The Pinnacle Perspective: Pinnacle AI CRM Updates

Send us Fan Mail In this episode of The Pinnacle Perspective... We introduce Smart Lists for Companies in Pinnacle AI CRM, bringing the focused, reusable views previously available for Contacts to Company records. You can build named lists from the Companies tab using nested and independent filters, save them for quick access, and share them across teams. For businesses, marketers, and agencies th...

Send us Fan Mail In this episode of The Pinnacle Perspective we spotlight Multi-Board Selection in the Social Planner, a time-saving Pinterest feature inside Pinnacle AI CRM. Marketers can now create one post and publish it to up to 25 Pinterest boards across multiple accounts, with selected boards pinned for quick reuse. Each board receives its own published pin so delivery issues on one board wo...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the updated Array Formatter in Pinnacle AI CRM — formerly Array Functions. The action sports a cleaner interface with clearer type descriptions, helpful icons, explicit return types, and an output preview so you can inspect webhook array structures before saving. It now runs as a standard execution billed at $0, removing...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce more granular Conversation AI pause controls inside Pinnacle AI CRM. Instead of a single sleep setting, you can now toggle separate pause behaviors for Manual Message and Workflow Message, and set a reactivation delay. That lets user-typed messages pause a bot without stopping active automations, or allow workflow message...

Send us Fan Mail In this episode of The Pinnacle Perspective... we spotlight a new Social Planner capability that lets you reply to comments on community posts directly inside Pinnacle AI CRM. From the Marketing > Social Planner Comments view you can open a post, select a comment and respond in a text bubble without switching to the native community platform. This streamlines moderation and red...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight a small but impactful update in Pinnacle AI CRM: an embedded placement option for Voice AI chat widgets. Instead of a floating button, you can insert Voice AI directly into page layouts, choose Avatar or Visualiser styles, and adjust size and styling in the Sites > Chat Widget area before copying the embed code into yo...

Send us Fan Mail In this episode of The Pinnacle Perspective we spotlight the new Email Verification action in Pinnacle AI CRM, a workflow step that automatically assesses addresses as valid, risky, or invalid before any email is sent. Insert Verify Email before your email steps and use branching logic to route verified contacts to receive campaigns while diverting or suppressing problematic addre...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight a small but powerful update: pre-built, industry-specific Custom Object templates inside Pinnacle AI CRM. These templates let you import ready-made objects, fields, and associations instead of building from scratch. Templates organize fields into folders and include pre-configured associations so records are linked to the...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce Smart Lists for Opportunities in Pinnacle AI CRM — the same focused, customizable views previously available in Contacts. You can create Board or List views, set filters, sorting, visible fields, and select which pipelines to pull from, then share those views with teammates via Sharing & Permissions. This update reduces...

Send us Fan Mail In this episode of The Pinnacle Perspective we highlight two usability updates inside Pinnacle AI CRM: a “Me” pipeline filter and a Primary Contact Notes column in Opportunities list view. The “Me” filter uses a Smart Tag or Smart List rule on Owner or Follower set to “me,” creating a shared, personal pipeline that automatically shows opportunities associated with the current user...

Send us Fan Mail In this episode of The Pinnacle Perspective we highlight the refreshed Smart Lists experience inside Pinnacle AI CRM. The Contacts area now features a cleaner layout, refined icons, and a clearer share control so teams can manage, share, and organize audience lists more quickly and consistently. These updates streamline list navigation, improve cross-page visual consistency, and r...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the new Inbound Email Trigger for Workflows inside Pinnacle AI CRM. This trigger fires automations when inbound messages arrive, with filters for sender, subject cues, and handled status plus an option to trigger only on new email conversations. It exposes custom values — including the full email body and reply threads —...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce a new Pinnacle AI CRM capability that lets you embed funnel pages directly inside course content. Rather than pausing instruction to link out, instructors can insert published funnel pages into the course player, choose the funnel and page, and edit settings in-place. For businesses, marketers, and agencies this streamlin...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the new Forecast tab inside Pinnacle AI CRM, a visual forecasting workspace that replaces spreadsheet guesswork with actionable pipeline insights. The Forecast Main Summary surfaces maximum potential, probability-weighted expected revenue, closed-won totals, and open opportunity counts, while the Fix Your Forecast Data ch...

Send us Fan Mail In this episode of The Pinnacle Perspective we highlight a time-saving update in the Builder: you can now import content from one course directly into another inside Pinnacle AI CRM. Select an existing course, choose Add Content, and pull in individual lessons, modules, or the entire course structure into your destination course for immediate editing. This feature helps businesses...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight a Conversation AI enhancement in Pinnacle AI CRM: Knowledge Base usage instructions, or triggers. This update lets you explicitly tell an AI agent when to pull content from a specific Knowledge Base, ensuring responses use the right information. You can add triggers in the AI Agents → Conversation AI Bot Training so agent...

Send us Fan Mail In this episode of The Pinnacle Perspective... we highlight expanded folder and nesting support for Campaigns and Templates inside Pinnacle AI CRM. The update lets marketing teams and agencies create hierarchical folder structures, including more than five levels of nesting, so you can organize assets by client, campaign, or content type and see the full folder path for clarity. M...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce Live Room, a new built-in location option for Community Events inside Pinnacle AI CRM that lets you host gatherings without sending members to external platforms. The update streamlines event creation and attendance—select Live Room when scheduling an event, set payment options if needed, and publish so members join directly...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce an upgrade to the Drip Action in Pinnacle AI CRM that clarifies and stabilizes paced sends. The Drip now includes a live schedule preview inside the action showing batch numbers and scheduled send times with up to ten-batch visibility, a hover tooltip revealing configuration, and a discoverable stats button that opens det...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce Live Sessions in Courses, a new Pinnacle AI CRM feature that centralizes planning, hosting, scheduling and recordings for live learning within your course content. Create one-off or recurring sessions, edit or cancel occurrences, and publish session recordings back into the course as lessons to build evergreen materials. For...

Send us Fan Mail In this episode of The Pinnacle Perspective we introduce the refreshed Messaging Analytics experience in Pinnacle AI CRM, a redesigned dashboard that makes SMS performance easier to read and act on. The update adds period-over-period comparisons with clear green/red indicators, a failure-rate chart with a 10% threshold, and an opt-out trend line marked at 2%, plus a breakdown of s...

Send us Fan Mail In this episode of The Pinnacle Perspective... Contact Page Customization lets teams tailor contact detail views inside the Contacts area of Pinnacle AI CRM. Instead of a one-size-fits-all layout, admins and users can create or edit named views, assign them to specific teammates, rearrange modules, select panel structures and display formats, and update views as roles evolve. For...

Send us Fan Mail In this episode of The Pinnacle Perspective... Today’s update introduces a streamlined Approval Flow in the Social Planner that uses secure magic links so clients and stakeholders can review, approve, or request changes without creating a Pinnacle AI CRM account. Users generate a password-protected, shareable link that expires after 30 days, and the new Manage Links area lets team...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce the new AI Agent action in Pinnacle AI CRM, which lets you describe desired outcomes instead of scripting every workflow branch. Add an AI Agent action in the workflow builder, attach up to ten tools, provide plain-language instructions, and the agent autonomously plans steps, requests inputs, and handles edge cases withi...

Send us Fan Mail In this episode of The Pinnacle Perspective... we introduce Find & Replace, a workflow-level search and update tool inside Pinnacle AI CRM. It lets you locate custom values, tags, or plain text within a single workflow and replace individual items or Replace All, speeding edits without opening every action. Searches support partial matches and are case-insensitive, and results...