Smart Nudges (beta)

AI-powered follow-up text message suggestions drawn from your CRM tasks and your inbox

Updated June 9, 2026

What are Smart Nudges?#

Smart Nudges surface the follow-ups that matter most so nothing slips through the cracks. CurrentClient looks at your work, picks a short list of clients worth reaching out to right now, and drafts a suggested text message you can review, edit, and send.

It's like having an assistant that reads through everything on your plate, figures out who needs a follow-up, and writes the message for you.

Nudges come from two sources, and you can use either one or both:

• Task nudges, pulled from your connected CRM.
• Conversation nudges, pulled from your text message inbox.

They show up together in one list, so you never have to think about where each one came from.

What are task nudges?#

Task nudges come from the open to-dos in your connected CRM. They answer the question "what did I plan to do for this client?"

Here is how we decide which tasks become nudges:

• We start with your open, incomplete tasks.
• We focus on tasks that mean reaching out to a client, and set aside internal to-dos or items meant for someone else, like a third party.
• We skip tasks that have been overdue for many months, since those are usually abandoned rather than something you still plan to do.
• We rank what's left by urgency. Recently overdue items, things due soon, and higher-priority tasks rise to the top.
• We match each task to the right CurrentClient contact, then hand you the top handful of clients, one nudge per client.

In short: here are the clients your CRM tasks say you should follow up with, sorted by what's most pressing. Task nudges currently work with Wealthbox. See Wealthbox setup to connect your CRM.

What are conversation nudges?#

Conversation nudges come from your text message inbox, catching threads that quietly went cold. They answer the question "which conversations did I leave hanging?"

Here is how we decide which conversations become nudges:

• We scan your open conversations.
• We look for threads that have gone quiet but aren't ancient. Roughly a couple of days without activity, up to about the last three months. Brand-new threads are left alone, since you haven't dropped the ball yet, and very old ones are treated as closed.
• We skip conversations you've snoozed, since a snooze is already a reminder.
• We surface the threads where someone is still waiting on a reply. The client who messaged last and never heard back comes first, followed by threads where you reached out and the client went quiet, then threads where it's simply been a while and a friendly check-in makes sense.
• We rank by who's waiting and how long it's been, then hand you the top handful of clients.

In short: here are the conversations that got left hanging, so you can pick them back up.

What do the two types share?#

No matter where a nudge comes from, it works the same way once it reaches you:

• You choose your sources. Turn on task nudges, conversation nudges, or both.
• Lists stay short and focused. You get a handful of the most worthwhile follow-ups, not an overwhelming dump.
• The list refreshes. Each time nudges are generated, it updates to reflect what's most relevant now, so items you've already handled fall off.
• A suggested message is ready when you open one. CurrentClient drafts a follow-up text using the context of the nudge and your past messages with that client, and tries to match your tone. You're always in control, so review, edit, or rewrite before sending.

A client is only picked once per list, so you won't see the same person twice even if both a task and a cold conversation point to them. And we intentionally leave very old items alone, so a backlog that's gone fully stale may produce few or no nudges. That's by design.