AI
Table of Contents * Quick overview * Where Pinnacle stands today * AI: The center of this release * Performance, reliability, and UX improvements * Marketplace, integrations, and developer tools * Feature highlights across the platform * Security, compliance, and support * Pricing and availability changes * What this means for agencies and businesses * Where to start today * How
white-labeled reports
Table of Contents * Introduction * Why White‑Labeled Analytics Reports Matter * Overview: What You Can Customize * Step‑by‑Step: Generate a White‑Labeled Report * Sending Branded Reports via Email: Best Practices * Choosing the Right Graphs and Interpreting Them * Branding and Message: Small Details That Make a Big Difference * Use Cases: When
Social Media
Engaging with your audience helps build community and rapport. It makes your brand more accessible and can encourage customers to choose you over competitors. To make that easier, we added a comments area inside Social Planner so you can manage replies without leaving our CRM. Table of Contents * Why reply
subscription-management
In the original video, the creator walks us through a simple, step-by-step process for updating active subscriptions inside the platform. We’ll translate that walkthrough into a clear, practical guide you can use right now—no video required. This article covers every use case discussed in the video:
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
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
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
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
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
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
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