Clickie is the new AI-powered assistant built into Click & Pledge. It is designed to make your experience with both CONNECT and the Salesforce Click & Pay Suite smoother, faster, and less overwhelming.
Clickie is built with advanced natural language models from OpenAI, which means you can interact with it in plain language. Just type your question as if you were speaking to another person, and Clickie will respond with clear, practical guidance.
Clickie in CONNECT
In the CONNECT platform, Clickie appears in the bottom right-hand corner of every page. This version of Clickie is powered by the same AI bot you see on the Click & Pledge Support Knowledge Base.
Its purpose is to answer questions about how the CONNECT software works, such as:
How to create and manage campaigns
How to configure payment options
How to navigate key features
In CONNECT, Clickie does not access your account data, donations, or transactions. It is strictly focused on guiding you through the software and pointing you to the right resources.
Clickie in the Salesforce Click & Pay Suite
In Salesforce, Clickie is more powerful. This version is built directly on OpenAI’s natural language engine and is deeply integrated with the Click & Pay Suite.
Here, Clickie can help with:
Explaining and guiding you through integrations
Supporting donation management inside Salesforce
Providing insights into your account data, donations, and transactions
This makes the Salesforce version of Clickie a true in-platform assistant that can connect the dots between your donor activity and the tools you use to manage it.
How Clickie Knows the Answers
Both versions of Clickie draw from the same rich set of resources, including:
Help articles from support.clickandpledge.com
Customer Support Tickets that highlight common issues
The Click & Pledge Community Forum
By combining these sources, Clickie provides guidance that reflects real customer experiences and best practices.
Always Learning, Always Available
Clickie improves every day as it learns from customer interactions and expands with the Click & Pledge ecosystem. Whether you are working in CONNECT or Salesforce, you can rely on Clickie to be a constant, supportive teammate that helps you succeed. help you succeed.