The Insights Research Agent is an AI-powered prospect research tool built into Virtuous Insights. It pulls first-party CRM data, Insights wealth intelligence, LinkedIn profiles, web research, and property data to generate a comprehensive, exportable donor briefing in minutes. Once a report is ready, you can explore findings further and begin developing an outreach strategy through the AI Chat interface.
Overview
The Insights Research Agent pulls a Contact's CRM+ record (giving history, Relationships, Contact Notes, and engagement) and enriches it with third-party wealth and demographic intelligence, LinkedIn data, web research, and property data. The results are compiled into a single, exportable briefing with confidence indicators at the top of the screen.
A generated report includes:
- Executive Summary
- AI Fundraiser Briefing: this includes Giving Capacity, Suggested Gift Ask, Passions & Interests, and Key Relationships
- Wealth Range and Insights Scores
- LinkedIn Connections and Professional and Personal Background
- Synthesized Summary of Contact Notes
- Strategic Recommendations
Once the report is ready, use the AI Chat interface to ask follow-up questions, request deeper analysis, or explore affiliations.
How Do I Generate a Donor Insights Report?
- From the Contact record, select Go to Insights in the top-right corner. This takes you to the Contact’s Insights page where research tools are available.
On the left side of the Insights page, select Research this Individual under the Individual’s name. This opens a research form for the selected Individual. You are able to run a report on any of the Individuals under a Contact record as long as they have an email address. The choice of Individual should be based on your goals with the report and the amount of data for them in both CRM+ and Insights.
- Review the name shown in the form and confirm it matches the intended Individual. Populate the form with as much information as you have, and add any Additional Context in the field provided to improve report quality. Select Start Research to begin generating the report.
- Once complete, review the report. Review the Executive Summary at the top for a high-level overview, then drill into individual sections below as needed. Use the Strategic Recommendations to guide outreach and cultivation planning.
- Verify the report sources. Scroll to the bottom of the report to find links under Sources. Use these references to fact-check information before using it in donor communications or internal planning.
How Do I Use the Insights Report?
Export and Share the Report
To export or print the report, select Actions at the top and choose one of the following options: Print, Export PDF, or Export Word. Or, click Raw JSON to import this report into another system or tool.
Use AI Chat for Follow-Up
Select the purple chat icon in the bottom-right corner of the report to open the AI Chat interface.
Use the chat to:
- Ask follow-up questions about any section of the report
- Request deeper analysis on giving capacity, relationships, or interests
- Draft a personalized outreach email based on the donor’s profile
- Explore affiliations and connections surfaced in the report
For example, to generate an outreach draft, use a prompt such as Draft a personalized introduction email. Review the generated content carefully for accuracy, tone, and alignment with your outreach goals before copying and pasting the message to send through your preferred email provider.
Frequently Asked Questions
Who can use the Insights Research Agent?
The Insights Research Agent is available to Insights customers. If your organization uses CRM+ without Insights, contact your Customer Success Manager to learn more about adding Insights.
How does portfolio pricing work?
Every customer’s first portfolio of 150 profiles is included with Insights at no additional cost. Additional portfolios of 150 profiles are available for purchase. There are no per-click charges; you purchase fixed bundles so costs stay predictable. If you wish to purchase additional reports, your CSM can add to your portfolio capacity and adjust your cap.
How can I see how many profiles I have left in the portfolio?
The amount of reports available left to run in your portfolio is visible on the main reports view: in the Report, select View All Reports in the top left. Here, an indicator will display the amount of reports available to run in the top right.
The indicator can also be seen when generating a new report.
Do failed or incomplete profiles count against my portfolio?
No. Failed or incomplete profiles never count against your allotment. However, re-running a report for a previously completed Individual is considered a new run and will be counted toward the profile allotment.
Is this the same as an NCOA or data-hygiene service?
No. The Insights Research Agent is a research and synthesis tool, not a Contact hygiene service. It produces a strategic donor briefing, not address corrections or data appends. Click here to learn more about the NCOA process in CRM+.