Platform

Settings

• What are the Admin Settings?

Contacting Constituents

• Managing AI Drafts
• AI Drafts
• Call Scripts
• Cards
• Letters
• Emails

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Inbox

• What is the Outbox?
• What is the Inbox?
• Prospects
• Week in Review
• Manual Touchpoints
• Automated Recommendations

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Constituents

• What are AI Donor Bios and How Do I Use Them?
• Portfolio Sync
• Constituent Records: History
• Constituent Records: Plan
• Constituent Records: Overview
• Constituent Records

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Workspace

• What is the Planner?
• What are Engagement Plans?
• User & Org Bio
• Hidden Gems
• Prospecting
• Automations

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Reports

• Reports

User Menu

• User Menu

Assistant Mode

• Assistant Mode

Momentum Mobile

• Mobile Contact Report
• Pocket Portfolio
• Momentum Mobile