Suds AI
Quotes close because somebody followed up. Reviews happen because somebody asked. Regulars stay regular because somebody noticed they lapsed. That somebody is usually you, at 9pm. Suds does it instead: drafting in your voice, sending only with your consent, and showing its reasoning for every move.
How it works
Watch
An estimate has sat unanswered for days. A job wrapped and nobody asked for the review. A quarterly regular is overdue. Suds schedules its own check-ins on these moments, per customer.
Think
Every quote, job, invoice, call summary, and message with that customer goes into one briefing before Suds decides anything. Then it picks one action and writes down why.
Draft
A follow-up text or email, written from your business's tone and your standing instructions. By default it waits for your approval. Thumbs it down and tell it why; it redrafts.
Send
Where you've opted in, Suds sends on its own. A second supervisor AI reviews every outgoing message first, budgets cap the outreach per customer, and any hesitation turns the send into a draft.
What Suds covers
The polite nudge that closes quotes, sent while the job is still warm. Paced over days, capped in count, stopped the moment the customer replies or accepts.
When a job completes or an invoice is paid, Suds opens a review card, drafts the ask in your voice, routes to the platform you need reviews on, and paces the reminders.
Regulars who quietly lapse are the most expensive customers to lose. Suds spots the overdue plan and drafts the outreach to bring the visit back on the books.
Recorded calls are transcribed and summarized: what was discussed, what was agreed, what's outstanding. The call you took on a ladder becomes notes you can act on.
Open any customer and ask for the AI briefing: the state of the relationship and a suggested next step, built from everything on the thread.
Wrote it rough? Suds rewrites your message for text or email in one tap, keeping your meaning and your voice.
Built to be trusted
Your customer relationships are the business. So Suds ships with the controls we would demand before letting any software speak for us.
Suds suggests; you send. Auto-send is off until the account owner reads and accepts the Suds AI terms and turns on each automation individually.
A second, separate model reviews each outgoing message before it leaves. It is global: no account setting can weaken it. A hold becomes a draft for you.
Hard caps on attempts and gaps per customer, per automation. One master switch turns all of Suds off instantly.
Every action lands in the Suds feed with its plain-English reasoning. Every AI call is logged and metered, and raw bodies purge after 30 days.
Frequently asked
Suds is ShineCRM's built-in AI assistant. It watches business events (an estimate sent, a job completed, an invoice paid, a customer gone quiet), reads the full history with that customer, and drafts the follow-up you would have sent if you weren't on a ladder. Every suggestion shows its reasoning in plain English.
Only if you turn that on, and only per automation type: estimate follow-ups, review requests, and recurring rebooking each have their own switch. Out of the box Suds is draft-only. Auto-send also requires accepting the Suds AI terms as the account owner, and there's a master kill switch that stops everything.
Three layers. First, budgets: hard caps on how many times and how often Suds can contact one customer. Second, a supervisor: before any message auto-sends, a second, separate AI model reviews it, and if it hesitates the message becomes a draft for you instead. The supervisor is global and can't be weakened by any account setting. Third, the log: every action Suds takes is recorded with its reasoning, and you can give it standing instructions it applies to every decision.
It summarizes recorded calls, writes AI briefings on any contact with a suggested next step, rewrites your drafts for text or email, suggests a visit cadence for recurring plans from an estimate, moves deals along the pipeline with its reasoning logged, and asks you a question when it needs context instead of guessing.
Suds is off by default for every organization; an owner has to turn it on and accept the Suds AI terms before anything runs. AI calls are logged for your audit trail and raw message bodies are purged from those logs after 30 days. Data handling, including the narrow terms under which de-identified data may improve the product, is spelled out in the Suds AI section of the Terms of Service and the Data Processing Agreement.
Suds AI
Included in every ShineCRM account, off until you say so, and supervised once you do.
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