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
SMS Dashboard Widgets for Message Performance Reporting
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Welcome back to the Pinnacle Perspective, the podcast where we cover the latest product updates inside Pinnacle AI CRM. Today's update is all about making SMS activity easier to monitor right from your dashboard. SMS now sits alongside emails and calls, giving you a clearer view of your communication activity without needing to switch tools or dig through conversations. That means you can keep an eye on your SMS performance more efficiently and make real-time adjustments to how your messages are being sent. Here's how it works inside Pinnacle AI CRM. When you're in any dashboard, you can edit the dashboard, add a new widget, and then choose from the new SMS section. From there, you pick the SMS widget you want, configure your filters, choose the chart type that works best for your reporting, and save your changes. Once added, these SMS widgets give you a much better understanding of what's happening across your messaging. You can monitor delivery health by seeing how many messages were sent, delivered, failed, or undelivered during a specific time period. That helps you quickly spot issues and understand whether your SMS communication is reaching contacts successfully. You can also break down SMS volume by source, such as workflow, campaign, or bulk action. And you can view activity by team member so it's easier to understand who sent what and where those messages came from. Another helpful improvement is two-way visibility. You're not just tracking outbound messages anymore. You can also see inbound SMS activity, which gives you a better picture of how conversations are performing overall. There are five ready-to-use SMS widgets, and they're fully configurable. They're also available in custom metrics, so you can build KPIs like delivery rate or inbound volume using the formula builder. For marketers, agencies, and businesses using Pinnacle AI CRM, this means stronger reporting, faster insights, and a more complete view of SMS performance directly on your dashboard. That's it for this update on the Pinnacle perspective. Thanks for listening, and we hope this helps you get even more value from your SMS reporting inside Pinnacle AI CRM.