Feature Updates 03/11/2026

The Big Reveal: Hero Card & AI-Powered Insights That Know Your Members — Part 1 of 7

What's New

The old basic member detail page is gone — replaced by an intelligence powerhouse. The User Profile is a single-page experience that brings together giving patterns, engagement signals, geographic insights, care assessments, financial forecasts, and channel analytics into one actionable view. AI-powered insights turn raw numbers into a clear narrative. Tabbed navigation keeps you in the member's context as you move seamlessly between the insights dashboard and embedded views. This is the big reveal: your member profiles just got a major upgrade.

Where to Find It

How to get there: Go to Giving > Donors & Users > click any name > Profile

Who can use it: Any administrator with giving access.

Other ways to open a profile:

Reports > At-Risk Pastoral Care > click a person's name
Reports > Product Sales > Invoice popup > "View User Profile"
From any list (Transactions, Payments, Checkouts, Subscriptions) > click the person's name or dropdown > "View User Profile"

See Who They Are at a Glance

The summary card at the top of every profile gives you an at-a-glance view of who the member is and the current state of their relationship with your church. It stays visible on the Profile tab so you always have context.

Identity Row

Photo: Circular portrait (if they have one on file)
Full name: First and last name in bold heading
Campus: Preferred campus (if set) or organization name
Tenure: How long they've been with you (e.g., "48 months") or "Since" date
Contact links: Clickable email and phone for one-tap outreach

Quick-Action Buttons

Edit: Opens the full member edit form
Log Note: Jumps to the Notes tab for logging a care touchpoint
Call: Opens your device's phone dialer (visible when phone is on file)
Email: Opens your default mail client (visible when email is on file)

Key Metric Tiles

Below the identity row is a horizontally scrollable row of seven contextual metric tiles. Each tile is clickable and takes you to the relevant tab for more detail.

Total Relationship: Combined lifetime value across giving, payments, and shop purchases
Engagement Score: 0–100 composite score with color-coded thresholds (green 70+, amber 30–69, red <30)
12-Month Forecast: Projected giving for the next 12 months with year-over-year trending
Giving This Year: Current calendar year giving amount with gift count
Active Recurring: Monthly recurring donation amount with schedule count
Days Since Last Gift: Numeric count with color coding (green <=45d, amber 46–90d, red >90d)
Care Status: At-risk tier badge (Healthy, Gentle Check-in, Personal Outreach, Priority Care)

When metrics are still loading: If the system hasn't finished computing metrics for a member yet, the tiles show basic totals from their record until the full analysis is ready.

Why it matters: Pastoral staff and administrators need immediate context before every interaction. The summary card provides identity, contact info, tenure, and seven key metrics at a glance, so you don't have to navigate to separate screens. Quick-action buttons let you reach out with one click — call, email, or log a follow-up note — so you can focus on caring for people, not hunting for information.

AI-Powered Profile Insights

The centerpiece of the profile is an AI-Powered Profile Insights panel powered by artificial intelligence. It generates a structured, natural-language analysis of the member based on their complete history with your church.

How It Works

The system analyzes their complete history across giving, engagement, payments, and more.
That information is assembled into a clear picture.
Artificial intelligence generates personalized insights in plain language.
Results are organized into distinct sections for easy reading.
Insights are cached for fast loading on subsequent visits.

Insight Sections

Briefing: 2–3 sentence executive summary of relationship status
Giving & Forecast: Cadence, preferred funds, gift trends, giving personality classification
Engagement & Connection: Engagement patterns, active day count, peak period identification
Location & Travel: Geographic narrative, travel patterns, address accuracy assessment
Care Assessment: Risk label with explanation and 2–3 suggested next steps
Payments & Shop: Non-tax-deductible payment patterns and e-commerce behavior
Pledges: Pledge commitment status, fulfillment progress, reliability insights

View Full Analysis

When the AI briefing is long, a "View Full Analysis" toggle expands the panel to show the complete analysis.

Loading States

Generating: Shimmer animation with "Generating insights..." text
Polling: For longer generations, the system checks every 10 seconds for up to 5 minutes
Empty: Placeholder when no AI insights are available yet

Refresh & Caching

Refresh button triggers a full refresh with fresh insights
Cached indicator displays when serving previously generated results
Disclaimer reminds you that AI can make mistakes; double-check important findings

Why it matters: Raw numbers require interpretation. The AI briefing transforms dozens of data points into actionable pastoral intelligence. Your team can read a concise narrative and suggested next steps without manually piecing together spreadsheets — saving time and helping care teams focus on ministry instead of data analysis.

Easy Tabbed Navigation

The profile includes a full tab bar so you can move between the insights dashboard and embedded views without leaving the member's profile.

Primary Tabs

Profile: The intelligence dashboard (summary card, AI insights, all profile sections)
Donations: Transaction list filtered to this member
Payments: Payment list filtered to this member
Recurring: Subscription list filtered to this member
Activity: Activity log with date filtering and heatmap click-through
Notes: Care notes for logging and viewing touchpoints

Financial Dropdown

Checkouts, Crypto, Assets, Pledges

More Dropdown

Form Submissions, Chatbot Conversations
Edit Profile, Virtual Terminal, Payment Methods
Sign In as User, Delete User

Seamless Experience

All non-Profile tabs load within the member's profile context. You stay on the same page while viewing full administrative views with pagination and date range pre-filtering.

Why it matters: The tabbed design enables a single-context workflow. A care worker can review the AI briefing, check recent donations, log a care note, and process a gift through the virtual terminal without navigating away from the member's profile — everything in one place.

Giving Personality Types

The system classifies members into giving personality types based on their patterns. These insights help you tailor stewardship conversations and outreach.

Planned Giver: Regular cadence (every 45 days or less) with high consistency and 3+ gifts
Impulse Giver: Low consistency with 3+ gifts — may respond well to timely appeals
Seasonal Giver: Moderate cadence with gifts concentrated in 4 or fewer months
Event-Driven: Gift timing correlates with events — may respond to campaign-specific outreach
Sporadic Giver: Moderate cadence with gifts spread across many months
New Member: Fewer than 3 lifetime gifts — may need welcome and onboarding focus

Quick Start

Go to Giving > Donors & Users in your control panel.
Click any member's name to open their profile.
Review the summary card and AI insights at the top, then use the tabs to explore donations, notes, and more — all in one place.

At a Glance

See Who They Are at a Glance: Photo, name, campus, tenure, contact links, quick-action buttons, seven key metric tiles
AI-Powered Profile Insights: Artificial intelligence analysis with seven structured sections, refresh, and smart caching
Easy Tabbed Navigation: Profile, Donations, Payments, Recurring, Activity, Notes, Financial dropdown, More dropdown
Giving Personality Types: Classification of giving patterns to help tailor stewardship conversations