The right context. A better conversation.
Real-time guidance beside your donor CRM, helping teams respond with care, check the facts and learn from conversations across the floor.
Explore this for your teamA better conversation.
While it matters.
The record, the evidence and the next useful step. Together.
Meet your advisor“I’d like to understand the difference my gift makes.”
Open the approved update. Explain what the figures cover. Make space for a question.
Live, context-aware conversation guidance
Approved programme facts and donor preferences
Human-reviewed next actions and CRM follow-up
Shared learning and look-alike call playbooks
See how the work flows.
Explore each stage and see where your team reviews the work.
Know the context. Make room to listen.
A connected record and an in-the-moment brief help your colleague choose the next useful response.
“Can you show me what has changed?”
Open the dated programme update. Explain completed work and the next milestone separately.
Offer the approved update through the supporter’s permitted channel.Listen to the person. Bring the right context.
Donor Advisor brings the donor record and conversation guidance into one workspace. Communication preferences, past interactions and approved programme information help the agent choose a clearer response while the conversation is happening. The agent checks the suggestion, adapts it and remains responsible for the words they use.
From the first hello to the next useful call.
Illustrative records and figures. Open any view above to try the controls.
A useful answer needs a dependable source.
When someone asks about a project, the team needs an authorised update, a date and the right context. Guidance connects to approved information rather than inventing a result. Where a fact is missing or an issue needs specialist attention, the next step is to check or escalate. Contact permissions and donor choices remain part of every follow-up.
Let one good conversation improve the next.
Reviewed outcomes across the donor-care floor help the team identify useful approaches: what clarified a concern, when a callback helped, and which information supported a decision. Look-alike call playbooks draw on relevant interaction patterns and recorded preferences. Supervisors review the recommendation before it shapes another call; a pattern is a starting point, not a fact about a person.
See what changed. Share what works.
Gift supported48
Follow-up64
Information80
Contact stopped8
Illustrative records and figures. Open any view above to try the controls.
Measure conversation quality alongside conversion.
Track completed conversations, agreed follow-ups, supported gifts, factual corrections, complaints and opt-outs with clear denominators. Compare similar teams and periods before claiming improvement. The product explorer demonstrates the workflow; no conversion uplift is claimed from its example conversations.
A relevant next call begins with a reviewable pipeline.
Lookalike views connect permitted donor records with comparable interaction context. Supervisors can inspect the cohort, the reason for a match and the exclusions before a call list is created. Withdrawn permissions, recent contact and unresolved concerns stay visible. Similarity supports a question; it does not turn an inferred personality into a fact about a donor.
Prepare for demand with the assumptions in view.
Predictions support staffing and review capacity with a planning range and a clear reference period. Keep forecasts separate from actual results, explain uncertainty and revisit the plan when campaign conditions change. The Predictions view illustrates how a team can explore the range without presenting an estimate as a guaranteed outcome.
Keep access, donor choice and a route to stop connected.
Security brings role permissions, consent checks and review history into the same working context. A supervisor needs to be able to pause assistance, investigate a concern and resume with an accountable decision. Agree the controls, retention settings and integration boundaries for your organisation before deployment.
From a real problem
to a practical solution.
Read what the team needed, what changed and how progress is measured.