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Engage Raise (formerly Engage AI)

2.6 (6 votes)
Engage Raise (formerly Engage AI)

Tags

Non-Profit Agentic-AI Data-Platform FinTech Salesforce

Integrations

  • Salesforce NPSP (Zero-ETL)
  • Blackbaud Raiser's Edge NXT (Federation)
  • Salesforce Data Cloud
  • Stripe Connect
  • Twilio / SendGrid

Pricing Details

  • Annual platform fee plus a variable commission (typically 0.5% - 1%) on donations processed through native agentic forms .

Features

  • Agentforce & Atlas Reasoning Integration
  • Hybrid Zero-ETL and Data Federation
  • Predictive Gift Likelihood (PGL) Scoring
  • High-Scale Scaling Engine (500+ TPS)
  • PII-Masking Generative Personalization
  • Stripe Connect Payment Orchestration

Description

Engage Raise: Agentic Orchestration & Data Cloud Integration Review

As of January 2026, Engage Raise functions as a specialized orchestration layer for non-profits within the Salesforce ecosystem. The platform leverages Agentforce (Salesforce’s suite of autonomous agents) powered by the Atlas Reasoning Engine, which enables 'Chain of Thought' decisioning for donor interactions [Documented]. Unlike legacy systems, the architecture utilizes a hybrid data approach: Zero-ETL for native Salesforce NPSP objects and Data Federation for external legacy systems, allowing agents to reason across disparate datasets without expensive data migration [Inference].

Model Orchestration & Agentic Logic

The system utilizes Atlas to evaluate donor signals. Instead of pre-defined workflows, agents dynamically construct steps based on the current context of the donor's giving capacity and recent sentiment [Documented].

  • Predictive Gift Likelihood (PGL): Aggregates signals to estimate propensity to give. While integrated, the specific model refresh frequency (real-time vs. batch) depends on the tenant's Data Cloud credits [Unknown].
  • Generative Personalization: Orchestrates LLMs to synthesize impact reports. The platform acts as a secure proxy, ensuring PII is masked before reaching public model endpoints [Inference].

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Data Pipeline & Performance

The Giving Tuesday Scaling Engine is designed to handle up to 500+ transactions per second (TPS). Note: This performance is targeted for standard donation payloads (< 2KB) and relies on the underlying scalability of Salesforce Hyperforce infrastructure [Documented].

Security & Compliance Layer

Privacy is managed via a mediation framework that isolates PII. The system follows a 'Zero-Trust' model where agents only receive the minimum necessary context (Metadata) to perform reasoning tasks [Inference].

Evaluation Guidance

Technical evaluators should verify the following architectural characteristics:

  • Federation Latency: Benchmark the query response time when Atlas agents access external Blackbaud data via Federation to ensure journey triggers don't timeout [Unknown].
  • Reasoning Traceability: Request access to the 'Agentforce Reasoning Logs' to audit the decision-making path of the Atlas engine during high-value donor solicitations [Documented].
  • Sync Mode Validation: Confirm which specific donor objects are handled via Zero-ETL versus those requiring scheduled batch-sync, as this impacts the 'real-time' nature of the PGL score [Unknown].

Release History

Ethical Fundraising v4.5 2025-12

Year-end update: Release of 'Donor Sentiment Guardian'. Real-time AI monitoring to prevent over-solicitation and ensure empathetic, high-compliance communication.

v4.0 Autonomous Journeys 2025-03

Launch of the Autonomous Journey Builder. AI proactively manages donor lifecycles, triggering cross-channel asks based on behavioral 'giving signals'.

CRM Deep Integration 2024-11

Native integration with Salesforce NPSP and Blackbaud Raiser's Edge NXT. Automated data synchronization for large-scale fundraising campaigns.

v3.2 GenAI Donor Copilot 2024-08

Introduction of Generative AI for personalized storytelling. AI now drafts impact reports and solicitation letters tailored to individual donor history.

The Raise Rebrand 2024-05

Official rebranding to Engage Raise. Pivot to the non-profit sector with the launch of AI donor scoring and predictive gift likelihood models.

v2.0 Multi-Channel Expansion 2023-11

Integration of SMS and Digital Ads (Google/Facebook). Transformed from a social tool into a multi-channel engagement platform with A/B testing.

v1.0 Social Sourcing 2022-01

Initial launch of Engage AI as a LinkedIn outreach tool. Focused on AI-driven commentary and relationship warming for sales professionals.

Tool Pros and Cons

Pros

  • Data-driven targeting
  • AI personalization
  • Unified insights
  • ROI tracking
  • Multi-channel automation

Cons

  • Subscription costs
  • Data quality crucial
  • Setup complexity
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