Onboarding progress

Track your agent’s onboarding progress by reviewing how many constituents are currently assigned and how many more it can take on as it advances through each phase. As the agent progresses, it can manage more assignments and send outreach at a faster pace.

Review the manual and automatic assignment amounts, and advance when you're ready.

Note: Once you move to the next phase, you can't return to a previous phase. Be sure you’re ready to increase the agent’s assignment capacity before advancing.

To move to phase 3, you must have at least 20 manually assigned constituents.

Constituents remain assigned until you unassign or replace them.

Constituent assignments by phase

The following table shows how many constituents the agent can assign automatically at each phase.

Phase	Manual assignments	Automatic assignment maximums
1	10	—
2	20	—
3	Unlimited	10
4	Unlimited	30
5	Unlimited	80
6	Unlimited	480
7	Unlimited	980
8	Unlimited	Unlimited

How automatic assignments work

Automatic assignments begin in Phase 3. In Phase 8, the agent can continue assigning additional constituents without a fixed upper limit.

Limits apply only to automatic assignments and do not restrict manually assigned constituents. You can manually assign as many constituents as needed in any phase, and the agent communicates with all assigned constituents, regardless of how they were assigned.

Automatic assignments run in a daily early-morning batch, adding up to 20 new constituents per day. If the agent can’t identify constituents who meet the mid-level donor criteria, it pauses automatic assignments until more qualifying constituents become available.

The agent identifies eligible constituents using Blackbaud’s Prospect Insights Pro analytics. It considers only constituents who:

• Don't have another active assigned solicitor

• Haven't opted out of agent consent

• Have a Prospect Insights score within your configured mid‑level giving range

• Aren't marked inactive or deceased