Latest Updates To Pinnacle Ai CRM

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Send IVR Calls To Multiple Team Members

February 23, 20241 min read

Introducing an impactful enhancement to our CRM's Workflow Builder – a new feature empowering your business with multi-person call connections in the IVR system. Now, effortlessly route incoming calls to multiple team members simultaneously for streamlined communication and faster response times.

Send IVR Calls To Multiple Team Members: Our CRM's latest feature in the Workflow Builder allows you to seamlessly connect inbound calls to multiple team members simultaneously through a customizable IVR system, enhancing your call routing capabilities.

⭐️ Why Does It Matter To Your Business?

  • Efficient Call Handling: Streamline your call management by connecting callers with the right team members instantly.

  • Increased Responsiveness: Ensure timely responses by routing calls to multiple individuals, preventing bottlenecks.

  • Customized IVR Flows: Tailor your IVR flows to connect callers with specific teams or individuals based on their needs.

⭐️ How To Send IVR Calls To Multiple Team Members:

  1. Access the automation tab from the left navigation menu then click on workflows > +create Workflow or edit an existing on.

  2. Now start from scratch or use a template.

  3. To use this action make sure to use the Start IVR Trigger.

  4. Choose a Phone number in the filter section and click Save.

  5. Click on the “+” button to add the action.

  6. Choose the action “Connect To Call” from the actions list.

  7. You can also view the added coupon In subscription details.

    Revolutionize your call handling experience with our CRM's latest Workflow Builder feature. Say goodbye to bottlenecks and hello to increased responsiveness as you seamlessly connect callers to multiple team members, ensuring efficiency in every interaction. Upgrade your communication game today and experience the power of enhanced call routing with our CRM.

routeivr callsworkflows
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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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