Alfred AI
Ask your data anything.Alfred answers inside Salesforce.
Plain-English answers, email drafts, record summaries and forms built from files, for everyone in your org at one yearly price.
The problem
Another AI tool is another place your data has to go.
Many nonprofits use an AI chat tool outside Salesforce, or price out Salesforce’s own AI by the user. Either way, someone copies data in, copies answers out, and pays for every seat.
Licenses
Priced per seat, so only a few people get it, or per action, so every question has a cost.
Your data
Exported or pasted into a chat window outside Salesforce.
Business logic
Answers and drafts stay in the chat, away from your reports and records.
Keeping it in sync
Every answer is copied back into Salesforce by hand, and it’s out of date by the next gift.
Licenses
One price per organization, per year. Unlimited users.
Your data
Alfred reads it in your Salesforce org, with each person’s own access.
Business logic
Answers become reports, charts, segments, forms and templates in Salesforce.
Keeping it in sync
Nothing to copy back. Alfred works on your live Salesforce data.
Built for these jobs
An assistant for every part of your work.
From a quick question to next week’s appeal.
Ask your data
“How many donors gave over $500 last year?” Alfred answers from your records and can save it as a report or chart.
Draft emails
Tell Alfred what you want to say and it drafts the email in the CauseStack composer, ready for you to edit.
Know a supporter before you call
A short relationship brief on the record. Personal details are replaced with placeholders before anything goes to the AI.
Rebuild a paper form
Upload a PDF, image, or a text, HTML or CSV export, and Alfred rebuilds it as a CauseStack form.
Segments in plain English
“Only donors who gave more than $500 last year.” Alfred writes the segment rules.
Import templates from a description
Say what’s in the spreadsheet and Alfred drafts the import template.
Letters and statements
Describe the document, like a year-end giving statement, and Alfred drafts the merge template.
Who to call next
Each night Alfred ranks the people in your tracked segments, so your To do list starts with the gifts most at stake.
Key features
AI that works the way Salesforce does.
Alfred AI is a paid add-on for CauseStack. Turn it on once and it shows up across your tools.
Respects each person’s access
Alfred answers with the asking user’s permissions, so no one sees a record or field they couldn’t open themselves.
You choose what Alfred sees
Admins can leave whole objects out of every prompt and query.
Answers you can keep
Save an answer as a report, a chart or a dashboard component.
You review before it’s saved
Forms, templates and segments Alfred drafts wait for you to accept, edit or reject.
Every user, one price
Priced per organization, per year. Give it to your whole team.
Every AI call logged in your org
See usage totals and daily limits on the Alfred usage page in CauseStack.
Alfred suggests
Start the day with who to contact.
Alfred reads your tracked segments overnight and puts the most important outreach at the top of your To do list.
- Ranked each night from your tracked segments
- The yearly amount at stake on every suggestion
- Log the activity in one click, or hide Alfred
Alfred AI · paid add-on
One add-on. Every CauseStack tool gets an assistant.
Alfred AI works inside your Salesforce and shows up where you already work: Forms, Segmentation, Imports, Doc Merge and Mass Email.
Forms
Upload the paper form or PDF you use today and Alfred rebuilds it, mapped to your records.
Segmentation
Describe the people you want and Alfred writes the rules.
Imports and Doc Merge
Describe the spreadsheet or the letter and Alfred drafts the template.
Mass Email
Alfred drafts the message and suggests the audience.
Plans & add-ons
One add-on. One price.
One price per organization, per year. Never per user.
| Feature | Alfred AIfrom $750 / yr |
|---|---|
| Unlimited users | |
| Ask your data in plain English | |
| Save answers as reports and charts | |
| Email drafts and record summaries | |
| Forms built from a PDF, image or export | |
| Segments and import and merge templates from a description | |
| Suggested outreach from tracked segments | |
| Answers limited to each user’s own access |
How we compare
Why use AI in CauseStack?
| Feature | CauseStack Alfred AI | Salesforce Agentforce | ChatGPT | Claude |
|---|---|---|---|---|
| Works inside Salesforce | Beta app; needs a paid Agentforce add-on | Beta connector on paid plans | ||
| Answers limited to each user’s access | ||||
| One price per organization | No, per user, plus Flex Credits per action | No, per seat | ||
| Price published on the website | ||||
| Starting price | from $750 / yr | $70 per user a month on Nonprofit Cloud, billed yearly | $20 per seat a month, billed yearly |
Trusted by
Nonprofits working with Alfred AI.
- Vermont Huts Association
- Ready Readers
- Bellforge Arts Center
- TAASA
Built to help nonprofits focus on what matters most.
Ready to ask your Salesforce data a question in plain English?