Before you start
- Use GiftDrive on a desktop or larger tablet. The floating assistant button is hidden on screens narrower than 768 pixels.
- You can ask general questions without signing in. Sign in to access your own donations, monthly gifts, and profile.
- Organization reports, drive edits, and product sourcing require an organization administrator account. The assistant checks access to each drive.
- Include the drive link, item name, date range, quantities, and price limits when they matter. Check important details before applying further changes or publishing a drive.
Open chat and describe what you need
Select the GiftDrive assistant button near the bottom-right of the page. Ask in ordinary language and use follow-up messages to narrow the answer. If you are asking about a particular drive, paste its link even when you already have that drive open. The assistant may ask a question when the drive, item, quantity, or intended action is unclear. Open Chat options for New chat, Past conversations, Expand chat, this guide, and the full Guides library.
What can you help me with?
How do I start a toy drive for my organization?Get help with GiftDrive and find drives to support
Anyone can ask how donating, checkout, accounts, drive management, and other GiftDrive features work. The assistant can find relevant help guides, including available screenshots, and link to the steps you need. It can also find public drives by drive or organization name and show the requested gifts on a public drive. Follow the drive link to choose gifts and complete checkout.
How do I donate items?
Find public drives for Maple Community Center.
Which gifts are still needed on [drive link]?Check your account and donations
When signed in, you can ask for your account summary, donation history, and details of a particular donation. The assistant can explain the recorded order status, donated items, and available shipment or tracking information. Ask it to narrow the results by date or identify a specific order. Updates depend on the information currently recorded in GiftDrive; a missing tracking update is not proof that a package has or has not arrived. The assistant can guide you to donation records and receipt-related help, but it cannot email or resend a receipt.
Show my donations from last month.
What is the recorded status of my most recent donation?
Where can I find my donation receipt?Review monthly gifts and update your display name
You can ask about your own recurring gifts, including their recorded status and available details. Changes to a monthly gift, payment method, or cancellation still use the account and subscription screens. The assistant can change your own profile display name when you explicitly ask. It cannot change your email, password, organization access, or payment details.
Show my monthly gifts and their current status.
Update my profile display name to Taylor Morgan.Understand your organization and its drives
Organization administrators can ask for an organization overview, recorded settings, and a list of their organization's drives. Ask about a drive's description, status, dates, donation options, requested quantities, and recorded configuration. You can use this information to find the right drive or understand how it is set up. Changes to settings such as shipping, dates, donation options, and administrator permissions still use the dashboard.
Give me an overview of my organization and its drives.
Show our draft drives.
Explain how [drive link] is currently set up.Review requested gifts and remaining needs
Administrators can inspect a drive's requested gifts, quantities, donations received, remaining needs, priority flags, visibility, notes, and supported recipient-based requests. Ask for a particular item or a smaller filtered list when a wishlist is large. Be clear whether you mean the total requested quantity or the number of additional gifts still needed. Retired or inactive requests can remain in the history, so ask for active needs when planning what to collect next.
Show active items still needed on [drive link].
Which items on this drive are marked as high priority?
How many LEGO gifts have been requested and donated?Review organization donations and donors
Administrators can review organization contributions, open the details of an individual contribution, list donors, and review a donor's recorded contribution history. Reports can include online gifts and recorded drop-off pledges, with filters such as drive, date range, and status where supported. Contact information depends on the records and sharing preferences available to your organization. Ask for a specific date range and distinguish pledged drop-offs from gifts actually delivered. The assistant can summarize the results and draft wording in chat; it cannot send donor emails or campaigns.
Show contributions to [drive link] from last month.
List donors to this drive and summarize their contributions.
Show drop-off pledges that are still awaiting delivery.Ask for fundraising summaries and comparisons
Administrators can ask for organization analytics, drive performance, contribution trends, and donor rankings. Include the date range, drive, and currency you want. Ask for an explanation of what each total includes, especially when comparing online donations, pledged drop-offs, delivered drop-offs, and monthly giving. Different currencies should be reported separately. Results may be paginated, so ask for the next page when you need more records. The assistant returns answers in chat; downloadable spreadsheet and PDF report exports are not currently available through the assistant.
Summarize our fundraising last month, separating currencies.
Compare our drives by recorded donation value in USD.
Separate online gifts from pledged and delivered drop-offs.Attach documents or images for any supported task
Select Attach files, choose your files in the normal file picker, wait for them to upload, then send a message explaining what you want. You can ask for a summary, extract quantities, compare a document with a drive, ask questions about an image, or draft text from the material. Uploading a file alone does not create or change a drive. For a review without edits, say so explicitly. Review the answer for missed rows, unclear ages, totals, and assumptions before requesting an action.
Summarize this document and list its gift quantities by age.
Compare the attached requirements with [drive link].
Tell me what is missing. Do not change the drive.
Draft a drive description using this document.Choose a supported file and check the limits
Documents: PDF with selectable text, DOCX, XLSX, CSV, TXT, MD, JSON, TSV, and LOG. Images: PNG, JPG/JPEG, WebP, HEIC, and HEIF. Each file must be no larger than 5 MB; attach up to five files per message and 20 per conversation. Document text must fit within 100,000 extracted characters; PDFs are limited to 100 pages, and XLSX workbooks to 10 sheets with 1,000 rows per sheet. A scanned PDF without extractable text may fail: use a text-based PDF or upload clear images of the relevant pages. The assistant considers the five most recent images within a combined 10 MB limit. Reattach an older image in a new chat if it is no longer available, and split large files into smaller parts. Password-protected documents and other file formats may need conversion first.
Create a new unpublished drive
Administrators can ask the assistant to build a new drive from a written request, attached requirements, or both. Include a name, age groups, categories, total number of gifts, exclusions, and maximum price per gift. Product sourcing currently finds and checks Amazon US gifts. It selects products and assigns quantities: 120 gifts can mean several different products with multiple units of each. Say so if you need a particular brand, a minimum variety, or an exact category split. The new drive stays unpublished, and no gifts are purchased. A clear request to create the drive authorizes this step; you do not need to confirm the same request repeatedly.
Create a new unpublished drive called Community Toy Drive.
We need 120 gifts for ages 6–10: 60 LEGO gifts and 60 board games.
Keep each gift under $25. Search budget $1.Refine an existing drive using a requirements file
Attach the requirements and explicitly ask to refine the existing drive, including its link. This prepares a complete replacement wishlist in the background; it is more extensive than changing a few quantities or notes. State the total, age groups, required brands or categories, price ceiling, and search budget. The process protects donated items and keeps the drive's details and publishing status. If the drive is already published, the replacement changes its live wishlist when applied. If someone changes the drive while the replacement is being prepared, application can stop so you can review the conflict. Complete replacement is currently for ordinary item wishlists, not recipient-based wishlists. Ask for a comparison first when you only want advice.
Refine the existing drive [drive link] using the attached list.
Replace the wishlist to match its 120-gift category totals.
Include the required LEGO gifts and keep each gift under $25.
Search budget $1.Follow background work and control product searching
The assistant returns a progress link when sourcing starts. Open it to see the quantities, search progress, products, issues needing review, and eventual drive link. For a new drive, the default flow creates an unpublished draft once the requirements and products pass their checks. A refinement updates the specified drive and keeps its publishing status. Work can pause when totals disagree or products cannot be verified. Background sourcing continues when chat closes. Keep the progress link, or ask the assistant for the latest job status. Use the progress page's Pause job, Resume saved progress, or Cancel job controls when offered. Stopping a chat reply or starting a new conversation does not cancel a sourcing job. Default limits are $30 per product and a $3 product-search allowance, with a maximum search allowance of $10 per job. Ask for a smaller allowance if needed. This allowance controls product-search work, separately from the total value of the wishlist, and does not buy gifts.
What is the status of the drive you are building?
Show my recent sourcing jobs.Make specific edits to an existing drive
Administrators can explicitly ask to change a drive's name or description, or edit existing ordinary wishlist items: requested quantity, notes, priority, public visibility, and active status. Specify the drive and exact items. Several existing items can be changed together, up to 100 per request. An item cannot be reduced below the quantity already donated. Removing an item retires its request while preserving history. These edits can be saved as soon as you ask; there is no separate approval screen for every edit. For advice first, ask for a proposed change without saving it, then send a clear edit request when ready. The assistant cannot use these quick edits to add a new product, change product prices, or edit recipient-specific requests. Review the drive after an edit.
Change the description of [drive link] to: [final description].
Set the requested quantity of [exact item] on [drive link] to 40.
Mark [exact item] as high priority on [drive link].
Clear the notes from all items on [drive link].Manage your conversation and review saved work
Use Chat options to start a New chat, revisit Past conversations, expand the panel, or open the Guides library. Saved conversations are kept for 30 days when signed in, or 24 hours for visitors; they are not a permanent file archive. Attach files again in a new conversation when needed. Delete a conversation from Past conversations. A new chat, deleted conversation, or stopped reply does not undo saved drive edits or automatically cancel background work. Check the progress page for background tasks and the drive itself for saved changes. To share a problem with support, select Download chat diagnostics in Chat options, or the download button beside a saved conversation. The JSON file contains saved messages, tool arguments and results, errors, and run IDs. It may include private account records or extracted document text, so review it before sharing. Finish or stop the current reply before downloading for the most complete saved transcript. This does not create a public share link.
Use the dashboard for the remaining actions
The assistant can explain the steps for many actions that it cannot perform directly. Complete purchases, payment changes, refunds, cancellations, monthly-gift changes, receipt resends, shipping changes, administrator permissions, drive publishing, and email campaigns through their normal account, dashboard, checkout, or support flows. It does not send emails, publish drives, place orders, or issue refunds for you. It can draft text in chat, but it does not currently create downloadable report files. For unavailable information or a task that needs staff help, use Contact GiftDrive support below.
What happens next
You know which questions and actions the assistant supports, how to give it useful files and instructions, and where to review a saved edit, background task, or unpublished draft before taking the next step.
Troubleshooting
- Cannot see the assistant button? Use a screen at least 768 pixels wide. The button is intentionally hidden on phones and other small screens. It may also be absent from embedded or preview experiences.
- Cannot access your donations or organization? Sign in with the correct account. Organization work requires administrator access to the drive's organization.
- Seeing a connection error? Use Reconnect. If the problem continues, reload the page and try again, then contact support with the time and the task you were attempting.
- A file will not upload? Check the supported format and 5 MB limit, remove failed attachments, and try a smaller text-based document or clear image. Start a new chat after reaching 20 files.
- The answer missed part of a large list? Ask it to continue reading the remaining content and verify the totals. Split long or complex documents, and reattach older images when needed.
- A product or required category is missing? Specify the exact requirement and ask for a comparison first. Review the selected products, ages, quantities, and live prices before publishing or sharing the drive.
- A sourcing job paused or reached its allowance? Open its progress link and review the displayed reason. Resolve inconsistent quantities or other issues before using the available resume controls.
- A saved edit was not what you intended? Check the current drive and ask for the precise correction. Conversation deletion is not undo, and the assistant has no general one-click undo feature.