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When a customer texts or emails you, ShineCRM reads the message and suggests what to do next. It never acts on its own. It posts suggestions you approve, edit, or dismiss.

Turn it on first

This runs only when Suds AI is on. An owner enables it under Settings then Suds AI with the attestation. Until then, inbound messages are not analyzed. See Suds AI.

When it runs

Automatically, on every inbound text and email, once Suds AI is on. No per-message setup.

What the AI sees

For each inbound message it’s given:
  • The contact’s name, phone, email, and current pipeline stage
  • The recent messages on that conversation
  • Any follow-ups already scheduled for the contact
  • Your custom instructions from Suds AI settings
  • A sample of your recent feedback on past suggestions

What it can suggest

Each suggestion is one proposed action:
  • Draft a reply you can copy into the composer, refine, or edit
  • Schedule a follow-up message at a specific time on a specific channel
  • Update a follow-up that’s already scheduled
  • Cancel a follow-up that no longer fits
  • Move the contact to a different pipeline stage
It’s told to be conservative. If a message doesn’t clearly call for action, it suggests nothing.

How to review suggestions

Suggestions show up where you’re already working: on the contact’s AI activity, and as a card at the top of the conversation thread. On each one you can:
  • Approve to apply the action
  • Refine by giving feedback and getting a rewritten draft
  • Copy the draft into your composer to send yourself
  • Dismiss it (which feeds future suggestion quality)

Tuning the suggestions

Edit your custom instructions under Settings then Suds AI to describe how your business works. They’re applied to every suggestion. Dismissing suggestions also teaches it what you don’t want.

What it can’t do

  • Send a message on its own
  • Change a contact, job, or invoice directly
  • See photos or attachments in the message
  • See conversations other than the one the message came in on