Experience the Improved Blackbaud Customer Support Chat!

Matt Lacy
Matt Lacy Blackbaud Employee
Tenth Anniversary Kudos 3 Name Dropper Participant
edited February 17 in Community News

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. 
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  • 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. 
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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. 

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Comments

  • 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?

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Karen Diener our thesaurus is across multiple poducts not just Raiser's Edge and is flexible where we can add new values as needed.

  • 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.

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @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.

  • 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.

  • Can we paste images into chat (without uploading them)?

  • How about an LLMs.txt so technical users can query your documentation effectively?

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @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

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @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.

  • 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.

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Mathieu Farrugia

    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.

  • 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.

  • I agree strongly with Steve Lopresti - adding sound would be the biggest productivity improvement possible!!!

  • 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?

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    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.

  • Matt Lacy
    Matt Lacy Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @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.

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