Module

AI Agents

Real tool-calling agents that read live data, propose an action, and wait for a human to approve it.

Three agents, one principle

Renewal Agent, Pipeline Agent, and the AI Workbench each call their own API route (/api/agent, /api/pipeline-agent, /api/ai) against the chamber's live data — real tool-calling, not a static script pretending to think. Every one of them stops short of the last step: they propose, a staff member decides.

What each one actually does

Renewal Agent scans the at-risk member queue, pulls context per member (engagement, dues status, event history, referrals), and hands back a prioritized worklist with a drafted email per member. Pipeline Agent does the equivalent for open prospect deals, ranking by value at stake and how recoverable a stalled deal looks. The AI Workbench covers six narrower staff tasks — summarizing meeting notes, extracting a structured record from a pasted email, drafting meeting minutes, building a member profile report, drafting outreach copy, or a free-form question against the workspace's own data.

Nothing sends without approval

Every agent-drafted email, note, or worklist item requires a person to act on it — approve and send for Renewal and Pipeline Agent items, copy and use elsewhere for Workbench drafts. None of the agents have write access to send communications on their own. Actions taken from an agent's suggestion are logged, so there's a record of what was proposed versus what a person actually decided to do with it.

Frequently asked questions

Do the AI agents ever send an email or make a change without a person approving it first?

No. Renewal and Pipeline Agent items need explicit staff approval before sending; AI Workbench drafts are copy-to-clipboard for staff to use elsewhere. Neither path sends anything automatically.

What happens if the AI provider key isn't configured?

The agents that require live inference say so explicitly rather than faking a response — they need a working key to run, since a real trace has to be real to be honest.

See the Member CRM, Dues, and Events working together

Book a demo — we'll run it on a live chamber, not a slide deck.

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