Answer SuiteDash portal messages from clients with AI

1. Open Messages in the left navigation and use the filter icon above the Inbox to show Unread threads only.
2. Open a thread to see the conversation oldest to newest, then check the project in Projects > Projects for the task or due date the client is asking about.
3. Reply from the sticky bar at the bottom (Reply All appears only when the last message went to several people), inserting a Canned Response from the Canned Responses icon in the editor toolbar if one fits.
4. Look at the Client Talk tab of each active project too, because SuiteDash keeps that per-project board apart from Messages.
5. Each answer means switching between Messages and Projects, and a thread you read but did not answer loses its unread highlight and slips out of sight.

Go through my unread SuiteDash messages, answer the deadline questions from the task due dates, and show me drafts before anything is sent.

1. 01

   Read only what waits for you

   The agent calls list_message_threads with unread_only for the Inbox and for each client folder you name. A thread whose last message came from you or another staff member is skipped, and so is a reply to your own Auto-Reply text.

2. 02

   Sort by what the client needs

   Threads are grouped as deadline questions, invoice or payment questions, file handoffs and the rest. Scope changes, price talk and complaints are never answered by the agent; they go to the top of your list with a one-line summary.

3. 03

   Answer from SuiteDash data, not memory

   For a deadline question the agent finds the matching task with list_tasks in that client's project and quotes its due date and status. If the task is overdue or has no due date, it drafts nothing and tells you, so no date is promised that the project does not hold.

4. 04

   Reply in the thread, after your OK

   Each draft goes back through send_message with the thread_id, so the client sees it in the same conversation rather than a new one. You approve, edit or drop each draft; the client's name is written out in full, since SuiteDash Messages do not fill placeholders.

6 unread threads in Inbox and the "Retainers" folder.
Ana Lopez, "Deadline for the logo files": task "Final logo export" due Fri 16 Oct, In progress. Draft: "Hi Ana, the final files are scheduled for Friday 16 Oct."
Mark Chen, "Moving the launch": asks to add two pages before launch. Scope change, left for you.
Priya Nair, "Kickoff call?": task "Kickoff call" has no due date. No draft; set a date first.
Tom Reyes, "Thanks!": no reply needed.
2 drafts sent after your OK, 4 threads left unread for you.

• A SuiteDash Canned Response with Auto-Reply goes out only on the first message of a thread, so a client who writes again in the same thread gets nothing automatic.
• SuiteDash Messages cannot use placeholders, so a Canned Response cannot insert the client's name or project.
• By default SuiteDash lets Prospects and Clients message any Admin, Project Manager or Office Manager; an Admin can turn on "Designate Staff to whom Contacts can Message" in Messaging Settings to pick exactly which staff each contact can reach.
• Threads moved to Trash in SuiteDash Messages are deleted for good after 30 days, and SuiteDash Support cannot recover a thread removed with Delete Forever.

send_message asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: SuiteDash Help: Secure Messaging · SuiteDash Help: Canned Replies and Auto-Reply · SuiteDash Help: A.I. Agents and Skills · SuiteDash Help: Team Talk and Client Talk · SuiteDash Help: Limiting who a Prospect/Client can Message

curl https://cotlet.dev/api/v1/suitedash/send_message \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"thread_id":"th_3a91","body":"Hi Ana, the final logo files are scheduled for Friday 16 Oct. You will find them in your portal."}'

{
  "thread_id": "th_3a91",
  "message_id": "msg_5502",
  "status": "sent",
  "sent_at": "2026-10-11T09:05:00+02:00"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is suitedash_send_message. Example data.

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