AI that helps your staff, under your control.
AssociationServer uses AI in four places, all on Azure OpenAI in a Canadian region. Nothing is retained after a request, and nothing is used to train models.
AI Assistant
Staff and members get instant answers, by text or voice, in English or French, with escalation to our support team when you need a person. When a question needs it, the assistant sends the relevant record information with the request. Included in your subscription.
Ask your membership in plain English
"Who owes a balance?" "Who attended last year's conference but hasn't renewed?" The SmartList builder turns the question into an editable condition tree you can check and adjust, then runs it inside AssociationServer. Only your schema and metadata go to the AI: field names, types, descriptions and lookup values. No member records.
Learn more →Record summaries
Open a member and the Snapshot opens with an AI summary of the record. On by default, and your association can switch it off. Deeper analysis (Member Insights) is optional and billed as consumption.
Learn more →AI Review for applications
AI screens each application's documents against your criteria and recommends a next step: likely approval, committee review, or more information needed. It never declines an applicant. Every decline is a staff decision, and your association decides whether clear approvals can be automated.
Learn more →Questions about AI and your data?
We'll walk through exactly what each feature sends, where it runs, and how to switch it off.