Imagine a world where your business operations are not just tasks but dynamic tools that propel you toward growth. That's exactly what Pinnacle AI's latest innovations promise. We're unraveling the secrets behind their smart business solutions, designed to transform how you manage workflows, subscriptions, and payments. Discover the game-changing "from number" feature that ensures brand consistency, and learn how updating custom values in math operations can make your automation more responsive and powerful. Plus, hear about the revolution in community management with automated private channel access, offering you the opportunity to engage with your audience like never before.
Unlock the future of data management with Pinnacle AI's enhanced features that promise to streamline your operations and safeguard your information. We dive into how customizing data columns and copying information directly from tables can save you time, while sorting and advanced filtering options await on the horizon. Security takes center stage with the introduction of private file uploads and expiring links, ensuring your sensitive data remains protected. Tune in as we explore these transformative tools and the boundless possibilities they offer for achieving business success.
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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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Okay, so Pinnacle AI has been very busy, like really
busy they have.
You've sent us a ton of stuffupdates, notes, even sneak peeks
and it's really clear thatthey're laser focused on
powering up online businesses.
Speaker 2 (00:14):
Yeah, they're on a roll.
Speaker 1 (00:15):
We're talking about smarter workflows.
We're talking about streamlinedsubscriptions.
We're even talking about awhole new spin on payments.
Speaker 2 (00:21):
It's exciting stuff.
Speaker 1 (00:22):
It is exciting stuff.
It is exciting stuff.
Our deep dive mission, if youchoose to accept it, is to cut
through all the noise and helpyou actually use these changes
to boost your success.
Speaker 2 (00:33):
That's what it's all about, right.
Speaker 1 (00:35):
Exactly.
And what's so cool is how theseupdates they're not just like
random tweaks here and there,they're all connected.
It's like pinnacle AI isbuilding this like cohesive
ecosystem.
Speaker 2 (00:45):
Yeah, it feels very intentional.
Speaker 1 (00:47):
It does and I think it speaks to this bigger trend.
We're seeing this demand formore automation, more
personalization, Like imagine aworld where your platform just
takes care of all the heavylifting.
Speaker 2 (00:57):
Oh, wouldn't that be nice.
Speaker 1 (00:59):
Right, so you can focus on, you know, the stuff
that actually moves the needle.
Speaker 2 (01:03):
Exactly Working on your business, not in it, as
they say.
Speaker 1 (01:08):
Okay, so let's talk specifics.
One of the first things thatjumped out from the release
notes was this whole from numberthing in the workflow settings.
Speaker 2 (01:16):
Oh yeah, that's big.
Speaker 1 (01:17):
Remember how we used to wish there was a way to use
different numbers for likesupport versus sales.
Speaker 2 (01:24):
Well for different regions.
Speaker 1 (01:25):
Yes, or if you've got clients all over the world.
Speaker 2 (01:28):
Absolutely Now you can.
It's about time.
Speaker 1 (01:30):
Right, right, and it's not just about like staying
organized, though that'sdefinitely a bonus.
Speaker 2 (01:35):
It's about branding too.
Speaker 1 (01:37):
Oh, tell me more about that.
Speaker 2 (01:38):
Think about it when you get a text from, say, your
bank, it's always from that sameshortcode, right, uh-huh?
It subconsciously tells you OK,this is official, I can trust
this message.
Speaker 1 (01:49):
It's like their own little VIP line.
Speaker 2 (01:50):
Exactly.
Speaker 1 (01:51):
Yeah.
Speaker 2 (01:52):
And now businesses can create that same kind of
brand consistency, that trustfactor, with every single
communication they send.
Speaker 1 (01:58):
I love that.
Ok, next up on the things thatmake workflows even smarter list
Hit me with it.
Update custom values in mathoperation.
Speaker 2 (02:08):
Okay, so that's a mouthful.
Speaker 1 (02:10):
I know right I was like, do we need all those words
?
But actually, once you break itdown it's pretty genius.
Speaker 2 (02:16):
It is because it opens up a lot of possibilities.
Speaker 1 (02:19):
So you've always been able to use the custom values
in your workflows, right, right,but now you can actually update
them on the fly.
Speaker 2 (02:26):
Dynamically.
Speaker 1 (02:27):
Yes, which basically means your automation has just
got a whole lot smarter.
Speaker 2 (02:31):
Okay, give me an example, because I think a lot
of people are going to be likeokay, but what does that
actually look?
Speaker 1 (02:36):
like Okay, let's say you're running a limited time
offer for something.
Okay, in the past you couldtell people oh hey, by the way,
this is limited, there are onlyso many spots left, right, but
now you can actually show them.
Speaker 2 (02:47):
I like where this is going.
Speaker 1 (02:48):
Imagine a custom value on your sales page that
literally says only 12 spotsleft, and every time someone
signs up, the workflowautomatically updates that
number.
Oh wow, talk about creatingurgency.
Speaker 2 (03:02):
That's next level.
That's FOMO at its finest.
Speaker 1 (03:05):
Right.
But it's not just aboutscarcity right.
It's about making yourworkflows more dynamic in
general.
Speaker 2 (03:12):
Okay, so what else could we use it for?
Speaker 1 (03:13):
Well, think about wait lists, Think about ticket
counts for events.
Speaker 2 (03:19):
Oh interesting.
Speaker 1 (03:19):
You're essentially building these mini live
dashboards right into yourworkflows.
Building these mini livedashboards right into your
workflows.
Speaker 2 (03:24):
It's like taking something that USED to be static
just information and turning itinto this dynamic tool that
actually drives action.
Speaker 1 (03:33):
Exactly, and that's what I love about these Pinnacle
AI updates they're reallyencouraging us to think
differently about how we usethese tools.
Speaker 2 (03:40):
It's about working smarter, not harder, right.
Speaker 1 (03:42):
Always.
Okay, let's shift gears alittle bit and talk about
community management, becausePinnacle AI definitely didn't
forget about us communitybuilding nerds.
Speaker 2 (03:51):
Always got to keep those communities engaged.
Speaker 1 (03:53):
Right, and one of the coolest things they've added is
the ability for workflows tointeract with private channels.
Speaker 2 (03:59):
Now that's huge for anyone who's running a
membership site or has differenttiers within their community.
Speaker 1 (04:04):
Okay, so break it down for me what's actually
changing.
Speaker 2 (04:07):
So the big thing is the triggers.
They've added new onesspecifically for private channel
access.
Okay, so you've got privatechannel access granted and
private channel access revoked,which sounds a little technical,
I know.
Basically it means you can nowautomate actions based on
someone joining or leaving thoseexclusive spaces in your
(04:28):
community.
Speaker 1 (04:29):
So, like someone signs up for your premium
membership, boom, theyautomatically get access to the
private channel.
Speaker 2 (04:35):
Exactly.
No more manually adding peopleor remembering who's supposed to
be where.
Speaker 1 (04:40):
And if they downgrade ?
Speaker 2 (04:41):
Access revoked just like that.
Speaker 1 (04:43):
Oh, I like it Seamless.
Speaker 2 (04:46):
Right, it's all about automation.
Speaker 1 (04:48):
So what about those of us who like to get really
granular with our workflows?
Speaker 2 (04:52):
Oh, they've got you covered.
Speaker 1 (04:53):
Tell me more.
Speaker 2 (04:54):
So, in addition to the triggers, they've also added
two new actions grant privatechannel access and revoke
private channel access.
Speaker 1 (05:02):
Okay, so now we're talking.
What kind of magic can we workwith those?
Speaker 2 (05:05):
Well, think about creating really personalized
welcome sequences for newmembers of a specific tier, or
dripping out exclusive contentthat's only available in that
private channel.
Speaker 1 (05:16):
Oh, that's good.
Speaker 2 (05:17):
Or even automatically tagging members based on their
private channel access, so youcan target your communication
even more effectively later on.
Speaker 1 (05:25):
It's like you can segment your audience without
even having to lift a finger.
Speaker 2 (05:28):
Exactly, and it all happens behind the scenes.
Your members don't even have tothink about it.
Speaker 1 (05:32):
Love it, but and this is a big but- oh, what's the
catch?
There's always a catch.
Remember how we said attentionto detail is key.
This whole private channelworkflow magic it only works if
you actually have VE privatechannels set up in the group
you're working with.
Speaker 2 (05:50):
Oh great.
Speaker 1 (05:50):
It seems obvious, but you'd be surprised how easy it
is to overlook those littledetails.
Speaker 2 (05:54):
Especially when you're excited about all the
cool new features.
Speaker 1 (05:57):
Exactly so word to the wise double check those
settings before you get too deepinto building your automation
masterpiece.
Speaker 2 (06:04):
Always a good idea.
Speaker 1 (06:05):
Okay, are you ready to dive into the world of
subscription management?
Because Pinnacle AI did nothold back.
Speaker 2 (06:13):
Bring it on.
I'm ready to be impressed.
Speaker 1 (06:15):
They really did.
It's like they took everythingwe ever wanted in a subscription
management system and said hereyou go, knock yourselves out.
Speaker 2 (06:23):
Right, Like the ability to pause and resume
subscriptions.
That's not new, but they'vemade it so much more powerful.
Speaker 1 (06:31):
So much more.
We're not just talking aboutflipping a switch on or off
anymore.
You can now get really granularwith it.
Speaker 2 (06:37):
Yeah, you've got the definite pause where you pick a
specific end date.
So it's like, OK, pause thisfor a month or pause this until
they've had a chance to catch upon their payments, you know.
Speaker 1 (06:46):
Exactly, or you can do an indefinite pause if you're
not sure when or if they'll beback.
Speaker 2 (06:50):
How about flexibility , right Giving people options?
Speaker 1 (06:52):
Yes, and speaking of options, did you see how they're
handling invoices when asubscription is paused?
Speaker 2 (06:59):
Oh yeah, that's smart .
Speaker 1 (07:00):
It automatically generates an invoice, but then
you can choose whether to markit as a draft or just void it
completely.
Speaker 2 (07:07):
Which is perfect, because every business has its
own way of doing things, so it'slike they're covering all the
bases.
Speaker 1 (07:12):
Right, and let's not forget about the visuals.
Speaker 2 (07:20):
Even I was impressed with how clean and intuitive.
Speaker 1 (07:21):
That whole pause subscription pop up looks.
Oh it's beautiful, isn't it?
It is.
It's like no more clickingthrough a million menus.
Everything you need is rightthere.
Speaker 2 (07:26):
It's the little things, you know, those little
touches that just make your lifeeasier.
Speaker 1 (07:31):
Absolutely, and for all the data nerds out there
like myself.
Just make your life easier,Absolutely, and for all the data
nerds out there like myself.
Pinnacle AI added some newgoodies to the subscription CSV
download.
Speaker 2 (07:39):
Oh, yeah, like what.
Speaker 1 (07:41):
So now you can actually see pause-related
information.
Speaker 2 (07:44):
Interesting.
Speaker 1 (07:44):
Yep, so you can analyze things like how many
people are pausing for how long,what they do afterwards, it's a
goldmine of insights.
Speaker 2 (07:52):
That's huge, because knowing WHY people pause can be
so valuable.
Speaker 1 (07:57):
Right Like.
Are they hitting financialroadblocks?
Are they just overwhelmed andneed a break?
This data can help you tailoryour communication and your
offers to reduce churn.
Speaker 2 (08:06):
It's all about understanding your audience,
right.
Speaker 1 (08:08):
Exactly Okay.
Ready for a bit of a curveball?
Pinnacle AI now lets you sellfree products.
Speaker 2 (08:15):
Wait what.
Speaker 1 (08:16):
I know, I know it sounds kind of counterintuitive,
right, oh yeah.
Speaker 2 (08:19):
I mean, it's a free E why would you need a whole
system for that?
Speaker 1 (08:22):
Right, but think about all the workarounds people
used to do, like creatingseparate funnels or trying to
hack the system to accept aprice of zero.
Speaker 2 (08:29):
Oh yeah, that was always a pain.
Speaker 1 (08:30):
Now it's all built in .
You want to offer a lead magnet, a free trial.
Manage it all within PinnacleAI no more headaches.
Speaker 2 (08:38):
So smooth.
Speaker 1 (08:40):
And on that note, they also streamline the
checkout process for those freeproducts, so you don't have to
ask for credit card details ifsomeone's not actually paying.
Speaker 2 (08:47):
Which makes sense, because who wants to pull out
their credit card for somethingthat's free?
It's just an extra barrier.
Speaker 1 (08:52):
Exactly.
Speaker 2 (08:53):
And if they do decide to upgrade or buy something
later, pinnacle AI has themcovered there too, oh, yeah,
tell me about it, because I sawthat they rolled out PayPal
integration and not just in oneplace like across the board.
Speaker 1 (09:05):
Everywhere Invoices forms.
You name it, it's there.
Speaker 2 (09:09):
Which is brilliant because PayPal is huge.
So many people use it, sooffering that as an option just
makes life easier for everyone.
Speaker 1 (09:16):
And it can actually boost your conversion rates.
Speaker 2 (09:18):
Oh, absolutely, because people are more likely
to complete a purchase if theysee a payment method they
already know and trust.
Speaker 1 (09:25):
Exactly.
And they didn't stop with justthe basic PayPal integration.
They also added PayLater.
Speaker 2 (09:32):
Which is brilliant.
It's perfect for today'sconsumer who wants that
flexibility.
Speaker 1 (09:36):
Right, it's all about removing barriers to purchase.
Speaker 2 (09:39):
Exactly that flexibility Right.
It's all about removingbarriers to purchase.
Exactly so.
If someone's on the fence aboutbuying something and then they
see they can use PayPal and evensplit it into smaller payments,
that might be the push theyneed.
Speaker 1 (09:49):
It's like giving them every reason to say yes.
Speaker 2 (09:51):
Right and from a business perspective it's like
why wouldn't you offer theseoptions?
Speaker 1 (09:56):
It's like they thought of everything, and it's
not just about the big flashyfeatures.
They've also made a ton ofsmaller improvements that make a
big difference in the day today.
Speaker 2 (10:04):
Oh, absolutely Like.
Remember when you wereuploading a file in media
storage and you accidentally hitcreate new folder instead of
you know actually uploading thefile.
Speaker 1 (10:13):
Worst, I've done that a million times Right.
Speaker 2 (10:15):
It's like come on.
Why are those buttons so closetogether?
Speaker 1 (10:17):
I know, but guess what they fixed it.
It's like come on, why arethose buttons so close?
Speaker 2 (10:19):
together, I know, but guess what?
They fixed it no way.
They actually separated thoseactions.
Speaker 1 (10:22):
They did Dedicated buttons for uploading and
creating folders.
It's the little things you know.
Speaker 2 (10:28):
It's huge?
Yeah, because those littlefrustrations add up over time.
Speaker 1 (10:32):
Exactly.
And speaking of smootherworkflows, did you check out the
revamped forms and surveyssubmissions page?
Speaker 2 (10:40):
Oh yeah, check out the revamped forms and surveys
submissions page.
Oh yeah, that got a seriousmakeover.
Speaker 1 (10:41):
It did.
It's so much more user-friendlynow.
Speaker 2 (10:44):
Like night and day.
Speaker 1 (10:45):
Right.
Remember how you used to haveto scroll forever to see all the
data columns?
Speaker 2 (10:50):
Or how you could only see like a few fields at a time
.
Speaker 1 (10:53):
The struggle was real , but now you can see everything
at once.
Speaker 2 (10:56):
Okay, that's a game changer right there.
Speaker 1 (10:58):
Right, and you can customize which columns you want
to see.
You can rearrange them howeveryou like.
Speaker 2 (11:02):
So it's all about putting you in control of your
data.
Speaker 1 (11:05):
Exactly.
Speaker 2 (11:06):
No more hunting for that one specific piece of
information, and you can copystuff right from the table now
like phone numbers, emailaddresses, even open links
directly.
Speaker 1 (11:16):
Yeah, it's those little time savers that make all
the difference.
Speaker 2 (11:19):
They really do, because it's like those seconds
add up over time.
Speaker 1 (11:22):
They do, and rumor has it they're adding even more
features soon, like sorting andadvanced filtering.
Speaker 2 (11:28):
Oh, that's going to be amazing.
Imagine being able to segmentyour audience based on their
form, responses, or find thatone specific submission in
seconds.
Speaker 1 (11:37):
Right, the possibilities are endless.
Ok, let's talk about securityfor a minute, because you know
how important that is Moreimportant than ever.
Right, and Pinnacle AI isclearly taking it seriously.
They just added this wholeprivate file upload feature.
Speaker 2 (11:50):
Oh, yeah, tell me about that.
Speaker 1 (11:52):
So now you can store sensitive files securely, and
when you share them, it'sthrough these private links that
expire.
Speaker 2 (11:59):
So no more worrying about those files ending up in
the wrong hands.
Speaker 1 (12:02):
Exactly, and they've got this little lock icon to
show which files are private.
Speaker 2 (12:06):
Oh, that's handy, so you can tell at a glance what's
what.
Speaker 1 (12:08):
Exactly, and this is just the beginning.
They're already talking aboutadding custom link expiry times
and the ability to switch a filebetween public and private
whenever you want.
Speaker 2 (12:20):
It's clear they're really committed to staying
ahead of the curve when it comesto data security.
Speaker 1 (12:24):
They're not messing around.
You know, as we've been goingthrough all these updates, it's
really struck me that PinnacleAI isn't just adding futures for
the sake of it.
Speaker 2 (12:33):
It's not about checking boxes, it's about
solving real problems.
Speaker 1 (12:36):
Exactly, they're actually listening to their
users.
They're thinking about the bigpicture.
They Exactly, they're actuallylistening to their users,
they're thinking about the bigpicture.
They're building a platformthat's truly designed to help
businesses succeed.
Speaker 2 (12:44):
And that's what it's all about right Giving people
the tools they need to thrive.
Speaker 1 (12:49):
Absolutely so.
As you go forth and explore allthese new pinnacle AI features,
just remember this is all aboutyou.
Speaker 2 (12:57):
It's about your business, your vision, your
success.
Speaker 1 (13:00):
Exactly.
Don't be afraid to experiment,to get creative, to see how
these updates can work for you.
Speaker 2 (13:05):
Because the most powerful tool is the one you
know how to use effectively.
Speaker 1 (13:08):
Could have said it better myself.
So go forth, experiment andwatch your business soar.
Okay, so Pinnacle AI has been very busy, like really
busy they have.
You've sent us a ton of stuffupdates, notes, even sneak peeks
and it's really clear thatthey're laser focused on
powering up online businesses.
Speaker 2 (00:14):
Yeah, they're on a roll.
Speaker 1 (00:15):
We're talking about smarter workflows.
We're talking about streamlinedsubscriptions.
We're even talking about awhole new spin on payments.
Speaker 2 (00:21):
It's exciting stuff.
Speaker 1 (00:22):
It is exciting stuff.
It is exciting stuff.
Our deep dive mission, if youchoose to accept it, is to cut
through all the noise and helpyou actually use these changes
to boost your success.
Speaker 2 (00:33):
That's what it's all about, right.
Speaker 1 (00:35):
Exactly.
And what's so cool is how theseupdates they're not just like
random tweaks here and there,they're all connected.
It's like pinnacle AI isbuilding this like cohesive
ecosystem.
Speaker 2 (00:45):
Yeah, it feels very intentional.
Speaker 1 (00:47):
It does and I think it speaks to this bigger trend.
We're seeing this demand formore automation, more
personalization, Like imagine aworld where your platform just
takes care of all the heavylifting.
Speaker 2 (00:57):
Oh, wouldn't that be nice.
Speaker 1 (00:59):
Right, so you can focus on, you know, the stuff
that actually moves the needle.
Speaker 2 (01:03):
Exactly Working on your business, not in it, as
they say.
Speaker 1 (01:08):
Okay, so let's talk specifics.
One of the first things thatjumped out from the release
notes was this whole from numberthing in the workflow settings.
Speaker 2 (01:16):
Oh yeah, that's big.
Speaker 1 (01:17):
Remember how we used to wish there was a way to use
different numbers for likesupport versus sales.
Speaker 2 (01:24):
Well for different regions.
Speaker 1 (01:25):
Yes, or if you've got clients all over the world.
Speaker 2 (01:28):
Absolutely Now you can.
It's about time.
Speaker 1 (01:30):
Right, right, and it's not just about like staying
organized, though that'sdefinitely a bonus.
Speaker 2 (01:35):
It's about branding too.
Speaker 1 (01:37):
Oh, tell me more about that.
Speaker 2 (01:38):
Think about it when you get a text from, say, your
bank, it's always from that sameshortcode, right, uh-huh?
It subconsciously tells you OK,this is official, I can trust
this message.
Speaker 1 (01:49):
It's like their own little VIP line.
Speaker 2 (01:50):
Exactly.
Speaker 1 (01:51):
Yeah.
Speaker 2 (01:52):
And now businesses can create that same kind of
brand consistency, that trustfactor, with every single
communication they send.
Speaker 1 (01:58):
I love that.
Ok, next up on the things thatmake workflows even smarter list
Hit me with it.
Update custom values in mathoperation.
Speaker 2 (02:08):
Okay, so that's a mouthful.
Speaker 1 (02:10):
I know right I was like, do we need all those words
?
But actually, once you break itdown it's pretty genius.
Speaker 2 (02:16):
It is because it opens up a lot of possibilities.
Speaker 1 (02:19):
So you've always been able to use the custom values
in your workflows, right, right,but now you can actually update
them on the fly.
Speaker 2 (02:26):
Dynamically.
Speaker 1 (02:27):
Yes, which basically means your automation has just
got a whole lot smarter.
Speaker 2 (02:31):
Okay, give me an example, because I think a lot
of people are going to be likeokay, but what does that
actually look?
Speaker 1 (02:36):
like Okay, let's say you're running a limited time
offer for something.
Okay, in the past you couldtell people oh hey, by the way,
this is limited, there are onlyso many spots left, right, but
now you can actually show them.
Speaker 2 (02:47):
I like where this is going.
Speaker 1 (02:48):
Imagine a custom value on your sales page that
literally says only 12 spotsleft, and every time someone
signs up, the workflowautomatically updates that
number.
Oh wow, talk about creatingurgency.
Speaker 2 (03:02):
That's next level.
That's FOMO at its finest.
Speaker 1 (03:05):
Right.
But it's not just aboutscarcity right.
It's about making yourworkflows more dynamic in
general.
Speaker 2 (03:12):
Okay, so what else could we use it for?
Speaker 1 (03:13):
Well, think about wait lists, Think about ticket
counts for events.
Speaker 2 (03:19):
Oh interesting.
Speaker 1 (03:19):
You're essentially building these mini live
dashboards right into yourworkflows.
Building these mini livedashboards right into your
workflows.
Speaker 2 (03:24):
It's like taking something that USED to be static
just information and turning itinto this dynamic tool that
actually drives action.
Speaker 1 (03:33):
Exactly, and that's what I love about these Pinnacle
AI updates they're reallyencouraging us to think
differently about how we usethese tools.
Speaker 2 (03:40):
It's about working smarter, not harder, right.
Speaker 1 (03:42):
Always.
Okay, let's shift gears alittle bit and talk about
community management, becausePinnacle AI definitely didn't
forget about us communitybuilding nerds.
Speaker 2 (03:51):
Always got to keep those communities engaged.
Speaker 1 (03:53):
Right, and one of the coolest things they've added is
the ability for workflows tointeract with private channels.
Speaker 2 (03:59):
Now that's huge for anyone who's running a
membership site or has differenttiers within their community.
Speaker 1 (04:04):
Okay, so break it down for me what's actually
changing.
Speaker 2 (04:07):
So the big thing is the triggers.
They've added new onesspecifically for private channel
access.
Okay, so you've got privatechannel access granted and
private channel access revoked,which sounds a little technical,
I know.
Basically it means you can nowautomate actions based on
someone joining or leaving thoseexclusive spaces in your
(04:28):
community.
Speaker 1 (04:29):
So, like someone signs up for your premium
membership, boom, theyautomatically get access to the
private channel.
Speaker 2 (04:35):
Exactly.
No more manually adding peopleor remembering who's supposed to
be where.
Speaker 1 (04:40):
And if they downgrade ?
Speaker 2 (04:41):
Access revoked just like that.
Speaker 1 (04:43):
Oh, I like it Seamless.
Speaker 2 (04:46):
Right, it's all about automation.
Speaker 1 (04:48):
So what about those of us who like to get really
granular with our workflows?
Speaker 2 (04:52):
Oh, they've got you covered.
Speaker 1 (04:53):
Tell me more.
Speaker 2 (04:54):
So, in addition to the triggers, they've also added
two new actions grant privatechannel access and revoke
private channel access.
Speaker 1 (05:02):
Okay, so now we're talking.
What kind of magic can we workwith those?
Speaker 2 (05:05):
Well, think about creating really personalized
welcome sequences for newmembers of a specific tier, or
dripping out exclusive contentthat's only available in that
private channel.
Speaker 1 (05:16):
Oh, that's good.
Speaker 2 (05:17):
Or even automatically tagging members based on their
private channel access, so youcan target your communication
even more effectively later on.
Speaker 1 (05:25):
It's like you can segment your audience without
even having to lift a finger.
Speaker 2 (05:28):
Exactly, and it all happens behind the scenes.
Your members don't even have tothink about it.
Speaker 1 (05:32):
Love it, but and this is a big but- oh, what's the
catch?
There's always a catch.
Remember how we said attentionto detail is key.
This whole private channelworkflow magic it only works if
you actually have VE privatechannels set up in the group
you're working with.
Speaker 2 (05:50):
Oh great.
Speaker 1 (05:50):
It seems obvious, but you'd be surprised how easy it
is to overlook those littledetails.
Speaker 2 (05:54):
Especially when you're excited about all the
cool new features.
Speaker 1 (05:57):
Exactly so word to the wise double check those
settings before you get too deepinto building your automation
masterpiece.
Speaker 2 (06:04):
Always a good idea.
Speaker 1 (06:05):
Okay, are you ready to dive into the world of
subscription management?
Because Pinnacle AI did nothold back.
Speaker 2 (06:13):
Bring it on.
I'm ready to be impressed.
Speaker 1 (06:15):
They really did.
It's like they took everythingwe ever wanted in a subscription
management system and said hereyou go, knock yourselves out.
Speaker 2 (06:23):
Right, Like the ability to pause and resume
subscriptions.
That's not new, but they'vemade it so much more powerful.
Speaker 1 (06:31):
So much more.
We're not just talking aboutflipping a switch on or off
anymore.
You can now get really granularwith it.
Speaker 2 (06:37):
Yeah, you've got the definite pause where you pick a
specific end date.
So it's like, OK, pause thisfor a month or pause this until
they've had a chance to catch upon their payments, you know.
Speaker 1 (06:46):
Exactly, or you can do an indefinite pause if you're
not sure when or if they'll beback.
Speaker 2 (06:50):
How about flexibility , right Giving people options?
Speaker 1 (06:52):
Yes, and speaking of options, did you see how they're
handling invoices when asubscription is paused?
Speaker 2 (06:59):
Oh yeah, that's smart .
Speaker 1 (07:00):
It automatically generates an invoice, but then
you can choose whether to markit as a draft or just void it
completely.
Speaker 2 (07:07):
Which is perfect, because every business has its
own way of doing things, so it'slike they're covering all the
bases.
Speaker 1 (07:12):
Right, and let's not forget about the visuals.
Speaker 2 (07:20):
Even I was impressed with how clean and intuitive.
Speaker 1 (07:21):
That whole pause subscription pop up looks.
Oh it's beautiful, isn't it?
It is.
It's like no more clickingthrough a million menus.
Everything you need is rightthere.
Speaker 2 (07:26):
It's the little things, you know, those little
touches that just make your lifeeasier.
Speaker 1 (07:31):
Absolutely, and for all the data nerds out there
like myself.
Just make your life easier,Absolutely, and for all the data
nerds out there like myself.
Pinnacle AI added some newgoodies to the subscription CSV
download.
Speaker 2 (07:39):
Oh, yeah, like what.
Speaker 1 (07:41):
So now you can actually see pause-related
information.
Speaker 2 (07:44):
Interesting.
Speaker 1 (07:44):
Yep, so you can analyze things like how many
people are pausing for how long,what they do afterwards, it's a
goldmine of insights.
Speaker 2 (07:52):
That's huge, because knowing WHY people pause can be
so valuable.
Speaker 1 (07:57):
Right Like.
Are they hitting financialroadblocks?
Are they just overwhelmed andneed a break?
This data can help you tailoryour communication and your
offers to reduce churn.
Speaker 2 (08:06):
It's all about understanding your audience,
right.
Speaker 1 (08:08):
Exactly Okay.
Ready for a bit of a curveball?
Pinnacle AI now lets you sellfree products.
Speaker 2 (08:15):
Wait what.
Speaker 1 (08:16):
I know, I know it sounds kind of counterintuitive,
right, oh yeah.
Speaker 2 (08:19):
I mean, it's a free E why would you need a whole
system for that?
Speaker 1 (08:22):
Right, but think about all the workarounds people
used to do, like creatingseparate funnels or trying to
hack the system to accept aprice of zero.
Speaker 2 (08:29):
Oh yeah, that was always a pain.
Speaker 1 (08:30):
Now it's all built in .
You want to offer a lead magnet, a free trial.
Manage it all within PinnacleAI no more headaches.
Speaker 2 (08:38):
So smooth.
Speaker 1 (08:40):
And on that note, they also streamline the
checkout process for those freeproducts, so you don't have to
ask for credit card details ifsomeone's not actually paying.
Speaker 2 (08:47):
Which makes sense, because who wants to pull out
their credit card for somethingthat's free?
It's just an extra barrier.
Speaker 1 (08:52):
Exactly.
Speaker 2 (08:53):
And if they do decide to upgrade or buy something
later, pinnacle AI has themcovered there too, oh, yeah,
tell me about it, because I sawthat they rolled out PayPal
integration and not just in oneplace like across the board.
Speaker 1 (09:05):
Everywhere Invoices forms.
You name it, it's there.
Speaker 2 (09:09):
Which is brilliant because PayPal is huge.
So many people use it, sooffering that as an option just
makes life easier for everyone.
Speaker 1 (09:16):
And it can actually boost your conversion rates.
Speaker 2 (09:18):
Oh, absolutely, because people are more likely
to complete a purchase if theysee a payment method they
already know and trust.
Speaker 1 (09:25):
Exactly.
And they didn't stop with justthe basic PayPal integration.
They also added PayLater.
Speaker 2 (09:32):
Which is brilliant.
It's perfect for today'sconsumer who wants that
flexibility.
Speaker 1 (09:36):
Right, it's all about removing barriers to purchase.
Speaker 2 (09:39):
Exactly that flexibility Right.
It's all about removingbarriers to purchase.
Exactly so.
If someone's on the fence aboutbuying something and then they
see they can use PayPal and evensplit it into smaller payments,
that might be the push theyneed.
Speaker 1 (09:49):
It's like giving them every reason to say yes.
Speaker 2 (09:51):
Right and from a business perspective it's like
why wouldn't you offer theseoptions?
Speaker 1 (09:56):
It's like they thought of everything, and it's
not just about the big flashyfeatures.
They've also made a ton ofsmaller improvements that make a
big difference in the day today.
Speaker 2 (10:04):
Oh, absolutely Like.
Remember when you wereuploading a file in media
storage and you accidentally hitcreate new folder instead of
you know actually uploading thefile.
Speaker 1 (10:13):
Worst, I've done that a million times Right.
Speaker 2 (10:15):
It's like come on.
Why are those buttons so closetogether?
Speaker 1 (10:17):
I know, but guess what they fixed it.
It's like come on, why arethose buttons so close?
Speaker 2 (10:19):
together, I know, but guess what?
They fixed it no way.
They actually separated thoseactions.
Speaker 1 (10:22):
They did Dedicated buttons for uploading and
creating folders.
It's the little things you know.
Speaker 2 (10:28):
It's huge?
Yeah, because those littlefrustrations add up over time.
Speaker 1 (10:32):
Exactly.
And speaking of smootherworkflows, did you check out the
revamped forms and surveyssubmissions page?
Speaker 2 (10:40):
Oh yeah, check out the revamped forms and surveys
submissions page.
Oh yeah, that got a seriousmakeover.
Speaker 1 (10:41):
It did.
It's so much more user-friendlynow.
Speaker 2 (10:44):
Like night and day.
Speaker 1 (10:45):
Right.
Remember how you used to haveto scroll forever to see all the
data columns?
Speaker 2 (10:50):
Or how you could only see like a few fields at a time
.
Speaker 1 (10:53):
The struggle was real , but now you can see everything
at once.
Speaker 2 (10:56):
Okay, that's a game changer right there.
Speaker 1 (10:58):
Right, and you can customize which columns you want
to see.
You can rearrange them howeveryou like.
Speaker 2 (11:02):
So it's all about putting you in control of your
data.
Speaker 1 (11:05):
Exactly.
Speaker 2 (11:06):
No more hunting for that one specific piece of
information, and you can copystuff right from the table now
like phone numbers, emailaddresses, even open links
directly.
Speaker 1 (11:16):
Yeah, it's those little time savers that make all
the difference.
Speaker 2 (11:19):
They really do, because it's like those seconds
add up over time.
Speaker 1 (11:22):
They do, and rumor has it they're adding even more
features soon, like sorting andadvanced filtering.
Speaker 2 (11:28):
Oh, that's going to be amazing.
Imagine being able to segmentyour audience based on their
form, responses, or find thatone specific submission in
seconds.
Speaker 1 (11:37):
Right, the possibilities are endless.
Ok, let's talk about securityfor a minute, because you know
how important that is Moreimportant than ever.
Right, and Pinnacle AI isclearly taking it seriously.
They just added this wholeprivate file upload feature.
Speaker 2 (11:50):
Oh, yeah, tell me about that.
Speaker 1 (11:52):
So now you can store sensitive files securely, and
when you share them, it'sthrough these private links that
expire.
Speaker 2 (11:59):
So no more worrying about those files ending up in
the wrong hands.
Speaker 1 (12:02):
Exactly, and they've got this little lock icon to
show which files are private.
Speaker 2 (12:06):
Oh, that's handy, so you can tell at a glance what's
what.
Speaker 1 (12:08):
Exactly, and this is just the beginning.
They're already talking aboutadding custom link expiry times
and the ability to switch a filebetween public and private
whenever you want.
Speaker 2 (12:20):
It's clear they're really committed to staying
ahead of the curve when it comesto data security.
Speaker 1 (12:24):
They're not messing around.
You know, as we've been goingthrough all these updates, it's
really struck me that PinnacleAI isn't just adding futures for
the sake of it.
Speaker 2 (12:33):
It's not about checking boxes, it's about
solving real problems.
Speaker 1 (12:36):
Exactly, they're actually listening to their
users.
They're thinking about the bigpicture.
They Exactly, they're actuallylistening to their users,
they're thinking about the bigpicture.
They're building a platformthat's truly designed to help
businesses succeed.
Speaker 2 (12:44):
And that's what it's all about right Giving people
the tools they need to thrive.
Speaker 1 (12:49):
Absolutely so.
As you go forth and explore allthese new pinnacle AI features,
just remember this is all aboutyou.
Speaker 2 (12:57):
It's about your business, your vision, your
success.
Speaker 1 (13:00):
Exactly.
Don't be afraid to experiment,to get creative, to see how
these updates can work for you.
Speaker 2 (13:05):
Because the most powerful tool is the one you
know how to use effectively.
Speaker 1 (13:08):
Could have said it better myself.
So go forth, experiment andwatch your business soar.
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