Summary: This guide explains how to access and utilize the new AI Insights feature on the Tithely Giving Dashboard to better understand your giving data and trends.
Before You Begin
- Duplicate Profiles: If your People widgets are highlighted in orange, it indicates potential duplicate profiles exist, which may cause inaccurate AI Insights. Resolving these duplicates is highly recommended.
Step-by-Step Instructions
- Navigate to your Giving Dashboard.
- Locate any widget (e.g., Total Giving, Top Givers) and click the AI Insights icon located in the top right-hand corner.(A side panel will open featuring "Sprout," the AI assistant, providing an analysis of that widget's data).
- Read the generated insight. For example, it may point out trends like a "sharp rise in August" or suggest simple nudges like "a simple check-in or thank you note" for top givers.
- Click the Up or Down arrow in the panel to provide feedback on the usefulness of the insight.
- Repeat this process for any other widget on the dashboard to view its specific AI Insight.
Troubleshooting & FAQs
- Why does the AI Insight mention "possible duplicate people"? If you have duplicate records in your People area, the AI identifies this and warns you that the data (and therefore the insight) might be inaccurate. It will prompt you to review and merge duplicates to improve the insight's accuracy.
- Can I see AI Insights for all widgets? Yes, this feature is available across all widgets on the Giving Dashboard, though it is currently in its first version and will continue to be fleshed out.