EverTrue’s AI Assistant on iOS can help you quickly summarize or answer questions about individual constituents’ data, making it a valuable tool for assisting with meeting prep or providing donation details that you’d like to use in follow-up communication. 

The assistant’s answers are based on a subset of data available for each constituent, including both your CRM data and non-rejected EverTrue enriched data. This subset is called the AI Assistant’s Awareness Window!

In this article, we will outline what data is included in the assistant’s Awareness Window, as well as what falls outside its reach. Let’s get started! 

Note: EverTrue’s AI Assistant is currently available only within the EverTrue iOS app. 

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What Data is Included in the Awareness Window? 

Constituent Engagement Data

The AI Assistant has access to a constituent's recent engagement with your organization. Specifically, it knows: 

• The 20 most recent interactions, gift transactions, and proposals: Data beyond these 20 records is not included in the assistant’s Awareness Window. 
• The 15 most recent assignments: The assistant is not aware of data beyond the 15 most recent assignments. 
• Giving Summary data: AI Assist has access to certain giving data imported by your organization through either a full Constituent File or Total Giving Micro File. This data includes:
  • Total Lifetime Giving Amount
  • Last Gift details
  • Largest Gift details
  • Giving Pattern
  • Capacity Score
• Annual Giving data: The assistant has access to specific annual giving data shared by your organization through either a full Constituent File or Annual Gift Total Micro File. This data includes:
  • Annual Giving Amount
  • Fiscal Year Totals
  • Soft Credit Amount
  • Pledge Amount

EverTrue Enriched Data

EverTrue works with third-party partners to provide enriched data that enhances your constituent profiles. Your organization can review and reject any data that doesn’t seem accurate, and only non-rejected enriched data in the assistant’s Awareness Window. This includes: 

• General Enriched Data: Location details (e.g., city, state). 
• Enriched Wealth Data: Net worth, wealth indicators, physical assets.
• Enriched Career Data: Job title, company name, employment events (e.g., promotion, retirement).  
• Enriched Social Media Data: Platform, username, follower count. 

General Profile Data

The AI Assistant also has access to general constituent profile data sent by your organization via a Constituent File , including: 

• General Data: Constituent name, Contact ID, Remote ID, address.
• Education Data: School name, degree, graduation year. 
• Relationship Data: Names and types of all relations.
• Custom Fields: Any custom fields visible on the constituent’s profile page.

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What Data Falls Outside of the Awareness Window? 

If a data area is not specifically listed within the AI Assistant’s Awareness Window, the assistant will not have access to it. This limitation is true even if the data appears on the constituent’s profile.

With this in mind, the AI Assistant will not be able to reference:

• Cadences, tasks, lists, or saved searches that a constituent is tied to.
• Data stored in your CRM that has not been imported into EverTrue.
• Older interactions or gift transactions beyond the 20 most recent.

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