Donations and supporter accounts
Help with one-off or regular gifts, Gift Aid, receipts, updated details and cancellations, while keeping every conversation appreciative and clear.
Industry solution
Customer operations for Charity .
Give supporters a useful next step with approved AI answers. Keep human care at the centre of sensitive enquiries, and add trained support around campaign peaks.
I’d like to change my regular donation.
Context to check: Find the approved supporter-service process.
Next action: Explain how to request the change securely and when confirmation will follow.
Shaped around the policies and permissions agreed for the operation.
Care for the person behind the donation.
Customer
- Context to check
- Find the approved supporter-service process.
- Next action
- Explain how to request the change securely and when confirmation will follow.
Support for your supporters.
Make it easy for donors, supporters, volunteers and service users to get the right answer without losing the warmth behind your work.
Campaigns, events and volunteering
Supporters may need event information, fundraising materials, registration help or an update on a volunteer application during your busiest moments.
Services and sensitive enquiries
People asking how to access a service may share personal circumstances. Give them a considerate response and a careful route to the right trained person.
An example journey
A regular gift changes. The relationship stays personal.
A supporter wants to change a donation and asks about a campaign. Make the practical step clear while respecting why they got in touch.
Understand the supporter’s request
Helpdesk keeps the donation enquiry and campaign questions together. An AI Agent shares approved guidance for changing a regular gift.
Use the right programme knowledge
The advisor’s assistant finds current campaign information, donation processes and escalation guidance from your central knowledge base.
Make a considerate handover
Sensitive circumstances reach a trained person with the context intact. Quality reviews tone and process; Surveys asks whether the supporter felt heard.
Agree donation, contact-preference and service-access journeys. Safeguarding concerns, vulnerable service users and sensitive supporter conversations follow your trained-team escalation process.
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Useful answers with your purpose behind them.
Connect donor, volunteer and programme information without losing the warmth of supporter care.
Helpdesk
Bring donation questions, event enquiries and volunteer messages into one inbox. Keep supporter history and handover notes together, with agreed access arrangements for sensitive service-user conversations.
AI Agents
Answer approved questions about campaigns, donation processes, events and volunteering. Guide routine next steps, then pass personal circumstances, complaints or service-access exceptions to a trained person.
Knowledge & Agent Assist
Centralise campaign briefs, programme information, supporter-care scripts and donation guidance from presentations and shared files. Give advisors a personal assistant as campaigns and service details change.
Live Translation
Help supporters and service users explain routine enquiries in their own language. Translate the reply using approved programme guidance and agree when a specialist or interpreter should take over.
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Make every follow-up considerate.
Support reception and agreed outbound work with the enquiry, preferences and next action available to the team.
AI Receptionist
Welcome callers asking about an event, donation or service. Answer routine approved questions and gather the reason for contact before routing sensitive enquiries through the agreed process.
Dialler
Prepare agreed supporter, event or volunteer callbacks around your contact-preference rules. Record an unanswered attempt, schedule follow-up and keep the conversation outcome clear for the team.
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Hear what supporters and service users need.
Bring experience feedback and repeated questions back to fundraising, programme and supporter-care teams.
Quality
Review empathy alongside donation-process accuracy and the agreed information-handling and escalation steps. Link a finding to approved guidance so coaching reflects your purpose and service standards.
Surveys
Ask whether supporter care or administrative help was clear and considerate. Use the feedback alongside quality evidence to understand where someone still needs a human follow-up.
Data Insights
Find repeated questions about campaign messaging, donation changes, event access or volunteer applications. Give the responsible teams the supporter wording behind each theme.
Analytics AI
Ask ‘Which campaign brought the most enquiries?’ or ‘When are volunteer callbacks busiest?’ Use the available service data to plan support around fundraising and programme activity.
Customer stories.
Practical help. Human care at the centre.
Use Resolvable AI and Resolvable Outsourcing independently, or connect them around these journeys. Agree the knowledge, systems, coverage and handover rules for your operation.
- Make approved programme, campaign and process knowledge accessible
- Help agents find consistent answers while keeping human judgement
- Understand recurring questions and service themes from contact data
- Build teams around your purpose, tone and approved supporter journeys
- Add agreed capacity for campaigns and changing contact demand
- Keep work visible in the systems and reporting you already use