Getting Started with Premium Blackbaud AI Chat

Generative AI (including Blackbaud AI Chat) must be opted in at the environment level before users can access the Blackbaud AI Chat feature.

To enable Blackbaud AI Chat:

1. Navigate to Settings > Administration > Configuration > Artificial Intelligence.

2. Check the box next to Enable generative AI capabilities.

3. Click Save.

Once this setting is enabled, users with the appropriate Blackbaud AI Chat permission can access Blackbaud AI Chat throughout Raiser's Edge NXT.

To access Blackbaud AI Chat, users need the Blackbaud AI - Chat task permission assigned through an artificial intelligence role. This permission is required for all Blackbaud AI Chat functionality, including premium features.

To assign the Blackbaud AI Chat permission:

1. In Security, select Role management.

2. Under Artificial intelligence roles, open the role assigned to your users (or select New to create one).

3. Under Blackbaud AI tasks, select Blackbaud AI - Chat.

4. Select Save.

5. If you created a new role, navigate to User management and assign the role to each user who needs access.

Users with this permission can now access Blackbaud AI Chat when they log in.

For details, see Manage Security Permissions for Blackbaud AI Chat.

Help your team understand what Blackbaud AI Chat can do. Here are the premium capabilities available:

• Data Visualizations: Users can ask Blackbaud AI Chat to display query results as bar charts, pie charts, or formatted lists, making it easier to spot trends and patterns in constituent data.

• Advanced Prospect Insights: Blackbaud AI Chat provides deeper analysis of prospect information, giving fundraisers more context for their outreach and pipeline planning.

Note: Additional premium features like Benchmarking Insights, Action Plans, and Action Strategies are covered in their own onboarding guides.

Share these capabilities with your fundraising team so they understand the new tools at their disposal.

Now you're ready to leverage Blackbaud AI Chat's premium capabilities in your daily work.

Requesting data visualizations:

1. Open Blackbaud AI Chat from any record or from the home page.

2. Ask Blackbaud AI Chat to show data as a chart, such as: "Show me a pie chart of my top 10 donors by total giving."

3. Blackbaud AI Chat will display the visualization directly in the conversation. You can print or download the chart image.

Using advanced prospect insights:

1. When working with a prospect or constituent, ask Blackbaud AI Chat deeper questions about their profile, giving history, or engagement patterns.

2. Blackbaud AI Chat will provide enhanced analysis to help you identify opportunities and personalize your outreach.

See Blackbaud AI Chat Overview for more examples of what Blackbaud AI Chat can do.