AI Assistant

The AI Assistant answers questions about your congregation's data in plain language. Ask who has a yahrzeit this week, which families have an outstanding balance, or how many people have RSVPed to an event, and it looks up the answer for you.

Administrators only: The assistant is available to users with the Admin role. Other users do not see it.

Opening the Assistant

Sign in with an administrator account
Click the round chat button in the bottom corner of any page
Type your question and press Send

The chat window stays open as you move between pages. Close it with the X in its header.

What You Can Ask

👥

Members

Find members by name, email, city or state, and get one member's contact details, family, membership history, committee roles, balance and giving.

🕯️

Yahrzeits

Search yahrzeits by name or related member, or list those being observed in the coming days.

📅

Events and RSVPs

Find events and get RSVP totals by status (pending, confirmed, cancelled).

🎓

Students

Look up a student's profile, allergies and accommodations, parents, grades and attendance.

💰

Invoices and Reports

Search invoices and run reports: income summary, revenue by source, payment methods, event revenue, member growth, outstanding balances and aging.

✡️

Hebrew Calendar

Get today's Hebrew date or convert any Gregorian date.

Example Questions

"Who has a yahrzeit this week?"
"Which families owe more than $500?"
"How many confirmed RSVPs do we have for the Chanukah party?"
"Show me the attendance for Sarah Cohen."
"What was our income by category from January through June?"
"What is the Hebrew date on March 14, 2027?"

Follow-up Questions

The assistant remembers the conversation, so you can ask follow-ups such as "What about next week?" or "Show me her family." Your conversation is restored when you return to ShulNET, as long as you used it within the last 30 days.

What the Assistant Will Not Do

It does not change data. The assistant can only look things up. To edit a member, create an invoice or record a payment, use the regular screens.
It does not guess. If it cannot find a record, it tells you so rather than inventing an answer.
It only sees ShulNET data. It cannot read email, files or other systems.

Check important answers: The assistant is a convenience, not a system of record. Before acting on a financial figure or contacting a family, confirm the details on the relevant screen.

Privacy

Depending on how your administrator has configured ShulNET, questions and the data needed to answer them may be sent to an AI provider such as OpenAI, or processed by a model running on your own server. Ask your system administrator which applies to your installation.

Conversations that have not been used for 30 days are deleted automatically each night.

Troubleshooting

No chat button: Your account does not have the Admin role. See User Roles.
"Sorry, something went wrong": The AI service is unavailable or not configured. Contact your system administrator.
Earlier conversation is gone: Conversations are cleared after 30 days without use.