Call Whisper For Connect Call (IVR) Adds Private Heads-Up Artwork

The Pinnacle Perspective: Pinnacle AI CRM Updates

The Pinnacle Perspective is the podcast where we break down the latest features, improvements, and innovations inside Pinnacle AI CRM.

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Call Whisper For Connect Call (IVR) Adds Private Heads-Up

March 19, 2026

0:00 | 1:24

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In this episode of The Pinnacle Perspective we introduce Call Whisper for the Connect Call (IVR) action in Pinnacle AI CRM — a private, optional message that plays for your team just before a transferred caller connects. It’s configured directly inside a workflow by adding the Connect Call action, toggling Add Whisper Message, composing the prompt, and optionally inserting contact-specific tags so the whisper pulls relevant details. For businesses, marketers, and agencies this reduces awkward handoffs, speeds call handling, and lets reps open conversations informed and confident — improving customer experience, conversion potential, and internal efficiency. A small setup delivers smoother, more professional live interactions across your teams. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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