What Can the dBot AI Assistant Do? Feature Overview and Use Cases – thedatabank Support Center

What Can the dbot AI Assistant Do?

The dBot AI Assistant helps you create content, search your data, generate visuals, and analyze your data within your databank CRM all with natural language prompts. Expand each section below to explore specific capabilities and examples.

✍️ Write Communications and Content

Create content instantly:

Emails (follow-ups, newsletters, outreach)
Text messages
Blog posts and articles
Social media posts
Reports and updates

Example prompt: “Write a thank-you email to first-time donors.”

🎨 Generate Visual Content

The assistant can create visual assets for your outreach:

Illustrations
Paintings and artistic renderings
Photos or mockups

Example prompt: “Create an image of a community garden for social media.”

🌐 Search and Summarize the Internet

Research without leaving your databank:

Search for real-time information online
Summarize articles or insights from search results

Example prompt: “Find and summarize recent CRM trends in the nonprofit sector.”

📂 Query and Analyze Your Databank

Ask natural-language questions about your CRM data:

Find donor, contact, or activity records
Summarize engagement or donation data
Create charts and graphs

Example prompts: “Show donors who gave over $500 last year.” “Visualize new contacts by region.”

💌 Create Email Campaigns and Templates

Build and personalize outbound campaigns faster:

Create branded HTML email templates
Write emails for different segments
Suggest subject lines and messaging variations

Example prompt: “Write an HTML newsletter template for our June appeal.”

💰 Plan Fundraising Campaigns

Use AI to build campaign structures and plans:

Generate fundraising campaign strategies
Structure multi-touchpoint donor campaigns
Suggest timing and messaging based on past performance

Example prompt: “Create a 3-phase fundraising plan for Giving Tuesday.”

📊 Analyze and Report on Data within your databank

Run instant analysis on selected data:

Summarize donation trends
Create charts and reports
Identify patterns in donor or campaign behavior

Example prompt: “Run a retention report for major donors over the past year.”

✅ Getting Started

You can start using any feature with a natural language prompt. Try:

Create a follow-up email for leads who didn’t open the last message.

Need tips for crafting better prompts? Read our prompt writing guide.