Pinnacle AiLearn how to enable a call whisper on your IVR “Connect Call” action so transferred callers arrive with context—helping agents prepare faster, reduce friction, and answer with confidence.
Pinnacle AiDiscover how Pinnacle upgraded workflow sticky notes with rich text formatting, image support, and clickable links—so your team captures decisions, context, and resources right where work happens.
Pinnacle AiSave dashboard date ranges and dropdown filters per user. Imported custom reports retain those selections and widget-level comparisons can override—fewer clicks, consistent reports.
Pinnacle AiDefine cost price and margin per product in Payments to auto-calculate profit. See cost data in transaction exports, invoices, and calendars for clearer margins and loss visibility.
Pinnacle AiBulk-create and update custom object records with CSV. Map columns, control blank-cell overwrites, handle duplicates, and track results for fast, accurate data loads.
Pinnacle AiSave time and reduce errors: learn how to bulk create, update, and export company records in Pinnacle using CSV. Step-by-step import/export guide, mapping tips, and troubleshooting.
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