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ASK AI

Ask your business anything.

Ask AI is a chat-style assistant built into your Pinnacle Ai account: ask questions about your own data in plain language — how many leads came in last week, what a conversation was about, which deals are open — and get an answer without building a report. It also generates content and images right where you work, so a blog post, a social caption or a landing-page draft starts from a sentence instead of a blank page. Ask AI is included with AI Employee on the Growth and Pro plans and metered by usage: Growth includes a generous monthly allowance and Pro includes roughly 3× that usage.

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A short walkthrough of Ask AI inside the platform — press play to watch.

Ask your data a question

Most owners never open a report because reports take setup. Ask AI skips that step: type the question the way you would ask an employee, and the answer comes back from the contacts, conversations, appointments and opportunities already in your account.

  • Summarize a contact's whole history in a sentence or two
  • Look up open opportunities by value, stage or owner
  • Ask about your reporting numbers — leads, sources, bookings, revenue
  • Find who hasn't replied yet so follow-up has a list
  • Plain-language questions — no filters or formulas to build

Answers come from your own account data — see reporting & analytics for the dashboards behind them.

crm.getpinnacle.ai/ask-ai

Ask AI

How many new leads came in last week, and where did they come from?

38 new contacts, up 9 from the week before.

  • Webchat widget — 14
  • Google Business Profile calls — 11
  • Estimate request form — 9
  • Referral tag — 4

Things people ask

  • Summarize my conversation with Dana R.
  • Which open opportunities are over $5,000?
  • What did we book from last month's campaign?
  • Who hasn't replied to a quote in 7 days?

Answers come from your own account

Generate content on demand

The hardest part of marketing is the first draft. Describe what you need and Ask AI writes it — a blog post, an email, a set of social captions — and can generate images too. Everything stays editable, so what publishes is still in your voice.

  • Draft blog posts, emails and social captions from a short prompt
  • Generate images for posts and pages
  • Rewrite anything shorter, friendlier or more direct
  • Edit every draft before it goes anywhere
  • Send finished drafts straight to your blog or social planner
crm.getpinnacle.ai/ask-ai/content

Prompt

“Write a short blog post about spring AC tune-ups for homeowners in Nashville, friendly tone, 5 tips.”

  • Blog postSelected
  • Social captionSwitch
  • EmailSwitch
  • ImageSwitch

Draft — editable

5 spring tune-up tips before the first hot week

Edit, then publish to your blog or social planner

Build faster from a prompt

Ask AI is not only for words. Describe a funnel or a course and it produces a working starting point — pages, sections and an outline — that you refine with the same drag-and-drop tools you'd use to build it by hand.

  • Spin up a funnel or landing page from a description
  • Draft a course outline with modules and lessons
  • Refine everything in the visual builder afterward
  • Reuse your existing brand colors, fonts and images
crm.getpinnacle.ai/sites/builder

Your prompt

"Build me a funnel for a spring tune-up offer, plus a 4-lesson onboarding course."

Refine it afterward in the visual builder

Draft created

  • Landing page · hero, offer, booking form
  • Thank-you page · next steps
  • Course outline · 4 lessons
  • Brand colors and fonts applied

Editable starting point

How is Ask AI billed?

Ask AI comes with AI Employee, and it is metered by usage rather than sold as a separate subscription. The Growth plan ($397/mo) includes a generous monthly allowance for normal day-to-day use, and the Pro plan ($497/mo) includes roughly 3× that usage for teams leaning on it all day.

  • Included with AI Employee on Growth ($397/mo) and Pro ($497/mo)
  • Metered by usage — Growth includes a generous monthly allowance
  • Pro includes roughly 3× the Ask AI and AI Studio usage of Growth
  • If you enable overages, extra usage is billed per use at cost-based rates
  • Texts, emails & AI usage billed at cost-based rates — roughly $10 ≈ 10,000 emails or 1,000 texts
crm.getpinnacle.ai/settings/ai-employee

Content AI draft

Spring is here and so are clogged gutters. Book a cleaning this month and we'll handle the ladder work — you keep both feet on the ground. 🌿

Rewrite shorterMore friendlyAdd hashtags

Publish to

  • Facebook
  • Instagram
  • Google Business Profile
  • LinkedIn
  • TikTok
  • X

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

Watch the Demo
“It is amazing what Pinnacle provides. Our team is using the AI with great success. We benefit greatly from the social media features. We find Charlie to be personable, sincere, and effective.”
Kurt Roskopf
crm.getpinnacle.ai/ask-ai
Questions asked this month62
Drafts generated28
Reports never built0 needed
Answers from your own data

Keep exploring

Where this fits with everything else

See all the tools

FAQ

Questions, answered

Anything you would ask a team member who knows your account: how many new leads came in last week and where they came from, what your conversation with a specific customer was about, which opportunities are open and how much they are worth, or who has not replied to a quote. You can also ask it to write — blog posts, emails, social captions and images.

Yes. Ask AI answers from the contacts, conversations, appointments, opportunities and reporting inside your own Pinnacle Ai account, which is what makes the answers useful instead of generic. Content generation works the same way — it can pull from what it knows about your business.

It is included with AI Employee on the Growth plan ($397/mo) and the Pro plan ($497/mo), and it is metered by usage rather than sold separately. Growth includes a generous monthly allowance and Pro includes roughly 3× that usage; if you turn on overages, additional usage is billed per use at cost-based rates.

Always. Every draft is editable before it publishes, and most owners tighten the wording so it sounds like them. Nothing is posted to your blog, email or social channels until you send it.

No. It is a chat box — you type a question or a request in plain English. Your Training call in the first week is a recorded 1-on-1 Zoom session where we show you the day-to-day tools, and our team is on 24/7 live chat and Zoom whenever you want a second set of eyes.

See what happens when you can just ask.

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No contracts · Unlimited users & contacts · Cancel anytime

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