Improve Donor Context Handling When Switching Records

AI Chat sometimes retains context from the previous donor, not refreshing when switching records causing it to reuse details or mix information between constituents unless the user manually clears the chat.

Idea:

Add a user-controlled option to refresh context when a new constituent record is opened. Options could include: Auto‑refresh (recommended default), Prompt the user: “New constituent detected, do you want to start a fresh chat?”

This will prevent data mix‑ups and supports accuracy.

  • Cherrielyn Eugenio
  • Jan 31 2026
  • Reviewed: Voting Open
  • Attach files
  • Teddi Taylor commented
    02 Feb 17:58

    Get rid of AI slop altogether.