sip
In our original video, Andrew George walks us step-by-step through one of the most underused but powerful features of the platform: using a desk phone (a SIP/VoIP device) with your phone number inside the platform so you can get call transcriptions, trigger automations, and keep every conversation tied to
ai-workflows
In a recent video, Andrew George showed a simple but powerful idea: we can use voice commands together with an AI workflow builder in the platform to create lead follow-up automations faster than ever. We want to take that idea further in written form—showing why voice-built workflows matter, how
community-chat
We created this guide to walk you through a simple, effective way to start conversations and win clients using the built-in chat in your community platform. The original walk-through was produced by the tutorials channel HL Power Hub, and we've expanded on their clear instructions with practical examples,
dashboard-widgets
We at Pinnacle Ai created a short walkthrough to introduce two new dashboard widgets: Meta Ads and Custom Object. These widgets bring the stats that matter most onto your dashboard so you can monitor paid traffic and business-specific data at a glance. Table of Contents * Quick overview * How to add
slack-integration
In a recent video, Andrew George walked us through a simple but powerful way to assign projects and notify teammates using Slack combined with our business software. We share that walkthrough here in article form, expanding on the steps, providing extra context, and offering practical tips so you can implement
We recently published a short walkthrough that highlights a powerful onboarding feature inside the platform, and in this article we’ll expand on that step-by-step process so you can confidently onboard your customers to WhatsApp Business. The original walkthrough was created by Andrew George, and we’ll follow the same
call-transfer
We recently watched the original video from the platform tutorial channel and wanted to turn that step-by-step walkthrough into a practical guide you can use today. In it, the creator shows how to handle inbound calls on the go using the mobile app—how to transfer callers to the right
countdown-timer
We often hear from business owners and marketers that managing recurring promotions feels like busywork: recreate the same timer, update dates, and risk human error. In this guide, we explain how to set up and use a recurring countdown timer with a wait time so you can run weekly (or
voice-ai
We watched a clear, hands-on walkthrough by Andrew George that explains how to use granular permissions for Voice AI inside the platform. In this article we’ll take his step-by-step approach further: we’ll explain exactly what each permission does, show practical examples for different team roles, outline best practices,
SaaS
In our original interview with entrepreneur Kayd Welke, we walked through the exact blueprint we used to grow a multi–7‑figure business and sell more than 400 sub-accounts of our business software. We ran companies across a wide variety of industries, learned how to systemize everything, and turned recurring
ecommerce
In a recent tutorial, the creator walked us through a simple, reliable way to import an entire ecommerce store into our business software in just a few clicks. We tested the steps, refined the wording, and put together this complete guide so teams of any size can move products, collections,
voice-ai
We recently walked through a simple but powerful feature in our business software: turning on translation for voice AI calls so that transcripts and summaries can be translated automatically. This feature removes language barriers, speeds up team workflows, and helps us train AI agents more effectively. In this guide we’