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Suds AI helps you follow up with customers. It can draft suggestions for you to review and, when an owner explicitly enables the relevant automation, send follow-ups on your behalf. The master switch controls whether Suds AI runs at all.

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Turn it on (and tune it)

Suds AI is off by default. Under Settings then Suds AI, an owner turns it on and accepts a short responsibility attestation. That single switch is what every AI feature checks, so until it’s on, the AI buttons elsewhere just prompt you to enable it. On the same page, add custom instructions as short bullet points (for example, “we don’t book on Sundays” or “when someone asks about price, suggest an estimate”). These ride along in every AI draft, so the suggestions sound like your business. They autosave.

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Choose what can run

The web dashboard’s Settings then Suds AI page separates the master switch from individual automations: Turning on the master switch alone does not enable these automations. Review the settings for each one, including follow-up count and spacing where available. AI sends are subject to eligibility checks, outreach limits, and a second AI supervisor review. They are not a guarantee that every opportunity produces a message. Use See what Suds has been doing in settings to inspect activity. Review queued messages under Scheduled messages.
Turning off one automation stops new follow-ups, but messages already approved into the send queue may still go out. For an immediate stop that includes pending AI messages, turn off the master Suds AI switch.

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Review suggestions

Open Suds AI in the sidebar (owner/admin) to review suggestions, grouped by priority:
  • High priority
  • Worth a look
  • Background
Each card shows what kind of opportunity it is (a next action, a customer going dormant, one at risk, or a fresh opportunity), a priority score, the reasoning, and usually a drafted text or email. From a card you can:
  • Send draft: sends the drafted message, usually within a minute. Pressing Send is your approval; there is no second review step. The send shows up in the contact’s conversation and under scheduled messages.
  • Dismiss the suggestion
  • Open the contact to dig in

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What else Suds AI powers

Once it’s on, Suds AI also drives: See the AI overview for what data the AI sees and which providers process it.

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Frequently asked

Does Suds AI send anything by itself? Yes, if you explicitly enable an automation that can send. Estimate Follow-ups, Review Follow-ups, and Recurring Service Management have separate owner consent. Draft-only suggestions still need you to send them. Review rules have their own send settings too. Who can turn it on? Only an owner, because of the attestation. After that, suggestions are visible to owners and admins.