Inheris Donor Engagement

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Inheris Donor Engagement

 

The AI Philanthropy Team

Scout finds and qualifies prospects. Brian builds their dossiers. Ali suggests the day's moves and Camille drafts each in Alyssa's voice. Stuart plans stewardship. Strati sets strategy and reports on the pipeline. Buster tracks what is landing.

Every draft waits in the Approval Queue for Alyssa. Approving a move sends it to the Outbox for a human to act on. Nothing is posted or sent automatically.

Scout: evaluate a lead

Paste a bio, post, or article about one person or organization. Scout judges mission fit, scores it, and can add a fit to the pipeline. Scout does not scrape any platform.

Scout: vendor feed

Pull leads from the prospect-data source. The mock vendor returns clearly fabricated placeholder leads; a licensed vendor (iWave, DonorSearch) drops in behind the same adapter.

Add a prospect

Pipeline

NameStageCares aboutBriefDonor (IDS)

New campaign

Campaigns

Ali: the day's moves

Ali reviews the pipeline and suggests one next step per priority prospect. She proposes; Alyssa approves.

Gift milestones

When a promoted prospect gives, the team reacts: a thank-you, an impact report, and, on a first gift, an invitation to connect. Checks the Donor System for new gifts.

New suggestions land in the Approval Queue as pending moves. Open the queue to draft and review them.

Approval Queue

Camille: draft in Alyssa's voice

Draft

Voice corpus

The real examples of Alyssa writing that Camille and Ali learn from. The more you add, the truer the drafts.

Strati: pipeline and revenue

A read of the pipeline and prioritized recommendations to grow engagement and revenue.

Buster: engagement trends

Which channels, voices, and relationship functions are landing.

Outbox

Approved, ready-to-act content. In this phase a human carries these out; nothing is transmitted automatically.