AI assistant¶
MemberOrganizer includes an AI assistant that you can use when logged in to the new layout. Find it in the left-hand menu under AI assistant.
The assistant answers questions in plain English (or Danish/German if you have chosen that language in the admin interface). You can for example write «Where do I find member extracts?» or «What does the balance mean for member 42?».
The assistant is available only in the new layout — not in the old layout, where Chat robot is available instead and mainly searches the user guide.
What can it help with?¶
The AI assistant can help with things such as:
Finding your way around the system and understanding how a feature works — it searches this user guide and gives step-by-step answers.
Setup overview when you are a new user («What should we set up first?»).
Looking up members — for example name, member number, activities, history, or balance — when you have access to member data.
Invoices and member payments — for example whether an invoice was sent, outstanding amounts, or payment agreements — when you have access to this.
Finance — for example chart of accounts, postings, daybook, or balance — when you have access to the finance module.
The assistant also knows something about bookkeeping and can explain terms and point to the right place in the accounts. It is not a replacement for an accountant, auditor, or other professional. Use it as a day-to-day aid — not as professional advice.
If it does not have access to what you are asking about, it will usually say so and instead explain where you can find the answer in the system yourself, if your permissions allow it.
Is it safe?¶
Yes — it is safe to use the AI assistant with regard to your organisation’s data.
The assistant only works with your own organisation’s information — it does not mix data between organisations.
No data is sent on to third parties. All processing runs on servers at MemberOrganizer.
The conversation is tied to the user who is logged in, just like the rest of the admin interface.
As with any use of the internet, you should naturally avoid typing unnecessary personal details into the chat that are not relevant to the task. Think about your questions the same way you would ask them to someone in support at MemberOrganizer.
Your permissions control access¶
The AI assistant can only see and look up the data that you yourself have access to with your login. It follows the same permissions as the rest of the system.
Examples:
If you only have read access to members, the assistant can help with member lookups — but it cannot do anything you are not allowed to do yourself.
If you do not have access to the finance module, the assistant cannot show finance data, even if you ask about the daybook or an account.
If you do not have access to invoices, it cannot look up specific invoices for you.
If you are unsure why the assistant cannot answer something, check your privileges under Account -> Edit profile, or ask your organisation’s administrator.
AI assistant and MemberOrganizer support¶
The AI assistant supplements — but does not replace — our regular support. You can still contact us at kontakt@foreninglet.dk if you are unsure about something important, experience errors in the system, or need personal guidance. Support is included in your subscription.