Your member record is the most sensitive thing your organization holds. It has names and addresses, and often children’s names, giving history, attendance, and notes written in confidence. Until recently, the question to ask a vendor about it was where it was stored and who could export it.
AI adds new questions. To answer “who hasn’t been to group since spring?” or to draft a thank-you, a model has to read the record. That means your data goes somewhere, under someone’s terms, and the output may reach a member. None of that is a reason to avoid AI. It is a reason to ask.
These eight questions work for any vendor: a church management system, a donor database, an association platform, or us. They sit alongside the broader community platform RFP questions and the principles in member data sovereignty.
The eight questions
For each one: what to ask, why it matters, and what a good answer sounds like.
- 01
Where does the AI run, and whose account is it on?
Your member data has to travel to a model to be read. Find out which provider, under which account, and whether that account is yours or the vendor’s shared one.
A good answer: A named provider, a clear answer on whose account it runs under, and where the data is processed.
- 02
Is our member data used to train any model?
Prayer requests, giving history and care notes should never become training material for anyone’s model, the vendor’s or the provider’s.
A good answer: A plain no, backed by the provider’s business terms, and a willingness to show you those terms.
- 03
Does it see only what the person asking is allowed to see?
An assistant that can read every record will happily summarize a care note for a volunteer who was never meant to see it.
A good answer: It follows the same roles and permissions as the rest of the platform, for every question and every draft.
- 04
Can it send anything to a member without a person approving it?
A wrong message sent by a machine still comes from your organization. You should know which messages can go out on their own, and who decided.
A good answer: Drafts by default. Automatic sending only for jobs your admins choose, and a clear line around anything sensitive.
- 05
When it flags someone, does it say why?
Staff can’t act on a number they can’t explain, and they can’t catch a mistake they can’t see.
A good answer: Every flag comes with a reason in plain words and a link to the records behind it.
- 06
Is every suggestion and every send logged?
When a member asks why they got a message, or a board asks how a figure was produced, you need a record.
A good answer: A log of what was suggested, who approved it, and what was sent, that your team can read.
- 07
Can we switch each feature off?
You may want help with drafting and none with flagging, or the reverse. Your board may want it all paused while they review it.
A good answer: Each feature can be turned off on its own, without breaking the rest of the platform.
- 08
What does it cost, and who is paid?
AI usage is billed by volume. If the vendor resells it, there may be a markup, and the cost can grow with no one looking.
A good answer: A plain answer: included in the plan, or billed by usage you can see every month.
Answers that should worry you
Some answers sound reassuring and say nothing. “We take privacy seriously” doesn’t tell you whether your data trains a model. “Industry-standard security” doesn’t tell you whose account the model runs under. “The AI only sees what it needs” doesn’t tell you whether a volunteer can ask it about a care note.
Ask the vendor to point to the paragraph in their terms, or in their AI provider’s terms, that backs each answer. If they can’t, you have your answer.
Watch for costs that are folded into a plan with no usage shown. That isn’t wrong on its own, but it means you can’t see what you’re paying for, and you can’t tell whether a price rise next year reflects cost or margin.
Questions to ask your own team
Some of this isn’t the vendor’s decision. Before any AI touches your members, agree internally:
- Which messages must always be read by a person before they go out
- Which jobs, if any, are low-risk enough to send automatically, such as event reminders
- Who can see care notes, and whether that changes when someone asks an assistant
- Who reviews the log, and how often
- What you will tell members about how you use AI
The last one matters more than it looks. If you would be uncomfortable explaining to a member exactly how a message to them was produced, change how it’s produced.
How we answer them
The Assistant is built into Socio Connect, so we should answer our own checklist. These are the commitments it keeps, as written on the AI Assistant page.
| Question | Our answer |
|---|---|
| 01Where does the AI run, and whose account is it on? | On our AI provider. The Assistant runs on Socio Connect’s AI provider, under our account. What it reads is sent only to write the response. |
| 02Is our member data used to train any model? | Never trains AI on your people. What the Assistant reads is sent to our AI provider only to write the response, and is never used to train its models. |
| 03Does it see only what the person asking is allowed to see? | For the people who run it. The Assistant is for your staff and leaders. Members never see the list or the reasons behind it. |
| 04Can it send anything to a member without a person approving it? | Drafts, and your team sends. The Assistant suggests who to reach and drafts the note. Nothing reaches a member until someone on your team sends it. |
| 05When it flags someone, does it say why? | Shows its reasons. Every name on the list comes with why it’s there: a first visit, three missed Sundays, a gift that stopped. No unexplained scores. |
| 06Is every suggestion and every send logged? | It only suggests. Nothing changes and nothing is sent unless someone on your team acts on it. |
| 07Can we switch each feature off? | It only suggests. Nothing changes and nothing is sent unless someone on your team acts on it. |
| 08What does it cost, and who is paid? | Included. The Assistant is included in the Community plan and above, with no separate AI bill. |
Ask us about any of this. And ask every other vendor you’re talking to the same eight questions.