AI assistance, not AI autonomy
Human-in-the-loop approach. AI suggests, staff decide. Triage assistance, record summarisation, draft suggestions—all auditable.
The approach
AI features in CRM for NFP are assistive, not autonomous. AI provides suggestions, summaries, or drafts. Staff review and approve before action. Final decisions remain with people.
All AI actions are logged in audit trails: what was suggested, what was actioned, who approved it, when.
Three AI use cases
AI-assisted enquiry triage
Input: Enquiry text from web form or email
AI suggests: Category, priority, recommended action
Staff action: Review suggestion, confirm or override, assign to queue
Case note summarisation
Input: Multiple case notes over time
AI generates: Summary of key points, timeline, status
Staff action: Review summary, edit if needed, use for handover or reporting
Follow-up suggestion
Input: Client interaction history
AI suggests: "Consider follow-up regarding program eligibility"
Staff action: Review suggestion, decide whether to act, log decision
What you'll see in a demo
- Triage suggestion
See how AI analyses an enquiry and suggests category and priority. Staff confirm or override. - Case note summary
View a multi-note case history summarised by AI. Staff review and edit before using for handovers. - Audit trail
See how AI suggestions and staff decisions are both logged for accountability.
Works with these modules
See AI assistance in action
Book a conversation to discuss human-in-the-loop AI for your use cases.
No hard sell. Just a practical demonstration.