AI Assistant

The Membes AI Assistant is a conversational tool that helps visitors quickly find and understand information from your organisation’s website, powered by the integrated Membes CMS, and connected knowledge sources. Rather than searching across multiple pages, members and non-members can ask questions and receive helpful responses.

Administrators guide on how to enable, configure, publish and review your Membes AI Assistant. Associations administrators are responsible for configuring the Membes AI Assistant.

1. Log in to the Membes administration portal, open your profile and expand Optional Modules.

2. Find AI Assistant and enable the module.

3. Go to Configuration and Settings. In the left navigation panel, expand Artificial Intelligence, then select AI Assistant.

4. On the AI Assistant dashboard, select Click here to enable the AI Assistant in your system.

After activation, open AI Assistant Config to complete the configuration before adding the Assistant to your website.

Open

Open AI Assistant Config and complete each section below. Select Save Settings when you have finished.

Controls whether the AI Assistant can appear on your public website.

• Show on public website: displays the Assistant on website pages where it has been added in the CMS using the shortcode.

• Use the radio button to enable or disable public visibility.

Controls how the Assistant introduces itself on the page.

• Assistant Name: enter the name visitors will see.

• Greeting: create a short, welcoming opening message.

Defines what visitors can ask, where the Assistant's knowledge comes from and how it should respond.

• Suggested prompts: add example questions visitors can select to begin a conversation.

• Keep prompts short, specific and focused on common visitor needs.

• This is the Assistant's full set of instructions. Use it to define:

• who the Assistant is and what it represents

• how visitors can join, including links to your join forms

• the preferred tone and response style

• topics the Assistant should decline or redirect

Provides static fallback content when the AI Assistant is temporarily unreachable.

• Add a clear message explaining that the Assistant is unavailable.

• Include alternative contact or support information where appropriate.

• Add frequently asked questions (FAQs) so visitors can still access useful information.

Controls the per-IP request throttle for public chat.

• Rate limit (per minute): the default setting is 10 requests per IP address per minute.

• Adjust the rate only when required for your organisation's expected usage and security needs.

Review each section, then select Save Settings.

Open

Open

• Go to CMS and open homepage and find the AI Assistant on the homepage labels.

• Find the AI Assistant widget or status area and confirm that all three readiness indicators are enabled:

Knowledge trained

AI online

Visible on public site

Place the following shortcode anywhere in the page content where you want the chat widget to appear inline:

• Shortcode [ASSISTANT]

• Save or publish the CMS page, open it on the public website and confirm that the Assistant loads and responds as expected.

Open

Training gives the Assistant the knowledge it needs to answer questions accurately using your organisation's information.

Open the Membes guide: Train AI Model

Open

Administrators can search transcript data using:

• date period

• visitor

• outcome

• Review top questions and add missing information to the AI knowledge source.

• Investigate fallback interactions and improve the Agentic prompt, FAQs or training content.

• Refine suggested prompts so they reflect the tasks visitors most commonly want to complete.

• Check transcripts periodically to confirm that responses remain useful and appropriate.