Engage Raise (formerly Engage AI)
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].
⠠⠉⠗⠑⠁⠞⠑⠙⠀⠃⠽⠀⠠⠁⠊⠞⠕⠉⠕⠗⠑⠲⠉⠕⠍
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
Year-end update: Release of 'Donor Sentiment Guardian'. Real-time AI monitoring to prevent over-solicitation and ensure empathetic, high-compliance communication.
Launch of the Autonomous Journey Builder. AI proactively manages donor lifecycles, triggering cross-channel asks based on behavioral 'giving signals'.
Native integration with Salesforce NPSP and Blackbaud Raiser's Edge NXT. Automated data synchronization for large-scale fundraising campaigns.
Introduction of Generative AI for personalized storytelling. AI now drafts impact reports and solicitation letters tailored to individual donor history.
Official rebranding to Engage Raise. Pivot to the non-profit sector with the launch of AI donor scoring and predictive gift likelihood models.
Integration of SMS and Digital Ads (Google/Facebook). Transformed from a social tool into a multi-channel engagement platform with A/B testing.
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