is buried in your camera roll. Pinnacle Ai QR codes can now be saved directly to Apple Wallet or Google Wallet, so your team can pull up the right code at the counter, at a booth, on a job site, or out by the truck. Each wallet pass incl...

Send us Fan Mail In this episode of The Pinnacle Perspective, we explore the new tag categories and customizable tag colors in Pinnacle AI CRM. This update makes it easier to organize and identify tags across contacts, opportunities, campaigns, and other workflows. Users can now group related tags into categories and assign either predefined or custom colors for faster recognition. Existing tags r...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover a new appointment rescheduling improvement inside Pinnacle AI CRM. Users can now generate a reschedule link directly from appointment-related areas such as Contacts, Conversations, Appointments, Opportunities, and Calendar View. This makes it easier to help customers choose a new time when they miss an original notification or...

Send us Fan Mail In this episode of The Pinnacle Perspective, we explore the new ecommerce store experience now available inside funnels in Pinnacle AI CRM. This update allows businesses, marketers, and agencies to add product browsing, cart functionality, checkout, and order confirmation directly into a guided funnel flow. Instead of sending customers to a separate online store, users can create...

Send us Fan Mail In this episode of The Pinnacle Perspective, we explore the new “Requested to Join Group” workflow trigger inside Pinnacle AI CRM. This update allows businesses, marketers, and agencies to automate actions based on the answers people submit when requesting access to a group. Instead of manually reviewing every request the same way, teams can use membership question responses to ro...

Send us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Add operation for multi-dropdown and multiple-checkbox fields in Pinnacle AI CRM workflows. This update allows businesses to add new values to a contact’s existing multi-select fields without replacing or removing the information already stored. By using the Update Contact Field action and selecting Add, teams can keep...

Send us Fan Mail In this episode of The Pinnacle Perspective, we explore the new conditional custom fields update for Opportunities inside Pinnacle AI CRM. This feature gives businesses, marketers, and agencies more control over which fields or folders appear on Opportunity records based on specific conditions, such as whether a field is completed or contains a certain value. By showing only the m...

Send us Fan Mail In this episode of The Pinnacle Perspective... we cover an update to Gift Card redemption inside Pinnacle AI CRM for appointment payments. Businesses can now apply a customer’s available Gift Card balance while collecting payment on their behalf, whether charging a saved card or adding a new card during the transaction. This makes appointment billing smoother by removing the need...