# AI assistant for members, visitors and staff | ReadyIntelligence

> RI: Concierge and RI: Insights: AI assistants for association members, visitors and staff, with cited answers from your content, personalised when signed in.

Source: https://readyintelligence.com/platform/assistant.html

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# AI assistants for members, visitors and staff

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.

PublicMembersStaff agents

Do online courses count towards CPD?

*A*Ask the Institute

Yes. Accredited online courses count as structured learning, up to 20 of your 35 hours each year.

**1**CPD handbook · p.12**2**Online learning FAQ

How's my CPD tracking for renewal?

*A*Signed in as Sarah Mitchell

You've logged 26 of 35 hours. Nine more before you renew on 31 Dec.

CPD hours, 2026**74%**

Target 35

JunJulAugSepOct

Draft the October board report

Board report agent · done in 40s

#### October board report

- Membership: 4,812, up 3%
- Renewals: 142 at risk
- Events: 6 sold out
- Finance: on budget

board-report-oct.docx · ready to review

At a glance

## One platform, with assistants for visitors, members and your team

1. [**01Works on any website**One line of code, on any platform](#assistant-1)
2. [**02Wherever your people are**Website, members' area, admin and Claude](#assistant-2)
3. [**03Your brand, your voice**Your colours, name and tone](#assistant-3)
4. [**04Rich replies, not walls of text**Charts, cards, forms and video](#assistant-4)

01

## 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

02

## 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.

- A floating chat on every page
- A question box inside an article
- An omnibar that's always ready for the next question

03

## 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.

- Give it a name and a personality that sounds like you
- Set the colours, fonts and corners, with a live preview as you go

Ready-made building blocks

- Chat button: a call to action that opens the assistant, ready with a question
- Quick-ask box: an inline question box for hero sections and help pages
- Suggested prompts: buttons that start the right conversation for a page

04

## 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

05

## 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

06

## 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

Two products. One platform.

## Get your assistants with RI: Concierge and RI: Insights

Member and visitor assistants come with RI: Concierge. Your team's private assistant comes with RI: Insights. Use both 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)

Keep exploring

## Explore more of the platform

- [Knowledge & answers   Turn your documents, web pages and video into one private knowledge base that stays in sync.  Learn more](https://readyintelligence.com/platform/knowledge.html)
- [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)
- [Security   SOC 2 Type II and ISO 27001 certified, GDPR-compliant and permission-aware by design.  Learn more](https://readyintelligence.com/platform/security.html)

[See pricing](https://readyintelligence.com/pricing.html)

## Related reading

[Browse all resources](https://readyintelligence.com/resources/news.html)

- [BlogYour chatbot sounds confident. But is it right?Check your chatbot →](https://readyintelligence.com/resource/your-chatbot-sounds-confident-but-is-it-right.html)
- [BlogHow to name your association's AI assistantName your assistant →](https://readyintelligence.com/resource/how-to-name-your-association-s-ai-assistant-what-alexa-and-siri-got-right.html)

## Common questions

Where do the answers come from?

Only from the content and data sources you connect, such as your website, documents, webinars and CRM. Every answer shows its source.

What happens when the answer isn't in our content?

The assistant says so rather than guessing, and the gap shows up in your insight reports so you can fill it.

Do our users need another login?

No. Pass the assistant a signed token from your application, or connect your OpenID Connect identity provider, and your users are signed in to it automatically. You choose whether it's for signed-in users only, guests as well, or everyone.

Who can see what?

ReadyIntelligence is permission-aware: it applies the access rules you already have, so members-only and staff-only information stays that way.

Can we see what people ask the assistant?

Yes. Conversations are recorded and available in the admin, handled in a privacy-conscious way. You can see which questions come up most, where the assistant is performing well and where there are gaps in your content.

[See all FAQs](https://readyintelligence.com/resources/faqs.html)