- Problem
- Donors who left a message about their receipt, a monthly gift change or a mailing address were called back by volunteers whenever someone was free. Some waited weeks, and a few gave up on updating their gift.
- What the AI did
- An AI voice agent returns donor calls within the time window the donor chose, confirms address changes and receipt requests, and records a monthly gift change as a request for the finance volunteer to approve. It never takes payment card details; donors wanting to give are directed to the secure page or a staff member.
- What changed
- Donors hear back the same day, volunteers spend their shifts on thank-you calls, and the finance volunteer approves gift changes from one list.