Beacon AI is your assistant to help you in your day-to-day charity CRM tasks. At Beacon we've always been big believers that technology should do work for you - and Beacon AI is a big part of that.

Beacon AI uses "generative AI" similar to tools like ChatGPT or Google Gemini, and is helpful in a variety of different areas in your Beacon database:

Beacon AI makes this all possible, while keeping your charity's data safe and secure.

Beacon AI helps you filter your records, which is useful if you're just getting started with filtering, or if you're looking for help on more complex segments.

When filtering, you'll see a Beacon AI field in the filter drawer:

Feel free to type whatever you like into the box, and Beacon AI will generate the appropriate conditions for you:

You can ask Beacon AI to filter records of any type, but here are a few examples to get you started:

AI is not perfect, and will not get your filters right 100% of the time. We hope it'll be useful when getting you started though!

Think Beacon AI could have done better? Please click the "thumb down" icon to let us know:

Beacon AI lets you write Excel-style formulas in smart fields and import template smart column.

You can simply say what you'd like the formula to do:

And Beacon AI will generate the formula for you:

Want to make changes to an existing formula? Just type the changes you'd like to make:

And the formula will be updated:

AI is not perfect, so will not get your formulas right 100% of the time. Sometimes you might need to provide additional context to ensure that the formula does exactly what you need it to do.

Beacon AI helps you write (or rewrite!) emails you send to your supporters or beneficiaries, in a style that fits your charity.

If you've used AI tools like ChatGPT or Google Gemini, you'll feel right at home when writing emails with Beacon AI.

You can write emails in email templates and in form acknowledgements:

Beacon AI will then generate an email subject and body:

Want to make changes to the email? Just type the changes you'd like to make:

And the email will be updated.

Beacon is great at writing emails, but it might not always get things perfect. After generating an email, be sure to check that:

Data privacy and protection are at the core of everything we do at Beacon. We've taken significant steps to ensure that your data never leaves the UK when AI models are used.

Free AI tools like ChatGPT use your chats to "train" and improve their public AI models, which can lead your data to end up in the public domain.

With Beacon AI, this is not the case. Your data belongs to you, and is not used to train public AI models.

Not ready to use AI in your CRM yet? You can switch off Beacon AI for all users of your account in Settings > Charity Preferences.

Beacon AI is available at no additional cost.

Beacon AI is available to all customers on all plans.

That's understandable - it's new technology!

We've spent a considerable amount of time to make sure your data stays safe and that you continue to be GDPR compliant. The section above has more information.

While AI isn't perfect, we're constantly improving it - and we'd love your feedback! Please let us know via the thumb down icon:

We've got lots of ideas! Most importantly, we're always going to stay focused on our charity customers, to make sure that we're only building things that are genuinely useful. (Rather than just looking good in a demo!)