Using the AI Agent

The AI Agent is your intelligent assistant for donor management. Ask it questions about your donor base, request email drafts, or get recommendations for engagement strategies. You can ask things like "Who are our top 10 donors this year?" or "Draft a thank-you email for donors who gave last month." The agent has access to your donor data and can generate contextual, personalized content. Remember: always review AI-generated content before sending. The agent provides drafts and suggestions — you're the final decision-maker on what goes out to your donors.