CauseVox AIAI that already knows your donors.
CauseVox AI works inside the platform you already use, so it already knows your donors, gifts and campaigns. Get answers, cleaner records and a quick read on any donor before you pick up the phone.
Setup help on every plan. Data cleaning from Pro. Cody, record summaries and the AI Connector on Premium.
AI should be part of the work, not another place to check.
Nonprofit teams don’t need one more disconnected tool. AI helps most when it shows up where the work already happens.
That’s how we build CauseVox AI. It lives inside the platform you use every day, next to your donor records, reports and data, so it starts from what you already know instead of a blank prompt.
And when you’re working in Claude or ChatGPT, the AI Connector brings CauseVox with you.
AI handles the cleanup, setup and number-crunching. You spend more of your time with donors.
Help with the work that slows you down.
CauseVox AI shows up in your reports, your records and your setup. Here’s what it does today.
Cody, your AI report builder
Ask a question the way you’d say it out loud. Cody builds the report, draws the chart, and shows you the query behind it.
Data cleaning and AI deduplication
AI matching looks deeper into your records to surface likely duplicates, so you can merge them with confidence.
Record summaries
Open any contact and see their giving, activity and notes summarized at the top of the profile, before your next call.
Gave $5,000 last year to the scholarship fund. No gift yet this year. Friday’s call is set with a $15,000 ask.
Setup and help
Guided setup and AI answers right where you’re working, so new team members get going without digging through docs.
Open the form, add a field, and set it to Hidden. Its value saves to the submission or to a contact’s custom field.
Take CauseVox into Claude and ChatGPT.
The AI Connector links CauseVox to Claude or ChatGPT. Ask about gifts, donors and events, then have it build a list, update a pipeline card or draft an appeal, on your computer or your phone.
Built on your data, not trained on it.
Fundraising runs on trust. CauseVox AI is built to support your judgment, not replace it.
Your data isn’t used for training
CauseVox doesn’t use your data to train our AI.
Answers you can check
Answers come from your real records, and Cody shows the query behind every report.
You make the call
You review likely duplicates before they merge, and emails from the AI Connector stay drafts until you send them.
Nothing deleted without you
Through the AI Connector, deletes always need your OK, and changes to many contacts show you a count first.
What we’re building next.
We’re bringing CauseVox AI to more of the work nonprofit teams need help with.
Data enrichment
Fill in missing details on your contact records.
Troubleshooting
Spot setup problems and get pointed to the fix.
AI page and form builder
Describe the page or form you need and start from a draft.
Donor messaging
Draft appeals and thank-yous inside CauseVox, from what you know about each donor.
Action summaries
A short list of what changed and what to do next.
AI in every plan.
Every plan gets AI-assisted setup and help. Pro and Premium add more, with monthly AI credits that power deduplication, record summaries and Cody.
| Feature | Free$0 | Pro$600/mo | Premium$1,250/mo | EnterpriseCustom |
|---|---|---|---|---|
| AI-assisted setup and help | ||||
| Data cleaning and AI deduplication | — | |||
| Cody, the AI Report Builder | — | — | ||
| Record summaries | — | — | ||
| AI Connector for Claude and ChatGPT | — | — | ||
| AI credits per month | — | 500 | 2,000 | Custom |
- AI-assisted setup and help
- AI-assisted setup and help
- Data cleaning and AI deduplication
- AI-assisted setup and help
- Data cleaning and AI deduplication
- Cody, the AI Report Builder
- Record summaries
- AI Connector for Claude and ChatGPT
- AI-assisted setup and help
- Data cleaning and AI deduplication
- Cody, the AI Report Builder
- Record summaries
- AI Connector for Claude and ChatGPT
Paid plans can add AI credits in blocks of 1,000. Compare all plans
Common questions
What is CauseVox AI?
CauseVox AI is a set of AI features built into CauseVox: Cody for reports, AI data cleaning and deduplication, record summaries, and AI-assisted setup and help. The AI Connector also brings CauseVox into Claude and ChatGPT.
Which plans include CauseVox AI?
Every plan includes AI-assisted setup and help. Pro adds data cleaning and AI deduplication. Premium adds Cody, record summaries and the AI Connector. See pricing for every plan.
What are AI credits?
AI credits power AI deduplication, record summaries and Cody. Pro includes 500 credits a month, Premium includes 2,000, and Enterprise is custom. Paid plans can add more in blocks of 1,000.
What’s the difference between Cody and the AI Connector?
Cody works inside CauseVox. Ask a question and it builds a report you can check and save. The AI Connector brings CauseVox into Claude or ChatGPT, where you can ask questions, have it build a list or add a note, and pair CauseVox with your other apps.
Is our data used to train AI?
CauseVox doesn’t use your data to train our AI. If you use the AI Connector, Claude and ChatGPT handle data under their own policies, which depend on your plan and settings.
Can AI change our data without us?
You review likely duplicates before they merge. Through the AI Connector, changes that affect many contacts show you a count first, emails stay drafts, and deletes always need your confirmation.
See AI in action on the Reports, CRM and AI Connector pages.
Put AI to work on your donor data.
See Cody, record summaries and the AI Connector with your own questions.
