Better answers first. Then everything an AI platform should do.
ReadyIntelligence is the AI platform for associations. Sourced answers for members and staff from your own content and data, plus live member insight, scheduled skills and your knowledge inside the tools your people already use.
- SOC 2 Type II
- ISO 27001
- Live in weeks
What's our refund policy if a delegate cancels their conference place?
A full refund up to 30 days before the event, then 50% until 14 days out, and nothing after that. Delegates can transfer their place to a colleague for free at any time.
Sources3
- Events terms and conditions
- Staff briefing: 2026 events policy
- Booking terms
Can you report on new members this quarter, broken down by grade?
212 new members joined in Q3, up 18% on Q2. Students made up almost half, after the university partnership launched in July.
New members by grade
Sources3
- Membership records
- Q2 membership report
- University partnership launch
Which members are most at risk of not renewing in November?
38 members haven't logged in, booked an event or recorded CPD since April, and 11 of them renewed late last year, so I'd start with those.
Sources3
- Membership records
- Event bookings and CPD logs
- Member portal activity
From Pixl8 Group. Building for associations since 2001. Trusted by 200+ organisations.
One platform. Better answers for everyone.
Visitors, members and your own team each get an assistant that answers from the same trusted knowledge. Pick a use case to see it at work.
Membership finder
Helps website visitors find the right membership in a few quick questions, then starts their application.
More completed joins, fewer "which grade?" emails
I'm thinking of joining. Which membership is right for me?
Happy to help. Just three quick questions.
Please confirm
| Associate | Full member Best fit | Fellow | |
|---|---|---|---|
| Annual fee | £145 | £265 | £390 |
| Post-nominals | |||
| CPD programme | |||
| Leadership network | – | ||
| Mentor other members | – | – |
Full membership fits best: you have the experience it requires, and the leadership network suits someone managing a team. Shall I start your application?
Sources2
- Membership grades 2026
- Fees and eligibility
Enquiry assistant
Answers visitors' questions from your public content, so they find what they need without searching.
Fewer routine enquiries, and visitors who find what they came for
Do you run a qualification for people switching into the profession from another career?
Yes. The Conversion Diploma is designed for career changers with at least two years' experience in a related field. It takes 12 to 18 months part-time and leads to Associate membership.
- Conversion Diploma For career changers with related experience Learn more
- Open evening: routes into the profession Hear from recent career changers Register
Would you like me to send you the diploma guide, or book you a place at the open evening?
Sources3
- Qualifications pages
- Conversion Diploma prospectus 2026
- Events calendar
Find a professional
Searches your public directory in plain language and puts enquirers in touch with the right member.
Enquiries that reach the right member first time
I need an accredited surveyor near Leeds who specialises in listed buildings.
I found three accredited members within 15 miles of Leeds who list listed buildings and conservation work as a specialism.
- Hannah Okafor, Chartered member Listed buildings, conservation surveys View profile
- Tom Whitfield, Fellow Historic buildings, heritage planning View profile
- Priya Nair, Chartered member Listed buildings, dilapidations View profile
All three are currently taking on new clients. Would you like me to send your enquiry to one of them?
Sources2
- Public member directory
- Accreditation register
Events for non-members
Helps visitors book events and courses, and shows what they would save by joining first.
More bookings, and event interest turned into new members
I'm not a member. Can I still come to the Data & AI Summit, and what does it cost?
Yes, the Summit is open to everyone. Here's how the prices compare, including what you'd save by joining first.
| Non-member | Member Best fit | |
|---|---|---|
| Summit ticket | £495 | £295 |
| Workshop add-on | £150 | £95 |
| Session recordings | – | |
| CPD certificate | – |
Associate membership costs £145 a year, so you'd be £55 better off on the Summit alone. Shall I book your ticket, or start with membership?
Sources3
- Events calendar
- Ticket pricing 2026
- Membership fees
Talk to a person
Qualifies enquiries and routes them to the right team, with the context attached.
Qualified leads, routed with the conversation attached
I'd like to talk to someone about corporate membership for my team of 40.
Happy to arrange that. Corporate membership covers teams of 10 or more, and our partnerships team can walk you through the options. I just need a few details.
Please confirm
Thanks Daniel. Someone from the partnerships team will be in touch within one working day. In the meantime, here's the corporate membership guide.
Sources2
- Corporate membership pages
- Enquiry routing rules
Knowledge assistant
Answers members' questions in plain language from your own content, with the source attached.
Fewer routine calls, and answers members can trust
How do I transfer my membership if I move to another region?
You can transfer at any time from My Account, under Membership > Change region. Your grade, CPD history and renewal date all stay the same, and your new regional group will be in touch within five working days.
Sources2
- Membership regulations
- Regional groups FAQ
CPD & certification coach
Logs CPD from a conversation and shows members exactly where they stand.
More members completing their CPD cycle on time
I went to the Ethics in practice webinar yesterday. Can you log it for me?
Of course. I've filled in the details from the webinar record, just check they're right.
Please confirm
14 / 16CE hours this cycle, including 2 in ethics
You need 2 more hours before 31 December. The Advanced negotiation workshop on 14 November would complete your cycle.
Sources3
- Your CPD record
- Webinar attendance
- 2026 Certification handbook
Events concierge
Recommends events based on what members have attended before and the topics they follow.
More bookings from members who'd otherwise have missed out
Anything coming up this autumn that I should go to?
Based on the events you've been to and the topics you follow, these three look like a great fit.
- Data & AI Summit 2026 Because you attended the 2025 Data Summit Book
- Leadership roundtable: managing change Matches your interest in leadership Book
- North West networking evening In your region, and new to you Book
Would you like me to book the Data & AI Summit? Your early-bird member rate is available until 31 October.
Sources3
- Your event history
- Topics you follow
- Events calendar
Policy & guidance expert
Finds the exact clause in your codes, standards and guidance, and explains it plainly.
The exact wording, explained for each member's situation
Can I accept a gift from a client I've just finished working for?
Usually yes, as long as it's modest and doesn't create a conflict of interest. The code of conduct sets two conditions:
Members may accept gifts or hospitality of modest value, provided they do not influence, or appear to influence, their professional judgement.
Any gift worth more than £100 must be declared to your employer or the Institute within 28 days.
So a thank-you card or a bottle of wine is fine. Anything over £100 needs declaring, which I can help you do now.
Sources2
- Code of conduct 2026
- Gifts and hospitality guidance
Account & renewals
Handles renewals, payments and profile changes from the member's own record, in conversation.
Renewals and changes done without a support ticket
When is my renewal due, and can I switch to paying monthly?
Your Full membership renews on 1 March 2027 at £265. You can switch to monthly Direct Debit now: it works out at £22.50 a month, with the first payment taken on 1 March.
Please confirm
Done. You'll get a reminder 30 days before 1 March, and you can switch back to annual payment at any time.
Sources2
- Your membership record
- Fees and payment options 2026
Your knowledge in Claude
Lets members connect Claude to your knowledge over MCP as part of their subscription, switched on from their member portal.
A member benefit that generic AI tools can't offer
I'm preparing for a client meeting on the new data protection rules. What does the Institute's guidance say I need to cover?
I'll check the Institute's guidance.
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readyintelligence.search_knowledgetopic: data protection rules 2026, audience: members -
readyintelligence.get_documentData protection guidance note, sections 2 to 4
| Area | What the guidance says | Where |
|---|---|---|
| Lawful basis | Confirm and record the basis for each type of client data before work starts | Guidance note, s.2.1 |
| Retention | Keep client files no longer than 6 years after the engagement ends | Guidance note, s.3.4 |
| Breach reporting | Report a reportable breach to the regulator within 72 hours and tell the client | Guidance note, s.4.2 |
Those three areas cover what the guidance expects you to address with clients. Would you like me to turn this into a one-page checklist for the meeting?
Sources3
- ReadyIntelligence MCP server
- Data protection guidance note 2026
- Member knowledge base
Retention analyst
Spots which members are at risk of lapsing, explains why, and suggests what to do about it.
Fewer lapses, with the at-risk list ready to act on
Which member segments are at the highest risk of not renewing this quarter?
Mid-career members in two regions show the highest lapse risk, driven by falling event attendance. Here's the picture, and three actions I'd prioritise.
- Re-engagement email to 412 mid-career members Similar emails won back 1 in 5 lapsing members last year Review
- Two North West events in November Attendance there is down 34% year on year Plan
- Call list of 40 high-value lapse risks Members with 10 or more years' tenure Open
Sources3
- Live CRM data
- Events attendance
- Renewal history
Board briefing
Pulls finance, membership and events data into a board-ready summary in minutes.
A board-ready summary in minutes, not days
Summarise membership income against budget for the October board pack.
Membership income is 3% ahead of budget year to date, driven by strong corporate renewals.
Actual Budget
JanFebMarAprMayJunJulAug
One to watch: the under-30 grade is 6% behind budget. I've added a note to the risks section.
Sources3
- Finance system
- Budget 2026
- Membership grades
Member services co-pilot
Drafts replies to member enquiries using their record, ready for your team to approve.
Faster, consistent replies, with a person approving each one
Draft a reply to Priya Shah's email about her missing certificate.
Priya completed Advanced practice on 3 September, but her certificate went to an old email address. I've drafted a reply and queued a resend.
Draft replyPriya Shah
Your Advanced practice certificateHi Priya,
Thanks for getting in touch, and congratulations on completing Advanced practice. Your certificate went to your old email address, so I've updated your record and sent it again. It should be with you shortly.
Best wishes, the Membership team
Sources3
- Member record
- Course completions
- Email history
Campaign builder
Builds a target segment from live data, asks how you'd like it to land, then drafts the campaign.
Targeted campaigns from live data, drafted in minutes
Promote the new ethics course to members who still need ethics hours this cycle.
I've built the segment from live CPD data. Before I draft anything, how would you like it to come across?
Segment Full and Fellow membersUnder 2 ethics hours this cycleRenews before 31 MarchOpted in to email
Please confirm
Sources3
- CPD records
- Membership data
- Email preferences
ReadyIntelligence in Claude
Connect ReadyIntelligence to Claude over MCP, so staff can ask about your organisation from the tools they already use.
Your organisation's knowledge inside the tools staff already use
How many members came to an event in the last year but haven't renewed yet?
I'll check ReadyIntelligence.
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readyintelligence.search_membersattended_event: last 12 months, renewal_status: lapsed -
readyintelligence.summarise_segmentgroup_by: grade
| Grade | Members | Most recent event |
|---|---|---|
| Full member | 96 | Data & AI Summit 2026 |
| Associate | 58 | North West networking evening |
| Fellow | 17 | Annual conference 2026 |
171 members came to an event in the last 12 months but haven't renewed, most of them Full members. Would you like a call list?
Sources3
- ReadyIntelligence MCP server
- Live CRM data
- Events attendance
See it working with your own content.
Book a demoBetter answers are just the beginning.
Fast, cited, personalised answers come first. Then teach it your processes, automate the routine work and connect it to the rest of your tools, so your team can focus on adding member value.
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Skills that run themselves
Prompt once and get monthly board packs, weekly lists of at-risk renewals, post-event plans and more, delivered on schedule.
Learn more -
Live membership data, not just documents
Ask questions of your membership data and get insights back, with charts, strategies and next steps.
Learn more -
Connects to your systems
Connect your AI to Microsoft 365, Google Drive, Dropbox, Vimeo and your other systems for even better answers.
Learn more -
Works on any platform
Add AI agents to any AMS, CRM, member portal or website, and get started fast.
Learn more -
Your brand, your voice
Give your AI agent your look in a few clicks, and set its personality and tone of voice to match your association.
Learn more -
Your knowledge, wherever your people are
Connect your AI agent to Teams, Slack, WhatsApp, Claude and Copilot, so people can ask questions wherever they already work.
Learn more
Why ReadyIntelligence means better AI.
It's built for associations, so it knows your content, your members and the way your team works. See what that means for your staff's time, and for every answer it gives.
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Skills to save your team time
See how to automate board reports, renewal risk monitoring, CE audits and more with Skills.
Explore skills & automation -
Better AI answers for all
See why ReadyIntelligence produces better answers for the public, members and staff.
See why the answers are better -
Answers from what's shown, not just what's said
ReadyIntelligence reads the slides, charts and diagrams in your webinars, recordings and reports, matches them to what was said, and takes people to the exact minute the answer came from.
See how it reads video and images -
Ask your member data anything
Ask questions of your live membership data in plain English and get charts, renewal forecasts and next steps back, with permissions checked on every query.
See member data insights
As the trade association for AI in the UK we're growing very quickly. ReadyIntelligence is key to bringing new members onboard — surfacing relevant content, delivering sector insights and unifying our data.
Tim Flagg
CEO, UKAI — the trade association for the UK AI sector
Ready to take to your board.
Security and governance are built in, so you can answer the hard questions about risk, privacy and control with confidence.
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SOC 2 Type II and ISO 27001.
Independently audited and certified.
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Permission-aware.
Members and staff see only what your systems already allow.
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Traceable.
Every answer records the sources and data it used.
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Never the open internet.
Answers come only from your knowledge and data.
Questions, answered
If you're evaluating ReadyIntelligence or just getting started, this covers the questions we hear most often.
How is this different from a generic AI chatbot?
A generic chatbot answers from whatever it was trained on and can't tell you where an answer came from. ReadyIntelligence answers only from your organisation's own content and data, cites the exact source behind every response, and respects each user's permissions — so you get accuracy you can verify rather than a confident guess.
What systems can ReadyIntelligence connect to?
ReadyIntelligence works with a wide range of content and data: documents, PDFs, presentations, spreadsheets, website pages, cloud storage, knowledge base articles and video, plus live data from connected systems such as your CRM, finance platform and analytics tools. Web crawls can be scheduled to keep content current automatically, and integrations are added without any migration of your existing data.
How does the permissions model work?
ReadyIntelligence operates on a default-deny model — the assistant only sees data sources that have been explicitly configured and permissioned. On top of that, it checks each user's access rights at the point of query, so members and staff only ever receive information they are already authorised to see. You can widen access gradually as your confidence in the platform grows.
Does ReadyIntelligence train AI models on my data?
No. Your content and data are used to answer your users' questions, not to train foundation models. Information stays within your permissioned knowledge base, with EU data residency available, and is never fed back into general-purpose model training.
Which AI models does ReadyIntelligence use?
ReadyIntelligence is model-neutral. It uses leading large language models under the hood and can adopt newer or more capable models as they become available, without you having to change how you've configured your assistants. Answers are always grounded in your own content rather than the model's general knowledge.
How long does deployment take?
Most organisations see their first assistant live within weeks, not months. The speed depends on how much content you're bringing in and how you want to integrate with your existing systems — you can start small and expand at your own pace.
Do I need a technical team to set it up?
No. ReadyIntelligence is configured rather than coded: connecting content, tuning an assistant's tone and setting permissions are all done through the platform. Our team supports you through onboarding, and web components can be embedded with a single snippet when you're ready to extend the assistant across your site.