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AI Co-Pilot

Your intelligent assistant that understands nonprofit CRM. Ask questions in plain English. Get instant answers, insights, and automated actions.

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AI Co-Pilot Interface

AI Prompt: Chat interface showing AI Co-Pilot conversation. User asks "Show me all donors who gave last year but not this year". AI responds with a data table of 15 donors with columns: Name, Last Gift Date, Lifetime Giving. Below: suggestion buttons "Create re-engagement campaign" and "Export to CSV". Modern floating chat panel design, light UI.

What is AI Co-Pilot?

AI Co-Pilot is your intelligent assistant that lives inside Impaktfully. It understands natural language, knows your data, and can help you accomplish tasks in seconds that would normally take hours.

Instead of clicking through menus and building complex queries, just ask. "Who are my top 10 donors this year?" "Create a segment of members expiring next month." "Draft a thank-you email for Sarah's recent gift."

90% Reduction in report creation time
24/7 Always available assistance
100+ Pre-built queries and actions
Examples

Just Ask

Here's what you can do with AI Co-Pilot

Donor Insights
"Show me donors who gave more than $1,000 last year but haven't given this year"
Result: Table of lapsed major donors with contact info and suggested re-engagement actions
Quick Reports
"What's our donor retention rate compared to last year?"
Result: Instant comparison chart with retention percentages and trend analysis
Segment Creation
"Create a segment of event attendees who haven't donated"
Result: New dynamic segment created and ready for email campaign
Content Generation
"Draft a thank-you letter for John's $5,000 gift to the capital campaign"
Result: Personalized acknowledgment letter with IRS-compliant language
Task Automation
"Remind me to follow up with Sarah next Tuesday"
Result: Task created and scheduled with notification
Data Analysis
"What campaigns had the highest ROI this quarter?"
Result: Ranked list of campaigns with cost, revenue, and ROI metrics
Capabilities

What AI Co-Pilot Can Do

Natural Language Search

Search your entire database using plain English. Find donors, events, contributions, or any record without knowing query syntax or navigating complex filters.

  • Understands context and synonyms
  • Fuzzy matching for names and addresses
  • Search across all modules simultaneously
  • Voice input support (coming soon)

Instant Reporting

Generate complex reports in seconds, not hours. AI Co-Pilot understands fundraising metrics and automatically creates the visualizations you need.

  • LYBUNT/SYBUNT reports on demand
  • Campaign performance analysis
  • Donor retention calculations
  • Export to PDF, Excel, or share links

Content Generation

Draft personalized communications in seconds. AI Co-Pilot knows your donor history and generates contextually relevant content.

  • Thank-you letters with IRS compliance
  • Appeal letters personalized to donor history
  • Event invitations based on interests
  • Email subject line optimization

Task Automation

Automate routine tasks with simple commands. From creating follow-ups to updating records, let AI handle the busywork.

  • Create tasks and reminders
  • Schedule emails and communications
  • Bulk update records
  • Trigger workflow automations
Autonomous Agents

AI That Works While You Sleep

Beyond answering questions, AI Co-Pilot includes autonomous agents that proactively monitor your data and take action.

Donor Retention Agent

Automatically identifies at-risk donors before they lapse. Calculates risk scores, generates personalized re-engagement suggestions, and creates tasks for your team.

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Acknowledgment Agent

Generates personalized thank-you letters immediately after donations. Uses donor history and gift context to create heartfelt, IRS-compliant acknowledgments.

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Data Cleanup Agent

Continuously monitors data quality. Detects duplicates, validates email addresses, standardizes formatting, and suggests merges - keeping your database clean.

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Your Data is Sacred

We take donor privacy seriously. AI Co-Pilot is built with security and privacy at its core.

Your data never leaves your tenant
We never use your data to train AI models
SOC 2 Type II compliant infrastructure
Full audit logs of all AI interactions

Ready to Work Smarter?

Join the waitlist to be among the first to experience AI Co-Pilot.

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