What Is ai@ISP?
ai@ISP is an intelligent bot that will help you manage your work and is there to take care of mundane tasks for you so you can focus on what’s important.
What are the available Settings options?
Navigate to ai@ISP under the Tools tab and in the Settings section, use the slider to toggle on or off the AI function. With it turned on, new options appear.
Auto-Combine Duplicates: ai@ISP will combine duplicate entities that exist in your database using the Exact search criteria. ai@ISP will only combine when there is a matching name and matching contact information.
Auto-Imports: ai@ISP will process pending imports. These are pending transactions found in the Imports section on the Dashboard. If you use a customized dashboard, be sure to include the Pending Imports section in the customization.
Auto-Import settings give you the ability to predetermine how transactions from an integration come into ISP. You can set the following fields for your transactions:
Auto-Import settings give you the ability to predetermine how transactions from an integration come into ISP. You can set the following fields for your transactions:
- Budget Category
- Election
- Financial Account
- Reporting Code (Expenses)
- Mark transactions as thanked
Auto-Mark As Filed: ai@ISP will mark a compliance report as filed if you forget to do it upon a successful filing.
Send Missing Occupation/Employer Emails: ai@ISP will email reportable donors if they are missing their occupation or employer, asking them to reply with that information. When the donor responds, ai@ISP will automatically update their record based on their response. Everyone on the recipient’s list will be forwarded a copy of any emails received and notified about what ai has done.
Send Alerts: ai@ISP will send you alerts and regular reports.
Depending on your other options, this can include:
- Reminders to file late contribution reports and similar transaction based reports
- Periodic recommendations for new scheduled reports
- Over the limit alerts
- Donor responses to occupation/employer requests and how ai@ISP handled them.
- Financial concerns, including languishing undeposited transactions and overdrawn accounts
Alert Recipients These are the people that ai@ISP will keep updated about important information and what ai is doing.
If you manage multiple accounts, you can enable AI to perform the same functions with those accounts, as well. This will be a blanket setting for all accounts. If you’d prefer to specify which accounts have which AI features toggled on or off, you click the Customize button to set AI for your accounts individually.
Manage Flags: Sometimes, when adding or updating entities, they fall into a group of entities that already have an established flag due to a specific query. You can now request that ai@ISP take care of updating flags. This option can be found when creating a query through Advanced Search.
Manage Reminders: Similar to managing Flags, ai@ISP will add a reminder to a record.
What are the Data Updates?
In the Data Updates section, AI can handle even more detailed tasks, mostly for Occupation/Employer requirements, but others as well.
Cleanup Zip Codes: Standardizes Zip Codes to a 5-digit (#####) or 9-digit (#####-####) format and removes Zip Codes that can not be formatted. Please note if your account contains international addresses, you should not select this option.
Make PO Boxes Non-Reportable: Set the Primary Reportable Address if the current Primary Reportable Address is associated with a PO Box and the record has other valid addresses.
Non-Employed: Set Occupation & Employer to N/A if either is or a variation of: If either the Occupation or Employer is set to N/A, ai will set both to N/A.
Non-Employed: Set Occupation & Employer to Unemployed if either is or a variation of: If either the Occupation or Employer is set to Unemployed, ai will set both to Unemployed.
Proper Case Addresses: This will update the Address fields so the first letter of each word is capitalized while the remaining letters stay lowercase.
Proper Case Employers: This will update the Employer field so the first letter of each word is capitalized while the remaining letters stay lowercase.
Proper Case Occupations: This will update the Occupation field so the first letter of each word is capitalized while the remaining letters stay lowercase.
Remove Previous Occupation from Retired Occupation and Employer (Eg: convert Retired Teacher to Retired): If the Occupation field contains the word retired, ai will update this field to contain only the word Retired.
Set Business Types: For records with LLC, Inc., or LLP in the title but no Business Type has been set, ai will automatically set the Business Type to the appropriate setting.
Set Employer from Self Employed to DBA: [Person’s Name]: If Self Employed is in the Employer field, this setting will change it to DBA [Person’s Name].
Set Occupation & Employer to Homemaker if Either Is: If either the Occupation or Employer is set to homemaker, ai will set both fields to contain Homemaker.
Set Occupation & Employer to Retired if Either Is: If either the Occupation or Employer is set to retired, this will set both fields to Retired.
Set Occupation & Employer to Retired if Either Is or Partially Contains Retired or Not Employed: If either the Occupation or Employer is Retired, Not Employed, or contains a partial of either, this will set both Occupation and Employer fields to Retired.
Set Occupation & Employer to Unemployed if Either Is N/A or a Variation of N/A: If either the Occupation or Employer is N/A or something similar, this will set both fields to Unemployed.
Standardize Vice President Occupations: This will update any Occupation field listing of VP to Vice President.
Standardize Phone Numbers: This feature will standardize phone numbers to a (XXX) XXX-XXXX format.
