Customers & Automation
Smart Nudges
Last updated 19 May 2026
Smart Nudges
Action cards above your Assistant chat that surface specific opportunities the system has detected — gaps to fill tomorrow, lapsed clients to win back, birthdays this week, low occupancy ahead. Each card carries an Action button (send the suggested message) and Dismiss.
Where to find them — Web: Assistant page → above the chat input. Mobile: Assistant tab + Today screen.
TL;DR
- Action cards on the Assistant surface, not the main dashboard.
- 7 nudge types covering review requests, no-show follow-ups, gaps, birthdays, rebooking, low occupancy, at-risk clients.
- Maximum 2 per screen — surface stays focused.
- Each nudge has its own dismissal window (24h to 7 days).
- All plans for display; PRO required for the underlying actions.
The 7 nudge types
| Type | When it appears | Dismiss expires | Action |
|---|---|---|---|
| Review request | You have recently completed bookings without reviews | 7 days | Send review SMS to today's completed bookings |
| No-show follow-up | Recent no-show bookings need a touch-up message | 7 days | Send win-back SMS to today's no-shows |
| Gap detection | Tomorrow has staff gaps and matching waitlist candidates exist | 24 hours | Send waitlist offer for the gap |
| Birthday upcoming | Customers with birthdays in the next 7 days | 7 days | Send birthday message (or enable birthday automation) |
| Rebooking due | Clients whose cadence health score is below threshold | 72 hours | Send rebooking nudge |
| Low occupancy ahead | Next 7 days' pace is below 70% of trailing 30-day average | 24 hours | Suggest flash deal or campaign |
| At-risk clients | 3 or more clients are in "at risk" or "critical" health state | 72 hours | Send reconnect campaign |
Detection runs live as a tRPC query when the page loads — not cron-backed, so nudges always reflect current state.
How nudges differ from Venue Pulse
| Venue Pulse | Smart Nudges |
|---|---|
| One AI-generated sentence in the dashboard greeting strip | Action cards above the Assistant chat |
| Read-only narrative ("Tight tomorrow") | Has an Action button to send the suggested message |
| One per dashboard | Up to 2 per Assistant surface |
| Refreshes via cron | Refreshes on page load |
| All plans | Display all plans; actions require PRO |
Both surfaces complement each other — Venue Pulse for at-a-glance narrative on the dashboard, Smart Nudges for actionable cards on the Assistant tab.
Action states
Each card transitions through visible states:
| State | What it shows |
|---|---|
| Collapsed | Just the headline ("Send review requests to today's 4 completed bookings"). |
| Expanded | Detail view with target count, channel, draft preview, Send / Dismiss buttons. |
| Loading | Action is in flight. |
| Success | "Sent to 4 clients" with a check icon. |
| Error | What failed; usually wallet balance or quiet hours. |
| PRO locked | FREE venues see this — passive "Available on the PRO plan" tag, no CTA. |
On the FREE plan
Nudges still appear (so you can see what would be possible) but tap-through to act lands on the locked state with a passive "Available on the PRO plan" tag. No upgrade verb on mobile (App Store compliance) — upgrade lives on web at Settings → Billing.
Frequency cap
The surface caps at 2 nudges per screen per session so you're not staring at a wall of suggestions. The system picks the highest-priority pair using its own ranking (gap detection and no-show follow-up usually win out over review requests when both are eligible).
Dismissal
Each dismissal is keyed to a specific nudge type and optional context (e.g. dismissing the gap nudge for a specific staff member's gap, not for all staff). Re-dismissing the same key overwrites the prior expiry.
The dismissal windows are calibrated to nudge cadence:
- 24h for time-sensitive things (gaps, low occupancy ahead) — the situation changes daily
- 72h for cadence-related (rebooking, at-risk) — the underlying state moves slowly
- 7 days for review requests, no-shows, birthdays — once-per-week is enough
If a nudge fires, gets dismissed, and a new instance becomes eligible (different staff, different week's birthdays), it reappears under a different context key.
Mobile parity
Mobile Assistant tab shows the same nudges with the same actions. The Today screen on mobile also surfaces a subset of nudges via the Today Pulse insight cards — useful for catching tomorrow-relevant nudges (gap detection, birthday) at the start of the day.
Role gating
Most nudges are available to all roles. Two exceptions:
- Gap detection is owner/manager only — STAFF role can't see the gap nudge (staff don't typically run waitlist outreach).
- Action buttons that produce client outreach respect normal role restrictions — STAFF can send review request and inbox reply actions but not win-back / cohort / no-show outreach (those go to the approval queue per Assistant actions and backfill).
Common mistakes
| Problem | What to check |
|---|---|
| No nudges are appearing | The conditions for each nudge have to be met. Empty schedule tomorrow = no gap nudge. No completed bookings today = no review request. Check each nudge type's trigger. |
| Same nudge keeps reappearing | Dismissal is keyed per-context. If the underlying state changes (new completed bookings tomorrow, new birthday this week), a fresh nudge fires under a different key. |
| Sent action but no SMS went out | Check Engage Activity Feed for the per-recipient outcome. Quiet hours, opt-out, and wallet balance can all silently filter recipients. |
| Want more than 2 nudges visible | The frequency cap is by design. Address one, dismiss the other, and the next-priority nudge appears. |
| Nudge action says "PRO locked" | The display is all-plan; the action requires PRO. Upgrade to enable. |
FAQ
What are Smart Nudges?
Action cards that appear above your Assistant chat surfacing specific opportunities — review request candidates, no-show follow-ups, gaps tomorrow, upcoming birthdays, rebooking-overdue clients, low occupancy ahead, at-risk clients. Each card has an Action button (send the suggested message) and Dismiss.
Where do nudges appear?
Inside the Assistant experience above the chat input. Maximum 2 nudges per screen at a time, so the surface stays focused. Mobile shows the same pattern via the Today screen and Assistant tab.
How is this different from Venue Pulse?
Venue Pulse is a single AI-generated sentence in your dashboard greeting strip — read-only narrative, no action. Smart Nudges are action cards with an Action button and dedicated detection logic per nudge type.
Can I dismiss a nudge?
Yes. Each nudge has its own dismissal window — review requests and birthdays dismiss for 7 days, gap detection for 24 hours, rebooking for 72 hours. Re-dismissing the same key resets the timer.
Will the same client be nudged twice?
No. Each nudge respects the underlying recently-messaged dedup (no second contact within ~30 days), opt-out, and wallet pause rules. The nudge surface is just a queue — the actual sending pipeline applies the same safety filters as manual sends.
Can I configure which nudges I see?
Not currently — all 7 types are on by default. Dismissing tells the system "not now"; there's no permanent disable per type. If you find a nudge unhelpful, dismiss it and the system de-prioritises it on the next refresh.