All Episodes

Inbound Email Trigger Automates Workflow Responses

Add Funnel Pages Directly Inside Course Content

Forecast Tab: Track Pipeline, Spot At-Risk Opportunities

Import Lessons Or Entire Courses In Builder

Add Knowledge Base Triggers To Control Conversation AI Retrieval

Enhanced Nested Folders For Campaigns And Templates

Built-In Live Room For Community Events

Live Sessions in Courses: Scheduling, Recording, And Recurring Events

Drip Action: Live Schedule Preview And Improved Pacing

Contact Page Customization: Create Role-Based Contact Views

Messaging Analytics Revamp: Delivery Failure Charts & Opt-Out Trends

AI Agent Action: CRM-Aware Autonomous Workflows

Secure Magic Links For Social Content Approval

Find & Replace For Workflows: Fast Search And Bulk Updates

Buy Now, Pay Later For Calendar Bookings

Social Planner Statistics: Custom Date Range And Comparison

Contact Page Redesign: Dedicated Opportunities Tab

Appointment Workflow Enrollment For Guests And Primary Contacts

Card Details Element: Secure Payments During Document Signing

Reply to TikTok Comments Inside Pinnacle AI CRM

Use Brand Board Colors In Builder With Live Preview

Attach And Reuse Media In Workflow Actions

Conversation AI Email Channel With Templates, CC, And BCC

Conversation AI Books Service Appointments In Services Calendar

Edit Pipelines From Dropdown With Shared Stage Colors

Fathom Integration Brings Meeting Transcripts Into Workflows

Custom Fields Refresh: Live Preview And Object-Based Views

Search And Smarter Filters For Review Requests

Image Layout Controls for Forms and Surveys

Advanced Filters For Site, Funnel, And Webinar Analytics

QR Code Styling: Rounded Shapes, Border Colors, and CTA Rim

Target Coupons to Specific Variants and Price Points

Updated Notes Tab: Attachments, Pinning, and Improved Search

Facebook Post Sync: Auto-Import Posts Into Social Planner

Link Opportunities And Custom Objects To Company Records

Rentals: Duration-Based Inventory Bookings

Add And Associate Notes On Custom Objects

Merge Contact Action Automates Duplicate Contact Cleanup

Expanded Goal Event Triggers: Invoice Paid And Review Request Clicked

Direct Export of Email Campaign Metrics to Secure CSV

Call Whisper For Connect Call (IVR) Adds Private Heads-Up

Sticky Notes Upgrade: Rich Text, Images, And Links

Per-User Saved Date Ranges And Filters For Dashboards And Reports

Product Cost Price and Margin Tracking

Bulk Create And Update Custom Objects From CSV

Bulk Import and Export for Companies

Connect Canva To Media Storage For Seamless Design Sync

Choose Concise, Balanced, Or Detailed Bot Responses

All-In-One Chat Reply Filters For Automations

Direct Manus AI Integration for Real-Time CRM Workflows

Audit Logs Now Track Deleted Site Assets