Your portfolio is listed at the left, your conversation with the coach runs down the middle, and a donor's full record opens at the right when you select a name.
Ask the coach a question in the message box, or tap one of the suggested prompts to begin. The coach reads the records and drafts alongside you, and every decision about what reaches a donor stays yours.
Open any donor to read the full record. You can edit a field or add a note, and the coach works from your changes for the rest of the session.
Start a new week whenever you like. The conversation clears and a fresh Monday morning review opens; your records stay as they are.
To learn more, see How it works in the top bar, or read the Human-Centered AI Framework at charitychannel.com/framework.
