CharityEngine Copilot™

Your AI-Powered Fundraising Assistant

CharityEngine Copilot is an integrated AI assistant designed to help users navigate CharityEngine more efficiently, find information faster, and complete everyday tasks with less effort. Built directly into the CharityEngine platform, Copilot combines CharityEngine data, Help Center content, and intelligent assistance into a conversational experience. Rather than searching through menus or documentation, users can simply ask questions in natural language and receive guidance directly within the application.

Copilot is continuously evolving. New skills and capabilities will be added over time, expanding what users can accomplish through a simple conversation with the platform. At launch, Copilot includes two core skills:

• Guide
• Contact Finder

Additional skills are planned for future releases, including functionality such as report building, query creation, constituent insights, automation assistance, content creation, and more.

Accessing Copilot

Copilot is available directly within the CharityEngine interface through the Copilot panel.

To begin:

1. Open CharityEngine.
2. Select the Copilot icon.
3. Enter your question, request, or command in the chat window.
4. Choose a skill if prompted.
5. Review the response and continue the conversation as needed.

Copilot supports natural language, which means you can interact with it as you would a colleague or assistant.

Examples:

• "How do I create an email blast?"
• "Where can I manage campaign settings?"
• "Find the organization that uses info@example.org."
• "Take me to my contacts."

Skill 1: Guide

What Is Guide?

Guide is Copilot's knowledge and navigation skill. It provides answers to questions about CharityEngine features, workflows, and best practices by leveraging CharityEngine Help Center content.

Instead of searching through documentation manually, users can ask Guide a question and receive step-by-step instructions directly within Copilot.

Common Uses

Guide can help users:

• Learn how to complete a task in CharityEngine.
• Understand system functionality.
• Locate configuration settings.
• Navigate to specific areas of the platform.
• Learn recommended workflows and best practices.
• Find explanations for fields, modules, and features.

Example Questions

Try asking Guide:

• "How do I create an online donation form?"
• "Where do I manage opportunity stages?"
• "How do I create a household record?"
• "How can I export contacts?"
• "What is the difference between a person and organization record?"
• "Take me to Contacts."

Best Practices

For the most accurate results:

• Ask clear, specific questions.
• Include the feature or module name when possible.
• Break larger tasks into smaller questions.
• Continue the conversation if additional clarification is needed.

Example

Question:
"How do I create a report?"

Guide Response:
Copilot provides the relevant instructions, recommended navigation path, and related Help Center guidance to help you complete the task.

Skill 2: Contact Finder

What Is Contact Finder?

Contact Finder allows users to search for contacts using conversational language instead of traditional search filters. Copilot interprets your request and performs the appropriate search against CharityEngine contact records.

This skill simplifies finding people, households, and organizations across your database.

Common Uses

Contact Finder can help locate:

• Individual contacts
• Households
• Organizations
• Records by email address
• Records by name
• Records by location
• Records using identifying information stored within the contact record

Example Searches

Try asking:

• "Find Jane Smith."
• "Find the organization that uses donations@example.org."
• "Show me donors in Ohio named Williams."
• "Find a household with the last name Rodriguez."
• "Locate the record associated with development@example.org."

Benefits

Contact Finder helps users:

• Reduce time spent navigating search screens.
• Quickly identify constituent records.
• Locate information using natural language.
• Improve efficiency when working with large databases.

Example

Question:
"Find me an organization that uses charityengine@charityengine.net."

Contact Finder Response:
Copilot performs the appropriate contact search and returns matching records for review.

Tips for Successful Copilot Conversations

To get the best results:

Be Specific

Specific requests typically produce more accurate responses.

Better:
"How do I create a recurring donation form?"

Less Effective:
"Forms"

Use Natural Language

You do not need special commands or system syntax.

Example:
"Where do I update a contact's address?"

Ask Follow-Up Questions

Copilot supports conversational interactions. If you need additional information, simply continue the conversation.

Example:
"Can you explain that in more detail?"
"What should I do next?"

Future Skills

CharityEngine Copilot is designed to grow over time. Upcoming skills and enhancements may include capabilities such as:

• Report building
• Query creation
• Constituent insights and recommendations
• Campaign and content creation
• Event creation assistance
• Workflow automation
• Activity creation
• Data import assistance
• Additional fundraising-focused AI tools

Availability of future skills may vary by release schedule and product entitlement. 

Frequently Asked Questions

Does Copilot replace CharityEngine training?

No. Copilot is designed to complement training and documentation by helping users find information quickly and complete tasks more efficiently.

Where does Guide get its information?

Guide leverages CharityEngine Help Center content and platform knowledge to answer questions and provide instructions.

Can Contact Finder create or edit records?

Contact Finder is currently designed to help locate records through conversational search. Available actions may expand as additional Copilot skills are released.

Will more Copilot skills be released?

Yes. CharityEngine plans to continue expanding Copilot functionality with additional AI-powered skills and workflows.

Summary

CharityEngine Copilot brings AI-powered assistance directly into the CharityEngine platform. With the launch of Guide and Contact Finder, users can quickly get answers, learn workflows, navigate the system, and locate constituent records using natural language. As new skills become available, Copilot will continue to become a more powerful fundraising and productivity assistant for nonprofit organizations.