Pinnacle AiLearn how to enable inbound email replies in Conversation AI. Configure sender details, CC/BCC defaults, reply behavior, and build an email template (plain text or design editor) for consistent support automation.
Pinnacle AiLearn how to enable conversational appointment booking in Pinnacle Conversation AI. Configure Services Calendar, enable Appointment Booking, and improve accuracy with memory, ambiguity detection, and booking previews across SMS and social channels.
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.
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