ShineCRM AI is a set of features that help you run your business with less manual work. Three of them run automatically on customer activity. A fourth surface lets you connect your own Claude account to ShineCRM through MCP and operate the entire CRM by chat.Documentation Index
Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
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What it does
Incoming message suggestions
Automatic analysis of every inbound SMS and email. Suggests follow-up changes and pipeline updates that land in your Command Centre for approval.
Review request drafting
After a job completes, drafts personalized review request messages for each unreviewed platform.
Message rewriter
On-demand polish for SMS and email drafts before you send them, tuned to channel.
MCP server (coming soon)
Connect your own Claude account to ShineCRM. Ask Claude to query, draft, and (with permission) update your CRM in natural language.
What ShineCRM AI does not do
ShineCRM AI never sends a message, changes a pipeline stage, schedules a job, or modifies your CRM without an approval step. Every automatic feature creates a suggestion that lands in your Command Centre. You review and approve or reject it. The one exception: review request drafting after a job. Drafts land in your scheduled messages list as pending follow-ups. They wait there until their scheduled send time, and you can edit or cancel them at any point before that. ShineCRM AI does not have access to:- Photos or attachments
- Phone call recordings
- Other organizations’ data (every query is scoped to your organization)
- Payment card details