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Introducing the New Configure Bot Intent Tab in Pinnacle AI CRM's Conversation AI Bot!

October 09, 20232 min read

We are thrilled to announce a significant enhancement to the Conversation AI in Pinnacle AI CRM - the introduction of the new Configure Bot Intent Tab! This update brings forth improved flexibility and control over your bot’s interactions, ensuring a more tailored and seamless user experience. Let’s delve into the new features and explore how they can elevate your bot’s conversational capabilities.

What’s New: Enhanced Intent Support and General QA

  • New Intent Support and General QA Auto-Enabled: The bot’s primary goal with this intent is to adeptly respond to questions posed by contacts, specializing in handling general queries and providing support, thereby ensuring a smooth user experience.

  • Direct Appointment Booking: Within the Appointment Booking Intent, the bot will now attempt to request the date and time from the contact, suggest suitable slots, and book the appointment for the slot chosen by the contact.

Accessing and Utilizing the Configure Bot Intent Tab

To access and customize your bot’s intent using the new tab:

  1. Navigate to the Conversation AI settings page.

  2. Locate the newly added Configure Bot Intent Tab to customize your bot’s intent.

Screenshot of New Intent Tab in Conversational Ai

Possible Intent Scenarios

  • Only Support and General QA Enabled: Here, the bot focuses solely on providing support and answering general questions from users.

  • Support and General QA Enabled + Appointment Booking with Sending Booking Link: In this scenario, the bot assists users with support and general queries and sends them a booking link for appointment scheduling.

  • Support and General QA Enabled + Appointment Booking with Direct Appointment Booking: Here, the bot provides support and general information while guiding users through a direct booking flow for appointments.


The introduction of the Configure Bot Intent Tab in Pinnacle AI CRM's Conversation AI Bot is set to refine your bot’s interaction capabilities, ensuring a more personalized and efficient conversational experience for users. Navigate through various intent scenarios and customize your bot’s interactions to meet the unique needs of your audience!

Thought-Provoking Questions and Insights

  • User Experience: How might the enhanced intent support and direct appointment booking capabilities impact the user experience and satisfaction?

  • Efficiency in Interaction: How can businesses optimize the use of various intent scenarios to ensure efficient and relevant interactions through the bot?

  • Data Analysis: How can the data derived from bot interactions, utilizing different intents, be analyzed to further refine and enhance conversational strategies?

Explore these aspects and navigate the path towards enhanced conversational experiences with Pinnacle AI CRM!

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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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