Webchat Widget

In this video, we will set up the Two-Way Chat Widget inside Pinnacle AI CRM — a powerful tool that turns your website into a live conversation hub. With this widget, you can connect with visitors in real time, capture leads instantly, and begin building relationships from the moment they land on your site.

This step includes:
Activating the Webchat Widget
Customizing the chat design to match your brand
Adding your business name and team photo
Installing the widget on your website
Capturing emails and phone numbers automatically
Managing conversations in the CRM
Following up with leads using automations

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What you will learn in this video:
How to enable and customize the Two-Way Chat Widget
How to install the widget on any website or funnel
How to collect and organize leads from live chats
How to respond to conversations inside Pinnacle AI
How to engage visitors instantly to increase conversions

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Why this matters:
Builds trust with website visitors through real-time communication
Converts visitors into leads by collecting contact information
Ensures you never miss a message with centralized conversations
Improves customer experience with instant support
Increases engagement and drives higher conversion rates

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This is Video 9 in the Pinnacle AI Academy course:
CRM Setup and Onboarding

Watch the full training series here:
   • Pinnacle AI Academy | Onboarding  

Get Pinnacle AI CRM here:
https://getpinnacle.ai/pricing

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