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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.

Each episode delivers quick, practical insights into new tools and updates designed to help marketers, agencies, and businesses streamline their workflows, manage leads more effectively, and grow faster using powerful CRM technology.

From automation improvements and pipeline management to website features, reporting tools, and team collaboration updates, we explain what’s new in Pinnacle AI CRM, how it works, and how you can use it to improve your marketing, sales, and operations.

If you want to stay up to date with the latest platform updates and learn how to get the most out of your CRM, The Pinnacle Perspective gives you the insights you need in short, easy-to-follow episodes.

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Automate Conversation SLA Events With New Workflow Triggers

July 07, 2026

0:00 | 0:46

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In this episode of The Pinnacle Perspective, we explore the new Conversation SLA workflow trigger inside Pinnacle AI CRM. This update helps teams automate actions when a customer conversation is due soon, becomes overdue, or has its SLA manually dismissed. Instead of relying on users or managers to monitor SLA timers manually, businesses can now create workflows that respond automatically to key SLA events. With optional filters like channel, tags, owner, and custom fields, teams can keep automations targeted and relevant. The update also adds more control over who can dismiss SLAs, allowing teams to balance flexibility with accountability. For businesses, marketers, agencies, and support teams, this means more consistent follow-up, fewer missed response windows, and stronger customer experience management. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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