Ignite AI Agents · The teammate roster
The roster of governed AI teammates built into Ignite, each with a defined job and a review path. They research prospects, prepare gift meetings, watch for retention risk, and answer questions from your live data. They propose. Your team approves.
Intelligence Hub
Your roster · at workTrusted by mission-driven organizations
Meet the digital teammates
Each agent has a defined job, a clear permission level, and a review path. Pick your role to narrow the roster, then choose an agent to see what it prepares and where your approval fits.
Show the agents for
Qualify the name, prep the meeting, and take a quick read before a call.Rank who needs attention this week, and get campaign numbers without a report request.Answer a donor’s question while they are on the call, run a validated import, and review the prospect records an agent proposes.Pull totals with the filters spelled out, and prep meetings for the portfolio you carry yourself.Author skills, build queries, and configure agents with help in context, and run imports that write only what you confirm.
Turns an afternoon of prospect research into a sourced, defensible brief. Prospect records it proposes wait for a person.
Sourced prospect brief
Every output carries
Preps gift meetings, shapes ask strategy, and drafts cultivation plans from the full relationship history, so officers walk in knowing the donor, the moment, and the right ask.
Major-gift meeting prep
Every output carries
Surfaces lapse risk across recurring and annual givers, then recommends recovery moves and flags reactivation candidates before donors go quiet.
Lapse risks and recovery moves
Every output carries
Answers natural-language questions about constituents, gifts, and activity straight from your live data. No report request, no query builder, no waiting.
Answer from your data
Every output carries
Surfaces available enrichment data and missing profile details, so your team can review a fuller donor picture before acting.
Donor enrichment summary
Every output carries
Guides file handoff, mapping, and validation step by step. Nothing is written until you confirm the import.
Guided, validated import
Every output carries
Helps administrators find answers, configure agents, and manage supported settings inside Ignite.
Admin configuration help
Every output carries
Two minutes of setup
Agents come from the marketplace in the Intelligence Hub. Subscribe to the one your work needs, give it a name your team will actually use, and set its voice and behavior guidance. Setup takes minutes, and permission levels stay whatever your admins configure.
Intelligence Hub
Search agentsConstituent Support Agent
Donor lookup, financial queries, KPIs
+ Subscribe
Marketing Agent
Drafting only · humans send
+ Subscribe
Major Gift Agent
Meeting prep, ask strategy, cultivation
+ Subscribe
Prospect Research Agent
Evidence-backed research, sourced briefs
+ SubscribeSubscribed
You choose who joins the team · Unsubscribe anytime
Identity
Name Your Agent
Give your agent a display name and an optional avatar.
Display name
Avatar
OptionalYour agent, your name · Activate when you're ready
Choose a voice
Behavior guidance
EditableBe professional, clear, and concise.
Focus on accuracy and actionable information.
Hi, I'm Reshell. Ask me about any prospect in your file.
You set the voice and the rules · Guidance stays editable anytime
Hello! I'm Reshell. How can I help you today?
Playbooks
Run in the backgroundA recommendation grounded in evidence, ready for major gift qualification.
The warmest visible route in, strong signals separated from missing context.
Playbooks run in the background · Results wait for your review
Each agent has a defined job, works from the context already in Ignite, and shows the sources behind its output. Your team gets prepared work without giving up judgment or control.
Each agent has a defined job and a named output, so nobody has to guess what to ask. Your team asks for the brief, the queue, or the answer, and it arrives ready to review.
Each output shows what it rests on, so your team knows what to trust and what to check.
Every output carries
Agents work from giving history, engagement, events, and finance in one platform, so every answer starts with more context.
No premium AI tier and no per-seat AI fee. Put agents to work where your team needs more capacity.
Choose the policies, playbooks, and campaign guidance agents can use. Admins control what becomes part of their working context.
Work routes by data sensitivity, and your data never trains public models.
Inside the product
Subscribed agents live in one place inside Ignite. Each carries its own module, permission level, and configuration, and administrators decide which agents a team can use.
Subscribed agents for this workspace. Administrators choose who can use each one, and set the permission level it works under.
Evidence-backed prospect research and qualification using Ignite CRM data plus wealth enrichment, with deterministic scoring and approval-gated writeback.
Meeting prep, ask strategy and cultivation planning for qualified major gift prospects, using CRM context and evidence-backed guidance.
Retention status, lapse risk, recovery, upgrade readiness and reactivation workflows using CRM evidence.
Donor lookup, financial queries, KPIs and saved queries, answered straight from your live data.
General chat tools answer from general knowledge, hold no permissions, and leave no trail. Ignite's agents work inside the platform your team already governs: each one has a defined job, reads within the permissions your organization sets, shows the sources behind its output, and writes through the approval gates your team configures. See them work a live record in the Ignite webinars.
The AI reads your records and prepares the work. Nothing sends until you approve it, and writes go through approval gates your team configures. Every step is logged. That is how a nonprofit uses AI without losing control of its donor data.
Agents start with read access. Anything more is a deliberate choice.
Your team configures which writes need approval. Confirmed transactions still wait for a person.
Each agent works within a set permission level for what it can read and do.
Every action is recorded, attributable, and available for review.
Agents propose. Your team approves.
Start narrow, with read access alone. Widen the gates as trust grows. The pace is your team's call, and the gates stay yours either way.
Follow one development director through a full TuesdayThe layer underneath
Ignite Intelligence connects agents to unified nonprofit data, the knowledge your organization approves, and the controls that keep outputs grounded and actions reviewable. How your data is protected while they work is on the Trust & Security page.
Questions
Clear answers about access, approvals, cost, and donor data.
Book a working sessionStart from the job you hold. Major gifts: Prospect Research qualifies the name with a sourced brief, Major Gift preps the meeting and the ask, and Donor Enrichment gives you a quick read before a call. Annual giving: Retention ranks who needs attention and recommends the recovery move, and Constituent Support returns campaign numbers without a report request. Gift processing: Constituent Support gives your staff the answer while the donor is still on the call, Data Import maps and validates a file and then writes only what you confirm, and Prospect Research asks before it adds a prospect record. Leadership and finance: Constituent Support returns totals and KPIs with the date range and filters spelled out, and Major Gift preps the portfolio you carry yourself. Admins: Platform Assistant helps author skills, build queries and segments, and configure agents. Every output shows its sources, freshness, confidence, and required review.
Included in every Ignite subscription. There is no premium AI tier and no per-seat AI fee.
The AI reads your records and prepares the work. Nothing sends until you approve it, and writes go through approval gates your team configures. Every step is logged.
From the Intelligence Hub, org-wide or per user, with admin-controlled settings. If your team can use Ignite, it can use its digital teammates.
Customer data is never used to train public models, and model routing follows data sensitivity.
This page is the teammate roster: who each agent is and what it prepares for your team. Ignite Intelligence is the capability layer underneath them: the unified data they read, the knowledge your organization approves, the permission model, and the audit trail. Come here to meet the teammates, and see Ignite Intelligence for how the AI is governed.
See governed AI prepare the research, answers, and next steps that fill the time between donor conversations.
