Building Your VEO's Knowledge Base
The Virtual Engagement Officer (VEO) relies on a secure, organization-specific knowledge base to generate accurate, on-brand donor communications. This knowledge base ensures that every message reflects your organization’s priorities, voice, and approved content sources.
Below is an overview of how the VEO knowledge base is created and maintained.
Foundation: Fundraising Best Practices
Each VEO is grounded in established fundraising best practices. These provide the strategic framework that guides:
- Donor engagement pacing
- Moves management logic
- Appropriate messaging by relationship stage
These best practices inform how the VEO interprets donor readiness and selects the right type of outreach, but they do not replace or override your organization’s content or policies.
Organization-Approved Websites
During onboarding, your organization provides a list of approved websites and domains. These sites are used to build your VEO’s organization-specific knowledge base.
The VEO:
- Crawls and indexes only the websites explicitly approved during onboarding
- Uses this content to reference programs, initiatives, events, and impact stories
- Updates its understanding as content on approved sites changes over time
The VEO does not access unapproved websites or external news sources unless specifically linked from your organization's website or a seeded email.
Seeded Marketing and Fundraising Communications
Your VEO is also seeded with your organization’s existing marketing and fundraising materials, such as:
- Fundraising and stewardship emails
- Event invitations
- Appeals and solicitations
- Impact stories and newsletters
These materials help the VEO learn your organization’s tone, language preferences, and messaging patterns so it can generate communications that feel consistent with how your team already engages donors.
The email address to seed on communications is veo@version2.ai.
Organization History, Program Information, Sensitive Subjects
As part of the onboarding process, your organization should provide relevant background information, talking points for sensitive subjects, and any other topics a human fundraiser would need to know when working with donors. These should be forwarded/emailed to veo@version2.ai during the onboarding process and as additional learnings arise.
How These Sources Work Together
The VEO’s knowledge base combines:
- Fundraising best practice resources (strategy and structure)
- Organization-approved website content (facts, programs, and priorities)
- Seeded marketing and fundraising communications (voice and style)
When generating a message, the VEO draws only from this approved content to ensure accuracy, relevance, and brand alignment.
Security and Content Controls
To protect your organization and your donors:
- The VEO only accesses organization-approved content sources
- Donor PII is not stored in or learned by the language model
- External information cannot be introduced unless it is published on one of your approved channels
This ensures the VEO remains a trusted, controlled extension of your fundraising team.
