Bulk import and export companies in your CRM using CSV

Bulk import and export companies in your CRM using CSV

Bulk import and export companies in your CRM using CSVPinnacle Ai
Published on: 13/03/2026

Save 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.

System Updates
How to Connect Canva to Media Storage: Import, Sync, Edit Designs

How to Connect Canva to Media Storage: Import, Sync, Edit Designs

How to Connect Canva to Media Storage: Import, Sync, Edit DesignsPinnacle Ai
Published on: 13/03/2026

Link your Canva account to Pinnacle media storage to import, edit, and sync designs without manual downloads or duplicates. Step-by-step setup, permissions, and best practices.

System Updates
Control AI chatbot reply length: concise, balanced, or detailed

Control AI chatbot reply length: concise, balanced, or detailed

Control AI chatbot reply length: concise, balanced, or detailedPinnacle Ai
Published on: 10/03/2026

Use Pinnacle's Response Style Settings to set concise, balanced, or detailed AI replies—soft limits that adapt to context for clearer support, onboarding, and product guidance.

System Updates
All-in-One Chat Filters: Route replies to Widget or Live Chat

All-in-One Chat Filters: Route replies to Widget or Live Chat

All-in-One Chat Filters: Route replies to Widget or Live ChatPinnacle Ai
Published on: 09/03/2026

Route customer replies precisely with the new All-in-One Chat filters. Learn how to select Reply Channel, set Chat Type (Chat Widget or Live Chat), and update workflows with step-by-step setup, migration checklist, and best practices.

System Updates
Automate CRM Workflows with Manus AI Integration (No Zapier)

Automate CRM Workflows with Manus AI Integration (No Zapier)

Automate CRM Workflows with Manus AI Integration (No Zapier)Pinnacle Ai
Published on: 06/03/2026

Connect Manus AI directly to Pinnacle to trigger workflows, update tasks, and steer AI-driven automation. Quick setup, practical examples, and best practices included.

System Updates
How to Track Deleted Site Assets in Audit Logs

How to Track Deleted Site Assets in Audit Logs

How to Track Deleted Site Assets in Audit LogsPinnacle Ai
Published on: 05/03/2026

Learn how to find Deleted entries in Audit Logs for sections, templates, and elements. Filter by module, action, and timeframe to trace deletions and improve accountability.

System Updates
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