Latest Updates To Pinnacle Ai CRM

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Live Chat Triggers Actions

February 28, 20241 min read

Exciting news for our CRM users! We've just introduced a game-changing feature that allows you to seamlessly integrate live chat triggers and actions into your workflows, ensuring instant responsiveness and efficient communication with your customers. Elevate your engagement strategy effortlessly and experience the benefits of real-time interaction within our CRM system.

Live Chat Triggers & Actions: Introducing the capability to add live chat triggers and actions in our CRM's workflows, enhancing real-time customer engagement and interaction.

⭐️ Why Does It Matter To Your Business?

  • Instant Responsiveness: Seamlessly add live chat triggers to workflows, ensuring immediate engagement with customers based on their replies.

  • Efficient Communication: Utilize the new live chat message action in workflows to promptly respond to customer inquiries, streamlining communication and enhancing customer satisfaction.

  • Workflow Automation: Integrate live chat seamlessly into your automated workflows for a more efficient and hands-free approach to customer interaction.

⭐️ How To Use Live Chat Triggers & Actions:

  1. Access the automation tab from the left navigation menu. Go to workflows > + Create Workflow.

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  2. Start from scratch or use a template.

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  3. Add the new Trigger " Customer Replied " from the triggers list.

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  4. Click on Add filters button.

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  5. Select the Reply Channel filter.

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  6. And Select the newly added " Live Chat " filter from the dropdown menu.

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  7. Now add the newly added " Send Live Chat Message" Acion.

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  8. Now write the message which you want to send in the live chat and then save.

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    Experience the power of real-time engagement and enhanced communication with our CRM's latest live chat triggers and actions.

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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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