Latest Updates To Pinnacle Ai CRM

blog image

New Call Widgets For The Dashboard

February 20, 20242 min read

Elevate your call management game with our CRM's latest enhancement – the Call Widget. Instantly visualize and analyze incoming and outgoing calls with customizable metrics on your dashboard, providing real-time insights for smarter decision-making in your busy small business environment.

New Call Widgets For The Dashboard: Our CRM introduces a powerful Call Widget for the dashboard, allowing users to visualize and analyze incoming and outgoing calls by various metrics, enhancing real-time call management and performance tracking.👇🏻

⭐️ Why does it matter to your business?

  • Visual Insights: Gain instant visualizations of call data, such as incoming/outgoing calls, durations, and attendee-specific metrics, for quick and informed decision-making.

  • Customizable Dashboards: Elevate your dashboard's functionality by adding and configuring the new Call Widget, tailoring it to your specific business needs.

  • Effortless Configuration: Easily set up the Call Widget using the intuitive customization options, ensuring a seamless integration into your existing dashboard.

⭐️ How To Use New Call Widgets For The Dashboard:

  1. Access the dashboard for the left navigation menu and click on edit dashboard button.

    A screenshot of a computerDescription automatically generated
  2. Click on Add Widget button.

    A screenshot of a computerDescription automatically generated
  3. Select the newly added Calls tab.

    A screenshot of a computerDescription automatically generated
  4. You can add the call widget according to the requirements.

    A screenshot of a computerDescription automatically generated
  5. After adding the widget click on configure and fill in the required fields.

    A screenshot of a computerDescription automatically generated
  6. Click on Advanced settings and fill in the required fields.

    A screenshot of a computerDescription automatically generated
  7. Click on the conditions tab to add the conditions as per requirements and click on Save.

    A screenshot of a computerDescription automatically generated
  8. You can also add a separate dashboard for Calls. Click on the button in the top left corner and click on Add Dashboard.

    A screenshot of a computerDescription automatically generated
  9. Name your dashboard and set the visibility to private/Everyone as per requirements and click confirm.

    A screenshot of a computerDescription automatically generated
  10. Now add the required call widgets by clicking on the +Add Widget button.

    A screenshot of a computerDescription automatically generated
  11. That’s how your call dashboard will look like after adding widgets.

    A screenshot of a phoneDescription automatically generated

Implementing the Call Widget ensures that you effortlessly monitor and analyze call activities, contributing to more informed decision-making and efficient call management within our CRM.

communitywidgetdashboard
blog author image

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.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.