Stop Re-Uploading: Reuse Media from Your Library in Workflows

Stop Re-Uploading: Reuse Media from Your Library in Workflows

Stop Re-Uploading: Reuse Media from Your Library in WorkflowsPinnacle Ai
Published on: 13/04/2026

Stop re-uploading the same files in workflows. Learn how reusable media storage keeps attachments consistent across duplicated actions, with inline validation and smoother maintenance.

System Updates
How to Set Up Inbound Email Replies in Conversation AI (CC/BCC)

How to Set Up Inbound Email Replies in Conversation AI (CC/BCC)

How to Set Up Inbound Email Replies in Conversation AI (CC/BCC)Pinnacle Ai
Published on: 10/04/2026

Learn 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.

System Updates
AI Chat Appointment Booking Set Up in Pinnacle’s Services Calendar

AI Chat Appointment Booking Set Up in Pinnacle’s Services Calendar

AI Chat Appointment Booking Set Up in Pinnacle’s Services CalendarPinnacle Ai
Published on: 10/04/2026

Learn 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.

System Updates
CRM Pipelines Update: Edit Faster and Color-Code Stages Across Views

CRM Pipelines Update: Edit Faster and Color-Code Stages Across Views

CRM Pipelines Update: Edit Faster and Color-Code Stages Across ViewsPinnacle Ai
Published on: 09/04/2026

Speed 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.

System Updates
SLA Performance Dashboard: Measure Response Times and SLA Adherence

SLA Performance Dashboard: Measure Response Times and SLA Adherence

SLA Performance Dashboard: Measure Response Times and SLA AdherencePinnacle Ai
Published on: 09/04/2026

Learn 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.

System Updates
Automate CRM Updates with Fathom Triggers and Actions

Automate CRM Updates with Fathom Triggers and Actions

Automate CRM Updates with Fathom Triggers and ActionsPinnacle Ai
Published on: 08/04/2026

Learn how to automate CRM updates using Fathom triggers and actions—transcribe, summarize, and sync meeting context to contact cards for faster follow-ups.

System Updates
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