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Documentation Ask Altrinum

Ask Altrinum

Ask Altrinum Reference

Browse tenant guides generated directly from the Markdown files in docs/tenant.

Overview

This reference lists the supported question areas, built-in guidance, example prompt types, and access behavior for Ask Altrinum.

Use this page when you need a quick reminder of:

  • what Ask Altrinum is meant to answer
  • what types of prompts work best
  • how the page helps users form better questions
  • what conditions affect access to the feature

Supported question areas

Ask Altrinum is currently strongest in these areas:

  • donations
  • events
  • programs
  • email performance
  • fundraising email drafting
  • prospect-style responses

These are the main workspace-grounded domains where Ask Altrinum can turn plain-language questions into useful answers.

Supported question styles

Ask Altrinum is especially useful for prompts involving:

  • totals
  • counts
  • averages
  • donor history
  • registrations
  • attendance
  • no-show rates
  • email opens and clicks
  • revenue by form, event, or program
  • grouped time-series questions
  • campaign diagnosis or improvement questions tied to one named campaign
  • prospect and supporter follow-up lists
  • structured fundraising email drafting with guided inputs
  • donation form drafting from a natural-language creation request
  • prompt-based email draft copy that is not saved or sent
  • event drafting from a natural-language creation request

Built-in guidance

The page includes a How to use Ask Altrinum help modal with example prompts and supported question styles.

This is useful for new users who understand the feature conceptually but need examples of what a good prompt looks like in practice.

Example prompt themes

Common prompt themes include:

  • totals and counts
  • trends over time
  • grouped breakdowns
  • campaign performance
  • donor history
  • registration volume
  • attendance and no-show behavior
  • revenue by entity
  • diagnosis or improvement help for one named email campaign
  • first-draft fundraising email generation for a selected audience and tone
  • draft-safe donation form creation with workspace defaults
  • draft-safe event creation with workspace defaults
  • assistive email draft creation that does not save or send
  • supporter follow-up prompts such as show me top prospects, who are my best prospects, or which donors should I follow up with

Prospect and supporter follow-up questions

Ask Altrinum supports prospect-style prompts, including:

  • show me top prospects
  • show me donor prospects
  • who are my best prospects
  • which donors should I follow up with
  • which supporters should I follow up with
  • rank my best donor prospects
  • show supporters most likely to give again
  • show lapsed donors to follow up with
  • show monthly giving prospects
  • show planned giving prospects
  • show major gift prospects

If stored prospect scoring data exists, Ask Altrinum uses it and explains that the list is based on stored prospect scoring.

If no stored prospect score exists, Ask Altrinum returns an available-signal ranking instead. This uses data already in the workspace, such as lifetime giving, largest gift, most recent gift, gift frequency, recurring giving signals, event registration signals, and profile completeness where available.

Available-signal rankings are not wealth screening, capacity scoring, or predictive research. Altrinum does not invent wealth or capacity scores unless those values already exist as stored data.

To improve these lists, import or enable:

  • donation history
  • recurring giving history
  • event registration or attendance data
  • complete supporter contact profiles
  • formal prospect research or scoring data, when your organization has it

Mode buttons

Ask Altrinum includes explicit mode buttons:

  • Ask anything
  • Create donation form
  • Create email
  • Create event
  • Improve email
  • Analyze fundraising

Create donation form activates the donation-form draft workflow. Short prompts such as emergency food appeal are treated as donation-form creation prompts when this mode is selected.

Create email generates assistive fundraising copy from a natural-language prompt. It infers audience and tone where safe, defaults to general supporters and warm tone when needed, and returns subject lines, preview text, an email draft, and CTA suggestions. It does not save a campaign, schedule anything, or send email.

Create event activates the event draft workflow. It can infer a meaningful title or purpose from prompts such as create an event for our spring donor reception, but it waits for required details before saving a draft.

Natural-language donation-form intent detection still works from Ask anything when a prompt clearly asks to create a donation or giving form.

Prompt quality guidance

The strongest prompts usually include:

  • a clear subject
  • a metric
  • a time range
  • an optional grouping or filter
  • a clearly named entity when diagnosis or record-level interpretation is needed

For guided drafting mode, the strongest inputs usually include:

  • one audience type
  • one tone
  • an optional campaign context
  • a short goal
  • a few concrete key points

This helps Ask Altrinum distinguish between broad topics and answerable analytics questions.

For donation form drafting, the strongest prompts usually include:

  • the campaign or form title
  • the designation or fund name when more than one active designation exists
  • any desired amount pattern, such as monthly giving, emergency appeal, major campaign, tribute giving, or event-adjacent giving
  • whether a goal meter or matching gift should be considered

For event drafting, the strongest prompts usually include:

  • event purpose or title
  • date
  • start time
  • location or virtual format
  • registration type, such as free, paid, or invitation-only

For prompt-based email drafting, the strongest prompts usually include:

  • audience
  • tone
  • fundraising goal
  • key points
  • any donation form, event, or campaign link staff plan to add later

Ambiguity handling

When a prompt refers to a campaign or other named entity unclearly:

  • Ask Altrinum may ask the user to be more specific
  • the page may present an ambiguity chooser
  • the user may need to select the intended record before the answer can continue

This is expected behavior and helps keep results tied to the right workspace record.

Access and enablement

Access to Ask Altrinum depends on workspace AI enablement.

If AI is not enabled for the current workspace, the Ask Altrinum page does not appear in dashboard navigation.

Notes

  • Tenant docs only describe supported user-visible behavior.
  • Internal planning and analytics execution details are intentionally not exposed here.
  • Ask Altrinum is best treated as a workspace analytics assistant tied to data already tracked in Altrinum.
  • It does not replace dedicated reports or dashboards when exact exports or more formal reporting workflows are needed.

Export behavior

Ask Altrinum now shows Export CSV for meaningful multi-row outputs, including grouped tables and record lists.

Export is intentionally hidden for single-answer outputs such as:

  • KPI-only answers
  • single prospect detail insights
  • diagnosis results
  • improvement results
  • fundraising email draft results

Audience Group action behavior

Ask Altrinum shows Create Audience Group only for audience-like results that can be saved as a supporter list.

Current supported cases include:

  • prospect list results
  • donation record-list results

When this action is available, it creates a static Audience Group.

It does not attempt to convert the AI result into a dynamic rules-based segment automatically.

Draft email mode behavior

Ask Altrinum also includes a guided Draft a fundraising email mode.

This mode:

  • uses structured inputs instead of a freeform analytics question
  • can optionally ground the draft on one selected workspace campaign
  • returns subject lines, preview text, one email draft, and CTA suggestions
  • stays assistive only

This mode does not:

  • create a campaign
  • send an email
  • save the generated draft automatically

Improve my email mode behavior

Ask Altrinum also includes a guided Improve my email mode.

Contextual creation

Ask Altrinum can also recognize natural-language requests to create donation form and event drafts, such as “Draft a donation form for the spring appeal” or “Create an event for our spring donor reception.”

For this creation flow, Ask Altrinum can create a draft giving form only. It uses workspace context that already exists in Altrinum:

  • current workspace and user context
  • workspace name, timezone, currency, logo, and brand colors
  • giving form defaults such as gift type, custom amounts, receipting, and consent defaults
  • active designations
  • recent giving forms and their suggested amount patterns
  • workspace AI Ask Optimization defaults

Ask Altrinum classifies setup details as confident defaults, suggested defaults, required missing fields, or optional enhancements. It should not ask for tenant name, logo, brand colors, currency, timezone, receipt/consent defaults, or inherited AI Ask Optimization settings when those values are already available.

Designation behavior is intentionally conservative:

  • if the prompt clearly names an active designation/fund, Ask Altrinum matches it by name or slug inside the current workspace
  • if exactly one active safe default exists, Ask Altrinum can use it as the recommended default
  • if multiple active designations exist and none is named clearly, Ask Altrinum asks the user to choose from a short ranked list
  • if no active designations exist, Ask Altrinum asks the user to choose or create one manually
  • Ask Altrinum never creates a designation automatically

Amount behavior uses the safest available signal:

  • explicit amounts in the prompt
  • recent giving form suggested amount patterns
  • sensible suggested patterns for major campaigns, emergency appeals, annual fund style asks, monthly giving, tribute giving, or event-adjacent forms

The donation-form mode shows a small defaults panel before creation. It summarizes that tenant branding, receipt defaults, consent defaults, workspace AI Ask Optimization, and recent suggested amount patterns will be used when available.

The panel also exposes lightweight options when supported by existing giving-form fields/settings:

  • add a goal meter
  • add matching gift copy
  • override AI Ask Optimization inheritance for the draft

Honor/memory giving is already part of the public donation experience and is not invented as a separate unsupported giving-form setting.

AI Ask Optimization workspace defaults are inherited by draft forms unless the user explicitly chooses the override option for the draft.

Minimum-context rules are intentionally conservative. Ask Altrinum does not create a giving form when the prompt is only a generic command, such as create a donation form, build a donation form, draft a giving page, or make a fundraising form.

Before a draft is saved, Ask Altrinum needs:

  • a meaningful campaign purpose or title
  • a designation/fund selected, safely inferred, or safely defaulted
  • an amount strategy selected, inherited, reused, or safely recommended

Generic command phrases are stripped from inferred titles. For example, create a donation form for our emergency food campaign becomes Emergency Food Campaign, while create a donation form asks for the purpose/title instead of creating a form with that command as the title.

AI-created giving forms are saved with status=draft and is_active=false. They are not published automatically, and public donation routes require both status=published and the internal active flag. Staff must review the draft in the Giving Forms resource and publish it manually.

Draft content uses AI-generated copy after deterministic setup rules have confirmed the draft has enough required context. The AI may rewrite rough prompts into more polished public-facing campaign titles, headings, subheadings, body copy, giving-option copy, button labels, thank-you copy, and internal review notes. Deterministic code still controls required fields, designation selection, amount strategy, draft status, activation, tenant/team scoping, slug collisions, and persistence.

The AI must not invent statistics, beneficiary counts, tax/legal claims, matching sponsors, match rates, or deadlines. Tax-related copy should stay cautious unless stronger language is grounded outside the prompt, and staff should review tax/legal language before publishing. If AI copy generation fails or returns invalid structured content, Ask Altrinum uses safe deterministic fallback copy and records the fallback in internal creation metadata.

If a required donation-form setup question is asked, the next answer in the Ask Altrinum box continues that creation session instead of starting a new analytics question.

Event drafting uses tenant branding, tenant timezone, recent event patterns, common locations, common event types, common registration settings, waitlist settings, ticket patterns, and recent custom registration questions when those records exist.

Create event mode shows a defaults/options panel before creation. Supported options can:

  • allow or disable guests
  • enable a waitlist
  • reuse or ignore recent registration patterns
  • generate safe draft registration questions
  • generate confirmation copy
  • generate reminder copy for review
  • generate survey follow-up copy for review

Generated event questions are saved only when the registration-question option is selected. Ask Altrinum avoids sensitive default questions, including health details, protected demographic questions, wealth/capacity questions, political or religious identity, and intrusive household questions.

Minimum-context rules are intentionally conservative. Ask Altrinum does not create an event when the prompt is only a generic command, such as create an event, build an event, make a registration page, draft an event page, or create a webinar.

Before an event draft is saved, Ask Altrinum needs:

  • a meaningful event purpose or title
  • date
  • start time
  • location or virtual format
  • registration type

AI-created events are saved with status=draft, visibility=hidden, and seo_indexable=false. They are not published automatically, and public event show and registration routes should not expose them until staff review and publish manually.

Event draft content also uses AI-generated copy after deterministic event setup rules pass. The AI may rewrite rough prompts into more polished public event titles, short descriptions, long descriptions, registration copy, confirmation copy, reminder copy, survey intro copy, safe registration-question suggestions, and internal review notes. It must not invent speakers, sponsors, addresses, prices, venue amenities, food, parking, accessibility promises, deadlines, or other logistics. Staff should confirm event details and communications before publishing. If AI copy generation fails or returns invalid structured content, Ask Altrinum uses safe deterministic fallback copy and records the fallback in internal creation metadata.

Reminder and survey copy generated during event creation is review copy only. Ask Altrinum does not send messages, queue broadcasts, publish events, or enable automatic survey/reminder sending without staff action.

Create email mode is assistive copy generation only. It can infer audience and tone from a prompt and uses the existing fundraising email drafting capability, but it does not create, save, schedule, or send an email campaign.

This mode:

  • requires a source type:
    • Choose an email in Altrinum
    • Paste email content
  • requires one selected workspace email/campaign in existing-email mode
  • requires pasted email content in raw-content mode
  • can optionally ground raw-content mode on one selected workspace campaign
  • accepts optional audience type and optional goal context
  • accepts an optional improvement instruction
  • returns quick diagnosis bullets, improved subject lines, preview text options, and one improved draft
  • stays assistive only

This mode does not:

  • create or update campaigns
  • send an email
  • save the improved draft automatically