Conversations become cases. Cases become completed parish work.
Open conversations0
Active cases0
Waiting approval0
Open tasks0
Give your assistant a task
Phone, SMS, web chat and private-link conversations will enter the same workflow engine.
Recent cases
AI Conversation Lab
Test the complete parishioner conversation before connecting telephone and SMS.
Parishioner conversation
Try this
Start naturally
“Hello, I would like to arrange a Baptism for my daughter.”
Automatic case
The assistant creates the case and asks one missing question at a time.
Status
Start a conversation.
Live case summary
No case yet.
Cases
One place to manage each family request from conversation to completion.
Parish work
AI conversation → Family confirms → Parish Review & Approve → Assistant handles the routine.
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Manual case entry (office use)
Approvals
Approvals appear here only after the information/documents review task is completed. Then confirm the final date and time and approve to start the routine.
Approval guide
Approve Date & Time — the requested date is accepted; enter the final time and the Baptism routine starts automatically. Request Different Date — sends the case back to the family to choose another date. Request More Information — asks the family for something missing. Decline — closes the request with a recorded reason.
Approval history
Completed decisions stay here; only pending decisions remain above.
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Tasks
Work generated by cases and follow-up rules.
Task guide
Only work that genuinely needs a person appears here. Normal case review and approval are handled directly inside Cases. The assistant keeps system waiting steps and routine processing out of this list.
Task history
Completed work is kept here for reference. It is no longer active workflow.
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Knowledge
Mass times, sacrament requirements, parish policies, contacts and frequently asked questions will live here.
Knowledge base — next connection
This Phase 1 shell is ready for the parish knowledge editor and AI retrieval layer.
Routines & Actions
Reusable parish routines and one-off actions for individual cases.
How the assistant works
Case = the complete file for one request or event. Approval = a decision only a parish person should make. Task = work a person must do. Routine = reusable instructions telling the assistant what to do after approval, before the event and after the event. A temporary action applies only to one case.
Standard routines
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Routine actions
Choose a routine.
Action queue
After a case is approved, its routine creates actions here. External email and Google Calendar actions are prepared safely until those accounts are connected.
Open a case to view its actions.
Settings
Assistant identity, channels, approval rules and parish connections.
Assistant name Parish AI Assistant
Approval mode Required
Phone / SMS Next phase
Calendar Next phase
OpenAI connection
Safe diagnostic. It checks the private configuration, API connection, model and Structured Output. Your API key is never displayed.
Not tested yet.
Case
Family information
Case progress
Review & Approve
Check the family information and requested date. Then make one parish decision.
Parish decision
If the family's requested date and time are suitable, confirm them below and approve. If not, enter the alternative date/time or an instruction and choose Suggest another date.
Task
What happens next?
Save keeps this task open and only saves assignment, due date and notes. Complete means the work is finished. The assistant then continues with the next workflow action. Approval decisions are made separately under Approvals.
Family confirmation
Please check what the assistant understood. Nothing is sent for parish approval until the family confirms it.