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Director suite referenceConfigure fundraising playsManage major-gift prospectsUse the board thank-you packet

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Manage tasks

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Agents

Configure fundraising plays

Enable a fundraising play, choose its autonomy mode, and restore its default settings.

This page is a draft. A human editor should review the final product wording before publication.

Before you start

  • You need access to your organization's agent settings.
  • A locked play can be reviewed, but its controls cannot be changed.

Enable or update a play

  1. Open Agents in the dashboard.
  2. Select Settings.
  3. Find Fundraising plays.
  4. Open the group that contains the work you want to configure: Retention & stewardship, Monthly giving, or Director suite.
  5. Turn on Enabled for the play.
  6. Choose an autonomy mode:
    • Off prevents the play from running.
    • Suggest creates staff work for review.
    • Auto allows the supported play action to proceed within its guardrails.
  7. Confirm that the saved setting remains visible on the card.

Daily action and cost caps are shown for context. They are not edited from this section.

Restore a play's defaults

  1. Open the play card.
  2. Select Reset to defaults.
  3. Wait for the reset to finish.
  4. Review the enabled state and autonomy mode before leaving the page.

If a card says it was paused by a safety rule, changing the enabled switch does not bypass that pause.

See also

  • Director suite reference
  • Manage major-gift prospects
How is this guide?
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Last updated on 7/10/2026

Director suite reference

Review the play settings, major-gift prospect fields, donor briefings, board packets, and task types in the Director suite.

Manage major-gift prospects

Add, qualify, assign, advance, pause, and brief major-gift prospects from the agent dashboard.

On this page

Before you startEnable or update a playRestore a play's defaultsSee also

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