> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shinecx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviews

> A card pipeline that asks happy customers for reviews, automatically or on your say-so.

The reviews board helps you turn finished work into public reviews. It's a drag-and-drop pipeline of cards, one per customer, that moves from eligible to reviewed. Open **Reviews** in the sidebar (owner/admin).

## The board

Four columns:

**Eligible → Request sent → Reviewed**, plus **Denied** for customers who said no.

A card is created automatically when a [job](/guides/jobs) is completed or an [invoice](/guides/invoices) is paid, based on your rules (below). You can also add a card manually for any contact. Cards move forward through the pipeline and can be marked **reviewed** (you note the platform) or dismissed. They don't move back to Eligible.

## Sending a request

How a card gets sent depends on its rule:

* **Auto-send rules** text the customer on a schedule, no action needed from you.
* **Hold rules** wait for you to click **Send now** on the card.

Sending asks you to confirm first, and can include automatic **reminder texts** on a cadence if the customer hasn't reviewed yet. Requests go out by **text**, and the message supports the variables for the customer name, your business, and the review link.

## Automation rules

Set up rules under **Settings then Reviews**. Each rule has:

* A **trigger**: job completed or invoice paid
* A **delay** in days before the request goes out
* **Auto-send or hold**
* An optional **AI-personalized message** (see [Review request drafting](/guides/ai/review-requests))
* A **minimum job value**, so small jobs don't trigger a request

On the same settings page you list your review platforms in priority order and configure the reminder cadence.

## Frequently asked

**How do cards get created?**
Automatically when a job completes or an invoice is paid (subject to your rules), or by hand for any contact.

**Can I review a customer before sending?**
Yes. Use a hold rule so the card waits for your **Send now** instead of texting automatically.

**What platforms can I ask for?**
The ones you list in Settings then Reviews, in the priority order you set. Each request asks for the top platform the customer hasn't reviewed yet.