Ask the Agent

The Agent is the assistant built into your workspace. Ask it questions about your organization in plain language. It can also start a form, build a report, or draft an email for you.

Open the Agent

Click Agent in the top bar. It has a sparkle icon. The panel opens beside the page you're on.

Type in the Ask your agent... box. You can also attach a file or use your voice.

What it knows

• The page you're viewing. The panel shows it at the top, for example "Viewing Payments".
• Your data. Ask anything about your contributors, transactions, forms, or marketing links.

Start something

• Create a new form. Build a fundraiser, event, or membership right in the panel.
• Find contributors to win back. See who gave before and stopped.
• Create a report. Builds a real CSV you can download and adjust.

Questions to try

Each page suggests a few questions. For example:

• Summarize recent donations
• What was our biggest donation?
• How does this month compare to last month?
• Anything unusual here?

It asks before it changes anything

When the Agent wants to change something, it asks you first. Nothing changes until you confirm. Every change it makes is recorded in Settings → Audit log.

The Agent can draft an email, but sending email from the Agent is off. Send it yourself.

Never give the Agent integration credentials. Enter API keys and tokens on More → Developer → Integrations.

Weekly Agent digest

Owners can get a weekly digest from the Agent. It covers lapsed contributors and open compliance flags, with the reasoning attached so you can act on it. Turn it on or off in Settings → General → Digests, under Weekly Agent digest. Digests go to every organization owner. The same section has the Weekly performance summary and Monthly performance summary.

Questions? Email us at support@smartchange.app.

Updated on: 25/09/2026