Custom value chips flag stale values in workflow messages 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.

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.

Learn more about Pinnacle AI CRM at https://getpinnacle.ai

All Episodes

The Pinnacle Perspective: Pinnacle AI CRM Updates

Custom value chips flag stale values in workflow messages

September 18, 2026

0:00 | 1:50

Send 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 cleaning up a text at the front counter before closing, it’s easy to miss an old customer name, date, or saved value buried in a sentence. Pinnacle Ai now shows valid custom values as blue chips inside workflow text fields, so they’re easier to spot and review. You can type a slash to search for and add a value, click an existing chip to replace it, and see stale or unrecognized values marked in red. The workflow still runs the same way. This update just helps you and your team catch what needs fixing before a message goes out. Learn more about Pinnacle Ai at https://getpinnacle.ai This episode was narrated with an AI voice.

Support the show

Stay Connected with Pinnacle Perspective:
• Email: Reach out at podcast@getpinnacle.ai
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation

Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.