Use the AI assistant, AI profiles, and Agent Hub

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Use the AI assistant or constituent-summary generation where available and provide the context requested by the interface. Review outputs against the underlying constituent records before saving, sharing, or acting on them.

A GC Gift Officer Admin or Superadmin can open Gift Officer → School Settings → AI Profiles to manage profiles, defaults and tests. Personal writing examples are under Gift Officer → My Settings → Email → Example Emails → Create Example Email. School text replacements are separate. Open Gift Officer → Agent Hub for escalations and the permitted promote/reassign-to-agent actions; these actions depend on your school’s enabled capabilities and your role.

Troubleshooting

A generated summary or draft is not a constituent fact, sent email, or completed task. Check the operation’s actual result and source context. For unexpected wording, identify the active profile and examples rather than assuming the same configuration applies school-wide.

Account-specific settings

Agent capabilities, autonomous actions, escalation triggers, and profile precedence are dependent on your configuration. Ask your administrator or Support which AI actions are enabled for your institution before relying on automated execution.