The Pinnacle Perspective

Revolutionize Your Workflow: Transformative Tech Updates to Enhance Communication and Creativity

Pinnacle Ai Season 1 Episode 9

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Ever felt confined by your software's limitations or overwhelmed by the blank page? Discover game-changing tech updates that promise to transform your professional life. We dive into WhatsApp's latest feature that goes beyond mere read receipts, offering you detailed insights into message flow and failures. Uncover the real reasons behind failed messages and refine your communication strategy like never before. Plus, get a head start on your projects with a treasure trove of customizable templates tailored for everything from event planning to marketing, helping you break free from the creative block.

But that's not all—we also unveil the revolutionary custom value picker, a tool that finally puts you in charge, liberating you from the shackles of preset dropdown choices. Tailor your options to fit your unique needs and regain control over your workflow. Whether you're a real estate mogul or a conference organizer, these updates are here to empower you to work smarter and more effectively. Tune in to learn how these advancements can not only enhance your communication but also enrich your overall user experience.

Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today. 

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Speaker 1:

Man. Sometimes it feels like just keeping up with the tech world is a full-time job.

Speaker 2:

Right.

Speaker 1:

And who has time for that? When you're busy, you know actually getting things done.

Speaker 2:

Tell me about it.

Speaker 1:

So that's exactly why we're diving into these updates, this pile you sent over. Oh yeah, Pure gold. We're on a mission here.

Speaker 2:

Okay.

Speaker 1:

To uncover the stuff that's actually going to make your work life easier.

Speaker 2:

Love it and the exciting part is a lot of these updates. They're really about giving you more control. It's not just about like shiny new features. It's about making how you communicate, how you work, smoother, smarter, honestly, a little bit more enjoyable.

Speaker 1:

OK, so that's what I like to hear. Yeah, and speaking of smoother communication, can we talk WhatsApp for a sec?

Speaker 2:

Yeah, let's do it.

Speaker 1:

That feature about tracking message statistics. I knew you'd appreciate that.

Speaker 2:

It's a game changer. You can see exactly how many of your messages were delivered, how many were read. Even you know the ones that maybe didn't quite hit the mark.

Speaker 1:

It's like no more agonizing over those double blue ticks.

Speaker 2:

right, exactly, and it goes beyond just knowing oh, did they read it or not? Yes, right, exactly, and it goes beyond just knowing oh, did they read it or not. Think about the messages that fail to send.

Speaker 1:

Oh right, that's where the detective work comes in.

Speaker 2:

Right, yeah, was it a glitch? Was it a blocked number? Did you send like a novel length message when there was an image limit? Now you've got clues. You can actually refine your strategy. Imagine finding out a message failed because it was sent during like the middle of the night. For your audience, that's valuable, oh for sure, yeah.

Speaker 1:

Working smarter, not harder.

Speaker 2:

There you go.

Speaker 1:

Okay, so moving on.

Speaker 2:

Okay.

Speaker 1:

We've got to talk about all these new templates. I swear they thought of everything.

Speaker 2:

I mean they haven't gotten to everything yet, but it's a pretty impressive collection Websites, funnels, emails, even pre-built social media posts. It's like having a whole marketing team ready to go at your beck and call.

Speaker 1:

I know we could do a whole deep dive just on the templates.

Speaker 2:

Easily.

Speaker 1:

But instead let me just highlight a couple that caught my eye, because some of these are really good. Okay, first up, the event planner snapshot. So say you're organizing a conference, right? Boom, you've got this prebuilt template catering, speaker bios, it's all there. Save so much time.

Speaker 2:

And you know what I love about the templates is they're flexible.

Speaker 1:

Oh yeah.

Speaker 2:

They're not like cookie cutter. You can customize them, make them your own, your brand, your voice, all of that.

Speaker 1:

Right, it's like you have a starting point. At least You're not staring at that blank page. Okay, one more template shout out.

Speaker 2:

I have to Okay, lay it on me.

Speaker 1:

Because this one is too good. Attention all real estate agents.

Speaker 2:

Okay.

Speaker 1:

They added not one, not two, but three. Count them three new email templates specifically for real estate.

Speaker 2:

It shows they're paying attention to different industries. I like that they're committed to you know, making sure everyone has the tools they need.

Speaker 1:

Yeah, it's like they're saying. They're saying we see you real estate moguls, right, we got you.

Speaker 2:

For sure.

Speaker 1:

But okay, enough about templates.

Speaker 2:

Okay.

Speaker 1:

Let's talk about this update that literally had me saying wait, what? Out loud when I saw it.

Speaker 2:

Oh.

Speaker 1:

Custom value picker. Okay, this one. This one is for anyone who has ever felt trapped by the preset dropdown options in software.

Speaker 2:

Ah yes, the tyranny of limited choices. I've been there.

Speaker 1:

You know what I'm talking about. Right, where it's like you're stuck with just these handful of options, right, and none of them are quite right.

Speaker 2:

Yep. Well, say goodbye to those days, because custom value Picker is here to set us free.

Speaker 1:

It's about putting the power back in your hands, instead of being limited by what the software thinks you need.

Speaker 2:

Right, you can create your own. Okay, so give me an example. How would I actually use this?

Speaker 1:

Let's say you're using the add contact tag action.

Speaker 2:

Okay.

Speaker 1:

And you want to tag someone as a potential investor or a first time homebuyer. Right In the past you might have been stuck with like lead or, you know, client.

Speaker 2:

Right right, which is not specific enough Exactly.

Speaker 1:

But now with the custom value picker, you can get as detailed as you need to be. So if I'm organizing that conference, I could create custom tags like early bird registrant or VIP attendee.

Speaker 2:

There you go. You can segment your audience in a way that just wasn't possible before.

Speaker 1:

That is, that's amazing. So it's like they took a magnifying glass to our workflows and we're just like let's get granular here, people.

Speaker 2:

Yeah, and the best part is, this is just the beginning. Oh, really, they're planning to roll this out to even more actions in future updates. Yeah, stay tuned.

Speaker 1:

I can already feel my brain like making my workflow more efficient. I love it, but we've got to keep moving because we've got more to cover.

Speaker 2:

Okay, remember those. Choose your own adventure books. Oh, absolutely yeah, it's been a good chunk of my childhood trying to outrun yet 80s?

Speaker 1:

Yes, with the multiple endings.

Speaker 2:

Yes.

Speaker 1:

And all the different decisions.

Speaker 2:

Oh yeah.

Speaker 1:

So the revamped Eiffel's action.

Speaker 2:

Okay.

Speaker 1:

It's kind of like that.

Speaker 2:

Okay.

Speaker 1:

But instead of, you know, ending up in some like goblin lair, you end up with a super streamlined, hyper-efficient workflow. They have these things now called scenario recipes.

Speaker 2:

Scenario recipes yeah, I like it.

Speaker 1:

Think of them as pre-built templates, but for your EFEL situations.

Speaker 2:

Right.

Speaker 1:

So, instead of building out some complex condition from scratch, you can choose a recipe that kind of matches what you're going for.

Speaker 2:

Right Makes it easier.

Speaker 1:

So much easier.

Speaker 2:

Yeah.

Speaker 1:

So if you want to send different emails based on you know what someone's doing, or if you're trying to route leads, Right, right. Based on how they answer something.

Speaker 2:

Yep.

Speaker 1:

It's all there for you.

Speaker 2:

So it's like having like a workflow sous chef Right, they prepped all the ingredients and you just get to like add your own little flair at the end.

Speaker 1:

Yes, exactly, exactly. And speaking of flair, they made it so much easier to actually manage these like multi-step workflows. You know how you used to get lost in those branches and conditions.

Speaker 2:

Oh yeah, it's like, where am I?

Speaker 1:

Yes, you're like scrolling and scrolling.

Speaker 2:

And scrolling? Yeah, Not anymore.

Speaker 1:

Scrolling and scrolling and some scrolling. Yeah, Not anymore. Now you get like a clear summary.

Speaker 2:

Okay.

Speaker 1:

Of each branch. Nice, right there At a glance.

Speaker 2:

At a glance, I like it.

Speaker 1:

And if you want to dive deeper, you just click oh cool, and that specific branch expands, the others collapse. It's so nice and tidy.

Speaker 2:

Very organized yeah.

Speaker 1:

Marie Kondo of workflows.

Speaker 2:

I like it. I like it.

Speaker 1:

I love it and hold on to your hats, everyone, because they added a time of day condition, time of day. Which is going to be huge for scheduling.

Speaker 2:

Okay, so this is like no more guessing games about when to send things.

Speaker 1:

Exactly, you can set it to trigger based on specific times. Wow, down to the porter hour.

Speaker 2:

Oh wow, granular, I like that.

Speaker 1:

So if I know my audience is most active, let's say Tuesday mornings at 10.5.

Speaker 2:

Right Boom, schedule it. Schedule it to hit their inboxes right then. So smart, just maximizing your reach, getting those messages in front of people when they're actually going to see them.

Speaker 1:

Exactly Okay. So from perfectly timed messages to custom tags, we've covered a lot. We have. But, but, but. Okay, we can't wrap up without talking about something near and dear to my heart.

Speaker 2:

Okay.

Speaker 1:

Digital security.

Speaker 2:

Essential.

Speaker 1:

Especially these days.

Speaker 2:

Oh my gosh, I know Right.

Speaker 1:

So okay, okay, how many passwords do you think you have written down somewhere?

Speaker 2:

Too many to count, honestly Sounds like a novel. Right, it's ridiculous, it's ridiculous. Right.

Speaker 1:

Okay, well, this next update.

Speaker 2:

Okay.

Speaker 1:

This is all about making sure those passwords are actually doing their job Right, protecting you Important Right. So we got to talk about API keys.

Speaker 2:

Okay.

Speaker 1:

Now, before you tune in and you're like API what API? Keys.

Speaker 2:

Okay, Now before you tune in, you're like API.

Speaker 1:

What yeah?

Speaker 2:

yeah, stick with me. Okay, because it's important.

Speaker 1:

It is.

Speaker 2:

Okay, so think of an API key like a spare key to your house.

Speaker 1:

Okay.

Speaker 2:

Okay, you might give one to-.

Speaker 1:

Right To your neighbor, just in case.

Speaker 2:

Your neighbor yeah.

Speaker 1:

Right, in case you get locked out.

Speaker 2:

In, in case you get locked out, in case you get locked out, exactly.

Speaker 1:

But if that key falls into the wrong hands?

Speaker 2:

Woo bad news.

Speaker 1:

Bad news right, they can get in.

Speaker 2:

They can get in and you don't even know.

Speaker 1:

You don't even know they're there.

Speaker 2:

Right, it's scary.

Speaker 1:

It's scary stuff, yeah, okay, so how does this update help?

Speaker 2:

Okay, so they're implementing automatic deletion of API keys.

Speaker 1:

Okay. Deletion of API keys Okay, after 90 days of inactivity. So it's like automatically changing the locks on your house every 90 days, just to be safe.

Speaker 2:

Just to be safe. Yeah, a little extra precaution. I like it Right.

Speaker 1:

Okay, but what if I actually need to use one of those old API keys? Am I just like out of luck?

Speaker 2:

No, they've got you covered.

Speaker 1:

Okay.

Speaker 2:

You're going to get a bunch of notifications before they delete anything 15 days out.

Speaker 1:

Okay.

Speaker 2:

Seven days, one day, and they'll even like have a little banner in your account.

Speaker 1:

Oh nice.

Speaker 2:

Just as a final reminder, like hey, hey, hey, just so you know.

Speaker 1:

Just a heads up.

Speaker 2:

This is happening.

Speaker 1:

Don't be surprised.

Speaker 2:

Exactly yeah.

Speaker 1:

Okay, better, because it's not like they're just gonna like right, they're not just gonna cut you off cut me off they want to make sure you have time to like get my affairs in order exactly to prepare okay, I can work with that it's about that balance you know, security, but also usability.

Speaker 2:

Yes, user friendliness yes they don't want to make it a headache for you Right Exactly To keep your stuff safe.

Speaker 1:

Yeah, they're saying.

Speaker 2:

Right.

Speaker 1:

We got you, but work with us.

Speaker 2:

Work with us.

Speaker 1:

You got to meet us halfway.

Speaker 2:

Exactly, exactly.

Speaker 1:

Okay, I like that.

Speaker 2:

Teamwork makes the dream work.

Speaker 1:

Teamwork All right. Well, on that note.

Speaker 2:

Right.

Speaker 1:

As we come to the end of this deep dive.

Speaker 2:

Yes, it's been quite a journey, a lot to unpack, I know right.

Speaker 1:

From tracking those WhatsApp messages Right Like a digital detective To like navigating the world of these API keys.

Speaker 2:

Who knew?

Speaker 1:

I know it's a lot, but I hope you found it helpful.

Speaker 2:

Me too.

Speaker 1:

I hope you learned something that you can apply.

Speaker 2:

For sure.

Speaker 1:

Right away.

Speaker 2:

To make your life a little bit easier.

Speaker 1:

To make things closer, to make things better.

Speaker 2:

Absolutely.

Speaker 1:

So until next time. Yes, Happy communicating everyone.

Speaker 2:

Happy communicating.