# AI platform for membership organisations | ReadyIntelligence > One AI platform for associations and professional bodies: a private knowledge base, cited assistants for members and staff, agents, integrations and governance. Source: https://readyintelligence.com/platform.html 1. [Home](https://readyintelligence.com/) 2. Platform # One assistant, a whole platform behind it ReadyIntelligence turns your association's content and member data into answers people trust, then gives your team the tools to shape what it knows, where it appears and what it can do. 1. [01Knowledge](#knowledge) 2. [02Answers](#answers) 3. [03Embedding](#embedding) 4. [04Skills](#skills) 5. [05Automations](#automations) 6. [06Integrations](#integrations) 7. [07Usage & cost control](#usage) 01Knowledge ## It starts with what you already know. Connect your existing content and systems, and ReadyIntelligence indexes them into one private knowledge base. No re-platforming and no copy-and-paste: connect a source and it's in. Sources you can connect - Your resource library - Website pages - Document and video assets - Uploaded documents - Any website, via the crawler - Google Drive - Dropbox - SharePoint - Vimeo - ### Always in sync Each source refreshes on its own schedule, every few hours or every few days. It spots what's changed and only reprocesses what it needs to. - Scheduled automatic refresh, set per source - Change detection, so nothing is reprocessed unnecessarily - Reprocess, exclude or remove any document whenever you need - ### Understood, not just stored As it indexes, it reads and enriches your content, so when someone asks a question it finds the right passage, not just the right document. - AI-generated summaries, tags and metadata for every document - Reads text, tables, images and diagrams, at the depth each document needs - Indexes video and audio, with searchable transcripts and timestamped clips - [See how it reads video, slides and charts](https://readyintelligence.com/platform/knowledge/video-and-images.html) - ### Grounded, cited answers Every answer is built from your sources and shows where it came from, so members and staff can trust it and follow the link to read more. - Answers link back to the exact source, page or video moment - Tune how many sources each answer uses, and how close a match it needs - A metadata-only mode lets a public assistant point members to private content without revealing it - [See how every answer is checked](https://readyintelligence.com/platform/knowledge/how-answers-are-checked.html) - [More about knowledge](https://readyintelligence.com/platform/knowledge.html) 02Answers ## Answers worth reading, for whoever's asking. Rich, interactive replies instead of walls of text. Signed in, it knows who it's talking to, so visitors, members and your own team each get the answer that fits them. - ### Rich replies, not walls of text The assistant answers in rich, interactive blocks, so people take in the answer at a glance and can dig deeper when they want to. - Charts, stat cards, contact cards and video, right in the chat - When it needs a detail, it asks with a simple form - Suggested prompts to get started, and follow-ups to keep going - ### It knows who it's talking to Signed in, it works with the member's own record, so answers are personal and members can sort things out without calling the office. - Their membership status, grade, renewal date and auto-renew - Their own orders and order history - Topics and mailing lists they can join or leave, right in the chat - ### A private assistant for your team Staff get their own assistant inside the admin, pointed at your data and tools, plus an “Ask AI” helper built into your content editor. - Ask questions about your membership data in plain English - Find policies, procedures and past decisions in seconds - Draft replies to member queries, ready to review and send - “Ask AI” in the editor: rewrite, shorten, expand or fix grammar - [More about the assistant](https://readyintelligence.com/platform/assistant.html) 03Embedding ## Works on any website, whatever it's built on. Add it to any site with a single line of code, choose how it shows up and make it look like yours. Wherever it appears, it's the same assistant with the same knowledge and history. - Works on your own domain or any other - You decide which domains can embed it - Open to everyone, to guests or to signed-in members only - Keep the “Powered by ReadyIntelligence” footer, or white-label it Public website Members' area Staff admin Claude & AI tools ### Wherever your people already are Your public website, the members' area, your staff admin and AI tools like Claude. Each place gets the assistant and knowledge that suit who's asking. - Floating chat - Inline box - Omnibar ### The right fit for every page A floating chat on every page, a question box inside an article or an omnibar that's always ready for the next question. I Ask the Institute When does my membership renew? Your membership renews on 1 January. You can pay or turn on auto-renew in My account. Ask a question… ### Your brand, your voice Your colours, fonts and name, and the way you talk to members. Match your brand exactly, or let it pick up your site's look automatically. Chat button Ask us anything Quick-ask box Ask a question… Suggested prompts How do I renew?What's on this month? ### Ready-made building blocks Web components for chat buttons, quick-ask boxes and suggested prompts. Drop them onto any page and they all open the same assistant. - [More about embed & white-label](https://readyintelligence.com/platform/embedded.html) 04Skills ## Teach it your way of working, once. Skills are reusable instruction sets: the way your organisation does a particular task. The assistant loads one only when it's relevant, so it stays sharp without being overloaded. - ### Your processes, written once Describe how a task is done, attach what it needs and say when it applies. Every assistant you give it to does the job the same way. - A shared library your agents draw on, loaded on demand - Attach the resources a skill needs: links, files or documents - Set conditions for when each skill should be offered - ### Curated, and trusted Skills are built centrally and kept in order, so the shared library stays something your whole team can rely on. - Assign the right skills to the right assistants - A request-and-approve step keeps the shared library curated - Usage logging shows how often each skill is used, and where - ### Saved prompts for everyone A library of ready-to-run prompts, the questions that get the best results, so good practice spreads instead of living in one person's head. - Save prompts just for yourself, or share them with everyone - Improve any prompt with one click before you run it - Perfect for the tasks your team repeats every week - [More about skills & automation](https://readyintelligence.com/platform/skills-automation.html) 05Automations ## Work that runs itself, in the background. Agents don't just answer, they do the work. They run on a schedule, start when your other systems call on them and work through whole spreadsheets while your team gets on with something else. - ### On a schedule Describe when it should run in plain English and the agent gets on with it in the background. No one waiting, nothing to remember. - “Every Monday at 9am” is all it takes - Pause, resume, or run it now whenever you like - A full run history, so you can see what happened and when - ### Triggered by your other systems Give an agent a secure webhook and any external system can start a background run, joining up your tools without custom integration work. - A secret URL that kicks off a background run - Runs as a chosen user, with its own standing instructions - Ideal for connecting the tools your team already uses - ### Bulk work, done for you Hand it a spreadsheet and it works through it row by row as a background job: imports, updates, clean-ups and more. - Upload a CSV or spreadsheet and describe what to do with it - Preview and dry-run first, then let it run at scale - Live progress, with a log of what was created, updated or skipped - [More about skills & automation](https://readyintelligence.com/platform/skills-automation.html) 06Integrations ## Open, model-neutral and built to connect. It fits the stack you already have. Bring your assistant into Claude and other AI apps, give your agents tools that live elsewhere, and use the models you prefer. - ### Bring your assistant into Claude, and beyond Expose your organisation's tools and knowledge over MCP, the open standard, so your team can work with your data from Claude Desktop and the other AI apps they use. - Publish endpoints that third-party AI apps can connect to - Decide who can connect: a single app, your admins or your members - Secured with tokens or OAuth sign-in - ### Give your agents new powers It works the other way too. Connect external systems to your agents so they can reach the tools and data that live elsewhere. - Connect external MCP servers as tools your agents can call - Pass each user's identity through to the connected system - See connection status and the tools each server offers - ### The models you prefer ReadyIntelligence isn't tied to a single AI provider. Use the platform's managed models or bring your own keys, and switch as the technology moves on. - Use providers such as OpenAI and Anthropic - Use our managed keys, or bring your own - Never locked in to one model or vendor - ### Built to connect For deeper integration, there's a REST API and single sign-on for the assistants you embed on your own sites. - A REST API to manage your knowledge base and users - Single sign-on for embedded assistants, with OpenID Connect or a signed token from your site - [More about integrations](https://readyintelligence.com/platform/integrations.html) 07Usage & cost control ## Trusted AI, on your terms. See how the assistant is used, what it costs and what members make of its answers, and decide exactly what it can see and do. - ### See what's working Every conversation is measured, so you can see where the assistant helps, what members ask for and where a gap in your content is letting them down. - Thumbs-up and thumbs-down feedback on every answer - Usage across your assistants, agents and conversations - Feedback and activity flow into your CRM as member engagement - ### No surprises on cost Track AI usage against your plan's allowance, broken down by activity, and set limits so spend never runs away from you. - Usage and cost tracked per activity, assistant and agent - Warning alerts as you approach your allowance - Hard limits that pause activity until the next period - ### You're always in control You decide what each assistant knows, who can use it and what it's allowed to do, and your existing permissions govern everything staff do through it. - Each assistant only ever uses the sources and tools you give it - Staff actions run under each person's own permissions, and are logged - Fine-grained roles for who can manage agents, data, knowledge and more - [More about usage & cost control](https://readyintelligence.com/pricing/usage-cost-control.html) Two products. One platform. ## Choose RI: Insights, RI: Concierge, or both Everything on this page comes in two products, for your team and for your members. Use one, or both together on the same knowledge base. [For your teamRI: Insights Find answers across internal knowledge, ask questions of live member data and automate routine work. from **£15,000** a year See RI: Insights pricing →](https://readyintelligence.com/pricing.html#insights)[For members and visitorsRI: Concierge Cited answers on your website and member portal, personalised for signed-in members. from **£5,000** a year See RI: Concierge pricing →](https://readyintelligence.com/pricing.html#concierge) Explore more ## More of the platform Go deeper on the parts of ReadyIntelligence that matter most to your organisation. - [Data & insights Ask your membership data questions in plain English and get charts, trends and next steps back. Learn more](https://readyintelligence.com/platform/data-insights.html) - [Workflow & approvals Keep people in the loop: review, approve and audit what agents do before it reaches members. Learn more](https://readyintelligence.com/platform/workflow.html) - [Security SOC 2 Type II and ISO 27001 certified, GDPR-compliant and permission-aware by design. Learn more](https://readyintelligence.com/platform/security.html) - [Use cases See how associations and professional bodies use ReadyIntelligence for members, staff and events. Learn more](https://readyintelligence.com/platform/use-cases.html)