Charities & Nonprofits

Solutions / Charities & nonprofits

AI agents that give your team time back for the mission.

Eight AI agents configured around how charities actually work — supporter care, multilingual services, volunteer recruitment and fundraising — and connected to your Salesforce Nonprofit Cloud.

Your missionVoiceConciergeTranslationCRMBidsVolunteers

The challenge

Doing more with less shouldn’t mean doing it all by hand.

Small teams, growing demand

Supporter enquiries spike around appeals and events, while the team answering them stays the same size.

Admin that crowds out impact

Call notes, data entry and bid drafting take hours that should go to beneficiaries and relationships.

Communities in many languages

The people you serve don’t all speak English, and interpreter waits slow down help when it matters most.

Agents by mission area

Start where the pressure is highest.

Supporter care

Answer every call and web enquiry, and keep every record up to date.

Voice Agent · Supporter Concierge · Call Intelligence

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Inclusive services

Live two-way call translation for the communities you serve.

Live Translation

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Volunteers & people

Screen and schedule volunteers at the speed of your campaigns.

Volunteer Screening

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Funding & partnerships

Find corporate partners sooner and get bids to a strong first draft faster.

Partnership Intelligence · Proposal & Bid Generator

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Your Salesforce, faster

Configure Nonprofit Cloud changes in hours, on a small-team budget.

CRM Data & Metadata

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Not sure where to start?

In 30 minutes we map your busiest workflows and tell you honestly which agent, if any, pays back first.

Book a 30-min call

Live data flow

How the eight agents work together

Every agent feeds one system of record, and a person stays in charge of what happens next. Pick a journey, or play the tour, to follow the data.

Where data comes in
AI agents
System of record
Who acts on it
Supporter phone call
Voice AgentAnswers, updates, hands off
Website visitor question
Supporter ConciergeAnswers from your own content
Caller in another language
Live TranslationTwo-way, 60+ languages
Staff & adviser calls
Call IntelligenceTranscribes, summarises, prompts
Volunteer sign-up
Volunteer ScreeningScreens and shortlists
Public LinkedIn posts
Partnership IntelligenceSpots partnership signals
Funder guidance & meeting notes
Proposal & Bid GeneratorDrafts bids and proposals
Admin change request
CRM Data & MetadataBuilds Salesforce configuration
Salesforce Nonprofit CloudOne record for every supporter, volunteer, partner and grantConsent · Gift Aid · Audit trail
Staff review & handoffPeople decide on sensitive cases
Supporter & volunteer recordsAlways up to date
Impact & KPI dashboardsWhat supporters ask, what works
Trustee & PMO reportingPipeline, delivery, governance

All eight agents at a glance

What each agent does — and what it does for a charity

Our own agents, alongside specialist partner agents, configured and governed by 360Asklogix for the nonprofit context.

Agent What it does Charity use
Voice Agent
Partner agent
Natural phone conversations around the clock; updates the CRM and hands over to staff with full context Supporter helpline, event registrations, contact-preference updates
Live Translation
Partner agent
Live two-way voice translation in 60+ languages, inside Salesforce Advice and support lines for people who don’t speak English
Call Intelligence
360Asklogix agent
Live transcripts, summaries and on-call prompts, logged automatically Supporter-care notes, consistent telephone fundraising, a clear audit trail
Supporter Concierge
360Asklogix agent
Website and staff assistant trained on your own content, with human handoff “Where does my donation go?”, volunteering FAQs, signposting to services
Partnership Intelligence
Partner agent
Reads stated needs in LinkedIn posts and drafts personalised outreach for approval Corporate partnerships, CSR and employee-giving prospects
Volunteer Screening
Partner agent
Configurable voice screening, scored shortlists and full transcripts Volunteer and seasonal fundraiser recruitment at scale
Proposal & Bid Generator
360Asklogix agent
Turns recordings, documents and notes into structured, templated drafts First drafts of trust, foundation and public-tender bids
CRM Data & Metadata
360Asklogix agent
Generates, checks and deploys Salesforce configuration from written requirements Faster, lower-cost Nonprofit Cloud changes for small teams

Proven with charities

We already know charity CRM programmes from the inside.

360Asklogix led programme management for Save the Children UK’s Salesforce CRM transformation: governance, coordination of fundraising, digital and IT teams, and alignment with implementation partners.

Case study: Save the Children UK

A well-governed CRM transformation enabling stronger donor engagement and fundraising capabilities.

Read the case study →

Built for trust

Supporters trust you. The agents have to earn it too.

Every deployment is designed around UK GDPR, the Code of Fundraising Practice and your own safeguarding policy.

A person is one step away

Vulnerable supporters, complaints and sensitive topics are routed to your team, with the conversation so far.

Every interaction on record

Transcripts and summaries sit on the supporter or volunteer record, ready for review or audit.

You approve before it goes out

Outreach, bid drafts and configuration changes are previewed and signed off by your staff.

Your data stays yours

Agents run on your own content and Salesforce org, with role-based access controls.

How we work

One agent, one measured pilot, then scale.

  1. 01

    30-minute discovery

    We map your busiest workflows and the outcomes your trustees care about.

  2. 02

    AI readiness review

    We check CRM data, consent model and integrations before any agent goes live.

  3. 03

    Proof of concept

    One agent, one use case, agreed KPIs and PMO-led governance from day one.

  4. 04

    Scale what works

    Extend to new teams or agents only when the POC has proved its value.

FAQ

Questions charities ask us

Will supporters know they’re talking to an AI?

Yes. We recommend agents introduce themselves clearly and offer a person at any point — transparency protects the trust your brand depends on.

Do we need Salesforce?

Several agents are native to Salesforce and work best with Nonprofit Cloud. Some also connect to other CRMs; we’ll tell you which apply to your setup.

How much does it cost?

Pricing depends on the agents and scope you need. Contact us and we’ll come back to you with a tailored proposal.

Will this replace our staff or volunteers?

No. The agents take on repetitive, out-of-hours and admin work so your people can spend more time on supporters, beneficiaries and judgement calls.

Find the one agent that frees the most time.

A free 30-minute call. No slides, no obligation — just your workflows and an honest view.

Book a 30-min call