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Marta AI Role playing, Consulting, Coaching and Data analytics

Strategic AI Partner for Fundraising Professionals

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Contact Report Mode
Marta AI assistant portrait

Prepare for the conversations that move relationships forward.

Rehearse donor visits, sharpen your language, analyze opportunities, and walk into important meetings with greater clarity, confidence, and strategic focus.

Select a mode

Choose how you want Marta to respond.

📝

Pre Call Plan Mode

Build a clear, practical plan for an upcoming donor call, visit, or meeting with stronger questions, sharper positioning, and a defined next step.

🎭

Role Play Mode

Practice a live donor conversation. Marta responds like the other person and helps you rehearse in real time.

📊

Consultant Mode

Get strategic guidance, recommendations, prioritization help, and clear next steps.

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💬

Coach Mode

Receive feedback on your wording, tone, positioning, and overall fundraising approach.

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📈

Data Analytics Mode

Analyze donor data, pipeline metrics, portfolio trends, and performance patterns to identify opportunities and drive strategy.

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📋

Contact Report Mode

Debrief a donor visit and generate a CRM-ready contact report with readiness assessment and next steps.

🔑

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Current Mode Not selected
Quick examples
  • Pre Call Plan Mode: Help me prepare for an upcoming visit with a long-time donor I want to move toward a larger commitment.
  • Role Play Mode: Practice a lunch meeting with a warm but guarded donor.
  • Consultant Mode: Help me prioritize my top donor opportunities.
  • Coach Mode: Give me feedback on how I handled that visit.
  • Data Analytics Mode: Analyze this portfolio and tell me where my best near-term opportunities are.
  • Voice Conversation: Speak naturally and let Marta respond back in voice.
Conversation Workspace

Start your conversation with Marta

Click a mode on the left, type directly into the chat, upload files for analysis, or launch voice conversation.

Conversation restarted
Hello I’m Marta! Would you like Contact Report Mode, Pre Call Plan Mode, Role Play Mode, Consultant Mode, Coach Mode, or Data Analytics Mode?
Supported for front-end upload selection: documents, spreadsheets, presentations, images, text, and zip files.

Voice conversation

Use voice in any mode for a more natural, realistic experience. For example, start in Role Play Mode. After you finish your role play…Just say “Coach Mode Please” and ask for feedback. To begin, click the **start button** below and say “Hi Marta”.

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Voice Mode Not selected
Voice Status Idle
Works with: Pre Call Plan, Role Play, Consultant, Coach, and Data Analytics Mode
Mic: Browser permission required
Note: Voice runs through the realtime endpoint
Privacy note: Voice audio is processed in real time. Avoid speaking donor-identifying details. For sensitive donor notes, use text chat so Marta Privacy Shield can review before sending.