1/8/25: Introducing EverTrue's AI-Profile Chat for Desktop

We’re excited to unveil EverTrue’s AI-Profile Chat—a new feature that delivers key insights about individual constituents in seconds, directly within the EverTrue desktop app! Whether you’re researching ahead of a donor meeting or crafting personalized outreach, AI-Profile Chat ensures you have the details you need to complete your work.

With AI-Profile Chat, you can: 

• Get answers fast: Surface giving history, career details, recent interactions, and more in response to your questions.  
• Streamline your prep: Request customized profile summaries that provide digestible insights, saving time on research.

Imagine you’re drafting an email to a donor and need their latest gift details. Simply ask AI-Profile Chat, copy the response, and paste it into your email—all without leaving EverTrue! This feature puts constituent information at your fingertips, so you can focus on building donor relationships.

Ready to get started? Check out our AI-Profile Chat guide for a detailed walkthrough of the feature! AI-Profile Chat is available in the desktop app for users with EverTrue’s AI-powered features enabled. If your team is interested in accessing these, please contact your Customer Success Manager (CSM).

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.