AI assistant
An assistant that does the admin with you
Ask it about your figures, or tell it what to do. It gets the change ready and waits for you to press Confirm.
You confirm every change
It shows exactly what it is about to do. Nothing is saved until someone presses Confirm, and every change goes in the activity log.
It drafts, a person sends
Replies go into the reply box for you to read and send. Refunds open the gift and say what to press. It never sends or refunds by itself.
Guides for every job
New staff ask how to do something and it takes them to the right screen and points at the button.
Everything in the AI assistant
Your team asks in plain English. It looks up any figure from your own records, gets a change ready for you to confirm, drafts a reply for you to read and send, and walks new staff through a job on the screen itself. It covers donations, donors, funds, Gift Aid, Zakat, enquiries, programmes, compliance and your website.
- You confirm every change
- It shows exactly what it is about to do and waits. Nothing is saved until someone presses Confirm, and every change goes in the activity log under their name.
- A person sends and refunds
- It never emails anyone or gives money back. It puts the draft in the reply box, or opens the gift and says what to press, and a member of staff does the rest.
- It sees what you can see
- Each person's assistant can read and do only what their role allows in the admin. A content editor's cannot see finance; a trustee's can read the figures but never change them.
The full list, every area side by side, is on the platform page.
Also in ai assistant
- It sees only what that person can see
- Included on Growth and Partner
- Connect Claude or ChatGPT on Partner
See a whole charity running on it.
Bring how you take donations today and what your trustees keep asking for. We will tell you honestly whether it is worth it for a charity your size, including when it is not.
