Feature Update: SMS/Email Action Stats in Workflows

Workflow SMS/Email Action Stats Now Directly Accessible in Builder (Labs) on Pinnacle AI CRM!

System Updates
October 22, 2023•1 min read

Pinnacle AI CRM is proud to introduce a streamlined approach to viewing SMS/Email action statistics within the new workflow builder. This enhancement eliminates the need to open each action individually to view stats, offering a more efficient and user-friendly experience.

Feature Highlights

  • Direct Stats Viewing: Users can now directly view the SMS/Email action statistics under each action within the new workflow builder.

  • Detailed Statistics Model: By simply clicking on any of the stats data, users can access a detailed statistics model, offering in-depth insights.

  • Easy Activation: To view stats in the SMS/Email action, users can activate the stats view located at the top left of the builder.

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How to Enable the New Workflow Builder

  1. Navigate to 'Location Settings'.

  2. Access the 'Labs' section.

  3. Enable the 'New Workflow Builder' feature.

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Thought-Provoking Questions and Insights

  • Efficiency in Workflow Management: How can direct access to SMS/Email action stats within the workflow builder enhance the efficiency of workflow management?

  • User Experience: How might this streamlined approach to viewing statistics contribute to a more intuitive and user-friendly experience?

  • Data-Driven Decision Making: With immediate access to detailed statistics, how can users make more informed decisions regarding their SMS/Email actions?

Dive into the world of efficient workflow management with the enhanced SMS/Email action stats feature on Pinnacle AI CRM!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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