Using Today (the AI daily copilot)

Today is SalesThumb's AI daily copilot — one page split into two tabs: Next moves for the start of your day and Close out for the end of it.

Both are read-only and advisory: the page header says it plainly — nothing here messages a customer or changes any data.

You'll find it as the "Today" card (Sunset icon, tagged New) in the Owner intelligence section of the AI Tools hub (/app/ai).

There's no labeled sidebar entry for the hub or for Today itself — reach it by opening Growth & Marketing from the sidebar (under "Run the shop"), then clicking its AI Tools tab, which loads the AI Tools hub inline (that tab also has an "Open standalone" link straight to /app/ai); once there, look for the card, not a nested menu path.

Plain Cmd+K opens a different feature ("AI Help," a KB-grounded Q&A popup) — it won't take you here, and the Cmd+Shift+K page-search palette doesn't have Today registered yet either.

If you had the old end-of-day tool bookmarked, that route now redirects here (opening straight to the Close out tab) instead of 404ing.

Next moves (the morning tab)

This tab doesn't run automatically — nothing is fetched until you tap the "Show today's moves" button. While it's working the button reads "Reading your pipeline…" and the list area shows "Merging quotes, appointments, and customer history…".

If the pull fails you'll see "Couldn't build your list right now. Try again."

If you're genuinely caught up, it says so directly, in two parts: a bold "You're all caught up" heading, and beneath it, "No cold quotes, at-risk appointments, or overdue customers to chase right now. Nicely on top of it."

Each row in the resulting list is one of three kinds, shown as a small colored badge: Win-back (cold quotes going stale), At-risk appt (appointment badge), or Follow-up due (an overdue customer).

Alongside that is a priority badge — High, Medium, or Low, colored hottest-to-coolest — plus a one-line "why" and a plain-English suggested action.

If the row has a linked customer, the customer's name is a clickable link straight to their customer record so you can act on the suggestion through your normal flow; rows without a customer ID just show as plain text.

Close out (the evening tab)

This tab is button-driven too — nothing happens until you hit "Run" (it reads "Closing out…" while working). The result has two halves: a written recap ("The brief") and a numbers grid below it labeled "By the numbers."

The numbers are: Jobs completed, Slipped, No-shows, Collected today, Deposits taken, Tips, Low on stock, and On the books tomorrow — these only appear once you've run the tool at least once.

If the run errors, the raw error message is shown in red under the Run button rather than a generic failure notice.

Stub mode vs. live mode — what the AI gate actually covers

Both tabs show an amber notice when live AI isn't available for your shop (Next moves needs the Pro plan, Close out needs Growth or higher; either also drops to Stub once your AI allowance for the period is used up), but read the wording carefully — it's narrower than "the whole tool doesn't work."

On Next moves, the ranking, customers, and reasons shown are always live; only the AI-written suggested-action phrasing needs live AI.

Once you've run it, a small tag reading "live model" or "stub output" tells you which one produced that phrasing.

On Close out, the underlying stats (jobs, revenue, deposits, tips, low stock, tomorrow's count) are real either way — what changes with stub mode is the written brief paragraph itself.

There, the tag is shorter — "· live" or "· stub" next to the generated timestamp under the Run button — and separately, a live brief is labeled "Written by Claude" under the brief card, while a stub one says "Stub output (no API key)."

Which tab opens by default

The page doesn't always default to the morning view. It picks a tab based on the time of day you load it — before 3pm local time you land on Next moves, at or after 3pm you land on Close out — determined client-side after the page mounts.

Next moves is the page's built-in initial default, though, so if you load the page after 3pm there's a brief instant where you see Next moves before it switches over to Close out.

You can also force a tab directly with a ?tab=morning or ?tab=evening query parameter on the URL, which is exactly the mechanism the old end-of-day redirect uses to land you on Close out.

Frequently asked questions

Q: What are the two tabs in Today, and what's each one for?

A: Next moves is the morning tab — a to-do list for the start of your day — and Close out is the evening tab — an end-of-day recap. Both are read-only and advisory.

Q: Does Today message customers or change any data automatically?

A: No — the page header says it plainly: nothing here messages a customer or changes any data.

Q: What are the three types of rows that can show up on Next moves?

A: Win-back (cold quotes going stale), At-risk appt, or Follow-up due (an overdue customer) — each shown with a priority badge (High, Medium, or Low), a one-line "why," and a suggested action.

Q: What numbers appear on Close out, and when?

A: A "By the numbers" grid showing Jobs completed, Slipped, No-shows, Collected today, Deposits taken, Tips, Low on stock, and On the books tomorrow — these only appear once you've run the tool at least once.

Q: In stub mode, is everything on this page placeholder data?

A: No. On Next moves, the ranking, customers, and reasons shown are always live — only the AI-written suggested-action phrasing needs live AI.

On Close out, the underlying stats (jobs, revenue, deposits, tips, low stock, tomorrow's count) are real either way — only the written brief paragraph changes with stub mode.

Q: Which tab opens by default when I load the page?

A: It's based on time of day — before 3pm local time you land on Next moves, at or after 3pm you land on Close out, determined client-side after the page mounts.

You can also force a specific tab with a ?tab=morning or ?tab=evening query parameter in the URL.