Overview

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Potential outcomes

The Development Agent helps you engage constituents to increase involvement and fundraising results. It focuses on mid-level donors (likely to give $500–$9,999 in the next 12 months) and logs interactions automatically so you can focus on strategy.

How it works

Before generating communications, the agent checks constituent details (recent donations, volunteering) and ensures:

  • Consent for the communication channel

  • The constituent is active and not assigned to a human fundraiser

Currently, communications are by email, with SMS coming soon. After onboarding, you’ll customize settings and scale the number of constituents managed.

Engagement plan

Each constituent gets a personalized 12-month plan with up to eight interactions, spaced at least seven days apart. Engagements are generated in batches of 25 for performance and scalability.

The agent intelligently creates schedules based on the following criteria:

  • Engagement history: Reviews the constituent's past interactions

  • Optimal timing: Selects the best outreach windows.

  • Contact frequency: Ensures no contact within the last 7 days

  • Date sensitivity: Avoids holidays and weekends, which are less effective for fundraising.

  • Balanced distribution: Spreads up to 8 engagements evenly across the year.

Solicitation timing

The agent continuously evaluates engagement signals throughout a constituent’s journey. These signals help the agent understand how the relationship is progressing and when a solicitation is likely to be well‑received.

This means the agent doesn’t treat every constituent the same. Some may receive a solicitation sooner, while others may continue in cultivation longer—based on how they engage. The goal is to make each ask feel thoughtful, personalized, and aligned with the constituent’s demonstrated interest.

Workflow

Each plan follows a process to check constituent eligibility, schedule emails, and allow for a review process. See What to Expect.

Communication methods

Currently, the agent communicates with constituents via email. A future release will expand its engagement methods to include SMS and video messaging.

Development Agent Emails

The agent sends out emails on a set schedule. Generally, this is once every 6 weeks.

When reviewing the scheduled or past date and time of a communication, the agent automatically adjusts to the time zone set in your browser. If your browser reflects your current time zone, the times shown will match your local day and time.

Consent

The agent tracks and records consent to receive emails and SMS to ensure compliance. Before the agent can send outreach, constituents must have an active consent record for the applicable channel (such as email or SMS). Consent is managed using the organization’s configured consent codes and tracked on the Consent tile of the constituent record

When consent is required, such as for SMS communications, the agent includes a clear opt‑in call to action, and no messages are sent until the constituent explicitly confirms their consent.

If a constituent opts out at any time, the agent immediately stops outreach on that channel. This ensures all agent communications align with policies and consent and compliance requirements.