AI Assistant in the Dashboard

You can now ask about your fundraising in plain language, without leaving your Dashboard. AI Assistant answers questions about donations, recurring plans, supporters, and Insights from your own account data.

Ask for a figure, a comparison between two periods, a list, or a short summary: how much you raised last month against the month before, which campaigns raised the most this quarter, or who your top supporters are by lifetime giving. Each chat keeps its own history, and you can dictate a question instead of typing it.

Access is read-only. The assistant answers from what your Dashboard role can already see, but cannot change anything.