Six agents that do the work,
then hand it to you.
Advancement software has spent thirty years getting better at recording what your team did. These six agents do the work instead — then stop, and wait for your approval. Every draft is reviewable, every recommendation shows its evidence, and nothing reaches a constituent until a person says yes.
Prospect Agent
Finds who deserves attention.
Most advancement teams are not short of records. They are short of attention. The Prospect Agent reads every signal in your constituent base — giving history, engagement, capacity, affinity, life events — and returns a ranked list of the people worth a conversation this week, with the evidence behind each one.
See the full Prospect Agent pageAI-Powered Prospect Discovery
Find who is ready for a major conversation—with scores and evidence you can review.
Major GiftsAI-Powered Segmentation
Describe who you want to reach in plain language—get a ready-to-review audience segment.
SegmentationAI-Powered Profile Enrichment
Automatically complete missing profile fields from trusted sources—so every record stays ready for outreach.
Constituent CRMAI-Powered Lead Generation
Automatically discover and capture high-potential leads from connected sources—so your pipeline grows while your team focuses on conversations.
Lead CaptureRelationship Graph
See households, employers, and warm introduction paths that unlock major-gift conversations.
Constituent CRMAudience Preview
See estimated reach and sample members before you commit a campaign.
SegmentationGift Officer Agent
Prepares every relationship.
Four questions decide a major-gift meeting: who to contact, why now, what to say, and what to ask for. The Gift Officer Agent answers all four from your own data, then keeps the portfolio focused on the relationships that deserve attention this week.
Part of AlumniAi InsightAsk Advisor
Guided ask ranges grounded in capacity, affinity, and giving history.
Major GiftsSmart Cultivation Plays
Personalized journey and outreach ideas that keep prospects warming toward the ask.
Major GiftsAI-Powered Cultivation Messaging
Draft tailored cultivation emails and talking points for each high-value relationship.
Major GiftsPortfolio Workbench
Focus gift officers on the relationships that deserve attention this week.
Major GiftsCampaign Agent
Turns goals into campaigns.
Describe the outcome you want. The Campaign Agent returns the audience, the campaign structure, the stage emails and the schedule — as a draft for review, not a live campaign. Nothing sends until you accept it.
Part of AutoReach OutboundAI-Powered Campaign Builder
Turn a brief into a full campaign plan—audiences, stage emails, and launch schedule.
CampaignsCampaign Workspace
Plan, launch, and track every fundraising campaign from one command center.
CampaignsCampaign Audience Roster
Know exactly who is in, who responded, and who still needs a touch.
CampaignsMulti-channel Orchestration
Coordinate email, calls, events, and content under one campaign story.
CampaignsOutreach Agent
Personalizes every conversation.
Segment averages produce segment-average results. The Outreach Agent writes and adapts each email, call script and message for the individual constituent, on brand, and clears the pre-send checks before anything leaves the building.
Part of AutoReach OutboundAI-Powered Content Studio
Draft on-brand appeals in seconds; review, edit, and approve before send.
Email MarketingPersonalization
Merge fields that make every message feel written for one donor.
Email MarketingA/B Testing
Test subject lines, creative, or send timing—then favor what performs better.
Email MarketingSend Confidence Checks
Test, schedule, and clear a launch checklist before you go live.
Email MarketingOutbound Call Campaigns
Dial prioritized lists with progressive pacing and live agent takeover.
Call CenterContent Agent
Publishes without a content team.
Advancement offices rarely have a content team. The Content Agent drafts channel-ready posts from a campaign or event brief, schedules them on a shared calendar so two teams never hit the same audience, and publishes approved posts automatically.
Part of GeoGrow ContentAI-Powered Social Copy
Generate channel-ready drafts from a campaign or event brief in seconds.
Content & SocialAI-Powered Auto Publishing
Automatically publish approved posts on schedule across connected social channels.
Content & SocialContent Calendar
See what’s going live—and prevent conflicting messages on the same audience.
Content & SocialMedia Library
Reuse approved images and assets across campaigns and posts.
Content & SocialPost Management
Create, review, schedule, and publish posts across channels from one content hub.
Content & SocialAlumni Assistant
Answers alumni around the clock.
Alumni ask questions at midnight. The Alumni Assistant answers them — on the portal and across email, WhatsApp, LinkedIn and X — grounded in your approved knowledge base, and writes every conversation back to the constituent record.
Part of FollowupAi InboxPortal ChatBot
Answer common alumni questions instantly with a guided on-portal assistant.
Alumni PortalAI-Powered Followup Replies
Draft knowledge-backed replies so every inbound gets a fast, on-brand first response.
FollowupKnowledge Base
Give your team—and AI replies—an approved source of truth for policies, FAQs, and talking points.
FollowupUnified Inbox
Meet email, chat, and social replies in one advancement inbox.
FollowupOmnichannel Messaging
Reply across WhatsApp, Facebook, LinkedIn, and X from the same workspace.
FollowupWhat the agents run on
The workforce is not a bolt-on. It sits directly on the advancement platform — 69 capabilities across 17 areas, from constituent records and segmentation to events, the alumni portal and analytics — and inside your own private AI environment.