Pinnacle Ai: People, Not Just Software
by Pinnacle Ai
Latest episode
Compliance notice and consent controls for website chat
Compliance notice and consent controls for website chat
About this podcast
Running a business shouldn't mean running fifteen apps. This podcast covers what's new in Pinnacle Ai powered by HighLevel, plus practical guides from the Pinnacle Ai blog on answering every lead, following up, booking appointments, and collecting reviews.
Each episode takes one update or one topic, explains how it works, and shows you how to use it. No jargon. When something has a limit, we say so.
It's made for owners of small and local businesses, and for the marketers and agencies who work with them. Updates are at getpinnacle.ai/updates. The blog is at getpinnacle.ai/blog.
Episodes
The newest 20 of 151 episodes
- Compliance notice and consent controls for website chat · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, Pinnacle Ai walks through the new Compliance Notice & Consent settings for the website chat widget. If you need a…
- Connected Client Portal, Courses, Communities, and business tools · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we look at what happens when a customer has to bounce between a portal, a course, a community, and an invoice just…
- Calendar guest management with phone numbers and time zones · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar booking update that helps when the person booking adds someone else to the appointment, like a…
- Count available days only for accurate booking windows · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who needs booking rules to match the days the team is actually open…
- Require Credit Card setting for $0 Form and Survey orders · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a checkout snag that can cost you orders: a customer gets a $0 total, then the form still asks for a credit…
- Client Portal booking, viewing, rescheduling, and cancellations · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover appointment booking and management inside the Client Portal. If a customer texts at 8:40pm asking when…
- Calendar AI builds calendars from your availability · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover Calendar AI in Pinnacle Ai, built for the owner who needs a booking link but doesn’t want to spend the…
- Events in Memberships for tickets, check-ins, and follow-up · 3 minSend us Fan Mail In this episode of The Pinnacle Perspective, we look at the new Events section inside Memberships in Pinnacle Ai. If you’ve ever had names in a notebook…
- Multiple meeting durations on one calendar link · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a calendar update for the owner who has too many booking links for the same kind of meeting. Pinnacle Ai…
- Issue Badge action rewards course progress in workflows · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Issue Badge action in Pinnacle Ai Workflows. If you run courses, you’ve probably seen it happen…
- Badges Issued trigger for learner follow-up in Pinnacle Ai · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover the new Badges Issued trigger in Pinnacle Ai. When someone earns a badge, certification, or training…
- Communities in one portal with content moderation · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover the rebuilt Communities experience inside the Unified Client Portal and GoKollab. If your course is in one…
- Customize Community tabs: rename, reorder, and remove sections · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a Community update that helps your team make navigation match the way your people actually talk. If the…
- Custom value chips flag stale values in workflow messages · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we look at a small workflow editing update that can save your team from sending the wrong message. When you’re…
- AI Agent action adds model choices and reasoning effort · 3 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover an update to the AI Agent action in Pinnacle Ai workflows. When a customer sends a half-complete request…
- Course announcements for updates learners can find · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover Course Announcements in Pinnacle Ai, built for the moment when you send a course update and later hear, “I…
- Embedded video previews and event RSVP cards in Communities · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a Communities update for owners who use a group to keep customers, members, or clients in the loop. When a…
- QR codes in Apple Wallet and Google Wallet for quick access · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a small update that helps when a customer is standing in front of you and the right QR code is buried in…
- Organize Tags With Categories and Custom Colors · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we explore the new tag categories and customizable tag colors in Pinnacle AI CRM. This update makes it easier to…
- Generate Appointment Reschedule Links Easily · 2 minSend us Fan Mail In this episode of The Pinnacle Perspective, we cover a new appointment rescheduling improvement inside Pinnacle AI CRM. Users can now generate a reschedule link…
