Pinnacle AiSpeed up CRM pipeline management by creating and editing pipelines from the dropdown, and choose stage color styles (dot or tint) that stay consistent across Kanban and record views.
Pinnacle AiLearn how to use the SLA Performance Dashboard in Pinnacle’s Conversations Analytics to measure response times, check SLA adherence, analyze trends, and drill into user and channel bottlenecks.
Pinnacle AiLearn how to automate CRM updates using Fathom triggers and actions—transcribe, summarize, and sync meeting context to contact cards for faster follow-ups.
Pinnacle AiLearn how to create a custom field in Pinnacle with the new, cleaner interface and live preview. Follow the step-by-step workflow and see why admins love the updates.
Pinnacle AiLearn how the updated Review Request page helps you quickly find the right customer request using contact search, “sent via” (WhatsApp, email, phone) filters, and status triage for faster responses.
Pinnacle AiLearn how Pinnacle’s new image layout controls help you design cleaner, more readable forms and surveys—plus slide-level overrides for survey steps and extra customization for centered layouts.
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