An advisor that knows
your real numbers.
Pinned to every page, grounded in your organization's actual profile and whatever module you're looking at right now. It doesn't just advise, 7 real tools let it create tasks, update records, and generate documents on your behalf.
Pinned to every page · Riverside Youth Alliance
Context: the Capacity & Workforce tool, open right now
Inside the product
It reads your records, and shows its work.
The Co-Strategist can create tasks, update records and pull reports, and every action it takes appears in the conversation as it happens.
Real screens from the product. Every figure shown belongs to a demonstration workspace, so nothing here is a real organization's information.
AI Co-Strategist
Ask about your organization, not about the sector.
It reads your records, and it shows every action it takes.
How it works
Ask, get grounded answers, let it act.
One assistant pinned everywhere, not a separate chatbot bolted onto each module.
Ask from wherever you are
Pinned to every page in the app. It already knows your organization's full profile, plus what tool you're looking at right now.
Get an answer grounded in your real data
Not generic advice, a response built from your actual revenue mix, board terms, staff vacancies, or grant pipeline, whichever tool you're in.
Let it actually do the work
7 real tools give it write access: create and assign tasks, update records, log donor interactions, generate documents, and pull reports from live data.
Review before anything's final
Every write shows what it did and where. You stay the one who decides what stands.
What it can actually do
7 actions, not one chat box.
Every tool acts on your real data, and every action is visible in the conversation: nothing happens silently in the background.
search_org_data
Finds a person, program, or grant across the whole organization by name.
create_task / assign_task
Opens a new Action Center task and hands it to a teammate by name.
update_record
Updates a task or constituent's status, email, or phone directly.
log_donor_interaction
Logs a call, email, meeting, or event onto a donor's record.
generate_document_into_module
Drafts a real document and saves it straight into your library.
pull_report
Builds a board report, grant narrative feed, 990 prep pack, or impact story from live data.
Questions, answered plainly.
Does it just give advice, or can it actually do things?+
Both. It answers questions the way any assistant would, but it also has 7 real tools. It can create a task, assign it to a teammate, update a constituent record, log a donor interaction, generate a document into your library, or pull a report from your live data.
How does it know what I'm looking at?+
Beyond your organization's full profile, 10 of the highest-traffic modules: Revenue, Programs, Finance, Risk, Governance, Constituents, Grants, Actions, Capacity, and Scaling, feed it a live summary of what's actually on that page right now.
Can it write things I didn't ask it to?+
No. It only takes an action in response to what you asked for, and every write is visible in the conversation and reflected immediately in the tool it touched.
An advisor that knows your real numbers.
Pinned to every page, grounded in your actual data, with real write access, not a chatbot reciting generic nonprofit advice.