Using AI Profile Summary on Your Android App

Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager (CSM). Once enabled, the feature will be accessible to all users on desktop, iOS, and Android apps. 


What is EverTrue's AI Profile Summary?

EverTrue's AI Profile Summary feature makes easy work of our mobile app's primary use: reviewing constituent profiles. This tool consolidates and synthesizes your organization's extensive constituent data, providing you with easily accessible and up-to-date prospect summaries.

Incorporate AI Profile Summaries into your on-the-road prospecting workflow! Reading these succinct constituent bios ahead of donor meetings will eliminate the need to squeeze in research when time is tight. You won't need to worry about hunting down the most relevant profile information, as this feature will do the work for you! 

Harnessing your data using AI Profile Summaries provides bandwidth to invest in other prospecting initiatives. Let's dive into where you will find this game-changing tool so you can begin reclaiming your time!


Viewing AI Profile Summaries on Your Android App

Navigating to the AI Profile Summary feature couldn't be easier! Start by tapping into a constituent profile's Summary tab. Once here, you will find an AI Summary section where a succinct bio for the respective constituent will automatically generate.

If you move from tab to tab in the same constituent profile, the language used in the profile summary will not change. For example, opening the constituent's Giving tab, moving to their Engagement tab, and clicking back into their Summary tab will not impact content found beneath the AI Summary. However, if you navigate away from the constituent profile and into a different component of your EverTrue Android app, the language used in the summary will refresh when opened. Take a look at Jon Snow's AI Summary section below to see small shifts in their bio.

Sharing AI Profile Summary Feedback 

You will notice a Helpful? button to the right of a constituent profile's AI Summary section. Clicking this will prompt several feedback options to appear, enabling you to inform our team about whether or not you find the feature useful. 

While digging into AI Profile Summaries, please offer feedback using these options as often as you'd like! If you want to add context when sending feedback, be sure to select either Other or Not Helpful. Doing so will populate a feedback form in which you can include further detail. Additionally, you can reach out to your CSM to share thoughts on this new enhancement. 


What's Next for AI Profile Summaries? 

As you explore the AI Profile Summary feature, please note the following future updates that are top-of-mind for our product team:

  • The creation of additional features leveraged by AI, aimed at enriching your prospecting experience! 

Take a look at our dedicated FAQ to learn more about how AI is being used at EverTrue


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

Was this article helpful?

Reply

null

Content aside

  • 8 mths agoLast active
  • 244Views
  • 1 Following