# Ask the AI copilot

> What the copilot can answer about your data, and what it will not do.

Source: https://donorcare.my/help/organizations/insights/ask-the-ai-copilot/

**Who can do this:** Owner, Admin

The AI Copilot answers questions about your own organization's donations, donors, campaigns and compliance in plain language — it only ever sees your data, and it never changes anything on its own.

## Before you start

- Have a question in mind — the Copilot answers what you ask, it doesn't browse for you.

## Steps

1. **Open Insights → AI Copilot.**

   *Screenshot: the Copilot page with a quick-action row and empty results.*
2. **Type your question**, or select one of the quick actions — **This Month Summary**, **Top Donors**, **Compliance Status**, **Stale Donations**, or **Compare Quarters** — then select the send button. Questions like "Who are my top 10 donors this year?" or "How is my LHDN compliance looking?" work well.

3. **Read the answer.** It's pulled from your organization's live data — donation and donor totals, campaign performance, compliance status, recurring donations, reconciliation position, and more — and usually ends with a couple of follow-up questions worth asking next.

   *Screenshot: an answer with a data table and follow-up suggestions.*
4. **Export or pin, if useful.** An answer with a table gets an **Export CSV** button; any answer can be pinned for later with the pin icon.

5. **If the answer suggests a change, review the draft.** For a handful of common tasks — tagging a donor, assigning a receipt number, scheduling a drafted email, adjusting a campaign goal, and a few others — the Copilot can draft the change instead of only describing it. It never applies anything itself; see [Approve a copilot action](https://donorcare.my/help/organizations/insights/approve-a-copilot-action/) for what happens next.

## What it won't do

**Do**

- Expect every answer to come from your own organization's data only — nothing crosses between organizations.

**Don't**

- Expect the Copilot to make a change while you're chatting with it. Even for the tasks it can draft, the change sits in a queue for an admin to approve first.

## If something goes wrong

| What you see | What it means | What to do |
|---|---|---|
| A usage limit message | You've reached your organization's usage allowance for the hour or month | Wait for it to reset, or ask a more specific question next time |
| The Copilot can't draft an action you expected | Action-drafting isn't available on your current plan | The Copilot still answers the question — it just describes rather than drafts |
| No answer, or an unrelated one | The question was too broad or ambiguous | Narrow it — name the campaign, donor, or period you mean |

## Related

- [Approve a copilot action](https://donorcare.my/help/organizations/insights/approve-a-copilot-action/)
- [Read your dashboard](https://donorcare.my/help/organizations/insights/read-your-dashboard/)
- [Use the advisor feed](https://donorcare.my/help/organizations/insights/weekly-advisor-insights/)