Connect: Relationship Prioritization

The Connect dashboard helps your team take the right relationship actions at the right time. It surfaces three types of prioritized actions, each with AI-drafted messages ready for your review.

Three Action Types

Connect analyzes your supporter data to surface the most impactful relationship actions:

• Celebrate - High-impact milestone recognition. First-time donors, giving anniversaries, volunteer hour milestones, cumulative giving thresholds, and other achievements worth celebrating.
• Reconnect - Re-engagement opportunities. Supporters who were once active but have gone quiet. Connect identifies the best window and approach to bring them back.
• Appreciate - Quiet champions. Steady supporters who consistently show up but may not receive the recognition they deserve. These are the backbone of your organization.

AI-Drafted Messages

For each action, Connect generates a draft message your team can use as a starting point:

• Contextual Drafts - Messages reference the specific milestone, gap, or pattern that triggered the action
• Copy to Clipboard - One-click copy for pasting into your email client or existing tools
• Editable Before Sending - Always review and personalize before reaching out
• Human-in-the-Loop - AI4Love never sends messages on your behalf

Powered by AI Agents

Connect draws from the insights generated by AI4Love's 7 nightly agents:

• At-Risk Detection Agent - Identifies supporters showing signs of decline
• Recognition Triggers Agent - Detects giving, volunteer, and attendance milestones
• Relationship Deepening Agent - Finds opportunities to strengthen existing connections
• Conversion Opportunities Agent - Spots supporters ready for deeper engagement

How It Works

Each night, AI agents analyze the unified Participation data:

• Deterministic pattern detection identifies eligible supporters (no AI guesswork for selection)
• Claude AI generates a narrative insight explaining what was detected and why it matters
• Insights are categorized as Celebrate, Reconnect, or Appreciate and surfaced in the Connect dashboard
• Your team reviews the recommendations and decides which actions to take