Conversation AI summaries and transcripts: how to enable

Conversation AI summaries and transcripts: how to enable

Conversation AI summaries and transcripts: how to enablePinnacle Ai
Published on: 02/03/2026

Automatically generate conversation summaries and full transcripts in Pinnacle. Learn how to enable Conversation Summary, configure settings, and trigger workflows to audit chats and surface insights.

System Updates
Private Courses in Communities: Grant or Revoke Access

Private Courses in Communities: Grant or Revoke Access

Private Courses in Communities: Grant or Revoke AccessPinnacle Ai
Published on: 26/02/2026

Use private courses and manual access controls in Communities to grant or revoke member access, run exclusive cohorts, reward VIPs, and speed onboarding.

System Updates
Drag-and-drop workflow builder: faster builds, fewer errors

Drag-and-drop workflow builder: faster builds, fewer errors

Drag-and-drop workflow builder: faster builds, fewer errorsPinnacle Ai
Published on: 26/02/2026

Build automations faster with drag-and-drop: add actions & triggers, see valid placements with hover highlights, configure and save—fewer clicks and fewer errors.

System Updates
Monday.com + CRM Integration: Sync Items and Statuses (No Zapier)

Monday.com + CRM Integration: Sync Items and Statuses (No Zapier)

Monday.com + CRM Integration: Sync Items and Statuses (No Zapier)Pinnacle Ai
Published on: 26/02/2026

Connect Monday.com to your CRM with a native integration to sync items, statuses, and updates — no Zapier. Setup checklist, Test Action, use cases, and best practices.

System Updates
Disable Workflow Nodes: Pause Steps Without Breaking Automations

Disable Workflow Nodes: Pause Steps Without Breaking Automations

Disable Workflow Nodes: Pause Steps Without Breaking AutomationsPinnacle Ai
Published on: 25/02/2026

Pause individual workflow nodes in the Standard Builder without deleting settings. Test messaging, isolate issues, and re-enable steps safely—contacts skip paused nodes, no lost work.

System Updates
How to Automate Marketing Audit Reports with Workflows

How to Automate Marketing Audit Reports with Workflows

How to Automate Marketing Audit Reports with WorkflowsPinnacle Ai
Published on: 24/02/2026

Generate marketing audit reports the moment a contact is created. Save time, qualify leads faster, and review results in the Prospecting dashboard with a simple workflow.

System Updates
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