Donor Support Agent in Education

Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation.

With the Manage Gift Commitments subagent, donors can use an agent to manage their gift commitments. The Manage Gift Commitments subagent contains the Close Gift Commitment and the Manage Recurring Gift Commitment actions.

• Donor Support Agent Permission Set Configuration
  Give your agent the access to manage gift commitments by setting the object and field permissions for your cloned FundraisingExperienceCloud permission set.
• Set Up the Donor Support Agent in Education
  Configure the Donor Support Agent.
• Use the Manage Gift Commitments Subagent in Education
  After you set up the Donor Support agent, donors can access the agent from your Experience Cloud site donor portal.