Add a street address and DAAS looks up their home value automatically. You can leave it blank to just add the contact.
Address Presets
ID from a previous CRM — used to match records on import.
Confirm Add Contact
Log Interaction
Embed on your website
Paste this into a Squarespace Code block. The form auto-resizes to fit its content (no inner scrollbar), so you don't need to guess a height.
Add Registration
Manual entry records the amount for tracking only — no card is charged. Leave amount blank for a free RSVP.
Edit Registration
Add Note
Edit Contact
ID from a previous CRM — used to match records on import.
Select
Merge Contacts
Pick which value wins for each field. Donations, interactions, and event registrations from the duplicate move to the keeper, then the duplicate is removed.
Import CSV
Import contacts or donations from any CRM's CSV export. You'll map the file's columns, then rows are matched by External ID (with email / phone / name fallbacks for donations). Contacts sharing an address are grouped into one household.
Click to select CSV file or drag and drop here
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דַּעַת
Data
Intelligence
Map
Settings
Pin Thresholds
Home Value
Green <
Mid <
Giving
Green <
Mid <
Prospect Score
Green ≥
Mid ≥
Fixed scale — green = high (≥70), gold 40–69, red <40.
Last Contact (days)
Green ≤
Mid ≤
Gift Count
Green <
Mid <
Rabbi Context
This is included in every AI search and research session — tell the AI who you are, what you're working on, upcoming events, key relationships.
Saved
Profile Building Context
This guides every profile build — what to search, where to look, and what signals matter. Edit as your community evolves.
Saved
Dashboard
Recent actions
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AI Search Results
Min Home Value
Min Prospect
Min Total Giving
Last Gift After
Last Gift Before
No Contact ≥ Days
Kid Age
City
Not known
Tier 1
Tier 2
Tier 3
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Pick somebody to see their details
Starting…
Columns:
Dashboard
Send Campaign
Add Contacts to Group
Only contacts with an email on file are shown. Tap to select, then add.
New Group
Add to Group
Confirm
Add Donation
Relationship memory
Research
New conversation
Standard
Names, basic info and your notes
Power Search
Everything, including full profiles
·~35k tokens
Constituent Intelligence
DAAS Assistant
Say what you want to make — an email to a group, a new event or form, or a list of people. The right builder opens prefilled; nothing sends or saves until you confirm there. (Questions go to Research Chat.)
Quick Capture
0:00
Tap → to use this recording. Nothing is saved yet.
Let AI sort it out
Paste an email, type a thought, attach a photo or PDF, or record a voice note. DAAS works out who it’s about and proposes what to log. Nothing saves until you approve it.
Log an interaction
Who
Add as many people as you like.
Interaction type
When
Notes (optional)
Build Profiles
How the two search modes differ
Both answer questions about your people. They differ in how much they first dig into your data, and therefore in cost.
Standard · ~35k tokens · the everyday default
Reads a one-line summary of every household — names, Prospect score, home value, total giving — plus it searches your notes for whatever is relevant. Good for “who mentioned wanting to host a Shabbos dinner?”, where the answer is in a note.
Power Search · ~80–100k tokens · slow & costly (~$0.20)
Reads the full profile of every household: score breakdown, giving history, research, business background, plus your notes. For big jobs like “build me a major-gift list with talking points.” It asks before running.
