Phoenix Agents · Now rolling out
Meet your Phoenix Agents.
The work that eats your week — status reports, morning check-ins, chasing the numbers — now runs itself. You focus on the people your mission serves.
Illustration of a Phoenix Agent card being switched on.
What it does
Greets you each morning with the five things that actually need you today — new applications, reviewer progress, approaching deadlines.
How it happens
- 1
Just tell Phoenix what you need — like you’d ask a colleague.
- 2
Phoenix shows you what it’s about to set up. You say yes.
- 3
From then on, it’s handled. Reports arrive in your inbox, attached and ready to open — to you and the teammates you choose.
Here’s what I’ll set up: the Applicant Summary for Spring Scholarship, every Monday at 8:00 AM, emailed to you as an attachment. Shall I go ahead?
Phoenix Agents can make mistakes. Verify important information.
Two kinds of agents
Phoenix Copilot answers when you ask. Phoenix Agents work while you don’t. One intelligence — Phoenix — behind both.
Ready-made agents
Switch them on and they get to work. Your Daily Digest Agent greets you each morning with the five things that actually need you today.
Agents you create yourself
No setup screens, no training, no IT ticket. If you can say it, Phoenix can do it on repeat.
Working for you, never around you
Your agents see only what you’re allowed to see. They never contact your applicants, and they never decide who receives an award — people do. Everything they do is on the record, and you can turn any of them off with one switch.
How we handle securityYour view, nothing more
An agent works as you — it can only see the programs and applicants you can see yourself.
People decide, always
Agents report and summarize. Awards, eligibility and every decision that touches an applicant stay with your team.
On the record
Every run is logged — what ran, when, and what was sent — so you can always answer “where did this number come from?”
One switch
Pause or turn off any agent instantly. It stays exactly as you configured it, ready if you want it back.
Never training material
Agents read your data to build your report, and that is all — your data is never used to train AI models.
Donor Outreach Agent — watches your pipeline, drafts the outreach, waits for your yes.
This is just the first flight. Agents that watch your deadlines, nudge slow reviews, and act on your behalf are on the way.