10/19/23: Introducing EverTrue's AI-Generated Emails for Mobile

Our product team is continuing to build features that leverage AI, and couldn't be more excited to share the latest: AI-Generated Emails! This feature will streamline your communication process by quickly creating email drafts for your most common stewardship touchpoints.

To find these drafts, tap the email icon in a constituent profile and select a template. In short time, a draft will appear which you can then edit to add your own personal touch and flair. 

This feature is already accessible to users who have enabled EverTrue AI Profile Summaries. If you are interested in using these AI-supported features, please contact your CSM. For more detail on how to send AI-Generated Emails from your mobile device, check out our dedicated help articles!

• Using AI-Generated Emails on your iOS App
• Using AI-Generated Emails on your Android App

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10/3/23: Introducing EverTrue's AI Profile Summary for Desktop

Our AI Profile Summary feature is now available on desktop! If your team opts in to using this feature, you will find a What You Need to Know section appear within constituent profile Summary tabs. 

Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI-generated summary to get a high-level overview of prospects in seconds!

If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Once enabled, the feature will be accessible to all users across desktop, iOS, and Android apps. Questions about how AI is being used at EverTrue? We have an FAQ geared towards answering these! Lastly, take a look at our dedicated help article for more detailed information about this new feature! 

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