Recovery agent console

Synthetic data — no Blackbaud, donor or card data is used.

FG-36625 · Donor #42094 · Visa •••• 4005

$170/month to Harbor Light Children’s Hospital Foundation

54 Expired card · 180 months giving · payday every other week

Pick a failed gift and run the agent

It reads the decline, checks the donor’s history and payday, asks the card updater, forecasts retries with the backtest’s model, drafts a warm note, and proposes one plan for you to approve. Every tool call is shown. Nothing is sent until a person approves it.

The proposed plan lands here

One of four actions — retry schedule, card updater then retry, donor outreach, or stop and notify — with the schedule, the expected recovery, the reasons, and the donor email and text it drafted.

The agent recommends; a person decides. Approve or reject the plan here, and the choice is recorded in the impact ledger.

Rules it cannot break: no retries on do-not-retry codes, no auto-retry of a fraud block, no collections language, and an AI disclosure in every donor message.