AI call briefings — a 30-second read before every call

Before a call, most fundraisers skim a profile and mentally compose an opener. The AI Briefing does that composing for you: a purple card with a suggested opening line, a few bullet points about the person, and a closing line on what to ask for — all under about a hundred words, readable in half a minute.

Where briefings appear

• On the profile — open any person from the Profile Center's people rail; the briefing card sits just below their key numbers.
• In the Call Center — callers see the same briefing on the caller panel while dialing, so even a volunteer who has never met the donor opens the call well-informed.

What's in a briefing

Each briefing has three parts:

• An opener — a natural first sentence, in quotes, that acknowledges the relationship ("Sarah has been with you for four years, and last year was her biggest yet…").
• Up to three bullets — who they are, the shape of their giving over the years, and how previous calls went.
• An ask line — what amount to ask for and how to frame it, consistent with the suggested ask shown on the profile.

The briefing is written from the same facts you can see on the profile: capacity band, giving trend, year-by-year totals, whether they've given this campaign, open pledges, recent call outcomes, your team's notes, and tags.

What the AI never sees

Briefings are built with deliberate privacy limits. The writing model receives only the person's first name and last initial, city, and giving-pattern facts — none of the contact or payment fields stored on the profile (email address, phone number, mailing address, payment details) are ever sent to it. Snippets from call notes and manager notes are automatically scrubbed of email addresses and phone-number-like digit sequences before being used — but that filter can't catch every kind of personal detail typed into free text (a street address written into a note, for example, would slip through). The safest habit is simple: keep contact details out of notes and let the profile's contact fields hold them, since those fields never reach the AI.

Freshness and refreshing

Briefings regenerate automatically whenever the underlying facts change — a new donation, a new note, another call. A timestamp on the card shows when it was last updated. Owners and Managers can also force a rewrite with the small refresh button on the card, which is useful right after adding an important note.

When the card doesn't appear

The AI is garnish, not the meal. If briefings aren't available — the feature isn't configured for your organization, the person has too little data to say anything useful, or generation simply failed — the card quietly doesn't render, and everything else on the profile stands on its own. Calls never wait for the AI. If you expected briefings and never see them, contact the Pledgix team.

Using briefings well

• Treat it as a warm-up, not a script. Read it, then speak like yourself. The bullets are context; the conversation is yours.
• Verify anything surprising. The briefing summarizes your data — if a bullet seems off, check the profile's giving history and notes, and fix the source data.
• Feed it good notes. The single best way to improve briefings is writing outcome-focused notes after each call; the next briefing folds them in.

Tip: Right before a big calling push, open a few of your top prospects and skim their briefings — if an ask line feels wrong, check the person's giving history and notes and fix the source data first, so every caller works from numbers you stand behind.