Experience the Improved Blackbaud Customer Support Chat!
At Blackbaud, delivering a positive support experience isn’t just a goal—it’s a commitment we make to our customers, every time you need assistance. Today, we’re sharing how your feedback has helped shape a refreshed Customer Support chat experience, designed to make getting help faster, clearer, and more intuitive.
What's New
- Smarter Virtual Assistant: For solutions with AI Virtual Assistant support, we have improved the logic and prompts to better understand your questions and more quickly guide you to answers. For example, when the Virtual Assistant is not able to answer your initial question, it will now ask you for additional information to help it return results. We’ve also built out a robust thesaurus on the backend to make sure that the Virtual Assistant better understands the various words you might use to describe the same thing (e.g. gifts and donations). And of course, in instances where the Virtual Assistant does not fully address your needs, you can still turn to our skilled support agents for further assistance.
- Simplified Attachment Sharing: Need to share a screenshot or a document? You can now share attachments directly within the chat without a transfer request, making conversations smoother, and helping our team support you more effectively.
Getting Started: How to Use the New Features?
Ready to experience the new chat? Simply log in to the Support Portal and select “Chat” to get started. You’ll experience the improved Virtual Assistant prompts and will find the new attachment icon available right in the chat window.
Let Us Know How We’re Doing!
Your feedback is always welcome and helps us keep improving—in the comments here, on Support surveys, and directly in the AI Virtual Assistant chat. Look for more updates throughout the year as we continue improving the support experience based on what matters most to you.
Comments
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Does one of the improvements include dropping the silly survey question of whether the AI bot helped me or not if the interaction with the bot results in user request for human assistance? I personally find this question, to put it mildly, irritating. It should be obvious that the bot has not provided me with what I was looking for if I am insisting on speaking to a human support rep.
23 -
It is very hard for me to get excited about this. Does the thesaurus contain details specific to Raiser's Edge and all of the nuances of the product, both in database view and in webview? Is that the case for all products and not just Raiser's Edge?
4 -
@Karen Diener our thesaurus is across multiple poducts not just Raiser's Edge and is flexible where we can add new values as needed.
2 -
@Tatyana Leifman if you select the option to "Talk to an Agent" then there will be no prompt afterwards asking if it was helpful.
6 -
I contacted support this afternoon and noticed the interface was different. The chat bot was still unable to answer my question - it seemed to ignore the salient point I was trying to get at. I had to chat with a human. The thing I disliked was it was difficult to know if I was being connected to a human or if the system had glitched. I saw the sentence saying the AI agent has left the chat which made me wonder if the call had ended. I did see where up at the top is said "transferring," but for some reason that seemed static and I just didn't know if a human would ever come into the chat.
2 -
@Robyn Smith when your chat is transferred from the Virtual Agent to an agent you will see that the Virtual Agent leaves the chat and the Transferring option appears at the top of the chat. That message will stay until it routes to a live agent.
We will take this feedback to see if we can improve that process so it is easier to understand that the chat is being transferred to an agent.4 -
Thanks for considering a way to make it more clear that the chat hasn't been disconnected. I guess I've had other (ie not Blackbaud) customer service calls disconnected one too many times for me not to wonder what's going on.
3 -
Can we paste images into chat (without uploading them)?
3 -
I like that the support person doesn't have to give me permission to upload files. I think this will save time on both ends of the chat.
However, the virtual assistant is not "Thinking". It's "Processing", at best. "Retrieving" might also be accurate. I did not find it's suggestions any better than the Knowledgebase.
6 -
I'd love to hear the audio notification when the analyst sends a text. Many times I get sidetracked while awaiting a response.
29 -
A real improvement would be a direct "Chat with a Human Agent" along with a Chat with the Virtual Assistant. Shouldn't have to jump through so many hoops or convince an AI that we are worthy of good customer service to get actual, human, interactive help.
29 -
How about an LLMs.txt so technical users can query your documentation effectively?
1 -
@Art Bryman at this time images must be uploaded as an attachment and there is not an option to paste it into the chat. We will take this feedback under review for future enhancements to allow pasting or uploading
1 -
@Petra Hall happy to hear you like the enhancements on being able to upload attachments without having it initated by the agent.
We will take the feedback of having the Virtual Assistant respond with a different response instead of "Thinking" under consideration for future enhancements.1 -
@Kevin Campbell we have been working on allowing a sound notification when a response is sent by the Virtual Assistant or an agent. When this feature or any additional features are made available, we will communicate in the Community.
7 -
I will be interested to see if the improvements that have been made ease the process for assistance. When I contact support its an issue that is occurring in real time, and going through the bot, has not been helpful. I am then transferred to a human. Additional time is taken waiting to speak to that person and explaining the issue again.
I understand efficiency is your goal, however, it doesn't seem that way when it's a multi process for assistance.
8 -
Only a company with terrible customer service would think that adding an AI-assisted customer service portal would improve … customer service.
8 -
Such an excellent point. Let's not lose sight of the fact that this is NOT a human and will not soon replace human interaction.
1 -
Thank you for your feedback. Our goal is to reduce the customer efforts to get answers for known issues or how-to questions through the Virtual Assistant. You will always have access to our agents for either unknown or complex scenarios. For those unknown or complex scenarios our agents will document the issue and resolution so the Virtual Assistant can assist others should they experience it.
We want to provide a blended experience where we combine our expertise and knowledge with leading technologies.
0 -
I've been using the AI chatbot for a few weeks and it has yet to solve an issue for me. In fact, I've had better luck just Googling issues or using Google AI. I'm getting kind of tired of "Check out our awesome, helpful AI that we developed for your benefit". No, you developed it so you can continue to eliminate jobs in your customer service department while still charging your customers for customer service. AI is just the newest outsource. The only people this will excite is your stock holders.
10 -
I miss the days when the chat was it's own pop-out window instead of built into the support page. It was easier to read and spot on a desktop and the window could flash when a new message is received, if a sound cannot be played. Being able to change the font would also help as I find this one harder to read than the previous version.
I've been lucky to bypass the AI help quickly, but the one response that it gave me yesterday was clearly not regurgitated from a knowledgebase article. It was also not correct or logical for anyone who uses RENXT on a daily basis.
1 -
Please bring back the sound notification when an agent responds. Without it, we're forced to either keep the chat window open to monitor it or keep switching back and forth to check, which could lead to forgetting about it. This makes corresponding with your agents unnecessarily tedious, preventing us from progressing on other important work while waiting for a response.
6 -
I agree strongly with Steve Lopresti - adding sound would be the biggest productivity improvement possible!!!
2 -
I haven't found the AI assistant to be helpful either. Have not gotten one answer from it ever, have always had to transfer to a human. However, this is just the direction things are going, and we aren't going to convince Blackbaud otherwise (or any other company for that matter). So instead of complaining, I encourage everyone provide what feedback Blackbaud could use to actually improve it.
I agree with @Lee Grisham that the tiny inset chat window is a subpar experience. I'd prefer it to be a full-page chat experience.
I'd also like there to be an option at the beginning of the AI prompt where you can indicate if you have already checked the knowledgebase and can also supply the KB articles numbers you have already referenced. If I'm coming to chat support, I've already researched the issue in the KB and not found the answer/help I needed. 99% of the time, we're coming to chat support with an issue, not a "how to" question anyway. The chat bot usually spits out a few KB articles for you to review, but they are always something I've already read. Allowing me the opportunity to offer that info up ahead of time would be very helpful.
I'm fine with AI prompts, but the previous ones (Admin task, add/remove user, etc) were not very helpful. Those are not typically why we are coming to chat support. It would be great if Blackbaud could work with clients to determine the most common "categories" of things they come to chat support for. I am thinking the initial prompt could offer up options like: System Down, Receiving error message, How-To question. Things like that. From there, I feel like the bot could maybe narrow down the information a little better and possibly determine earlier if you need to be transferred to an agent (without running you through more and more prompts).
Finally, this last one has to do with the live human agents… Blackbaud - please work more with the agents. For a large number of us who are coming to chat support, we know the products very well. When we get connected with an agent who does not know the system at even a rudimentary level, it is very obvious and very frustrating. It is clear to us that they are simply looking up our question/issue in the Knowledgebase and regurgitating information there. Additionally, please train them to read what we are writing. It is very frustrating to write an explanation for a live agent only for them to not read it. It's obvious when they aren't reading it. They will ask me questions I've already answered, tell me to take steps I've already listed that I've done, and tell me to read KB articles I've already explained that I've looked at. On many, many occasions, I've simply had to tell the agent to go back and read what I have already written. It's a waste of both their time and mine. This would be an easy improvement to make that would drastically improve the customer experience.
16 -
Is the intended audience for this administrators of the products or can nonprofits use this support feature to for help on payments, vetting, and international questions?
0 -
I would love to see Blackbaud's data on how many users are being helped by the chatbot responses, I have never had an issue resolved by it. I'm always reaching out to tech support because I cannot find the answer after searching the knowledgebase, community forum posts, and googling my issue. It is extremely frustrating to be experiencing a system error and know that my only option is to waste time jumping through AI hoops, then talking to an agent who usually also can't assist. I have spent hours trying to get someone at Blackbaud tech support to understand and care about the issue rather than just sending me knowledgebase articles I've already read. They also close tickets without resolving the issue.
6 -
I know that there is a lot of pressure from senior leadership - everywhere! - to look current and cutting-edge by shoving LLMs into everything, but I truly cannot emphasize enough that it simply does not fit the bill here. A technical, multi-vector product whose users are both frontend and backend cannot be served by automated customer service (let alone the statistically-likely-word-blender of LLMs), and the insistence that you just need to "improve" the product for it to be of use shows that the decision-makers do not understand how or why your customers use your customer service.
Please, genuinely, consider taking the budget and effort that is currently going into the chatbot and redirecting it to training and supporting the agents. That is where you are actually falling short, because that is what people actually need.
10 -
Very excited about not needing permissions to upload files. Thanks for letting us know of this change. Question @Matt Lacy does the live agent have to connect with us before we can upload files? I'd love to have everything loaded with what I'm looking to do/fix before they review the case.
Echoing @Steven Lopresti on sounds - and would like to amplify it.
Anticipated wait times or knowing where we are in the queue are also critical features.2 -
OK, but the best way to improve the Blackbaud product customer support experience would be to hire human support professionals with extensive, previous super user experience with the product. I've learned to rely on an informal, online group of other end users to get answers - or at least get me on the right track toward independently solving - the most difficult questions I have - because the humans working for Blackbaud support just aren't able to offer the same level of knowledge and insight. And it can take Blackbaud support staff days to answer a question I can get in hours via other end users.
5 -
@Elizabeth Johnson while you wont be able to upload an attachment when interacting with the Virtual Assistant for it to consume, you can upload attachments while waiting for your chat to be routed to an agent. If uploaded at this time, the agent will have it available when they being chatting with you.
As for the sound notifications we are aware of the desire for this feature and have been working on allowing this to be available when a response is sent by the Virtual Assistant or an agent. No current timeline for this, but we will communicate when it becomes available.1
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