All Episodes
The Pinnacle Perspective: Pinnacle AI CRM Updates — 142 episodes
Issue Badge action rewards course progress in workflows
Badges Issued trigger for learner follow-up in Pinnacle Ai
Communities in one portal with content moderation
Customize Community tabs: rename, reorder, and remove sections
Custom value chips flag stale values in workflow messages
AI Agent action adds model choices and reasoning effort
Course announcements for updates learners can find
Embedded video previews and event RSVP cards in Communities
QR codes in Apple Wallet and Google Wallet for quick access
Organize Tags With Categories and Custom Colors
Generate Appointment Reschedule Links Easily
Add Ecommerce Stores Directly to Funnels
Automate Group Approvals With Join Request Triggers
Add Values to Multi-Select Contact Fields in Workflows
Conditional Custom Fields for Opportunities
Redeem Gift Cards During Appointment Payments
Services V2 Adds Multi-Service Booking And WhatsApp Alerts
Automate Review Workflows With New Review Received Trigger
Import HubSpot CRM Data Into Pinnacle AI CRM
Unpublish Funnel and Website Pages With Redirects
Automatically Sequenced Entrance Animations in Page Builder
Bulk Keyword Management for Google Ads Campaigns
Automatic Contact Capture for WhatsApp Usernames
Test and Optimize Conversation AI Agents With Prompt Optimizer
Multi-Role Templates for Documents and Contracts
Customizable Profile and Business Card QR Codes
Restore AI Workflow Iterations With Version History
Gift Card Redemption for Business-Collected Payments
Client Portal File-Share Notifications
Set Default Senders for Review Requests
Button Hover Animations in Funnels and Websites
Email Actions for Company and Custom Object Workflows
Automate Workflows With AI Studio Form Submissions
Reply to Threads Comments in Social Planner
Save Progress For Forms, Surveys, And Quizzes
Flexible Deposit And Full Payments For Service Bookings
Custom Credential Expiration for Certificates
New Layers Panel for Certificate and Badge Builder
Auto-Generated Schema Markup for Published Pages
Redesigned Sell Products for Forms and Surveys
Automatically Generate PDF Documents for New Submissions
New Notifications Tab for Forms, Surveys, and Quizzes
Edit Paid Service Bookings Without Canceling
Rebuilt Course Progress Analytics for Membership Courses
Custom Values in Ad Manager Ad Copy
New Communities Workflow Triggers For Group Activity
New User Replied Goal for Smarter Workflow Handoffs
User Replied Wait Step for Workflow Automation
Organize Course Libraries With Course Tags
SMS Notifications for Rental Booking Events
Trigger Workflows When Team Members Reply
Automate Workflows From Client Portal File Uploads
Manage Bookable Inventory With Rentals
Notify Opportunity Owners and Followers in Workflows
Automate Conversation SLA Events With New Workflow Triggers
SMS Dashboard Widgets for Message Performance Reporting
Redesigned Wait Action: Intent-Based Cards & AI Setup
Linear Integration Into Workflow Builder With Two-Way Linking
Reply To Bluesky Comments From The Social Planner
Connect Housecall Pro to Workflow Automation
Expanded Media Library File Previews
Expanded Audit Logs for Preference Management
Manage Form, Survey, And Quiz Columns Before Submissions Arrive
Control Modal Height for Embedded Forms, Surveys, and Quizzes
Create LinkedIn Polls In The Social Planner
Gradient Button Backgrounds in Forms, Surveys, and Quizzes
Faster AI Reply Suggestions In Conversations AI
Sync Community Onboarding Answers To CRM Custom Fields
Automate Facebook Review Replies With AI Agents
AI Data Extract: Turn Messy Text Into Structured Workflow Variables
Knowledge Base Search Enables Targeted AI Agent Responses
Add Captions to Blog Images in Pinnacle Editor
Dashboard Appointment Widgets For Services And Rentals
Load On User Interaction Toggle For Chat Widget
Resizable Sidebar And Expand Mode For Workflow Builder
Add Category-Specific Sections to Quiz Result Pages
Layout-Level Conditional Visibility With Is Empty And Is Present
Confirm Tag Changes Before They Trigger Workflows
Create Facebook-Style Text Background Posts in Social Planner
Smart Lists For Companies: Build Targeted Account Views
Multi-Board Selection in Social Planner for Pinterest
Array Formatter Now Free With Return Previews
Granular Conversation AI Sleep Controls For Manual And Workflow
Reply to Community Comments Directly From Social Planner
Embed Voice AI Widgets Directly Into Pages
Industry-Specific Custom Object Templates
Email Verification Action: Automate Deliverability Checks
Smart Lists Now Available in Opportunities
Personal Pipeline View With Me Filter And Primary Contact Notes
Smart Lists UI Refresh: Improved Layout And Sharing
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
SLA Performance Dashboard In Conversations
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