EPISODE · Sep 18, 2026 · 1 MIN
Custom value chips flag stale values in workflow messages
from The Pinnacle Perspective: Pinnacle AI CRM Updates
Send us Fan MailIn 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 they’re easier to spot and review. You can type a slash to search for and add a value, click an existing chip to replace it, and see stale or unrecognized values marked in red. The workflow still runs the same way. This update just helps you and your team catch what needs fixing before a message goes out. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice.Support the showStay Connected with Pinnacle Perspective:• Email: Reach out at [email protected]• Instagram: Follow us for daily inspiration and automation hacks• Facebook: Engage with entrepreneurs transforming their businesses• LinkedIn: Network with industry leaders and innovators• Twitter: Share your thoughts on our latest episodes• YouTube: Watch episodes and exclusive insights• TikTok: Explore quick tips on productivity and automationPowered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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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 they’re easier to spot and review. You can type a slash to search for and add a value, click an e...
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Custom value chips flag stale values in workflow messages
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