Demo Parish
● Assistant online 24/7

Your AI Assistant is working.

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 It is no longer active workflow.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.