What are Smart Nudges?
Smart Nudges automatically generates AI-powered follow-up text message suggestions based on your CRM tasks. Instead of manually reviewing your task list and drafting messages, Smart Nudges surfaces the most important follow-ups and gives you ready-to-send suggestions right in your dashboard. It’s like having an assistant that reads through your task list, figures out who needs a follow-up, and drafts the message for you.How it works
Smart Nudges follows a five-step process to turn your CRM tasks into actionable follow-up suggestions:- Pull tasks from your CRM - Smart Nudges connects to your CRM (currently Wealthbox) and pulls in your open tasks
- Classify tasks with AI - Each task is analyzed to determine if it’s client-facing or internal. Tasks with no linked contact are filtered out since there’s no one to nudge
- Score and rank by urgency - Tasks are scored based on factors like whether they’re past due, due soon, priority level, and any notes attached to them
- Match to contacts - Your CRM contacts are matched to their corresponding CurrentClient contacts so the nudge can be delivered to the right person
- Deliver as suggested nudges - The highest-priority follow-ups appear as suggested nudges in your dashboard, complete with a draft message you can review, edit, and send
Smart Nudges is currently in beta and supports Wealthbox as a CRM integration. We’re actively working on expanding support to additional CRMs.