Overview: Stay One Step Ahead of Client Engagement
Welcome to the knowledge base guide for ClientPoint AI Smart Nudges, an innovative AI-powered feature designed to help you Never Miss a Hot Lead.
Instead of constantly checking dashboards or wondering when to follow up, Smart Nudges performs real-time analysis of your prospect engagement over the last 30 days. It automatically alerts your team at the exact moment a deal needs attention by surfacing:
What’s happening right now
What needs your immediate attention
What your next best step should be
What Problem Does Smart Nudges Solve?
In today’s digital sales environment, silence is costly—but manual follow-ups are time-consuming and often inconsistent. Common challenges include:
Not knowing which ClientPoints have been viewed.
Forgetting to follow up on unviewed or stalled proposals.
Missing engagement signals that indicate buyer interest.
Spending time digging through dashboards instead of taking action.
Smart Nudges eliminates this friction by summarizing your pipeline health and recommending actions based on real usage data.
Understanding the Smart Nudges Panel
Smart Nudges is delivered as a dedicated notification panel directly within your ClientPoint dashboard. It is structured into five key sections to help you quickly digest and act on your data:
1. Activity Summary (Engagement Snapshot) This table provides an immediate, numerical overview of your pipeline's health based on your last 30 days of activity. It tracks crucial engagement statuses so you know exactly where attention is needed without opening individual files:
Unviewed: ClientPoints that have been sent but remain unopened.
Viewed: ClientPoints that have been opened and viewed by the prospect.
Signed: Documents that have completed the signature process.
Unsigned: Viewed proposals that are still pending a final signature.
2. AI Summary This section provides a simplified, plain-language overview of your current active ClientPoints to help you gauge pipeline health at a glance (e.g., "You have 3 active ClientPoints: 1 unviewed and 2 viewed proposals").
3. Recent Activity Feed Instead of raw data, this feed surfaces specific, time-sensitive engagement events. It points directly to who is interacting with your content and how. Examples include:
Sent but not yet viewed items: Highlights prospects requiring a prompt follow-up (e.g., "Ikigai Consulting Testimonial Video was sent to Elayza Cataluna but hasn't been viewed yet").
Highly engaged documents: Shows items with the most views and identifies the specific recent viewers (e.g., "ClientPoint Learning Series Webinar 2026 has received 37 views, with the most recent view by leon.martinez@...").
Last-viewed confirmations: Indicates which prospects are currently or have very recently engaged with your proposals (e.g., "Community 4 Women has 3 views, last viewed by muxlisayusupova...").
4. Document Status Provides a clear, concise statement on the status of your signature documents (e.g., "No signature documents are currently pending or completed"), reducing the risk of stalled agreements.
5. Suggested Action (Your Next Best Step) This is the most critical and actionable component of the panel. The AI Suggester analyzes engagement data to provide direct, tailored recommendations.
Example: If a proposal hasn't been opened, the AI might suggest: "Consider sending a friendly follow-up to Elayza Cataluna regarding the unviewed Ikigai Consulting testimonial video." * Actionable Help: In many cases, the AI will also help you draft that gentle reminder message, saving you even more time.
Best Practices: How to Act on Smart Nudges
Smart Nudges is designed to support - not replace - your judgment. To get the most out of this feature:
Make it a daily habit: Integrate checking the Smart Nudges panel into your daily morning routine.
Prioritize outreach: Act promptly on the items listed in the "Recent Activity" and "Suggested Action" sections to maintain deal momentum.
Personalize the AI drafts: Leverage the AI-generated follow-up messages as a starting point, but always add your personal touch before sending.
Use the "Learn More" button: Click this to get a comprehensive, expanded view of all recent ClientPoint activity when you need to dig deeper into a specific account.
Getting Started
Smart Nudges is available directly within your ClientPoint experience and generates insights automatically based on your recent activity. No setup is required. Simply review your summary and take action where it matters most.
Special Promotional Offer 🌟
For a limited time, the ClientPoint AI Smart Nudges feature is available at an exclusive promotional price. If you are ready to never miss a hot lead again and would like to learn more about adding this powerful AI tool to your account, please reach out to your dedicated ClientPoint Consultant today!
Need Help?
If you have questions about Smart Nudges or want guidance on optimizing your workflow:
Explore more articles in the ClientPoint Knowledge Base.
Reach out to our support team at support@clientpoint.net.